How to Access Daily Reports in Siteform

Follow these simple steps to generate and automate your daily reports with ease.

Step 1: Access the Project

First, log in to Siteform and navigate to the project you want to extract reports from.

Step 2: Go to Reports

Click on the Reports section in the sidebar.
You will see two tabs:

• Download

• Summary

Step 3: Generate a Report

Under the Download tab, select one of the four available report options you want to generate.

Step 4: Fill In & Download

Complete the necessary fields (like date range, category, etc.) and simply click Download to get your report.

Generating reports made EASY!

Summary

Creating Project summary done in two simple click.

Start date and End date, DONE!

Summary gives you an overview report within the date range.

Special Feature: Automation

Tired of doing this every day?
Let Siteform send the reports to you automatically — daily, weekly, or at any frequency you choose.

Set your preferences once, and Siteform will handle the rest!