Job Reports
Job Reports
Job Reports in JobBag allow you to track, analyse, and share job performance data. By using user-defined fields, you can sort your data and generate reports tailored to your organisation’s needs. We recommend setting up a few standard reports and sharing them with your team to ensure consistency across the business.
Accessing Job Reports
- Navigate to JobBag > Jobs.
- Click the Print button in the main toolbar.
- Select the desired report from the drop-down list.
- Configure the report options as required.
- Choose an output from the Destinations drop-down (PDF, email, print, etc.).
Types of Job Cost Reports
| Report Type | Description |
|---|---|
| Job Ticket | Simple job ticket, portrait or landscape, with or without lines. |
| Job Ticket (Template) | Configurable via stationery templates; can include planning info. |
| Job Listing | Flexible report with user-defined columns and sorts. Recommended to set standard reports for all users. |
| Show Figures | One-line report with in-house cost, supplier cost, total cost/value, quote, invoice, and variance. |
| Show Profit | One-line report including profit and profit percentage; can sort by client, job, or account executive. |
| Budget vs Actual Cost | Displays budgeted cost vs actual, quote amount, invoiced amount, profit, and variance; sortable. |
| Budget vs Actual Revenue | Shows budgeted cost, quote, actual cost, invoiced amount, revenue, and % variance; fixed layout. |
| Job Summary | Detailed report by kind; includes purchase orders, costs, values, quotes, invoiced amounts, and profit %. |
| Budget vs Actual by Source | Fixed report showing quoted vs actual amounts and hours/units; no custom sorting. |
| Unbilled Value | Checks that all jobs billed have recovered their generated value; includes cost and value breakdown by kind. |
| Job Detail | Shows timesheets, kind, hours, cost, and value for the job. |
| Timesheet Listing | Lists all timesheets for a job, including kind, hours, cost, and value. |
| Job Month Activity | Displays job activity over a date range, including hours, budget, billed and to-bill amounts, and notes. |
| Billings Forecast | Rolling 12-month forecast showing billings, implied costs, estimated income, and percentages. |
| Job Billings | Shows invoiced amounts and last status note on the job. |
Sharing Reports via Sets
Reports can be saved as sets and shared with other users for consistency:
- Configure a report with your preferred options and click Save.
- Enter a description for the report set.
- Click the green ‘+’ to share the set (optional).
- Select the users you wish to share with and click OK.
- Click the green Save button to finalise.
A shared set is indicated by a ‘+’ prefix in its name.
Managing Report Sets
Users with the appropriate privileges can:
- Hide shared sets
- Take ownership of report sets
- Edit or delete report sets
Organise training or need more help
Please contact support 02 8115 8090 or email support@jobbag.com