| □ | The original Job Cost Reports dialog is being phased out, but it may continue to be used to access the data entered in the Legacy - Job Cost Info Form. |
| • | To run this Job Cost Report from the Main Menu, Choose the Reports menu and Select Job Costing sub menu, and then the Job Costing option. |
| • | The Job Cost Reports dialog will be displayed. |
Job Cost Reports - Options
| • | Sort By (Order) - You must first specify in what sequence the you wish the Jobs listed. |
| • | Salesman - The Jobs may be listed in Salesman Order (the default). |
| ▪ | You may Select to include All Jobs (the default), or Select One for a listing of Jobs for One Salesman Only. |
| ▪ | If you Select One, you must Choose the Salesman to be reported using the Drop-Down Selection List provided. |
| ▪ | The Employee codes offered will be those whose assigned Employee Type is either Administration or All. |
| • | Subscriber - The Jobs may be listed alphabetically in Subscriber Order. |
| ▪ | You may Select All Jobs (the default) or Select One for a listing of Jobs for One Subscriber Only. |
| ▪ | If you Select One, you must Choose the Subscriber to be reported using the Drop-Down Selection List provided. |
| • | Job Number - The Jobs may be listed numerically in Job Number Order. |
| ▪ | You may Select All Jobs (the default), or Select One for a listing of One Job Only. |
| ▪ | If you Select One, you must Choose the Job Number to be reported using the Drop-Down Selection List provided. |
| • | Job Type - The Jobs may be listed alphabetically in Job Type Order. |
| ▪ | You may Click All Jobs (the default) or Click One for a listing of One Job Type Only. |
| ▪ | If you Select One, you must Choose the Job Type to be reported using the Drop-Down Selection List provided. |
| • | Crew Code - The Jobs may be listed in Technician (Crew) Order. |
| ▪ | You may Click All Jobs (the default) or Click One for a listing of Jobs for One Crew Only. |
| ▪ | If you Select One, you must Choose the Crew Code (Employee) to be reported using the Drop-Down Selection List provided. |
| ▪ | The Employee codes offered will be those whose assigned Employee Type is Technician or All. |
| • | Report Type - Once you have selected the Sorted Order for this Job Cost Report, Choose how much information should be included. |
| • | Summary - Click the desired Summarized Content. The Summary Report Type may include: |
| ▪ | Bookings Only (the default) |
| ▪ | The summary or the Booking information AND Estimate versus Actual information. |
| • | Detail - Detail will include Booking and Estimate versus Actual information as well as the Detail of what made up those Actual expenses. |
| ▪ | When Detail is selected, you must specify the Order in which that Expense Detail should be listed. |
| ▪ | Expense Type - You may list the expenses ordered by their Expense Type. |
| o | You may include All Expense Types (the default) or select One Type using the Drop-Down Selection List provided. |
| ▪ | Expense Date - You may list the expenses ordered by the Date the Expense was recorded. |
| o | You may include All Dates or specify Selected Dates. |
| o | If Selected Dates is the Choice, using the Drop-Down Date Selection Box provided to set the Date Range. |
| ▪ | Show Memo - If you want any Memo notes shown on this report, Check Show Memo?. |
| • | Job Selection Criteria may also be defined after you have made your Job Cost Report's Order By and Report Type selections. |
| ► | Note: Each of these Job Selection Criteria may be defined - you are not limited to just one of the three. |
| • | By Dates - You may limit the Jobs listed based on their Origination Date. To do so, Click By Dates? and enter the Start and End Date range to be listed. |
| • | Job Status - Jobs are categorized as Completed or Not Completed. |
| ▪ | You may limit the Jobs listed based on whether they are Completed or Not. |
| ▪ | Any Job (regardless of Completion Status) is the default. |
| • | Billing Status - Jobs are categorized as Billed or Not Billed. |
| ▪ | You may limit the Jobs listed based on whether they are Billed or Not. |
| ▪ | Any Job (regardless of Billing Status) is the default. |
| • | Print - Click the Print button  to Preview and optionally Print (to a File or a Printer) this Job Cost Report. |
| • | Preview - The Preview tab presents the report which resulted from the Options you've selected. |
| • | Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively. |
| • | Page Up/Page Down - Moves the report to the previous or next page, respectively. |
Job Cost Reports - Preview
| • | Home -  - Using either the screen or your Keyboard's Home key, moves the report to the top of the first page. |
| • | End -  - Using either the screen or your Keyboard's End key, moves the report to the bottom of the last page. |
| • | Arrows - The arrows allow you to move back and forth, from page to page. |
| • | Number - Indicates the page number you are viewing. |
| ▪ | You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately. |
| ▪ | If you enter an invalid page number, it will be ignored. |
| • | Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen. |
| • | Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view). |
| • | Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen. |
| • | Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage. |
| ▪ | When you Click the Zoom To Percentage button, the Percentage selector will be displayed. |
| ▪ | You may then Click the Up or Down ‚ arrow to set the exact amount of Zoom you want. |
| • | Print - Click the Print button to Print (to a File or a Printer)  the displayed Job Cost Report. |
| • | Email - Click the Email button  to send the Report to an Email Address of your choosing. |
| • | Data View - This view provides a tabular (spreadsheet style) presentation of the selected data. |
Data View of the Job Cost Report
| • | Arrows - Click the arrows to move through the record. |
| • | Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons): |
| ▪ | Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format. |
| ▪ | Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format. |
| ▪ | Export To Html - Click the third button after the arrows to export the data to an HTML formatted file. |
| • | Exit the Data View tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Data View tab. |
