Company Reporting - Projects - Job Summary

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.

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 Job Summary report is the one you need for this guide 

The Job Summary report displays all jobs within a specified date range, providing project managers with a comprehensive overview to monitor progress and manage resources effectively.

At the top of the screen, you’ll find date range filters that let you select a preset period or customise your own.

Further down the page, the report includes the following data:

• Branch Name (Filter to single or multiselect)

• Contract Name

• Client Name

• Site Address

• Site Manager

• Project Manager

• Job Number

• Status

• Project Stage

• Project Created Date

• Project Expected Closed Date

Each field can be used to refine your search, with text boxes allowing you to easily input filter criteria.

The report also displays the date the job was created and its expected closure date.

If needed, you can print the report to PDF or export it as a CSV file.

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.