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How to Run an Equipment Report
How to Run an Equipment Report

How to Run an Equipment Report for your Raken Projects

Nicolette avatar
Written by Nicolette
Updated over a week ago

With Raken’s Equipment feature, you can easily generate an equipment report to have further insight on equipment usage across multiple projects. Follow the steps below to learn how! 

Steps: 

  1. Log in to Raken Web App.

  2. Click on the Projects tab.

  3. Click on the blue "Report" button that is found in the top right corner of the page. In the dropdown that appears select "Equipment".

  4. In the window that appears you will specify the parameters of the report. By default, Raken will have the report set to "Run Once".

    1. You will select the project or projects that the report contains.

    2. You will select the timeframe.

    3. You will select the email addresses that will receive the completed report.

  5. You can set up an automatic recurring report by clicking the "Schedule Report" option at the top of the window that appears.

    1. You will name the report.

    2. You will select the project or projects that the report contains.

    3. You will select the scheduled frequency of the report.

    4. You will select the email addresses that will receive the completed report.

  6. Hitting "Send" will send the completed report to the specified email addresses.



Considerations

In order to view and run an Equipment Report, you must have admin-level permission.

Equipment Tracking features are available to Professional or Performance plan users. 

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