Job List Report

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The Job List report lists the basic details for all Jobs or for a specified range of Jobs.

  1. Open the library with reports.
  2. Select Job List.
  3. Define criteria for generating the report, as follows:
  • Which Jobs Select the option to generate the report on all Jobs or on a specified range of Jobs.

     

    If you select the Selected option, select the range of Jobs in the From and To fields.

    Exclude Finalized Jobs Check the box to exclude the finalized jobs from display in the report.
    Show House Plan Check the box to show the House Plan code in the report.
    Show Contract Price Check the box to show the contract price for the Job.
    Show Dates Check the box to show any of the following dates in the generated report:

     

    • Sale date
    • Deposit and Contract Date

4. When complete, click Apply. The system generates the report, as follows:

The report shows the following information about each Job:

Report Information
JobJob number including the Office’s number as prefix.
ClientClient who the Job attributes to.
SiteSite where the Job will be performed.
HouseHouse Plan which the Job uses.
Contract AmountContract Amount of the Job.
SaleSale date of the Job.
DepositDate when the deposit was made.
ContractDate when the contract was signed.
Not ProceedingDate when the Job was set into the Not Proceeding state.
CompletedDate when the Job was completed.
FinalizedDate when the Job was finalized.
Updated on November 5, 2021

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