Where can I see a report's history?

Every report has an activity log, so you can show what happened and when. It is in the web app.

On the web

1. Open the report.
2. Find the Activity panel.

It lists, in order:

• When the visit started.
• The captures, folded into one row with the count.
• When the visit ended.
• Propal drafted the report, and each later drafted version.
• When a new version was started from a signed one.
• Draft edited or Edited before signing.
• Signed by and the name.
• Sent to and the email addresses, for every send.
• Receipt confirmed, when your client confirmed.

On the phone

The phone shows a shorter Progress card on the report: the draft, your signature and when it was sent. Open the report on the web for the full activity log.

Good to know

• The header of a sent report also shows who it went to, the date and receipt confirmed once the client confirms.
• When a report was sent more than once, each send gets its own Received badge.
• If a client says they never got the report, the log shows the date it was sent and whether they confirmed it.