How do I filter non-job types from job reports?

Introduction

Learn to pull job reports without non-job types like phone calls or vehicle maintenance.

Problem

You classified job types but can't filter by job classes or multiple job types in reports.

Solution

Workflow Summary

You want to filter non-job job types from job reports. These may include:

• Phone calls
• Parts list
• Vehicle maintenance
• Inspection
• Prep

Use the Technician Jobs report to exclude non-job types

Effectively filter reports by job classes or types.

1. Go to the navigation bar and click Reports. 
2. Go to the Technician Jobs report.
3. Click Edit Columns.
4. Find and add the Job Class column to your report.
5. Set the filter to Is One Of.
6. A drop-down list appears. Select the job classes you want to include in your report.