Job Summary Reporting

 

Job Summary Reports allow you to see a summary of all Jobs showing Job status as well as Job specific information.

 

Tip: This article will cover details specific to generating Job Summary reports; for an overview of how reporting works in general click here

 

Generating a job Summary Report

  1. Click  from the Side Menu
  2. Click Job Summary Report

 

  1. Select the date range you wish the report to cover
  2. Select the output format (either PDF or CSV)

Unique search criteria for Job Summaries

Job Number

  1. Click the field next to Job Number  to run a report for a specific Job
  2. Enter the relevant Job Number
  3. Click 

Title

  1. Click the field next to Title  to run a report for a specific Job Title
  2. Enter the relevant Job Title
  3. Click 

Customer Name

  1. Click the field next to Customer Name  to run a report for a specific Customer
  2. Enter the relevant Customer Name
  3. Click 

Address

  1. Click the field next to Address  to run a report for a specific Address
  2. Enter the relevant Address
  3. Click 

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