Table of Contents
Introduction #
Creating daily reports is essential for documenting daily activities, tracking progress, and identifying challenges within a project. This article provides a comprehensive guide on how to create a daily report in the Cosmic ERP Project module.
Prerequisites #
Before you begin, ensure you have an existing project created in the Cosmic ERP Project module.
Steps to Create a Daily Report #
- Login to Cosmic ERP
- Enter your credentials and click on the login button.
- Navigate to Project System
- Once logged in, locate and click on the Project System from the main menu.
- Access Daily Reports
- In the Project System, click on the ‘Daily Report’ option.
- Create a New Daily Report
- Click on the ‘create’ button (represented by a ‘+’ icon) to start adding a new daily report.
- Enter Report Details
- Date: Select the date for the daily report.
- Task Completed: Select the tasks that have been completed for the day.
- Task In Progress: Select the tasks that are currently in progress.
- Add Custom Task (if required)
- Click on ‘add custom task’ if you need to include additional tasks.
- Task: Enter the custom task details.
- Enter Assistance
- Provide details about any assistance received during the day.
- Enter Description about Help
- Describe the help received, including who provided it and how it contributed to task completion.
- Add Challenges Faced (if applicable)
- Click on ‘add challenges faced’ if there were any challenges during the day.
- Challenges Faced: Enter details about the challenges encountered.
- Create Daily Report
- Once all information is entered, click on the ‘create’ button to save the daily report.
Conclusion #
Creating a daily report in the Cosmic ERP Project module helps in documenting daily activities, tracking progress, and identifying any challenges faced. By following these steps, you can ensure that all important details are recorded and managed efficiently.
