Category: 5) Reports

Exporting Lists (Workers or Projects)

Occasionally, it will be convenient to export a list of Worker Users or a list of current projects. To do so, follow these steps:

  1. Click “Settings” in the navigation panel at the left, then select “Export” in the sub-menu that opens
  2. For both Workers and Projects, there is a menu to select whether you want to see ALL, ACTIVE, or INACTIVE
  3. Once you pick which group, click the appropriate “export” button for what you want to export. A CSV file will download immediately and this file can be opened in your text editor or spreadsheet program (typically Excel)

The screenshot below shows how to export INACTIVE PROJECTS:

Daily Site Reports

Daily site reports are a quick an easy way to keep your customers updated about your employees’ activities at their sites. If your employees are using SYNCrew correctly taking good, relevant photos and writing down good notes about their site visits, you can easily use this feature to share relevant information about the visits with the site’s owner. The feature gives you a lot of options to tailor this report and also allows you to edit the language in case there are grammatical errors or incorrect information.

To start, you need to enter the client’s email address(es) on each location, that way the report can be emailed to the client. You can also enter generic or specific site info that you want to be shown in the report (optional)

To run the actual report, select the “Reports” menu item and then the “Daily Site Reports”.

Continue reading “Daily Site Reports”

Reports: Activity Reports

Activity Reports are a simple report to show a view of all the events your workers make. There are no calculations performed as this report simple displays the events as they are. For example, a day where a worker clocked in, started lunch, ended lunch, took a progress photo, and clocked out would show as 5 rows in this report.

The report is most commonly used to find photos or make edits to events since its easy to view photos and make edits.

How to run a Work Block report:

  1. Select “Activity Report” from the Reports menu
  2. Filter your report for the projects, workers and dates you want. The time defaults to “Today” but you can select a lot of other pre-loaded times, like last week, Month to Date, etc. If you click on “Custom Time” you can put your own desired time period. Custom fields may appear below Worker and Project if they are enabled for your company.
  3. Click “Run.”
  4. Once the report loads, you should see a report that is a series of rows. Each row represents an event by your employees. You may edit the events or view the event photo using the buttons at the right. Also note that you may export the report to a Comma Separated Variable file that can be opened in Excel or other spreadsheet programs.
  5. The filters are still available on top in case you need to adjust something and re-run.