Generating a Custom Jobs Report Using the Breakdown Report


To generate a Custom Job report, follow the steps outlined below:

  1. Navigate to Reports > Job > Breakdown.
  2. Select the job types you want to include.


     
  3. On the STATUS/DATES tab:

       - For Picked Up jobs:
         From the Picked Up drop-down menu, select "Only Picked Up Jobs" and then put in your picked up date range.

       - For all Completed Jobs, regardless of pickup:
         You can use "Only Completed Jobs" with the completed job date if you wish, then you can select picked up or not jobs.
         NOTE:  Alternatively, you can also use Date Entered or ETA to filter the report.

       - From the Canceled drop-down, select "Only Not Canceled Jobs".

  4. Now on the OPTIONS tab:
       - Select to to Show Price/Cost if desired
       - Uncheck Page Breaks
       - Uncheck Summary Only (if you just want totals, leave Summary Only checked)

  5. In the GROUP BY section:
       - Uncheck whatever is currently selected.
       - You can then pick how you want to group the report: by jeweler, intake associate, etc.

 

 

Updated on Fri, 07 Jan 2022 by Angela Chiaravalle

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