Forum Discussion

Fab10's avatar
2 years ago

Job report

Hi,

 

How can I get a report that lists all the jobs, side by side, not consolidated, done in a particular month? 

Basically a profit and loss report by job but showing each individual job. 

To be more specific, I want to know all the jobs where there have been transactions in a particular month. Which report should I run? 

 

Thanks

10 Replies

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  • Celia_B's avatar
    Celia_B
    MYOB Staff
    2 years ago

    Hi BB12,

     

    We just want to check back with you regarding your concern. If you still need assistance with this, or if you have questions or other concerns, please feel free to create a new post. We are happy to help.  

     

    Thanks, 

    Cel

     

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago

    Hi Fab10


    Thanks for posting your concern and welcome to the Community Forum. 

     

    I understand the need to have the jobs have their own different values when running the report. I would suggest looking through the Job Profit & Loss Statement report. This could be found under Accounts reports

     

    Let us know if you require any further assistance. We're happy to help. 

     

    Cheers, 
    Genreve

  • BB12's avatar
    BB12
    Contributing User
    2 years ago

    Is there a report that shows each job horizontally across the page with the account codes vertically down the page, so that you can see all jobs on the one page?

  • Celia_B's avatar
    Celia_B
    MYOB Staff
    2 years ago

    Hi BB12

     

    Thank you for your post and welcome to the Community Forum. 

     

    I understand that you want a report that shows all jobs on one page with codes horizontally and vertically. In this matter, you can only try the job transaction report which filters by job. Can you confirm what kind of job reports you are trying to generate? You can check out this Help Article: Jobs, which has more information and processes on how you can create and set up jobs.  

     

    Please let us know if you require any further assistance with this. We are happy to help. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Thanks, 

    Cel

     

     

  • BB12's avatar
    BB12
    Contributing User
    2 years ago

    Hi @Celia_B

     

    This is what the current Job Activity Summary report produces:

    Job Activity [Summary]
    01-07-2023 To 31-08-2023
         
    Job No.Job NameDebitCreditNet Activity
         
         
    4-1120Donations   
    DONATIONDONATION   
    ENGAGEMENTENGAGEMENT   
    EOFY2023EOFY 2023   
    F & DFunding & Development   
    FODI24FODI24   
    Total :    
         
         

     

    What I want to be able to see is the following: Is it possible?

    Job Activity [Summary]
    01-07-2023 To 31-08-2023
           
    Job No.Job NameAccount #Account NameDebitCreditNet Activity
           
           
    4-1120Donations     
    DONATIONDONATION     
    ENGAGEMENTENGAGEMENT4-1120Donations   
    EOFY2023EOFY 20234-1120Donations   
    F & DFunding & Development4-1120Donations   
    FODI24FODI244-1120Donations   
    Total :      
           
           
  • Celia_B's avatar
    Celia_B
    MYOB Staff
    2 years ago

    Hi BB12,

     

    Thank you for the screenshot. 

     

    In this regard, yes were able to see that on job activity summary report. This report displays the total debits, credits, and net activity on the specified accounts for the selected job. Note that this report does not include purged transactions and only displays transactions entered in windows your user ID allows to access to. 

     

    Kindly check out this Help Article: Accounts Reports, has detailed information on customizing a report. 

     

    If you need further assistance with this, or if you have questions and concerns, please feel free to create a new post. We are happy to help. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Kind Regards, 

    Cel

     

  • Celia_B's avatar
    Celia_B
    MYOB Staff
    2 years ago

    Hi BB12,

     

    I hope this message finds you well. I would just like to check back with you regarding your concern about the Job Report to see if this issue has been resolved. Please let us know if you still need assistance with this. We are happy to help.  
     

    Kind Regards, 

    Cel

     

  • BB12's avatar
    BB12
    Contributing User
    2 years ago

    Hi Celia_B 

     

    No the fix that you provided didn't solve my problem. I don't think that MYOB can do the report that I need.

    Thanks for trying. 

    Kind regards

    BB12

  • Celia_B's avatar
    Celia_B
    MYOB Staff
    2 years ago

    Hi BB12,

     

    Thank you for getting back to us. I understand that you want to include the Account Number and the account name under the Job Activity summary report. When you generate the Job Activity Summary report, it will only show the job number, job name, debit, credit and the net activity. We understand how important this is to you, but it is not possible to add the account name and the account number on that report. 

     

    If you have any other concerns or questions, please feel free to post again. We are happy to help. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Kind Regards, 

    Cel

     

  • Celia_B's avatar
    Celia_B
    MYOB Staff
    2 years ago

    Hi BB12,

     

    We hope this message finds you well. Please be informed that we will be closing this thread now. If you still have questions or concerns, please do not hesitate to create a new post. We are more than happy to help. 

     

    Thanks, 

    Cel