|
The Job Close by Month - Summary report shows a list of jobs that are
scheduled to close during a specific month and year. There are 2 sections
to this report: the Job Close by Month Summary and the Job Close by Month
- Job Summary, which lets you see how ahead or behind schedule a particular
job might be.
To generate the report:
Click the Report End
Date By drop-down and select either Promised
End Date, Projected (Adj) End
Date, or Financing Expire Date. Click the Job Status
drop-down and choose a job status. Click the Month
field and choose the appropriate month. Click the Year
drop-down and choose the appropriate year. Click the Show Pause/Hold
Days drop-down and choose Yes or No. Click Generate Report. Click the Job Name
link to see a detailed report.
Where
does that come from?
Below is a list of information in the Job Close by Month Report and
where the information comes from.
Report
Filters
Report End Date by - Allows the user to filter the report criteria
by Promised End Date, Adjusted End Date, Financing Expire Date, or JBFN
Adjusted End Date.
Job Status - Allows
the user to filter the report by Job Status.
Month - Allows
the user to filter the report by only looking for the Report End Date
in a specified month.
Year - Allows
the user to filter the report by only looking for the Report End Date
in a specified Year.
Show Pause/Hold
Days - By selecting Yes in the drop down box, two additional columns
are displayed on the report: Pause/Hold Days and Net Days. Selecting No
will hide these columns from the report.
Report
Columns
Job -
The Job column lists all your job names. Each job name is a hyperlink
to the Job Close by Month
- Job Summary report.
Purchaser
Name - Displays the name of the person who purchased the home.
The Purchaser Name comes from a field on the Job Detail page.
JBFN Adjusted
End Date - If the job does not have a JBFN task, the column is
left blank. If the job has more than one JBFN task, the column displays
the Projected Adjusted End Date of the last JBFN task in the job.
Promised
End Date - Date coming from the job detail page. This date has
no bearing on the schedule and is for informational purposes only. This
date can be sent through integration or added after the job is created.
Financing
Expire Date - Date coming from the job detail page. This date has
no bearing on the schedule and is for informational purposes only. This
date is currently not mapped in integration but can be added after the
job is created.
Projected
(Adj) End Date - The maximum or farthest out adjusted end date
in the job schedule- regardless of job stage.
Diff -
The difference between the Promised End Date and the Projected (Adj) End
Date.
Pause/Hold
Days - Number of total days the job was placed on hold or paused.
Net Days
- The Net Days column shows the sum of the Diff Column + the number
of Pause/Hold days
Status -
The Status column shows the current status of each job.
House Type
- The House Type shows the status of the house (Sold, Canceled,
Model, Pending, Spec, Transferred, or Closed).
Calendar
Days - The number of days from the minimum adjusted start date
of any task to the maximum adjusted end date of any task. This
includes weekends and holidays.
Work Days
- The number of days from the minimum adjusted start date of any task
to the maximum adjusted end date of any task. These
dates exclude holidays and take into consideration the Saturday/Sunday
check boxes on the job.
Subdivision
- Subdivision to which the jobs below it belong (under Job column).
Subdivision
Total - The Subdivision Total row shows the total number of jobs,
by subdivision.
Report Total
- Shows the total number of jobs in the report.
|