Reports

The Home Summary by Task report is used to view completion dates for key tasks on homes under construction. The report shows the current status of the home based on the week ending date and the prior week ending date.

This report also  uses an optional field, Job State, that is setup in the template state management section. The Job State is used to identify the number of houses that are in Rough or Trim job state.

To generate this report:

1. Click the Account Set field and choose up to 8 cost codes to create this report.

2. In the Select column, click the check box next to the appropriate Cost Code ID that you want included on your report.

3. Click Proceed to Next Step.

4. To complete other filters for this report, click the Org field and choose the appropriate organization to be listed on this report.

5. Click the Super field and choose the correct superintendent name for this report.

6. Click the Subdiv/Phase field and click as many of the subdivision or phase names that you want on the report. Multiple selections can be made by holding the 'Ctrl' button on the keyboard and clicking selections in the Subdiv/Phase box.

7. Click the Job Status field and make the appropriate selection.

8. Complete Actual Start Date From and Actual Start Date To fields with the date range that you want to see on the report.

9. Click Report.