How do I create a report that shows all jobs that are on hold?

Problem

You want a report that shows all jobs currently on hold at your company.

Solution

Workflow Summary

Create a report using the Jobs report template that includes the Status column. Then, filter the entire report by Job Start Date, and filter the Status column by On Hold.

Create a Jobs report

1. Go to the navigation bar and click Reports.

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 section, add the following columns:

   1. Job #

   2. Job Type

   3. Status

6. Add or remove additional columns from your report as needed, then click Next.

7. 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.

8. When finished, click Save.

9. In the Filter by field, select Job Start Date.
   

10. Click Run Report.

11. The report runs and shows results in a table. Click the Filter in the Status column.

12. Set the first field to Is Equal To, enter Hold in the second field, then click Filter.
    

13. The report results update to show only jobs that have started and are on hold.

    Note: You can also add the Paused column to see if a technician has marked an appointment within the job as paused. If you want to see paused appointments, do not follow step 11-12.