Jobs report template

Overview

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.

Things to know

• If you’re unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.

• You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template.

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:

1. 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. Start and end dates do not need to fall within the filter dates.

      Note: This filter considers the entire range of the job. For example, if a job's first appointment is 4/27 and its last appointment is 4/30, the entire range of job is considered from 4/27-4/30. If the Jobs with Appt Date filter is set to 4/28, this job displays on the report even though no appointments are scheduled for 4/28.

   8. 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 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.

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.
     

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

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.

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