Job Reports

Job reports

Overview of job cost, production transaction, and client expenditure reports.

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

To Access Job Reports:

Steps: 

1.     Navigate to JOBS > Job Reports 

2.     The Job Reports screen will appear

 

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 
Department 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 Cash Flow Report 
Job Cost Transfer Audit Report 

 

Client Billing & Revenue Reports
Client Production Expenditure Report
Monthly Job Billings & Revenue 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