Clients and Jobs Reports

Reports are an important feature of Abtrac wherein the information within can be extracted and presented in a meaningful way. Reports also help list useful items and/or assess your company’s performance.

In this article, we will have a look at the ‘Clients and Jobs’ Reports, which comes first in the reports’ list. From Reports >> Performance Reports >> go to ‘Clients and Jobs’ to get a list of reports for clients and jobs.

Clients and Jobs Report Types

Client Details Listing Report

Go to Reports >> Performance Reports >> Clients and Jobs >> Client Details Listing and select the required options on the right.

Now click on the ‘Report Options’ button on the top right and select any of the preview options to see a preview of ‘Client Details Listing’. You can also export this information if you select ‘Preview with Export Options’.

Client Details Listing Options
Client Details Listing Report

Job List Report

Go to Reports >> Performance Reports >> Clients and Jobs >> Job List and select from the options. Click on ‘Report Options’ and click on any of the preview options. The ‘Choose Additional Report Options’ pop up appears.

Job List Report – Choose Additional Report Options

Select the required criteria and click on the ‘Print Preview’ button in the pop up to preview the Job List.

Job List Report

New Clients Between Dates Report

This report gives a list of new clients in a selected date range.

Go to Reports >> Performance Reports >> Clients and Jobs >> New Clients Between Dates and select the required from and to dates.

New Clients Between Dates – select dates

Then click on ‘Report Options’ and select any of the options to view a list of new clients between the selected dates.

New Clients Between Dates Report

Current Client Contacts Report

Go to Reports >> Performance Reports >> Clients and Jobs >> Current Client Contacts

Click on ‘Report Options’ and select any of the preview options to view the ‘Current Client Contacts List’.

Current Client Contacts List

Current Jobs and Tasks Report

Go to Reports >> Performance Reports >> Clients and Jobs >> Current Jobs and Tasks >> click on ‘Report Options’ and select any of the preview options. The ‘Choose Additional Report Options’ pop up appears.

Current Jobs and Tasks – Choose Additional Report Options pop up

Select the required criteria and click on the ‘Print Preview’ button in the pop up to preview ‘Jobs and Tasks’ report. In the pop up, you have the option of choosing ‘current’ or ‘non -current’ jobs to be listed in the report.

Jobs and Tasks Report

Clients and Jobs Not Billable Report

Go to Reports >> Performance Reports >> Clients and Jobs >> Clients and Jobs Not Billable >> click on ‘Report Options’ and select any of the preview options to preview a list of ‘Clients and Jobs – Not Billable’.

Clients and Jobs – Not Billable Report

Possible Jobs to make Non-Current Report

Go to Reports >> Performance Reports >> Clients and Jobs >> Possible Jobs to make Non-Current >> select the required ‘Date From’ and click on the ‘Print Preview’ button on the top right corner.

Possible Jobs to make Non-Current – select date

This will take you to the ‘Possible Jobs to make Non-Current’ page in Abtrac and give a list of jobs with no action since the selected date.

Possible Jobs to Make Non-Current page

Now click on the button for ‘Print Preview’ on the top right to preview a list of ‘Possible Jobs to make Non-Current’.

Possible Jobs to Make Non-Current Report

New Job Listings Between Dates Report

Go to Reports >> Performance Reports >> Clients and Jobs >> New Job Listings Between Dates >> select the required from and to dates.

Now click on the ‘Report Options’ button and select any of the preview options. The ‘New Job Listings Between Dates’ popup appears.

New Job Listings Between Dates pop up

Select the required criteria and click on the ‘Print Preview’ button in the pop up to preview ‘New Job Listings – Between Dates’ report.

New Job Listings Between Dates Report

Clients by Client Office Report

Go to Reports >> Performance Reports >> Clients and Jobs >> Clients by Client Office >> select from the list of criteria on the right and click on the ‘Report Options’ button. Select any of the preview options to preview a list of ‘Clients by Client Office’.

Job Feedback Report

Go to Reports >> Performance Reports >> Clients and Jobs >> Job Feedback >> click on the ‘Report Options’ button and select any of the preview options. The ‘Choose Additional Report Options’ pop up window appears.

Job Feedback – Choose Additional Report Options pop up

Fill in the required date and grouping criteria in the pop up. Now click on the preview button in the pop up to preview the ‘Job Feedback’ report.

Job Feedback Report

Abtrac KB# 2128