Clients & Profits Online User Guide
Job list reports give you an overview of your jobs.
The Job Lists can be printed for all jobs or jobs for just one client, project, or AE/Team. The lists can also be printed for a range of status codes and dates.
You can easily see all the jobs currently in-progress, or all the jobs opened for a specific client this year. Account executives can print a list of their own job tickets, seeing the job’s essential specifications. Production managers can get a list of all the jobs currently in-progress.
Reports can be printed for many jobs selected by a production or billing status range and a date range.
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 lists
1 From the Job Ticket window, click the print button or choose File > Print Reports.2 Select the Lists 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 list report name to select it for printing.
Several list 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 list 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.
Job Lists
Report Name
Description
This report lists jobs by job number. It’s a simple report, showing jobs sorted alphabetically by job number. For each job you’ll see the job number, client, job name, start or due date, and production or billing status.
This report lists jobs by client, but also shows the job’s totals to date. A separate page is printed for each AE/team for easy distribution. AE’s can use these reports to track client budgets on jobs weekly, while there’s still time to make changes. For each job you’ll see job number, job name, status -- plus the total estimate, billings, and unbilled amounts. The estimate remaining percentage is calculated automatically for each job, showing how much of the estimate hasn’t been billed.
This report lists jobs by production or billing status. Jobs are grouped by status, based on whether you selected production or billing status, then sorted alphabetically by job number. For each job you’ll see the job number, job name, client, start date, due date, AE/Team, contact, and status note.
Job List by Job Type
This report lists the jobs by job type. For each job type, jobs are sorted alphabetically by job number. For each job you’ll see the job number, job name, production or billing status, and the job’s traffic milestones.
This report lists jobs by project name. Jobs are grouped by project name, showing the job number, job name, start and due dates, and production status. Jobs without project names are listed first.
This report is designed to be an easy-to-read, quick reference job list. It lists jobs by client using an extra-large font size. Each job shows its job number, job name, start date, and due date. This jumbo job list can be posted on studio walls each week to track job numbers for each client.
This report replaces your manual job book. It lists jobs by job number, and shows the job name, client, start date, due date, AE/team, project, and job type. A prompt will give the option to include the task schedules. With this option, jobs are listed alphabetically by job number, but also show tasks with start or due dates. For each job you’ll see the job number, job name, due date, start date, and production status. Each job task shows its task code, task name, due date, start date, resource, and status.
