Branch Reporting - Financial - Client Credit Note Reports

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 FINANCIAL Reports

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

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

3. The Client Credit Notes report is the one you need for this guide

Any document type in reporting that has a blue link in the document number field means its a hyperlink and clicking that link will take you to that document in Rave

All Client Credit Notes created in Rave will appear here, along with their payment status.

If you have access to multiple branches, use the Branch Switcher to view credit notes from the branches you’re authorized to access.

You can filter results using preset date ranges or define a custom date range for more specific searches.

Once your desired data is displayed, you can print or export the information directly from this page.

You can search the below boxes to refine information:

• Project Reference
• Contract Name
• Site Address
• Supplier
• Client Note Reference - this is also a hyperlink to view the document in Rave
• Credit note Date - calendar style date picker
• Status of Document