Jobs report templateLast updated on 10/03/2022
Use the Jobs template to create reports based on jobs data including job types, job campaigns, invoice totals, completion date, and more.
Example Jobs reports:
Run a detailed report on jobs booked from marketing leads.
Send out weekly upcoming jobs reports to help field managers schedule technicians.
Create a Jobs report
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
Run a report
Before running the report, set filters to narrow your results:
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
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
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.
Select Include Adjustment Invoices to include any invoice adjustments in your report results.
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.
Want to learn more?
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.