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Job Analysis reports compare
estimates to actual billings and budgets to actual costs. Potential
problems can be spotted before they become real problems. Account executives
can identify jobs that may be going over budget, giving you time to
talk to the client and issue a change order before the final billing.
The numbers you see on job reports are
always timely, since jobs are updated instantly as costs
are posted. So you'll always know that what you're
looking at isn't outdated and inaccurate, helping you
make better, more informed decisions.
Job reports can be printed to the printer, screen, or
exported to a spreadsheet-compatible text file by using
the Print to pop-up menu.
To print job analysis reports
1 From the Job Ticket window, click the
Print button
or choose File > Print Reports.
2 Select the Analysis option.
3 Enter a client to print one client's job, or ALL
to print for all clients' jobs.
In addition, jobs that belong to the same project can be
printed together by selecting project from the pop-up
menu. The project field is customizable, so it may not be
called project; instead, it may be named brand, product,
or some other code. All jobs can have the same
user-defined project field. The project field is
customized in the Names window from the Setup menu.
4 Click on a job analysis report name to select it
for printing.
Several analysis reports can be printed at the same time,
using the same selections.
5 Enter a range of status codes.
6 Enter a range of dates.
The analysis reports can be printed by a job's start
date, due date, date added, or date closed using the
pop-up menu.
7 Click Print.
Each report will use the same selections, showing the
same jobs. The reports you select will print one after
another, prompting you to change the Page Setup between
each report.
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Job Analysis Reports
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Report
Name
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Description
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Estimates
vs Billings
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This report shows a summary of
each job by client. The total estimate, change
orders, amount billed, and remaining unbilled
costs are shown for each job. A remaining
estimate amount is calculated based on the total
estimate (and change orders) minus the total
amount of billings and unbilled costs.
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Projected
Revenue
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Each job is listed by client.
The projected revenue is calculated for each job
based on the job's estimate and budget amounts.
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Advanced
Billings
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The Advanced Billing report
lists all jobs with an advanced billing amount.
For each client, the jobs are listed showing the
job number, job name, start date, due date,
advanced billing amount, and the production or
billing status.
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Small
Jobs
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The Small Jobs report shows a
list of jobs where the estimate, billings,
estimate hours, or actual hours are less than a
chosen amount (e.g., all jobs with billings less
than $10,000.00).
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Large
Jobs
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The Large Job report shows a
list of all jobs where the estimate, billings,
estimate hours, or actual hours are more than a
chosen amount (e.g., all jobs with actual hours
more than 100 hours).
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Client/Job
Budget Analysis
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This report shows jobs by
client and compares each job's budget amount to
the actual costs incurred.
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Over-Budget
Jobs (Watch List)
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This report lists jobs by
client and shows only those jobs whose costs
exceed the job's budget.
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Unbillable Jobs
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This report lists all jobs
that are marked with the Always Unbillable
option.
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