Reporting > Job List 2 - Status Report
- Kye Hush
- Chris Vo
You can create many reports from the jobs module > jobs list simply by changing the jobs list view field. Job list #2 can be used for WIP/Status meetings.
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HOW TO RUN JOB LIST 2
Go to the jobs module > jobs list > filter your jobs list according to what you want to see in your report e.g. client/client group and project
Click apply
Once the job list has been filtered change the job list to status report (2)
Your job list will reformat to WorkBook’s status report (2)
EXPLANATION OF JOB LIST 2 DETAILS
There are a number of columns that can make up job list 2 - here is a break down of the column headers and their definitions.
COLUMN NAME/S | DEFINITION |
Client | The client the job belongs to |
Project | The grouping, campaign or project this job belongs to. It comes from the Project field in the job properties sidebar |
Job No. | WorkBook job number |
Job Name | Indicates the name of the job |
Created | Date the job was created |
Start Date | Indicates the start date of the job. It comes from the Start Date field in the job properties side bar This is usually the same as the creation date unless it has been manually changed in the job properties side bar |
Delivery Date | Indicates the delivery date of the job. Comes from the Delivery field in the job properties sidebar |
End Date | Indicates the job’s end date. It comes from the End Date field in the job properties sidebar |
Status | Is a free text field where you can write notes on the current status of the job |
Production Status | Comes from the Production Status field in the job properties sidebar Production Statuses need to be setup in advance by a system administrator in Settings > Projects & Jobs |
Next Step | Comes from the Next Step field in the job properties sidebar |
Next Step Date | Comes from the Next Step Date field in the job properties sidebar |
Internal Note | Comes from the Internal Note field in the job properties sidebar |
Manager | Comes from the Project Manager field in the job properties sidebar |
Client Contact | Comes from the Client Contact field in the job properties sidebar |
Quoted | Total value of all Price Quotes on the job (except for canceled Price Quotes) |
Expenses | Total sales value of time logged to date + any creditor invoices registered to the job + any unsettled POs |
Price TO Progress | Actual Sale / Approved Price Quotes |
Schedule Progress | Total number of hours logged / total number of hours scheduled |
Evaluated Progress | Allows you to add in your own percentage on how far you think you are through the job |
Public | Allows you to include/exclude jobs on Status Report (10) or Status Report with Gantt Chart (180) - a tick in the check box means it will appear on the report |
Type | Comes from the Job Type field in the job properties sidebar |
Company | The WorkBook company the job belongs to |
Tags | Shows the tags that have been assigned to the job. It comes from the Tags field in the job properties sidebar |
Last review | Comes from the Last Review field in the job properties sidebar |
Client PO no. | Comes from the client PO number field in the job properties sidebar |
Display Currency | The displayed currency of the current user All the other currencies created/incurred on the job will be converted into the user’s displayed currency using the rate defined under the exchange rate tables. This is only for displaying purpose. WorkBook still maintain the original currency value set on the transaction. |
Code 01, Code 02, Code 03, | If you need additional fields in your status report, you can add 5 new text fields using these codes and system variable 1052 allows you to create names for these fields |
Costing Code | Costing codes applied to the job |
CONFIGURING JOB LIST 2
Job list 2 contains many details for reporting purposes. Use the modify grid functionality to configure job list 2 to suit your agency’s retainer reporting process.
EXPORTING JOB LIST 2
You can export job list 2 to create your own reports using WorkBook’s export grid data functionality.
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