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Daily work report format for field employees: free Excel template

One simple daily work report format that fits sales, service and site staff, with the columns explained, filled-in examples for each role and a free Excel template to download.

Updated 29 September 2026 · by the vBol team at Vritti

A daily work report is a short record of what an employee did during the day: where they went, what work they did, whether it is finished, and what comes next. For field staff the best format is one row per job or visit, with a status and a next step on every row. The free Excel template below uses one layout for sales, service and site staff, so a manager can read the whole team in one sheet.

Why field teams need a daily work report

When staff work at a desk, a manager can see what is happening. When they are spread across a city or a district, the daily report is the only view the manager has. A good one answers four questions quickly:

  • Who worked where today?
  • What got finished, and what is still pending?
  • What is stuck, and why?
  • What money came in or went out?

If your report cannot answer these without a phone call, it needs different columns.

What to include in a daily work report

ColumnWhy it mattersExample
DateLets you spot missing days and compare weeks.29-09-2026
EmployeeWho did the work.Imran Shaikh
RoleSales, service, site or delivery. Lets one sheet hold the whole team.Service
Customer / siteWhere the work happened. Use a fixed list of names.Patil Cold Storage
Work doneOne short sentence. Specific enough that someone else could continue the job.Compressor check, replaced relay
StatusDone, partial or pending. The column a manager filters first.Partial
Time spentShows where the day went and helps with costing jobs.2 hrs
Quantity / amountBoxes ordered, units installed, rupees collected: whatever number the job produces.₹9,600
ExpenseFuel, parts, food or tolls spent on the job.₹150
Issues / blockersWhat stopped the work. This is where managers can actually help.Part not in stock
Next stepWhat happens next and when. Turns the report into a to-do list.Revisit on 01-10-2026

Examples for sales, service and site staff

The same columns cover very different jobs. Here is how one day looks for three people in the same company.

Sales staff

Ravi visits grocery shops on a fixed route. His rows are mostly orders and collections:

CustomerWork doneStatusAmountNext step
Om Sai Kirana StoresOrder for 20 boxes biscuits, payment collectedDone₹9,600Deliver Wednesday
Balaji ProvisionOwner not availablePending₹0Visit Friday morning

If sales is most of your team, the daily sales report format adds columns for products, order value and payment mode.

Service technicians

Imran repairs refrigeration equipment. His rows need the fault, the parts and whether the job is closed:

CustomerWork doneStatusTimeBlocker
Patil Cold StorageCompressor check, replaced relayPartial2 hrsFan motor not in stock
Hotel SagarDeep freezer gas top-upDone1 hr

For AMC and warranty work, a dedicated service report format with equipment and parts columns works better.

Site supervisors

Suresh supervises a construction site. His rows are about progress, manpower and hold-ups:

SiteWork doneStatusHeadcountBlocker
Tower B, Green ParkInspected slab shuttering, 2nd floorDone14Cement delivery late

Rules that keep daily work reports useful

  1. One row per job, not one paragraph per day. "Visited 6 customers, all good" tells a manager nothing they can check or act on.
  2. Status on every row. Done, partial or pending. Pending rows are tomorrow's priority list.
  3. Numbers as numbers. Write 9600, not "around 10k". Numbers can be totalled; words cannot.
  4. Blockers in their own column. Problems buried in remarks get missed.
  5. Report the same day. A report written two days later is a guess.

Common mistakes

  • Reports that describe effort, not results. "Worked hard on the site" is not a report. "Shuttering done, casting tomorrow" is.
  • A different format for every team. Managers end up merging three sheets by hand. One shared format with a role column avoids that.
  • Nobody reads them. If staff never hear back about their reports, they stop writing them properly. Reply to blockers the same day.
  • No check for missing reports. Silence is easy to miss in a busy week. Keep a simple list of who reported and who did not.

Making the daily report easy to send

Most field staff do not dislike reporting. They dislike typing a long report on a phone at the end of a tiring day. That is why so many daily work reports arrive late, or as a single vague line in a WhatsApp group. For more on the options, see how to track field staff daily work.

With vBol, staff send a WhatsApp voice note, photo or location after each job, in their own language: Hindi, Marathi, Tamil, Kannada, Telugu, Gujarati, Bangla, Punjabi, Malayalam, Odia, Urdu or English. There is no app to install, no login and no training.

पाटिल कोल्ड स्टोरेज में कंप्रेसर चेक किया, रिले बदला. फैन मोटर खराब है, स्टॉक में नहीं है, एक तारीख को फिर जाना है.

vBol turns that into the fields your company uses, reads it back in the same language with buttons to confirm or fix a field, and writes the confirmed record as a row in your Google Sheet, an Excel workbook on OneDrive or SharePoint, or Ekatm ERP, with photos and GPS location attached. Every evening at 7 PM you get one WhatsApp message with what was filed, by whom, and which staff sent nothing. Vritti sets up your record types and sheet with you.

It is free for 30 days (up to 5 confirmed reports per person per day during the trial), then ₹199 per user per month for teams of up to 100 users; bigger teams get a custom plan. See pricing.

Want to start on paper or Excel? Download the free template on this page. It has the columns above, dropdowns for role and status, and one example row each for sales, service and site work.

Frequently asked questions

What is a daily work report?

A daily work report is a short record, filled in by an employee at the end of each day or after each job, of what work was done, for whom, how far it got and what comes next.

What should be included in a daily work report?

The date, employee name, customer or site, work done, status (done, partial or pending), time spent, any quantity, amount or expense, problems faced, and the next step. Keep it to what a manager will actually act on.

How do I write a daily work report for field work?

Write one line per job or visit, not one paragraph per day. For each line say where you were, what you did, whether it is finished, and what happens next. Add numbers such as quantity or amount wherever they exist.

Is a daily work report the same as a daily sales report?

A daily sales report is a daily work report for sales staff, with extra columns for orders and collections. The general format here fits sales, service, site and delivery staff in one sheet.

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