Job List Report

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

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.

Job List report filters

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 box

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

Job List Report

Understanding the Data

This report contains information on

  • Job Owner
  • Job Code
  • Client Name
  • Description
  • 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

Job Details

Proposed Fee in this report is drawn from the Job Billing Details tab in the ‘Job Details’ page.

Job Billing Details

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 РCreating and Managing Tasks aka Stages/Phases.

Abtrac KB# 2133