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 Company 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 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.