Reports

EPO Orders by Job

The EPO Orders by Job - Select Job Report displays a summary of the EPOs ordered for each job. Information about each job includes the job name, its status, number of EPOs ordered, and the dollar amounts.

 

To generate the report:

  1. Choose a Region/Division from the drop-down list. For division-level users, this drop-down will only show their division.

  2. Choose a Subdivision from the drop-down list.

  3. Choose a Job Status from the drop-down list.

  4. Click the Generate Report button.

  5. Click a Job Name link to open detailed EPO information for this job. All EPOs are displayed for the selected job.

 

Where does that come from?

Below is a list of information in the EPO Orders by Job teport and where the information comes from.

Report Filters

Region/Division - Company-level users can narrow down their search by selecting a division. For companies that have assigned regions, these will appear as part of the Division filter if the user logs in at a region level or higher.

Subdivision - Choose a subdivision to filter the report.

Job Status - Choose to filter the report by job status: Active, Cancelled, Complete, Hold, or Inventory.

Report Columns

Job - Name of the job(s) with at least one EPO.

Status - Job status (Active, Closed, Hold, etc).

Hot Shot Count - (EPO Count) The number of EPO's created for this job.  

Actual Amount - Dollar amount of the EPO's created for the job.

 

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