Branch Reporting - Projects - Contract Price Change

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 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 Contract Price Change report is the one you need for this guide 

The Contract Price Change Report tracks changes to contract prices within a specified date range.

At the top of the screen, you can use the date range filters to select a preset period or customize your own.

Further down the page, the report displays:

• Project Reference

• Enquiry Reference

• Original Project Amount (including GST) and the new Project Amount (including GST)

• The person who changed the contract price

• The date when the contract price was changed

All data in this report can be exported to a CSV file for further analysis.

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.