Job Costing Summary report

Overview

Use the Job Costing Summary report to gain more insight into your job costs and overall profitability across multiple jobs.

Things to know

• Each line in the report represents a job.

• Click on the Job # or Invoice # to open the job and invoice records for the specific job.

• Click on a cost-related entry to drill down for additional details. For example, click Jobs Payments for a list of all jobs payments for the job.

• To make best use of the cost-related KPIs on this report, account configuration may be required. Please contact Technical Support for details.

• You can arrange and filter your results to narrow the focus of your report.

• You can also schedule the report to be delivered by email on a regular basis.

Run report

Before running your report, set filters to get the most relevant information for your needs:

1. Go to the navigation bar and click Reports.

2. In the side menu, click All Reports.

3. Click Jobs Costing Summary Report.

   Tip: In the search field, enter a few letters from the report title for quick access.

   
   

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

   1. Invoice Date: Date on the invoice

   2. Job Completion Date: Date the job was completed

   3. Job Creation Date: Date the job was booked

   4. Job Start Date: Date the job is scheduled to begin

   5. Last Paid On Date: Most recent date that payment was made on the invoice

   6. First Dispatch: Date a technician was first dispatched to the job

   7. Jobs with Appt Date: Jobs with at least one appointment date that takes place within the filtered date range or jobs that are considered in-progress during the filtered date range

      Note: Multi-appointment jobs that have jobs scheduled before and after the selected date range will also appear on the report. These jobs are considered in-progress.

5. Use the From - To calendar fields to set a range of dates to run the report on. You can:

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

     • This Week: From Monday through Sunday of the current week.

     • Week to Date: From Monday through the current date of the current week.

     • Last 7 Days: Previous seven days, including today.

     • Last 14 Days: Previous 14 days, including today.

     • Last 30 Days: Previous 30 days, including today.

     • 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 today.

     • 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 today.

     • Last Year: From January 1 of the previous year to December 31.

6. From the Business Unit dropdown, select the job business units (BUs) you want to report on. You can:

   • 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.
     

     Note: How BU filters are applied depends on the key performance indicator (KPI). Hover over a column header for details.
     

   Note: By default, the report runs for all BUs. You can filter your report by business units or business unit categories:

7. Click Include Adjustment Invoices to include any adjustment invoices on the report.

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

Read report results

The report lists jobs and their costing information. By default, the report includes the following columns:

Want to learn more?

• See Edit custom reports

• See Run, filter, and export reports

• See Schedule reports