Skip to main content

Shift Note Report

View notes and job details for any shifts, filtered by date, foreman, or superintendent.

Introduction

The Shift Note Report displays shift-level notes and key job context, including the assigned Foreman and Superintendent, Source and Destination zones, and the project tied to each shift. Use this report to find and review entries where notes were captured or shifts need follow-up.

📌 If no date is selected, the report will automatically default to today’s date.


Navigation

To access this report:

Go to: MMS > MMS Reports > Shift Note Report


Use This Report To:

  • Review any notes captured for shifts

  • Filter shifts by Foreman or Superintendent

  • See which jobs have missing or incomplete notes

  • Export shift records for documentation or compliance review


Report Filters

Field

Description

Start Date / End Date

Define a range to limit results (defaults to today if blank)

Foreman

Filter by specific Foreman

Superintendent

Filter by specific Superintendent

Click Generate Report to load results.


Report Output

Each row displays shift and personnel data, plus any note content.

Column

Description

Shift Start Date

Date and time the shift began

Shift End Date

Date and time the shift ended

Shift Name

Internal job/shift label

Shift Name Note

Free-text label for the shift name (if used)

Source Geo-zone

Loadout or starting zone

Destination Geo-zone

Delivery or finish zone

Project

Project name the shift belongs to

Foreman

Assigned Foreman

Superintendent

Assigned Superintendent

Shift Note

Main note field for shift-level comments


Export Options

Use the buttons at the top of the report for export:

  • Print Table – Prints the report as it appears on screen

  • Download CSV – Exports a spreadsheet-friendly version

  • Excel Formatted CSV – Exports with formatting optimized for Excel

Did this answer your question?