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
Select the Projects menu located on the left side of your screen.
Enter the project where the information you would like to transfer was initially uploaded.
Go to the Daily logs -> Work log and enter the date where the information was entered incorrectly.
Click on the Transfer report button at the top of the page.
In the box that appears ensure your Transfer From date is correct along with selecting the Transfer To date and the Project the items need to be sent to.
Click the orange 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
Login to the Raken Mobile App.
In the Project Tools menu, click select project and enter your desired project.
Go to Daily logs and select the option work logs
Tap on the calendar button at the top of the screen.
In the menu that appears select 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.
By default, it will move the report from the Transfer From date to the Transfer To date for the same project. To change this select the option Move to another project and a column for select project will appear.
Click the Save button.
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