Run Job Reports

The Job Reports page provides a number of reports to help you track the costs associated with a job.

You can run reports for a specific time period (for example, today or last week), or you can manually select a date range. Report details display on the Job Reports page below your selection criteria. After you run a report, you will see Filter Options that you can use to narrow report results.
  1. Select Time & Jobs > Job Reports.
  2. To run the report for a specific time period, select one of the following options from the Date Range field:
    The Start and End date fields update automatically based on the timeframe that you select.

    • Today

    • Yesterday

    • This Week

    • Last Week

    • Previous Two Weeks

    The Start and End date fields update automatically based on the timeframe that you select.
  3. To manually select a date range for the report:
    1. Select a starting date from the Start date field.
    2. Select an ending date from the End date field.
  4. To run the report for specific jobs, select those jobs from the Job field.
  5. If you are running the report by job, you can narrow report results by selecting a specific Phase (or phases).
    Note: The Phase field is available only if you select a Job.
  6. In the Select a Report section of the page, choose a report category to see the reports available in that section. Then select a report.

    The following reports are available under each category:

    Employees / Payroll

    Employee Hours

    Employee Timesheets

    Jobs

    Job Hours

    Phase Hours

    Jobs & Employees

    Job Title

    Job Costs & Bill Out

    Job Status, Cost & Bill Out Report

    Work in Progress

    Expenses

    Job Expenses

    Employee Expenses

    Expenses by Category

    Equipment

    Job Equipment

    Combined

    Daily Employee Summary

  7. Use the Filter Options section at the top of a report to narrow report results. For example, some reports allow you to limit report results to specific employees and crews, and some reports allow you to hide cost columns.
  8. Use the Export Options section in the upper right of a report to download or print report information:
    Note: Exported files reflect the user's filter selections, as shown on the screen. For example, if a user chooses to hide cost columns on a report, the exported file will also exclude cost columns.

    • To generate a PDF of the report, select the PDF icon .

    • To print the report, select the print icon .

    • To export the report to Excel, select the Excel icon .

  9. To run another report using the same criteria, select that report from the Select a Report section. Or, you can select new criteria, and run additional reports as needed.