Job Summary Report

Description:

This report prints a list of the hours and costs that have been accumulated for each job.  Employee specific totals are not included on this report.  Use the "Job Analysis Report" for totals broken down by employee.

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.

• Use the Date Range fields to enter the range of days for which you would like the report to calculate job totals.

• The Employees field allows you to select which employees will be included in this report.  Click on the down arrow icon located to the right of the Show Employees header to select employees.

1. To view employees from a specific department only, select the desired department from the Department drop-down menu.

2. All of your employees are listed in the Unused Employees box.  The Viewed Employees box lists the employees that will be reported on.  Select the desired employees from the Unused Employees box and click on the [>>] icon to assign them to the report.   The selected employee names are moved to the Viewed Employees box.  If you leave the Viewed Employees box empty, the report will display all employees.
   Note:  The Viewed Employees box is empty by default, thus including all employees in the report.

3. To unassign employees from a report, select the desired employee names in the Viewed Employees box and click on the [<<] icon.  The selected employees are moved to the Unused Employees box.

• The Job field allows you to select which jobs will be included in this report.  By default all jobs are included.  Click on the down arrow icon located to the right of the Show Jobs header to select specific jobs.

1. All of your jobs are listed in the Unused Jobs box.  The Viewed Jobs box lists the jobs that will be reported on.  Select the desired jobs from the Unused Jobs box and click on the [>>] icon to assign them to the report.  The selected job profiles names are moved to the Viewed Jobs box.

2. To unassign jobs from a report, select the desired job names in the Viewed Jobs box and click on the [<<] icon.  The selected jobs are moved to the Unused Jobs box.
   Note: If you leave the Viewed Jobs box empty, the report will display all job profiles.

• The Task field allows you to select which tasks will be included in this report.  By default all tasks are included.  Click on the down arrow icon located to the right of the Show Tasks header to select specific tasks.

1. All of your tasks are listed in the Unused Tasks box.  The Viewed Tasks box lists the tasks that will be reported on.  Select the desired tasks from the Unused Tasks box and click on the [>>] icon to assign them to the report.  The selected task profiles names are moved to the Viewed Tasks box.

2. To unassign tasks from a report, select the desired task names in the Viewed Tasks box and click on the [<<] icon.  The selected tasks are moved to the Unused Tasks box.
   Note: If you leave the Viewed Tasks box empty, the report will display all task profiles.

• If you would like to print data for jobs assigned to a specific department only, make the desired selection from the Worked Department drop-down menu.

• 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 column displays the Job ID that was defined 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 Job Description column displays the description of this job that was entered into the job profile.

• The Notes column displays any additional notes that were entered into the job profile.

• The Task column displays the name of any tasks that were worked in conjunction with this job.

• The Qty column displays the piece quantity that has been entered for this job.

• The Regular column displays the number of regular labor hours that have been spent on this job.

• The OT 1 - 4 columns display the overtime labor hours that have been spent on this job.

• The Total column displays the combined number of regular and overtime hours that have been worked on this job.

• The Earnings column displays the expenses incurred by labor as calculated from the regular and overtime hours worked.

• The Bill Amount column displays a dollar amount for the "Billable Rate" specified on the job profile.
  Note: In order for this option to work, both "Billable Amount" and "Pay Information" must be selected in the Options section of the Report Criteria screen.

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.