Reports

Tasks by Supplier

The Tasks by Supplier report shows all tasks of a particular status for a supplier during a specified date range. The report also shows the job name and the duration of the task.

To generate the report:

1. Enter the name of the Supplier in the supplier text field or leave blank to search for all suppliers.

2. Enter a job name in the Job text field or leave blank to search for all jobs.

3. Click the Task Status drop down box and choose the appropriate status for the tasks to appear in the report.

4. Click the Date Range field and type the appropriate date ranges.

5. Use the Supplier Name Starting With drop down box to filter the report by suppliers beginning with a certain letter.

6. Click the Max Rows field and type the desired number of rows to appear in the report.

7. Click the Industry drop down box to filter the report by industry.

8. Use the Job Status filter to only show jobs with a specific status or all statuses.

9. Click the Generate Report button.

Where does that come from?

Below is a list of information in the Tasks by Supplier report and where the information comes from.

Report Filters

Supplier - Allows you to perform a "like" search. This will search all supplier names for any part of the text entered.  

Job - Allows you to perform a  "like" search. This will search all job names for any part of the text entered.

Industry - Shows all the industry filters by which you can filter the report. Ex. Choosing Framing will show all the framing tasks.

Task Status - Allows the report to be filtered by task status.

Job Status - Allows you to filter the report by specific job statuses.

Supplier Name Starting With - Allows you to filter suppliers by the first letter of their name.
Ex. Choosing T would find "The Cleaning Company" and "Terry’s Cleaning."

Max Rows - Allows you to choose the number of rows of data returned to the page.

Date Range - Defaults to today’s date and the same date in the next month. Click the Select Dates button to choose a different type of date filter. Choose from: Custom (Enter Date Range), Today, Yesterday, Next X Days, Last X Days, This Week/Month/Quarter, To Date Week/Month/Quarter, Last Week/Month/Quarter, No Date Filter.

Report Columns

Job Name - Shows the date the task is scheduled to start and the job name for the task found according to your filter criteria.

Task Name - Shows the name of the task.

Duration - The number of days to perform this task. The date in parenthesis is the end date of the task.

Status - Shows the status of the task.

Supplier - Name of the supplier assigned to the tasks below that supplier (under Job Name column).

Start Date - Start date of the task(s) listed for each supplier. Under each start date, all the tasks that start on that date are listed.