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Jobs Report

  • The Jobs Report gives you a detailed list of all jobs including information related to income and user cost
  • You will be able to do an analysis from 3 different views:
  1. Jobs by Stage
  2. Jobs by Client
  3. Jobs by Department

The report shows you both the total income and total cost of all of the team involved in a particular job, project, or estimate.

 

Requirements:

In order to see the users cost (rate cards) you must have a role named "confidential". 

1. Job's by Stage

On this report you will be able to see all jobs grouped by stages (e.g. in progress, canceled, etc.).

 

2. Job's by client

On this report you will be able to check the jobs grouped by client.

3. On this report you will be able to see the jobs under each department.

 

 

 

Updated