Raken's Summary Reports give executives and project stakeholders a high-level overview of project progress without the detail of a full daily report. They can be run on demand or scheduled for automatic weekly or monthly delivery — so the right people stay informed without any manual effort.
Quick Answer
To generate a Summary Report, log into the Raken web app, open your project, click the Reports button, and select Project summary. Configure your project scope, time frame, and recipient email, then click Send.
What the Project Summary Report Includes
The Project Summary report provides a high-level overview of activity across your selected projects for a given period. It captures daily log entries, manpower counts, compliance status, and key project metrics in a single export — designed for stakeholders who need the big picture without the line-item detail.
How to Generate a Summary Report
Log into the Raken web app.
Click Projects and open a project.
Click the Reports button in the top right corner.
Select Project summary from the dropdown.
Select your Project scope — Active projects, Active and inactive projects, Selected projects, or Selected project groups.
Select your Time frame.
Enter the recipient email address in Send to.
Click Send to run once, or click the Scheduled tab to set up automatic recurring delivery.
Format: CSV
Delivery: Email from no-reply@rakenapp.com
How to Schedule a Summary Report
Open the Project summary report modal.
Click the Scheduled tab.
Click New report.
Configure your project scope, time frame, and recipient email.
Click Schedule report.
The report will be delivered automatically on your chosen schedule without requiring you to log in.
Troubleshooting & FAQ
Can I send the Summary Report to multiple people?
Yes. Enter multiple email addresses in the Send to field, separated by pressing Enter or adding a comma between addresses.
Can I include inactive projects in the Summary Report?
Yes. Select Active and inactive projects from the project scope dropdown to include all projects regardless of their current state.
Technical Specifications
Compatibility: Web app only
Offline Capability: No — requires an active connection
Delivery method: Email (from no-reply@rakenapp.com)
File format: CSV
Plan Required: All plans
Role Required: Account Administrator or Project Administrator
Considerations
Schedule Summary Reports for automatic weekly or monthly delivery to keep executives and stakeholders informed without manual effort.
Summary Reports are scoped across projects — they are not project-specific. Use the Daily report for a detailed single-project view.
More Questions?
Feel free to email us or call us at +1 866-438-0646. We're always glad to answer your questions!