Company Reporting - Closed Projects

Modified on Wed, 1 Apr at 4:36 PM

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 Closed Projects report is the one you need for this guide

The Company 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 a Branch selector to choose which Branches you wish to view; the graph shows the number of projects closed for that search.

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

Branch Name
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