Branch Reporting - Financial - Quote Requests

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 Quote Requests report is the one you need for this guide

The Quote Request Report provides a comprehensive view of all Quote Requests within a selected date range, helping your team efficiently track incoming quotes and monitor their statuses.

Key Features:

Date Range Options: Choose from predefined date ranges or set a custom range to suit your reporting needs.

Filter Options: Narrow down results by:

• Project Reference
• Contract Name
• Site Address
• Supplier
• Quote Request Reference
• Created Date
• Due Date
• Status (whether a Quote Request is quoted or pending) 
• Expiration Status (whether a Quote Request has expired)
  
  

Additional Tools:

• Search & Filter: Quickly locate specific requests using the built-in search functionality.

• Export & Print: Export report data to a CSV file for further analysis or print the report for offline use or sharing.

This report ensures your team has clear visibility into all quote-related activities, supporting more informed decision-making and streamlined workflows.

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.