Branch Reporting - Closed Project Report

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 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 Closed Projects report is the one you need for this guide 

The Project Closed Report includes a date range filter, allowing users to search for and view closed projects within a selected timeframe. This helps identify any projects that may have been closed incorrectly during the report review.

The top of the page has date-range filters and shows the number of projects closed in that range on a graph.

The table below has Export to CSV and is organised by the following fields:

• Client Name
• Enquiry Reference
• Sales Person
• Sales Pipeline
• Sub Sales Pipeline
• Project Reference
• Contract Name
• Project Manager
• Site Address
• Project Stage
• Project Type
• Sub Project Type
• Date Project Was Closed
• Closed By