Job Category Summary Report

Description:

This report gives you a summary of your job costs by the following categories: “Labor,” “Equipment” and “Materials."

Report Criteria:

The Report Criteria screen opens when you click on the report name from the main "Reports" section of the software.  This screen is where you tell the system what data you would like it to report on.

• The Job Tracking field allows you to select a different report from the drop-down menu.

• Put a check mark in the Launch Report in Separate Window box if you would like the report to open in a new web browser window.  With this option de-selected the report is displayed directly below the Report Criteria section of the screen.

• Enter a beginning and ending date for the report into the Date Range fields.  Click on the [CALENDAR] icon at the end of the field to select the dates from a calendar.
  Example: If you want to print reports for one month only, enter the beginning date for the month into the first field, and the month ending date into the second field.  Leaving the Date Range fields blank will generate a report on all data based on the remaining criteria selections.  For example, you can print a report on all job category data for a specific job, etc.

• Select a Group from the drop-down menu if you would like to print a report detailing information from a specific group only.

• Use the Sort by field to select how the information on the report will be sorted.  Two sort levels can be specified.
  Example: "Number" is selected in the first field, and "Description" is selected in the second.  The report will be sorted first by the job number, and then alphabetically by description.

• The Options section allows you to select how much information is to be displayed on this report.  Put a check mark in the box next to each type of information that you would like the report to display.

Click on the [DISPLAY REPORT] icon located directly below the Options section of the screen to generate the report.

Report Output:

The report is separated into columns.  The header at the top of the report lists the type of information that is displayed in the column below.

Note: The report output will vary depending on what Options you selected in the Report Criteria section of the screen.

• The job being reported on is displayed in red at the top of each summary.

• The Category field displays the name of the category being summarized (as in "Labor," "Equipment" or "Materials").

• The Actual column displays the actual hours, amounts and costs that have been calculated by the software.

• The Estimated column displays the estimated hours, amounts and costs that were projected when the job profile was created.

• The Difference column displays the variance between your estimated and actual hours, amounts and costs.

Click on the [SAVE] icon in the upper right-hand corner of the screen to save this report to a separate file.  Click on the [PRINT] icon to print the report.