How can I create a report to show all jobs that are currently in progress?

Problem

You need a report that shows only jobs currently in progress. The existing WIP report shows all projects. You want to find jobs with revenue that are still in progress from previous months.

Solution

Create a Jobs report

1. Go to Reports in the main navigation menu.

2. Click Create Report.

3. Under Choose report type, select All.

4. Under Select a report template, select Jobs. 

5. In the Columns to be displayed in the report screen that opens, add the Status column. This will be used to show In Progress jobs. You can also add or remove additional columns on this step. 

6. Give the report a name, select the category where the report displays on the main Reports screen, and provide an optional description for the report.

7. When you're finished, click Save.

8. You can then set different filters to narrow down your report results. To create a Jobs in progress report, we recommend using the Filter by field to filter by Job Start Date. 

9. When you're finished setting filters, click Run Report.

10. After the report runs, click Filter in the Status column.

11. Change the first filter option to Is Equal To, then type in In Progress to the second filter option. 

12. When you're finished, click Filter.

The report will update to only display jobs with a job status of In Progress.