We have a number of job reports that are accessible from the job list view using the more options on the top right of the job list or against the individual job itself on the more options.
All reports can be identified with the report icon to the left of the report name.
Available directly from the job on more options:
Job Card
Job Detail - this job
Report Name
Summary
Notes
Costs Assigned to Jobs
This report lists job line transactions (costs assigned to jobs) within a date range.
Date driven with the beginning of the current month to today as the defaults.
It shows quantity, total cost, and total sell (GST exclusive) per line, grouped by location, job line category, and product/GL account, with subtotals and a grand total.
When running the report, you have additional options to change what is shown are included in the report:
Exclude Billed Costs - Default = true
Round values to nearest whole numbers
Defaults to Job Status Category of Open, this can be changed.
Job Manager only
Job List
This report shows one row per job with customer details, and optionally customer item details.
Date driven with the beginning of the current month to today as the defaults.
Opened Date - Default
Start Date
Due Date
When running the report, you have additional options to change what is shown are included in the report:
Customer Item Details
Only Unassigned Jobs
Defaults to Open jobs, this can be changed.
Job Manager and Job Staff
Labour Analysis Monthly
This report shows labour quantities assigned to jobs.
The user is selecting the month.
It shows hours/quantities per labour product per day, with row and column totals.
When running the report, you have additional options to change what is shown are included in the report:
Print Saturdays
Print Sundays
Print Description
Round values to nearest whole numbers
Defaults to Job Status Category of Open, this can be changed.
Job Manager only
Work in Progress (WIP)
This report details the costs assigned to the job within the specified date range.
Defaults to “As At” and the date of today.
It shows costs and selling, split into the buckets of Approved, Awaiting Approval and Do not Bill with total of all.
When running the report, you have additional options to change what is shown are included in the report:
Print Job Title - Default = True
Round values to nearest whole numbers
Defaults to “As At”, this can be change to date range by the user.
Job Manager only
Job Detail Report
This report allows you to choose to run by date or job.
It shows costs on the job using job line categorisation. Product, GL and Labour separate to Invoice details and Purchase Order details.
It shows for each of these in two sections, Cost and Sell with quantity, rate and discounts included into the totals.
When running the report, you have additional options to change what is shown are included in the report:
Print Job Title - Default = True
Print Customer Item details - Default = True
Include Received Purchase Order Lines - Default = False
Round values to nearest whole numbers
Choose a Job or date range to run the report.
An error message to indicate this is provided when attempting to run the report without one.
