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 Company tab.


Note: Only Head Office staff or users with multiple Rave accounts will have access to Company-level reports, which combine reporting across all branches.


Navigating to CRM Reports

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

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

  3. The Source of Lead report is the first report in this list.


Understanding the Source of Lead Report

Purpose

This report helps you visually track where your leads are coming from. It’s especially useful for:

  • Business owners evaluating marketing efforts

  • Sales teams identifying high-performing lead sources

  • Making informed decisions on marketing spend 

Using Filters and Date Ranges

At the top of the report, you’ll find:

  • Date Range Filter – choose a custom range or use preset options like:

    • Yesterday + Today

    • This Week

    • Last Week, etc.

  • Reset Dates – clears your filters to start a new search.


Visual Report: Circle Graph

  • The New Enquiries by Source of Lead is shown as a colour-coded circle graph.

  • Each segment represents a lead source (e.g., Google, Facebook, Referral).

  • Click a coloured section to view a second-level graph showing sub-sources (if used).

  • Example: In the selected range, there were 162 new enquiries across two branches, with 48 coming from Google Search.


Detailed Report & Exporting Data

Data Table View

Below the graph, you’ll see a detailed list of enquiries broken down by:

  • Branch name first 

Filtering Options

You can refine the report using filters such as:

  • Branch

  • Salesperson

  • Source of Lead

  • Source of Lead Type

Or search by

  • Client / Enquiry / Project

The table updates according to the date range selected at the top.


Export Functionality

  • Use the export option to download a CSV file.

  • If no filters are applied, the export will include all displayed headings.


Using Hyperlinks in the Report

  • Many data fields have blue hyperlinks – click to navigate directly to those pages in Rave.

  • If branch names appear without links, this means you're not currently in that branch.

    • Use the Branch Switch (top right of your screen) to switch branches.

    • This protects data integrity by ensuring you're in the correct branch when accessing linked content.