Upcoming Jobs Legacy Report

Overview

This report generates a list of jobs for the upcoming five days. The report includes jobs with a status of Scheduled or In Progress. The report will run for a five day period, beginning with the date you enter for the report. Data in this report is based on job status.

Common uses for this report

Use this report to view the date and time jobs are scheduled, customer contact information, location information, job type, technician, and job summary.

Who uses this feature

Office employees

Things to know

We recommend using the Upcoming Jobs built-in report for enhanced customization, consistent KPIs, and improved scheduling and filtering options.

How to find this report

Click Reports in the main navigation menu.
On the Reports screen that opens, click Legacy Reports.
In the Search field, search for Upcoming Jobs.
Click the report name. Then you will be able to set filters and run the report.

Report filters

Priority

Filter by priority. This report can be run by low, normal, high, or urgent priority. Use the dropdown to select a priority level.

Job Type

Filter by job type. Use the dropdown to select a job type.

Business Unit

Filter by business unit. This report can be run by a single business unit or all business units.

Date

Filter by date. Use the dropdown to select a custom date.

Note: Data in this report is based on job status.

View or download the report

Click Update to view the report.

The report can be downloaded in three different formats:

Download PDF
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)

Explanation of report columns

The report will run for a five day period, beginning with the date you enter for the report. Jobs are listed by the date they are scheduled.

Job Number	Job number.
Schedule Date/Time	The date and time the job was originally scheduled (regardless of when the technician was actually dispatched).
Customer Name	Bill To customer name on the invoice. This is the Bill To customer name entered on the customer record.
Customer Address	Bill To customer address. This is the address entered on the customer record.
Customer Phones	Phone numbers for the Bill To customer. These are the phone numbers entered on the customer record.
Customer Email	Email address for the Bill To customer. This is the email address entered on the customer record.
Location Name	The Service Location customer name on the invoice. This is the name entered on the location record.
Location Address	The Service Location address. This is the address entered on the location record.

Location Phones	Phone numbers for the Service Location. These are the phone numbers entered on the location record.
Location Email	Email address for the Service Location. This is the email address entered on the location record.
Job Type	Job type. This is the job type entered on the job record.
Technician	Technician assigned to the job. This is the technician entered on the job record.
Job Summary	Job summary. This is the job summary entered on the job record.
Priority	Priority of the job (Low, Normal, High, or Urgent). This is the priority entered on the job record.
Tags	Tags attached to the Bill To customer or Service Location record. These are the tags entered on the job record.