The New Job Listings Between Dates report gives a list of new jobs created/confirmed within a selected date range.
The Repeat Clients report gives a list of clients within a selected date range. Repeat Clients are those who have more than one associated job in the system.
This report may be used to show the relationship a job owner is cultivating with clients and any repeat work that is coming in from a client.
It can also be used to help assign job owners to a job by reviewing any history they have with a client.
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.Continue reading
The Job Feedback Report gives a list of Job Feedback information for jobs within the selected date criteria.Continue reading
The Clients by Client Office report gives a list of clients by each client office.Continue reading
Jobs to make Non-Current report gives a list of possible current jobs to make non-current due to no action on them since a selected date.Continue reading
The Clients and Jobs Not Billable report gives a list of clients and their jobs which are not billable. This report is only available for current clients and current projects.
The New Clients Between Dates report gives a simple list of jobs (projects) created between two dates.
The Jobs and Tasks report gives a list of jobs with associated tasks, estimated time and fees.
Formerly only available for current jobs, you can now filter by date, current/non-current jobs, and also billable/non-billable.
The Current Client Contacts report gives a list of all contacts associated with clients. The report shows only current contacts and current clients, grouped and filtered by your company offices. It also optionally groups by client owners. This report is typically used by administration, marketing and project management teams.Continue reading
The Client Details Listing report option gives detailed information on the client with respect to identification details, invoice defaults, branches, people and job detail.Continue reading
In AbtracOnLine from Reports > in the Clients and Jobs section > Abtrac will provide a list of Possible Jobs to make Non-Current.
This extra data check ensures you are only making non-current jobs that are definitely no longer in use.