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Transferring Daily Reports
Transferring Daily Reports

How To Move Project Information from Day to Day and Project to Project

James Watt avatar
Written by James Watt
Updated over a week ago

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

  1. Log into the Raken Web App

  2. Go to the worklog that was entered incorrectly.

  3. Click on the Transfer report button at the top of the page. ย 

  4. 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.

  5. Click the transfer button.

NOTE: The transfer tool lifts all information from the "Transfer From" date and moves it to the "Transfer To" date and project. It does not copy and paste the data. Additionally, you can only transfer to empty days on your project to avoid overwriting any information that others have entered there.

Transferring Daily Reports on Mobile

  1. Log into the Raken mobile app.

  2. Go to the worklog that was entered incorrectly.

  3. Tap on the calendar button at the top of the screen.

  4. In the box that appears tap the transfer button at the top of the screen.

  5. 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.

  6. Click the Save button.


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