The Job List report gives a list of jobs (projects) with relevant essential information regarding each job. It’s a handy report for project managers to review projects by job type, and project status.
Job List Report
Go to Reports >> Performance Reports >> Clients and Jobs >> click on Job List
You can optionally filter or/and group this report by Job Office and Job Owner. The other filter only options are Client, Job and Job Type.
Click on ‘Report Options’ and click on any of the preview options. The ‘Choose Additional Report Options’ pop up appears.
Select the required additional criteria and click on the ‘Print Preview’ button in the pop up to preview the Job List.
Understanding the Data
This report contains information on
- Job Owner
- Job Code
- Client Name
- Proposed Fee
- Job Type
- Date Created
- Job Status and
- a Current or not tick box for the job.
The information is drawn from the Job Details page.
From Clients, Contacts & Jobs >> Search Clients and Jobs >> click on the relevant ‘Job Code’ to go into the ‘Job Details’ page >> most of the information can be found here under the tab Job Details
Proposed Fee in this report is drawn from the Job Billing Details tab in the ‘Job Details’ page.
Note: You can also build up the proposed fee from the Tasks page and get it updated in the Job Billing Details page. To learn more about this, click here – Creating and Managing Tasks aka Stages/Phases.
Abtrac KB# 2133