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Setting Up Production Insights

How to View and Export Production Data and Run Production Quantities Reports in Raken

Blake Morton avatar
Written by Blake Morton
Updated over 2 weeks ago

Setting production targets and monitoring progress as it is documented in the field can help identify risks early and keep your project on track. As field teams record labor hours and quantities of materials from their mobile device, Raken automatically calculates efficiency rates and projected time to completion based on your project's production budget.


Steps

Note: When accessing the Production Insights tab via the Raken web application, everything is broken up by Division. At first glance, you can view progress towards your production goals. 

View and Export Production Insights: 

  1. Enter the project you would like to view production insights on.

  2. On the left side bar, select Production.

  3. Of the options provided select Insights.

  4. To export your production data, tap the Download icon and choose a file format: PDF, XLS or CSV


Run A Production Quantities Report: 

  1. Enter the Projects menu located on the left side of your screen.

  2. Open the Project you would like to run a Production Quantities Report on. 

  3. Click the blue Report button and select Production Quantities.

  4. In the window that appears, adjust the parameters: Timeframe and the Email address you would the report delivered to.

  5. Click Send.

    1. You can also set up an Automatic Recurring Report by clicking on the Schedule Report option at the top of the Production Quantities Report window and create a new report.


Requirements

In order to set up, view, and run a Production Quantities Report, you must have admin-level permission, and have Cost Codes and Workers set up in Raken.

Production Tracking features are available to Performance or Enterprise plans.


Considerations

What if the expected data does not appear on the production insights page?

  • Check that the project start date is set to a date that is prior to the day that the first data was entered into Raken.


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