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The Task Completion Report shows all tasks that are completed for a
specific job and within a certain time frame. Additional information on
the report is the job name, cost code for each task, name of the task
and the supplier, purchase order number and the estimated total of the
purchase order, completed date and the name of the person who completed
the task.
To generate the report:
Choose an Organization
from the drop-down list (required field). Click the Subdivision
field and select the desired subdivision. Choose a Job Status
from the drop-down list (defaults to Active). Click the Supplier
field and select the supplier. Enter From and
To dates to further filter the
report data. Click the Generate
Report button.
Where does that come from?
Below is a list of information in the Task Completion report and where
the information comes from.
Report
Filters
Organization - Allows
the user to filter the report by organization.
Subdivision
- Allows the user to filter the report by subdivision.
Job Status - Allows
the user to filter the report by job status.
Supplier - Allows the
user to filter the report by supplier.
From/To
- The From and To fields are for a range of dates. Use these fields
to further define the data that appears in the report.
Contract
Types - List of all contract types that the user has the option
of seeing on the report. User can check the box next to appropriate contract
type(s) to display the order information. (Required filter.)
Report
Columns
Job -
This is the job name which is pulled from the Job Name field on the Job
Detail Summary page.
Cost Code
- This is the task’s cost code which is pulled from the Cost
Code field on the Job Task Detail page.
Task Name
- The Task Name shows the tasks on the job. The tasks that appear
are based on the search criteria entered at the top of the page.
Supplier
- List supplier name for each task.
P.O. -
The PO column lists the PO number for the task.
Est. Total
- The Est. Total column shows the estimated dollar amount for the
task.
Contract
Type - This is the contract type of an Order as sent from the Builder’s
back office system.
Completed
Date - The Completed Date column shows the date the task was marked
complete by the user and may not be the end date of the task.
Completed
By - The Completed By column shows the name of the person that
completed the task.
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