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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 |