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Procore Support (en-au)

View Site Diary Notes Report

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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 Permissions: 
    • 'Read Only' and above on the Project level Reports tool.
      AND
      'Read Only' and above on the Project's Site Diary tool.

Steps

  1. Navigate to the Project level Reports tool.
  2. Click Notes under the Site Diary Reports section.
  3. Search and filter for the notes you would like to view.

    notes report.png
     
  4. You will see a report with the following information:

    notes report project.png
     
    • Date: This is the date the note was created under in the Site Diary. 
    • #: This is the number assigned to the note when it was created on that date.
    • Created By: This is the user who created the note.
    • Location: This is the location assigned to the note when it was created (e.g., 1st floor).
    • Comment: This is any comments the creator of the note added to the note.
    • Attachments: Click the link of the attachment(s) to download them to your computer.