All of the core features in Rabbet capture some kind of data about your projects. Examples include vendors associated with invoices on a given projects, the amount of funds contributed by a lender, and many more. You can access and review this data in several ways.
Customize the table containing the original entry
Many of Rabbet's feature organize the underlying data and automated results in a table format. Examples include the line items table and documents table within a draw, the organizations table, and the agreements table.
The quickest and easiest way to access and review the data within a subset of your portfolio (a draw, a project) is to access the table containing the original information. In the example below, the documents table within Draw 2 of the project has been customized to include the job cost codes and invoice numbers.
This report can be exported to Excel and shared/analyzed outside of Rabbet. See this article for additional instructions on customizing the table views.
Accessing aggregated reports
Viewing information across several projects, budgets, funding sources, and draws can also be beneficial as well as accessing documents invoice summaries and cost codes portfolio wide. By nature, this information can't be accessed from the original entry table.
Navigate to the 'Reports' page in the header navigation.
Rabbet allows users to view and create reports on four basic categories: Projects, Funding Sources, Draws, and Documents.
Funding Sources View
Rabbet also has default reports within these reporting categories. For example, the project tab has pre-configured 'Completion', 'Geography', 'Draw', and 'Rules' reports.
In addition to these pre-configured reports, you have the ability to customize your reports to include specific columns, including; Percent Complete, CSI MasterFormat divisions, Cost Codes, Equity Committed, and more through the Table Actions menu!
See this article for additional instructions on customizing your reports.
Exporting reports to CSV
As with any table in Rabbet, you can quickly export both default and custom reporting views in Excel CSV format. Select the Report that needs to be exported and click 'Export to CSV'.
Additionally, you are now able to easily export Rabbet data for use with external systems by utilizing the "File URL" column within the 'Invoice Summary Report'. If you have any questions about this function, please reach out to firstname.lastname@example.org.
The export occurs immediately and the Excel file can be found in the downloads folder on your computer.
Any Project Reports or Draw Assessment fields that have been set up for your organization can be found on the Reviews tab. Simply fill out any report fields and download your reports on this tab.
For more information on Project Reports, see the article below, or email email@example.com or reach out to your account manager.
Do you have questions or feedback? Please email us at firstname.lastname@example.org