How to get a high level and detailed view of the status of your Jobs
High Level Summary View - The Job Highlight Report
To get a summarized view of your jobs, navigate to the Jobs menu > then click on the Job Reports. The system will display a listing of all job related reports grouped by type and by default, will show the reports within the Job Cost Reports type. Click on the Job Highlight Report to display the request page.
Requesting the Job Highlight Report
Select whether you would like to report on Active Jobs Only for a specific Accounting Month and Year or jobs based on one of the following date criteria:
- Jobs Opened On
- Jobs Made Inactive On
- Jobs Billed On
- Transactions Dated
Tip - Click on the radio button next to the Date to activate the Date Type and From and To date fields.
Use the filters below the date parameters to limit to a specific job number or include/exclude specific criteria.
Detailed View - The Job Cost Report
To see transactional level data on your jobs, navigate to the Jobs menu > click on the Job Reports option > Job Cost Report.
Requesting the Job Cost Report
Similar to the Job Highlight report, determine if you would like to request the Job Cost Report for Active Jobs Only for a specific Accounting Month and Year or if you would like to request the report based on one of the date criteria below:
- Jobs Opened On
- Jobs Made Inactive On
- Jobs Billed On
- Transactions Dated
Additional Options
Currency
The Job Cost Report can also report based on the Office Currency or you can choose a specific currency by clicking on the Report Currency option then selecting a currency from the dropdown list.
Note - Selecting Report Currency will apply the current FX rate of the selected currency type. The current FX rates can be found from the Set Up Files menu > Currencies option.
Sort and Filter by Job Manager
One use for the Job Cost Report is to distribute the report to the managers responsible for the overall job. Sorting by Job Manager allows you to easily group jobs together.
Similarly, the Job Cost Report can be requested for a specific Job Manager or from a List. Check the box next to Select Employees from The List under the Job Managers tab to select each Job Manager.
Limit by Transaction Type and Exclude Invoiced Transactions
The Job Cost Report request page allows you to filter by Transaction Type. By default, the system will report on all transactions on the job. Click on the Transaction Types tab and deselect the transactions that you do not wish to include.
Similarly, you can choose to exclude transactions that have been billed to the client. Check the box next to Exclude Invoiced Transactions if you do not wish to see billed transactions.
Viewing Job Status Online
To view the same information online rather than requesting a report, navigate to the Jobs menu > click on Job Summaries > then select the Job Cost & Billing Summary option. This page provides a birds-eye view of the financial health of your jobs.
Refer to this link for more details on the Job Cost & Billing Summary page.
From the Job Cost & Billing Summary page, click on the specific job number to see more details for that job. This page is called the Job Cost & Billing Detail page and provides transactional level details plus the ability to drill-down to the source record.
You can find additional information on the Job Cost & Billing Detail page here.