Reports menu

Reports Menu

The Reports menu in JobBag is typically used by staff responsible for monitoring the financial and operational performance of the business. Reports provide insights on clients, jobs, employees, finances, and forecasts. All reports can be exported to PDF or Excel.

Types of Reports

• Report Archive – Lists previously produced reports by date (today, yesterday, last week, last month).
• Generic Reports – Custom client reports detailing job costs and values by cost type, date range, division, client, or job.
• Income Analysis – Multi-column analysis showing trends across clients, job types, account executives, or divisions.
• Financial Reports – Single or multi-column financial statements for selected periods and divisions.
• Management Reports – Includes annual account comparisons, capacity charts, cash & liquidity, collections history, debtor days, etc.
• WIP and Accruals Reports – Details GL account transactions to be posted after WIP & Accrual confirmation.
• Timesheet Reports – Shows date, job number, kind code, notes, cost, value, rates, hours by period, client, and employee.
• Employee Productivity & Utilisation Reports – Tracks over/under servicing and hours recorded by employees against clients.
• Accounts Reports – Includes Aged Receivables/Payables, Client Statements, Payment & Receipt Listings, Bank Reconciliation, and Client History.
• GST Reports – GST Details and Draft BAS Reports.
• Forecast Reports – Compares YTD actuals against forecasts and estimates full-year results.

Totaling and Grouping

• Reports can be structured with totals and subtotals by employee, role, division, or other criteria.
• Turn on/off totaling options by right-clicking in the Totals & Grouping section.

Printing and Saving Reports

• Reports can be printed, emailed, or saved as PDF/Excel.

  Save report configurations for future use:

  1. Select required report options.
  2. Fill in the save details (name, users who can view it, default report selection).
  3. Click Save to store the report setup.