Jobs report templateLast updated on 10/03/2022

Follow the steps to create a custom report based on the Jobs template and select the columns to include in your report.

The Jobs template has these columns selected by default

• Job #—Job number

• Job Type—Job type listed on the job record

• Job Campaign—Marketing campaign the job was referred from

• Campaign Category—Marketing campaign category the job campaign belongs in

• Business Unit—Business unit attached to the job

• Invoice #—Invoice number associated with the job

• Total—Total on the invoice

• Completion Date—Date the job was completed

• Customer Name—Name of the customer billed on the job

• Location Address—Service location on the job

You can customize the report by selecting additional columns from these sections:

• Job Basics—Common fields included on a job record

• Job Totals—Totals and subtotals included on the job’s invoice

• Job Dates—Dates associated with a job or invoice

• Customer Information—Common fields included on a customer record

• Purchase Order and Materials—Purchase order and material costs

• Technician Performance—Technician information and work hours on a job

• Estimates—Estimate information relating to a job

• Tags—Tags attached to a job, customer, or location

• Cost Totals—Job costing details. See detailed explanation of columns.

• Reschedule Reason Survey—Details from survey responders when a job is rescheduled

• Summary—Revenue and gross margin details

• Appointments—Details related to appointments on the job

• Custom fields—User-created fields related to the job, location, and customer records

Before running the report, set filters to narrow your results:

1. From the Filter by dropdown, select how you want to filter the report:

   • Invoice Date—Date on the invoice

   • Job Completion Date—Date the job was completed

   • Job Creation Date—Date the job was booked

   • Job Start Date—Date the job is scheduled to begin

   • Last Paid On Date—Most recent date that payment was made on the invoice

   • First Dispatch—Date a technician was first dispatched to the job

   • Jobs with Appt Date—Jobs with at least one appointment date that takes place within the filtered date range. Start and end dates do not need to fall within the filter dates.

   • Jobs with Next Appt Start Date—Displays all jobs with a next appointment start date within the selected date range

2. Click the From - To field to set date filters. You can:

   • Use the calendar to select a specific date range and click Apply.

   • Use the left menu to select a preset date range:

     • Today: From 12:00 AM to the current time

     • Yesterday: Previous day, from 12:00 AM to 11:59 PM

     • Last 7 Days: Previous seven days, including the current date

     • Last 14 Days: Previous 14 days, including the current date

     • Last 30 Days: Previous 30 days, including the current date

     • Month to Date: From the first of the current month to the current day

     • Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.

     • Last 90 Days: Previous 90 days, including the current date

     • This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.

     • Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.

     • Quarter to Date: From the first day of the current quarter to the current day

     • Year to Date: From January 1 of the current year to the current day

     • Last 365 Days: Previous 365 days, including the current date

3. From the Business Unit dropdown, select the job business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:

   • Click the dropdown to select individual BUs.

   • To report on BU categories such as trade or division, click Filter , select the BU categories you want to include, and click Filter.

4. Select Include Adjustment Invoices to include any invoice adjustments in your report results.

5. When you're done setting your filters, click Run Report.

Tip: Click Edit Columns to add and remove columns. For further customization, you can also arrange report columns and apply filters.

• See Edit custom reports

• See Export a report

• See Schedule reports