You can run the following reports related to Job Costing from the Job Costing Reports screen.
§ Job List: Lists all of the jobs for a particular customer of a specific job type. You can filter the list by the status of the jobs you want to view. For each job, the report displays the start and end dates and actual expenses and revenue.
§ Job Profit and Loss Summary: Displays a summary of revenue, expenses, and total profit or loss for a specific customer or for all customers for a specific date range
§ Job Profitability: Lets you compare revenues and expenses for any job, as well as a total for each customer and a grand total for your company. You can filter the report to display a specific date range and customer. If you filter the report by customer, you can view all jobs or a specific job, and you can display the report either by job category, a breakdown of expenses common to all your jobs (Planning, Materials, Labor, etc.) or by the accounts to which these expenses have been charged.
To access all Job Costing Reports:
1. Select Job Costing from the Reports menu to open the Job Costing Reports screen.
2. Click the name of the report you want to view from the panel on the left.
The panel lists all of the available Job Costing reports. When you select a report, the report criteria screen for that report appears.
The Job List criteria screen is selected by default.
3. Enter the additional information requested for the specific report in the appropriate fields:
§ Job List: Specify a Customer and Job Type, indicate the status of the jobs you want to view, whether Active, Completed, Inactive, or All jobs, and use the options in the Sort field to specify whether to sort the list by Job, Customer, or job Type.
§ Job Profit and Loss Summary: Specify a date range in the From and To fields and optionally specify a Customer.
§ Job Profitability: Specify a date range in the From and To fields, optionally use the Customer and Jobs drop-down lists to specify a customer and a specific job for that customer, and select one of the Show By options to indicate whether to display the report by Category or Account.
4. Click the PDF, Excel, or Word button to indicate the output you want to generate.
Depending on the output format you choose, the file opens as a separate tab on your browser (PDF) or as a separate file (Word and Excel), from which you can save or print the report.
5. Click Archive to save the requested data to Cloud Cabinet.