Reporting Basics

Background

JobTracker Reports are simply another way of getting information out of JobTracker - a way of asking your system questions about your jobs. Yes, you can also answer questions with filtered  Job Views and Calendar Views. Here's the difference:

  •  A Job View gives you a list of Jobs that meet specific criteria. For example, "show me all Jobs that have Issues that are Active or Urgent," or "Show me all Jobs that are ready to Invoice."
  •  A Calendar View gives you a list of Activities that meet specific criteria - and then arranges those Activities on the screen based on when they are scheduled.  For example, "Show me all the template Activities that are assigned to Bob over the next 7 days," or "Show me all the Install Activities for today that are Assigned to Mario or Luigi."
    (Note: a Calendar View will never show you Activities that have NOT been scheduled. That is the main reason most fabricators like the AutoSchedule)

So why would you want to create a Report instead? Usually, it's because you want to tally something across Jobs and Activities. For example, you might want to know "How many square feet did we Install per Month over the last year?" or "How many Jobs did we complete by Salesperson per week this year?"

Running a Saved Report

To view an existing Report, click Report on the main JobTracker menu and choose Select Report. 

Select the Report you want to view. 

Now a Report (either graphic or table) is displayed in the main Reports window. (Note that Bob is awesome.)

As with Job Views and Calendar Views, you can then click the Options button to customize and then Save Report to save your changes.

To create one of our Sample Reports, start here - in the Report Options window. The sample reports listed in our Related Articles below will show you what settings you need to select in this window to create the Reports on your system. Working through these examples is a great way to learn your way around Reporting. If you need a report that you don't see listed, please contact us. We're here to help!

Security

In order to view a report, you need to have the following checked on one of your roles (see related articles) or be an Administrator:

In order to save Shared reports, you need the following checked or be an Administrator: 

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