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 |