To print the Job Summary report, click on Reports in the shortcut menu, then click on Job Summary Reports, then click on Job Summary Report.
The Job Summary report request form has the following prompts:
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Include All Jobs: |
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Check to include all jobs. This will enable the prompts below to allow you to select jobs to include by job type, status, or project. |
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Select the Job Type of jobs to view, or leave all Job Types unchecked to include jobs of all types. |
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Job Status: |
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Select the Status of jobs to view, or or leave all Status' unchecked to include jobs of all status'. |
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Select the Project of of jobs to view, or leave all Projects unchecked to include jobs of projects. |
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View button |
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Click View to view a print image of the report. This will display the report in the report viewer form. |
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Print button |
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Click Print to print the report. |
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Exit button |
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Click Exit to close the form. |
The Job Summary report lists the following information for the jobs selected:
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Estimate |
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Lists the contract estimate amount, including change orders, with markups. |
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+/Allow Var |
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Lists the sum of the estimate amount, including allowance variances. |
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Lists deposits received. |
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Invoiced |
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Lists the amount invoiced to date. Invoices are created in the Invoice entry form |
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Received |
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Lists payments received to date. Payments are entered in the Payment entry form. |
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Due |
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Lists the difference between the amount invoiced ("Invoiced" column) and the amount received ("Received" column). |
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Balance |
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Lists the difference between the job total ("+/Allow Var" column) and the sum of the amount received ("Deposit" column + "Received" column). |
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Pct Comp |
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This column displays the percent of completion calculated as (Invoiced / Estimate) * 100. |