Reports

Reports

Now that we have setup our breakups and created a job the reports can now be split up by those categories setup, in any combination required

NOTE! any jobs created before the setup of breakups will be set to "no breakup" so for an accurate report you should go back into "Update Jobs and Clients" and edit the breakups appropriately

The break ups allow you to analyse different area's of your business. You can use the break ups in the following reports:

Monthly Reports
Sales Report
Retention's (L/Jobs) Report
Quote Report
Work in Progress Report
Unpaid Invoices Report
Uninvoiced Jobs Report
Unallocated Jobs Report
Job Summary Report
Cost Added Report

Enquiry Reports
Current Jobs Report
Job Schedules by Man Report
Detailed Analysis All Report

Maintenance & Warranty
Weekly Summary
Weekly Job Schedules
Individual Schedule
Job Profile
Invoice Schedule
Schedule by Site Worker

In the report select the breakups required (or leave blank)





    • Related Articles

    • Reports/Invoices

      Reports & Invoices 1: List Quotes - (1) Select List Quotes (reports preview ticked), then click print. If you do not want to print click ESC. 2: Print/Email Quote - (1) Select Print/Email Quotes, (2) Select Quote No, (3) Select Type required, (4) ...
    • Quote Reports

      Reports - Monthly Reports - Quote Reports Select a date range from the drop down calendars. Select All Clients or use the drop down list to select an individual Client. Select All Quoters or use the drop down list to select an individual Quoter. ...