Costing – Contracts And Jobs Reports
Purpose:
To give details on progress to date – revenue and costs. Some reports contain sensitive information, such as productivity (see Record Job or Workstream Costs) or profitability and their circulation will need to be controlled.
Processing:
On the main menu click Costing > Reports.
From the list select report required – see Reported Data List below.
Select printer – see Printing Reports.
Click OK to print/display/export to selected file type.
Close form.
Reporting:
Distribute reports as requested – remember that some reports contain commercially sensitive or personal information.
Filing:
As required – but be aware that some reports contain confidential information.
list of reports
Job Record Report
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- Select a range of Jobs to report on and/or a range of Customers .
- Select other criteria to tailor the report to your requirements.
- Click on OK to produce report or Close to abandon.
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Job list
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- Select a range of Jobs to report on and/or a range of Customers.
- Select other criteria to tailor the report to your requirements.
- Click on OK to produce report or Close to abandon.
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Job Cost Report
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- Select a range of Jobs and Customers to report on.
- Check the statuses you wish to include in the report and a range of dates – leave dates empty if you wish to report all activity.
- Group cost summary – select if relevant.
- Click on OK to print or export report or Close to abandon.
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Employee Report
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- Sequence By: Click the down arrow to display a list of index fields to determine the report order.
- Ascending Sort Order: Check to sequence report by Alphabetic or Numeric Low to High value of index field. Uncheck to sequence High to Low.
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Cost Code List
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- Include following cost categories: Check to report any combination of Cost Types or all Cost Types .
- Click OK to print report or Close to abandon.
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Start Due Report
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- Select range of Jobs and Customers.
- Select range of dates – click one radio button.
- Sequence By: Estimated (Start) date, Estimated (number of) Days (to complete), Price, Account, Job Number.
- Ascending Sort Order: Check to sequence report by Alphabetic or Numeric Low to High value of index field. Uncheck to sequence High to Low.
- Click OK to print report or Close to abandon.
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Retention Report
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- Select range of Jobs and Customers.
- Select range of dates – click one radio button.
- Sequence By: click on one of (Retention) Due Date, Balance (not yet invoiced), (Retention) Amount, Account, Job Number.
- Ascending Sort Order: Check to sequence report by Alphabetic or Numeric Low to High value of index field. Uncheck to sequence High to Low.
Click OK to Print report or Close to abandon.
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Contract Progress Report
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- Select range of Contracts and Customers.
- Select range of dates – click one radio button.
- Sequence By: click on one of Contract, Account, Status, Price.
- Ascending Sort Order: Check to sequence report by Alphabetic or Numeric Low to High value of index field. Uncheck to sequence High to Low.
- Click OK to print report or Close to abandon.
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Job Progress Report
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- Select range of Jobs and Customers.
- Select range of dates – click one radio button.
- Sequence By: click on one of Cost margin, Days Remaining, Price, Costs, Write-Offs, Estimated (elapsed time since Actual Start Date in) Days, Actual (elapsed time since Actual Start Date in) Days.
- Ascending Sort Order: Check to sequence report by Alphabetic or Numeric Low to High value of index field. Uncheck to sequence High to Low.
- Click OK to print report or Close to abandon.
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Profitability Report
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- Select range of Contracts, Jobs and Customers.
- Include the following: – click one radio button.
- Dates: Select to report all Jobs with the selected status with actual start dates falling into the selected date range. Either: manual entry formatted as DD/MM/YY. Type over the parts of the date you wish to change – the system will skip over the “/” part itself. If the date you enter is invalid; the cursor will return to the start of the date and await a valid entry, or; click on the field to highlight data – white on a blue background – then right click to open the Calendar Menu – Dates and Calendar.
- Sequence By: Click on one of Committed Margin, Uncommitted Margin, Price, Costs, PO Value, Customer, Job Number.
- Ascending Sort Order: Check to sequence report by Alphabetic or Numeric Low to High value of index field. Uncheck to sequence High to Low.
- Click OK to print report or Close to abandon.
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