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. Both reports require the Performance Plan.
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.
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.
How to Run
Click Reports and select Certifications.
Select your Project scope.
Select the Type — choose All or filter to specific types.
Select your Time frame — 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
Tip: Use the Expiring in Current Month time frame on a scheduled monthly report to get proactive alerts about certifications needing renewal.
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, the report PDF will show empty columns and zero totals.
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.
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: Performance Plan
Role Required: Account Administrator or Project Administrator
Considerations
Both RFI and Certifications reports require the Performance Plan.
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.
More Questions?
Feel free to email us or call us at +1 866-438-0646. We're always glad to answer your questions!