Generate a Activities Summary Report for Day Plans in a Date Range

Get a day- and employee-wise summary of activities against the day plans in the selected date range.

  1. Go to Web App > Reports.

    The Reports page appears.

  2. Scroll down to the Day Plan section.
  3. Click the Multi Day Plan Summary/Detailed Progress Report link or icon.
  4. Select employees from the employee section.
  5. Optional: Ensure that Summary is selected for the level of detail.
    It defaults to Summary.
  6. Select Activities Based for Type.
    Type defaults to Check-ins Based.
  7. Optional: Change From and To dates as per your requirement.
    Both From and To default to today.
  8. Optional: In Load report as, select the output report format.
    Load report as defaults to HTML.
  9. Click LOAD.
    If you opted for HTML, the report opens in a new tab.

    If you opted for XLS, the browser shows a dialog with Open With and Save File options.