Job Costing Report Guide (Default settings)Last updated on 03/22/2022
The legacy Job Costing Report provides a breakdown of your job costs. Job costs are displayed for individual invoices, and total job costs are displayed for the entire report range. The report also shows job costs as a percentage of the invoice subtotals. Data is based on job completion dates.
Use this report to view the invoice number, customer, location, invoice subtotal, job completion date, cost of labor, material costs, total costs, and total profit.
Things to know
Only the office can view material and labor costs on the invoice. The customer invoice does not display material or labor costs.
When you run the Job Costing Report, click any invoice to open it.
Find the report:
Click Reports > Search Job Costing > Click the report name. Then can set filters and run the report.
Tip: You can also schedule the report by clicking Schedule next to the report name
Report filters
Date Range
Filter by date range. Use the From and To fields to set a custom date range.
Note: Data in this report is based on job completion dates.
Business Unit
Filter by business unit. This report can be run by a single business unit or all business units
Technician
Filter by technician. This report can be run by a single technician or by all technicians.
Job Type
Filter by job type. This report can be run by a single job type or by all job types.
Include Open Jobs
Select the checkbox to include open jobs.
View or download the report
Click Search to view the report.
The report can be downloaded in two different formats:
Export to Excel (*.xlsx) (click the dropdown arrow)
Export to Comma separated (*.csv) (click the dropdown arrow)
Click Clear to reset the report filters.
Explanation of report columns
The report includes the following columns:
Explanation of report totals
At the bottom of the report are the totals for all invoices within the report date range.
(Report totals)
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.