Employee-Scoped Field Reports allow you to generate a report that includes only specific employees or crews, instead of everyone who worked on a project.
This is especially useful for job sites with multiple crews or supervisors who need reports for their own team.
This article explains how to:
Create a field report for specific employees
Select which employees or crews to include
Generate a report with filtered data
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Before You Begin
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On Web
Create an Employee-Scoped Field Report (Web)
Use this method to generate a field report for specific employees from the web platform.
Steps:
Click Field Reports
Select Daily Reports
Click Create in the upper-left corner
Select a Project from the dropdown
Choose which employees to include:
All Employees, or
Limit Employees to select specific individuals or crews
Click Preview
Review the field report
Make edits to each section by clicking the pencil icon next to the section
Sign the report by clicking Click to Sign at the bottom
Click Save in the upper-left corner
On Mobile
Create an Employee-Scoped Field Report (Mobile)
Use this method to generate a field report for specific employees from the BusyBusy mobile app.
Steps:
Open the BusyBusy app
Tap Reports
Under Field Reports, tap All Daily Reports
Tap the + button
Select a Project
Choose which employees to include:
All employees, or
Select specific employees or crews
Make additional notes or edits to each report section by tapping on the Summary
Tap Preview Report
Review the field report
Tap Sign to sign the report and tap Accept
Tap Submit
What Happens After You Create an Employee-Scoped Report
The report will include only the selected employees
All data in the report (hours, activity, photos, etc.) will reflect those employees
The report will be saved in the Field Report Library
A banner will appear on the report indicating that an employee filter was applied
Important Notes
If All Employees is selected, only employees with time on the project will appear
Employee filtering applies to all sections of the report
If employees are excluded, their hours, activity, and data will not appear in the report
This can be combined with multi-day reports for even more flexibility
Frequently Asked Questions
Can I include only one crew in a report?
Yes. You can select specific employees or employee groups (crews) when creating the report.
Will the report show all employees by default?
Yes, but only employees with time tracked to the selected project will appear.
Does filtering employees affect all report data?
Yes. Hours, activity, and other data will only reflect the selected employees.
Can I combine employee filtering with multi-day reports?
Yes. You can apply employee filters to both single-day and multi-day field reports.