The Jobs Report is an alternative to the list of Active Jobs on the Orders tab. This report provides the users with a more comprehensive list of jobs that can be filtered. The Jobs Report lists all jobs, showing the job start date, builder account, job name, subdivision, lot/block, plan/elevation/swing, the total of all orders for the job, and the total of all jobs on the report. The report allows the user to view all jobs and all orders. Filter the report by account, subdivision, or job.
Click the Hide link in the top right corner of the Report Criteria box to hide the filters. Click the Show link to show the filters. Click the Job Name link to open the Job Summary report in a new window. The Job Summary report shows all orders for the selected job as well as the total dollar amount for that job.
The report uses the following default report criteria:
Account: All
Subdivision: All
Job Start Date From/To: blank
To generate the Jobs Report:
Choose an Account from the drop-down list.
Choose a Subdivision from the drop-down list.
Click the calendar icon next to each date field to choose a Job Start Date From and To.
Click the Run Report button. The report opens.
Click the Hide Report Criteria link in the top right corner of the Report Criteria box to hide the filters. Click the Show Report Criteria link to show the filters.
Click the arrows at the top of the page to view more pages of the report.
Click the Job Name link to open the Job Summary report for that job.