Not all projects require the same information to be collected and so we made it easy in Raken to only show the data that is relevant on each daily report. Check out the process below to change which sections appear on your Daily Report.
Company Level
You can adjust your daily report template at the company level. Adjusting a template at the company level will adjust any project with the associated template applied.
Log into the Raken Web App.
Click the Company tab located at the left hand side of your screen.
On the page that appears click the tab option for Project Templates.
Select the template for which you would like to change. You can do this by clicking the menu button on the far-right side of the page and clicking edit.
In the page that appears you can make adjustments to your Daily Report by managing the General and Daily Report sections.
After you have made the desired changes click the save button in the top right corner of the page.
After clicking save you will be taken to the template page. To apply the changes, you made to the template click the menu button and select Apply to projects.
Project Level
You can adjust your daily report template at the project level. Adjusting a template at the project level will adjust the project that is selected.
Log into the Raken Web App.
Click the Projects tab located at the left hand side of your screen.
Select the project for which you would like to make changes.
Click the Settings button on the left side of the page.
Select the option for Daily reporting from the options that appear.
You can then make changes in the Display and Included Sections tabs.
After changes are made click the Save button in the top right corner of the page.
Related Articles
Customizing Daily Report Templates
Customizing Raken Project Settings
Changing Date/Time Stamp Settings
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