Company Reporting - Projects - Key Task Report

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 Project tab.

Navigating to PROJECT Reports

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

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

3. The Key Tasks report is the one you need for this guide. 

The Company Key Task Report allows you to track key project milestones across all your Rave branches. It’s especially useful for monitoring progress stages linked to progress payment requests and ensuring consistency across projects. 

Below is an example of a comprehensive Key Tasks build overview, which allows you to see:

• Upcoming Key Tasks: Indicated by a white background with black due date text.

• Overdue Key Tasks: Shown with a white background and red overdue date text.

• Completed Key Tasks: Marked with a teal background.

• Completed Key Tasks with Payment Requests: Highlighted with a golden background.

Key Milestones Could Include

• Build contract signed

• Drawings finalised

• Building consent obtained

• Floor down stage completed

• Framing and roof installation

• Council inspections completed

These tasks give a snapshot of project progress and help ensure all necessary steps are being followed.

Using Filters

To tailor the report:

1. Select the Branches you want to include.

2. Choose a date range (From – To).

3. Optionally, filter by:

   • Build Status

   • Project Type

   • Project Stage

   • Project Manager

   • Site Manager

   • Order By - task start date or task end date 

Once your filters are applied, the relevant data will be displayed on screen.

Exporting & Data Integrity

• You can export the full report to CSV for deeper analysis or reporting needs.

• If your branches have inconsistent data (e.g. spelling or naming variations), the report may show:

  • Blank fields

  • Duplicates

To resolve this, use the Key Tasks Settings in each Branch’s Settings area to align task names and formatting.

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.