Job Reporting
I have set up a job and sub jobs so that we can track the income and expenses for one job and look at a P&L. I have attached what I can see when I look at the jobs list, but this doesn't translate in...
Forum Discussion
Hi Shella - just to clarify, I can set up a "Head" job and have sub jobs sitting underneath, but I can't report on the job as a whole? just the individual sub jobs?
That seems bizarre. As there are instruction to set up a job with sub jobs.
Would you please confirm - thank you.
Kind regards
Chris
Hi AXSHS,
Indeed, you can create a main job with several smaller tasks beneath it, but typically, the reports are more focused on each of these smaller tasks than the main job as a whole. You have the option to generate a report for each of these smaller tasks and modify it to suit your requirements. This allows you to monitor the revenue and expenditures for each of these smaller tasks that fall under the main job. You can decide which tasks to include in a report and then save it as a PDF or Excel file. However, please note that some reports may not provide all the information that is visible in the job list report. See more information in this helpful article discussing job reports.
Let me know if you need any further assistance!
Kind regards,
Shella
