Report Manager Job Management Reports
The Job Listing Report is designed to print a listing of Jobs displaying the Customer and Site Names and addresses, System information, Job Charges with amounts invoiced, Salesperson, Installer and Start and End dates of the Job.
This report is generated for Jobs with a Sold Date within a particular Date Range.
Once the desired options have been selected, press the OK button to display the report in print preview mode.
Report Selections
Department - The default is to display data for All Departments. If the data for only certain Departments is desired, the User may highlight the first Department, then depress the CTRL key and highlight additional Departments within the list.
Salesperson - The default is to display data for All Salespersons. If the data for only certain Salespersons is desired, the User may highlight the first Salesperson, then depress the CTRL key and highlight additional Salespersons within the list.
Sold Date - This option will default to the current month date range. If a different date range is desired the User may change the From and To Dates. This report searches on the Sold Date field entered on the Job Work Order form.
Install Companies - The report default is all Install Companies. The User may select a single Install Company from the drop-down list if desired.
Installer - The report default is all Installers. The User may select a single Installer from the drop-down list if desired.
Job Status - The report default is all Job Statuses. The User may select a single Job Status from the drop-down list if desired.
· Hide Closed Jobs - This option is selected by default. If Closed Jobs are to be included in the report, uncheck this option.
· Hide Reversed Jobs - This option is selected by default. If Reversed Jobs are to be included in the report, uncheck this option.
Job Type - The report default is all Job Types. The User may select a single Job Type from the drop-down list if desired.
System Type - The report default is all System Types. The User may select a single System Type from the drop-down list if desired.
Sort By - The report default is to sort by Customer Name. Other Sorting options available are Customer Number, Job Number or Salesperson.
Options - Show Last Task Comments for Task; if this option is selected the User must make a selection from the drop-down list of the Job Task for which comments will be printed.
Report119