Not all projects are the same, so making sure your Daily Reporting workflow is adapted to your team's needs is critical. Check out the steps here to learn how to customize your Daily Report Templates.

Steps to create a new daily report template:

  1. From the Raken Web App, click on 'Company' from the navigation menu at the top of your page
  2. Navigate to the 'Templates' tab
  3. Click on the green button on the right to add a new template
  4. Give your template a name
  5. Check the box under the default template section if you prefer all new projects to use this template
  6. From the 'General', 'Daily Report', 'Survey Questions', and 'Daily Report Email Recipients' dropdown menus you can customize your template's settings
  7. Click 'Save'
  8. Hover over the template you just created
  9. Click 'Apply to Projects'
  10. Click 'Select Projects' box to expand the dropdown
  11. Use the checkboxes to select the projects you would like to use the template on
  12. Click 'Apply'

Note: Applying new template will reset all existing project settings, so be sure to update your automatic email distribution list before applying the template. If you forgot to do this before applying the template, that's okay, you can go into your project settings to update your email list.

Steps to edit an existing daily report template:

  1. From the Raken Web App, click on 'Company' from the navigation menu at the top of your page
  2. Navigate to the 'Templates' tab
  3. Click on the template you wish to edit
  4. Use the options within the 'General', 'Daily Report', 'Survey Questions', and 'Daily Report Email Recipients' dropdown menus to customize your template's settings.
  5. Click 'Save'
  6. Hover over the template you just edited
  7. Click 'Apply to Projects'
  8. Click 'Select Projects' box to expand the dropdown
  9. Use the checkboxes to select the projects you would like to use the template on
  10. Click 'Apply'

Related Articles

Customizing Report Survey Questions
Customizing Daily Report Sections
Changing Date/Time Stamp Settings

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