Job reports

Step by Step Guide:

1. #### There are a range of reports that fall into 3 categories.

• Job Cost Reports – help you manage the review of job costs and billing
• Job Transaction Reports – these are summary reports analyzing various job-related transactions for reporting and analysis
• Client Expenditure Reports – summaries of client /job expenditure for management reporting

All Job Reports can be run on various filters including Office, Client, Client Manager, Product and Campaign

2. #### To Access Job Reports:

• Navigate to JOBS > Job Reports.

3. The Job Reports screen will show the 3 categories.

Job Cost Reports

• Job Cost Report
• Job Cost & Billing Summary Report
• Job Highlight Report
• Job Cost Summary Report
• Job Cost Totals Report
• Job Condition Report
• Job Cost & Work in Progress Summary Report
• Departmental Job Profitability Report
• Job Time Analysis Report
• Aged Work in Progress and Advance Billing Report

Job Transaction Reports

• Job Invoice List Report
• Job Transaction Summary Report
• Job Transaction Detail Report
• Job Cost Transfer Audit Report

Client Billing & Revenue Reports

• Client Job Expenditure Report
• Client Revenue Report
• Client Billings & Revenue Summary Report
• Client Budget Report
• Client Budget Billings & Revenue Report
• Month & YTD Billings & Revenue Report
• Client Billings & Revenue Variance Report
• Monthly Client Billings & Revenue Report
• Monthly Job Billings & Revenue Report
• Job Financial Summary