Raken's RFI and Certifications reports help you export project information requests and employee certification records for documentation, audit, and compliance purposes.
How to Access These Reports
Log into the Raken web app. Click Projects in the left navigation and open your project. Click the Reports button in the top right corner, then select the report type from the dropdown.
RFI Report
The RFI report exports a PDF log of all requests for information on a selected project. It includes each RFI's number, title, assignees, due date, response count, and status — along with a summary showing total closed, total open, and total overdue RFIs.
What's Included
The PDF includes: Project name and address, report date and time, and a table with columns for Created date, RFI no., Title, Assignees, Due date, Responses, and Status. A summary section at the bottom shows Total closed, Total open, and Total overdue counts.
How to Run
Click Reports and select RFI.
Select your Project from the dropdown.
Enter the recipient email address in Send to.
Click Send.
Format: PDF
Delivery: Email — you will receive a message from Raken with a download link to the PDF file.
Certifications Report
The Certifications report exports employee certification records for a selected project, including certification name, type, expiration date, and a direct link to each employee's certification profile. Use it to stay ahead of expiring certifications and document workforce credentials for compliance.
What's Included
The CSV export includes: First name, Last name, Employee ID, Classification, Email, Phone number, Certification, Certification type, Certification description, Expiration date, Link to certifications profile.
How to Run
Click Reports and select Certifications.
Select your Project scope — Active projects, Active and inactive projects, or Selected projects.
Select the Type — choose All to include every certification type, or Selected to filter to specific types.
Select your Time frame — options include Expiring in Current Month or All Certifications.
Enter the recipient email address in Send to.
Click Send to run once, or use the Scheduled tab to automate recurring delivery.
Format: CSV
Delivery: Email — you will receive a message from Raken with a download link when the report is ready.
Tip: Use the Expiring in Current Month time frame option on a scheduled monthly report to get proactive alerts about certifications that need renewal before they lapse.
Troubleshooting & FAQ
The RFI report shows no RFIs — why?
The RFI report reflects RFIs that have been created on the selected project. If no RFIs have been logged for the project, the report PDF will show empty columns and zero totals. Start by creating RFIs in the RFIs section of the project.
Can I schedule the Certifications report to run every month?
Yes. Use the Scheduled tab and set the time frame to Expiring in Current Month to receive an automatic monthly report of certifications coming up for renewal.
Does the Certifications report show certifications for all employees or just those on the project?
The scope depends on your project scope selection. Selecting Active projects exports certification data for employees assigned to active projects. Selecting All certifications under time frame returns all certifications regardless of expiration.
Technical Specifications
Compatibility: Web app only
Offline Capability: No — requires an active connection
Delivery method: Email (from no-reply@rakenapp.com)
File formats: PDF (RFI report), CSV (Certifications report)
Plan Required: All plans
Role Required: Account Administrator or Project Administrator
Considerations
RFI reports are project-specific — select a single project when running the RFI report.
Certifications must be entered in the employee's profile in the Directory before they will appear in the Certifications report.
Schedule the Certifications report monthly using the Expiring in Current Month filter to proactively manage credential renewals across your workforce.
More Questions?
Feel free to email us or call us at +1 866-438-0646. We're always glad to answer your questions!