Daily Reports
How the daily report email and text work for trade partners, and how to read the schedule calendar, task list, and tasks-by-lot reports linked from your portal.
Overview
While your company has unfinished work on an active lot, TPTM sends your contacts a Daily Trade Partner Report email, and a text message when a phone number is on file, letting you know your report is ready. Both link to your Trade Partner Portal, where the Reports section opens three reports — a schedule calendar, a task list, and tasks grouped by lot. The reports always show current information, so you're never working from a stale list.
How to open your reports
Open the Daily Trade Partner Report email and click Open Trade Partner Portal, or tap the link in the text message.
On the portal, scroll to Reports.
Click the report you want. Under Task List and Tasks by Lot, pick All, Tasks, or Schedule to choose what's included.
To print or save a report, use the print button in the bottom-right corner of the report page and choose your printer or Save as PDF.
Report types
Schedule Calendar — a week-by-week calendar showing every lot where you have an upcoming scheduled item. Each row is a lot and each column is a weekday, so you can spot overlapping work across lots at a glance.
Task List — one flat list of your unfinished tasks across all lots, due within the next four weeks. Each row shows the dates, lot, description, trade, and type, so it's easy to focus on what's coming up next.
Tasks by Lot — the same open tasks grouped by community and then by lot, with a header for each community. Use it when you're planning lot by lot rather than by date.
The All / Tasks / Schedule choice on the Task List and Tasks by Lot cards narrows the report to everything, tasks only, or scheduled items only.