User Guide

Daily Progress Report

Where: Admin portal → Reports → Daily Progress Report
Route: /reports/daily-progress-report

The daily progress notes your employees have logged – what each person wrote about their day. See Reports – the basics for Search and Show.

Daily Progress Report
Daily Progress Report

The page opens empty: "To Search for results – Set filters and click View to load the daily progress report."

1. Run the report

  1. Click the Dates pill, pick the first and the last day in the two boxes and click Done. Both days must be today or earlier.
  2. Optionally pick a Working Location, and an Employee (type at least three characters of the name and pick the person). Leave the employee empty to see the notes of everyone who matches the dates and the location.
  3. Click View. Clear all filters starts again.

The report
The report

ColumnWhat it shows
Date / TimeWhen the note was logged.
Employee NameWho wrote it.
Location NameThe employee's working location.
Progress ReportWhat the employee wrote.

Export downloads the notes that match the filters as an Excel file.


Related: Employee Performance · Daily Attendance Punch