Job List Report

Description:

This report prints a list of the jobs that have been inserted into your system.  Use the Barcode option to print a list of your jobs with barcodes that can be used with a barcode wand or gun at the time clock.

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.

• If you would like the report to include data for jobs that are assigned to a specific group only, make the desired selection from the Group drop-down menu.

• Use the Sort by field to select how the information on the report will be sorted.  Two sort levels can be specified.
  Example: "Job" is selected in the first field, and "Task" is selected in the second.  The report will be sorted first by the job that the equipment was used with, and then alphabetically by task.

• 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 Name column displays the name that was inserted into the job profile.

• The Job Description column displays the description of the job that was entered when the job profile was created.

• The Job # column displays the number that employees use to punch into this job at the time clock.

• The Est Hrs column displays the estimated hours specified in the job profile.

• The Est Rate column displays the estimated rate specified in the job profile.

• The Barcode column displays a barcode for this job that can be used with a barcode wand or gun at the time clock.

• The Category column displays the category that was assigned to the job when the profile was created.
  Note: The "Category" field in the job profile is customizable.  The report will display the field name that you defined in the Custom Fields section of the program.

• The Location column displays the location that was entered when the job profile was created.
  Note: The "Location" field in the job profile is customizable.  The report will display the field name that you defined in the Custom Fields section of the program.

• The Reference column displays the reference number that was entered when the job profile was created.
  Note: The "Reference" field in the job profile is customizable.  The report will display the field name that you defined in the Custom Fields section of the program.

• The Account # column displays the account number that was entered when the job profile was created.
  Note: The "Account #" field in the job profile is customizable.  The report will display the field name that you defined in the Custom Fields section of the program.

• The Notes column displays any additional notes that were inserted when the job profile was created.

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.