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Procore Support (en-au)

View the Site Diary Notes Report

Objective

To view a list of all the notes created in the Notes section of the Site Diary for a specific date range.

Things to Consider

  • Required User Permission
    • 'Admin' level permission on the company's Reports tool.

Steps

  1. Navigate to the company's Reports tool.
  2. Under Canned Reports click the Site Diary Notes Report.
  3. Under Search for Site Diary Notes, type a search term. Click Search.
  4. Narrow the data in view using the settings under Filters:

    site-diary-notes-report.png
     
    • Project Status. Choose from Active or Inactive.
    • Project Filter. Select a project by name. 
    • Start Date. Set the start date for the report's date range. 
    • End Date. Set the end date for the report's date range. 
       

 

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