Overview
Job reports help the business understand whether projects are profitable, whether estimates match actual performance, and whether commercial and inventory activity is progressing correctly by job.
Good approach: Start with profitability summary, then move to detail, estimates versus actuals, cash flow, receivables, and open-job commitments as needed.
Reports Covered
| Report | Use It For |
|---|---|
| Job List Report | Review the main list of jobs or projects. |
| Profit Loss by Job / Profit Loss by Job Grouped | Review profit and loss results by job or job grouping. |
| Job Profitability Summary / Detail | Review job profit contribution in summary or detail form. |
| Job Group Profitability Summary / Detail | Review profitability by job group. |
| Job Type Profitability Summary / Detail | Review profitability by job type. |
| Job Estimates vs Actuals Summary / Detail | Compare planned figures against actual performance. |
| Cash Flow by Job Summary / Details | Review cash movement linked to jobs. |
| Accounts Receivable Job Summary / Detail | Review customer receivables by job. |
| Inventory Flow Summary by Job / Detail by Job | Review stock movement connected to jobs. |
| Quotes by Job Report | Review quotations linked to jobs. |
| Customer Open Orders by Job Report | Review open customer orders for jobs. |
| Open Purchase Orders by Job Report | Review open purchase commitments for jobs. |
Common Filters
| Field Or Option | What It Means |
|---|---|
| Job | Focus the report on one job or review all jobs. |
| Date / Date Range | Select the period being reviewed. |
| Grouping | Review by individual job, job group, or job type where supported. |
Best Practice
- Use profitability summary first and detail second.
- Use estimates-versus-actuals reports regularly during the job, not only at the end.
- Use cash flow and receivable reports when job profitability looks right but cash recovery looks weak.
- Use open-order and purchase-order reports to review unfinished commercial commitments.
Important: Job reports depend on transactions being tagged to the correct job. Missing job assignment will reduce report accuracy.