Types of Job Cost Reports

Report Type

Description

Job Ticket

Normal, no-frills job ticket, can be printed landscape or portrait, with lines or without.

Job Ticket (template)

This job ticket can be configured in stationery templates and can contain planning information.

Job Listing

This is a configurable report with user-defined sorts and data columns. It is a very flexible report, however, the risk of creating reports which do not make sense is high therefore it is best for the agency’s administrator to define a few reports and share the reports with selected users.

Show Figures

The main show figures report has fixed data columns. This show figures report allows user defined sorts and more columns of data. The risk of creating meaningless data is high therefore we recommend the agency’s administrator create a format and share this format with selected users then all will be on the same page.

Job Status

A report with the latest status note on the job.

Show Figures

A one-line report showing the in-house cost, supplier cost, total cost, budget cost, in-house value, supplier value, total value, quote amount, invoiced amount and the invoice minus value amount.

Show Profit

A one-line report showing the in-house cost, supplier cost, total cost, total value, quote amount, invoiced amount, profit, profit percentage and the invoice minus value amount. You are able to sort the report by client, job no, account exec etc.

Budget v Actual Cost

A one-line report showing the budgeted cost, actual, budget minus actual cost, quote amount, value, invoiced amount, profit and profit percentage. You are able to sort the report by client, job no, account executive, etc.

Budget v Actual Revenue

A one-line report showing the budgeted cost, quote amount, budget revenue, actual cost, invoiced amount, revenue and variance, % budget, % revenue and currency. No sort option is available.

Job Summary

Displays more detail (by kind) and profit so far and is an early indicator of where blow-outs may be occurring. A report showing the purchase order details, budgeted costs, in-house cost, supplier cost, total cost, in-house value, supplier value, total value, quote amount, invoiced amount, profit and profit percentage by kind. The columns of data are fixed however, you can sort the report by client, job no, account executive, etc.

Budget v Actual by Source

Un-billed Value

Is used to check that all jobs billed in a given time frame have actually recovered the value generated on those jobs. A report showing the purchase order details, budget costs, in-house cost, supplier cost, total cost, in-house value, supplier value, total value, quote amount, invoiced amount, invoiced minus value by kind. The data is fixed but you do have a sort option.

Job Detail

Timesheet Listing

A report on all timesheets entered on the job showing the kind, hours, cost and value.

Job Month Activity

A report showing the activity on a job for a date range. Hours, value of time, budget, total remaining budget, billed and to bill amounts. Also shows timesheet notes.

Billings Forecast

A report displaying a rolling 12 month forecast for selected jobs starting from the starting month specified by the user. Breakdown by billings, implied costs, estimates income and estimated income percentage. This is as forecast on the quote.

Job Billings

A billings report showing the invoiced amounts and last status note on the job.