Branch Reporting - Financial - Detailed Transaction

Accessing the Reporting Module

To begin:

1. Click on ‘Reporting’ at the top-right of your Rave screen.

2. Depending on your permission level, you will see tabs for:

   • Company

   • Branch

   • Salesperson

For this guide, we are focusing on the Branch tab.

Navigating to FINANCIAL Reports

1. In the Reporting Module, click on the Financial tab (left-hand side).

2. You will now see a list of available Financial reports.

3. The Detailed Transaction report is the one you need for this guide 

Easily Track What You're Paying – and How Much You're Buying – with RAVE FMS’s Branch Detailed Transaction Report

What is the Branch Detailed Transaction Report?

This report provides a complete line-by-line view of all your key financial documents at the branch level — including: Quotes, Variation Quotes, Purchase Orders, Bills, Supplier Credit Notes, Invoices, and Client Credit Notes.

It’s part of a wide range of Branch Sales and Financial Reports available via the Reporting portal, which can be accessed from the Reporting tab at the top of your screen (permissions apply). Depending on your role, you’ll land on either the Branch or Salesperson reports view.

Key Columns Available in the Report

Project, Document Reference, Category and Subcategory, Contact, Transaction Date, Due Date, Document Type, Code, Description, Quantity, Cost Price, Total (excluding GST), Account Code, and Markup.

You can sort any column, such as markup, quantity, or cost, to help with analysis and negotiation planning.

How to Use the Report

Running the report is simple. Search for a project or product code, and filter by:

• Category or Subcategory

• Contact

• Transaction Date range

• Document type (e.g. Bills, Quotes, Invoices, etc.)

The table updates in real time with each selection. Once your filters are set, click ‘Export’ in the top right corner to download the report as a CSV file. To clear your selections and start again, click the ‘Reset Filters’ button.

Quick Navigation Tip

Any blue link in the document number or reference field is clickable — selecting it will take you directly to that document in RAVE for quick review.

This powerful tool gives you better visibility and control over your purchasing and financial records, helping you negotiate smarter, manage costs more effectively, and maintain complete financial oversight at the branch level.

Tip: Due to its width, this report is often easier to review when downloaded as a CSV and opened in a spreadsheet tool like Excel or Google Sheets.