Accessing the Reporting Module
To begin:
Click on ‘Reporting’ at the top-right of your Rave screen.
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
In the Reporting Module, click on the PROJECT tab (left-hand side).
You will now see a list of available PROJECT reports.
The Build Type Changes report is the one you need for this guide
The Build Type Report monitors changes to build types within a specified date range. This allows project managers to track modifications and assess their impact on project timelines and costs.
At the top of the screen, you’ll find date range filters that let you select a preset range or customize your own.
Further down the page, the report displays the following data:
Business Name (i.e., Branch Name)
Project Reference
Original Build Type (From)
New Build Type (To)
Person who made the change
Date of the change
All report data can be exported to a CSV file for further analysis.