Sometimes daily report information winds up where it's not supposed to be, but with Raken you don't have to worry about that. Using the Transfer Tool, you can easily move your daily reports to different days and even different projects on your account!
Transferring Daily Reports on the Web
Log into the Raken Web App
Go to the worklog that was entered incorrectly.
Click on the Transfer report button at the top of the page.
In the box that appears select your "Transfer From" date and then choose the "Transfer To" date and the "Project" the items need to be sent to.
Click the transfer button.
Notes:
The transfer tool lifts all information from the "Transfer From" date and moves it to the "Transfer To" date and project. Transferring does not copy and paste the data.
You can only transfer to empty days on your project. This is to avoid overwriting any information that others have entered there.
Transfers are only permitted from the past to the present; movement from the present to the past is not possible.
Transferring Daily Reports on Mobile
Log into the Raken mobile app.
Go to the worklog that was entered incorrectly.
Tap on the calendar button at the top of the screen.
In the box that appears tap the transfer button at the top of the screen.
On the page that appears select your "Transfer From" date and then choose the "Transfer To" date and the "Project" the items need to be sent to.
Click the Save button.
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More Questions?
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