Create a daily security report

Start a new shift daily report so you can log entries during your shift. You need a staff account with access to Daily Report.

conciergemanagerOpen in app
  1. Open Daily Report from the sidebar under Security.
  2. Select the building in the building filter if more than one building is available.
  3. Click New report.Daily Report header with New report — Daily Report page showing the New report button
  4. In Start daily report, confirm Building.
  5. Fill Relieving (outgoing staff) with the outgoing staff name.
  6. Fill Relieved by with the incoming staff name.
  7. Adjust Shift start and Shift end if the defaults are wrong.
  8. Click Start report.

Result: You see a Report created confirmation, the report opens in the detail panel as a draft, and it appears under the Drafts tab.

Related articles

  • Open and complete a daily reportAdd shift entries to a draft daily report, then close it when the shift is done. You need a staff account with access to Daily Report.

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