View Activity Report

Updated 1 year ago by Jake D.

  1. Open an estimate.
  2. On the Claim Info tab, click Report Management. The reports available vary depending on project type and profile. 
  3. On the navigation menu on the left, click Activity Report. The main window will display the selected report.
  4. Click New, then fill in the applicable information for the report like the process, activity, due date, date completed, and description.
  5. Click Save.
  6. Click the View button to view and print the report.
  7. Click Export to save or email the report as a PDF.

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