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 b...
Forum Discussion
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?
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
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 Name Debit Credit Net Activity 4-1120 Donations DONATION DONATION ENGAGEMENT ENGAGEMENT EOFY2023 EOFY 2023 F & D Funding & Development FODI24 FODI24 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 Name Account # Account Name Debit Credit Net Activity 4-1120 Donations DONATION DONATION ENGAGEMENT ENGAGEMENT 4-1120 Donations EOFY2023 EOFY 2023 4-1120 Donations F & D Funding & Development 4-1120 Donations FODI24 FODI24 4-1120 Donations Total : 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
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
