Understanding the Jobs report

In this article, you'll learn what the Jobs report shows and how to read it. It lists your latest jobs in one place, including ones that are done or canceled, so you can look over recent work without opening each job.

To open the Jobs report:

  1. In the menu, click Reports.
  2. Under Business reports, click the Jobs tile.
The Jobs tile under Business reports
The Jobs tile under Business reports

You can also get there from the Sales report. At the bottom of that page, click Job-by-job list →.

Note: If Reports isn't in your menu, your role doesn't have the Financial Data permission. See Finding your reports and who can see them.

What the report shows

The page is titled Jobs report. It's a single table of your 100 most recent jobs, sorted by scheduled date with the newest at the top. It includes every status, so open, done and canceled jobs all show up together.

The Jobs report with the Total row at the top
The Jobs report with the Total row at the top

Each row has these columns:

  • Job ID: the job's number, like JOB-3689. Click it to open the job.
  • Client: who the job is for.
  • Type: the job type, if the job has one.
  • Scheduled: the date the job is scheduled for.
  • Status: the job's status, with its colored dot.
  • Total: the job's total.
Note: A job with no scheduled date has a blank Scheduled cell. It still counts toward the 100.

Reading the Total row

The first row of the table, labeled Total, adds up the Total column for every job in the list. The list includes every status, so canceled jobs are in that number too. Use it as a quick sum of the jobs on the page, not as your revenue.

Tip: For revenue without canceled jobs, use the Sales report. It counts job totals by scheduled date and leaves out anything canceled.

Opening a job from the report

  1. Find the job in the list.
  2. Click its number in the Job ID column.

The job opens on its own page, with its details, timeline, estimates and invoices.

Opening a job from the Jobs report
Opening a job from the Jobs report

The Jobs report on the phone app

The phone app has the same report, laid out for a phone.

To open it on the app:

  1. Open the menu and tap Reports.
  2. Under Business reports, tap Jobs.

Each job is one block. The job number sits at the top, and tapping it opens the job. Under it are the labelled figures: Client, Type, Scheduled, Status and Total. A job with no scheduled date just skips the Scheduled line.

The Total row sits at the top of the list, shaded. The app shows 50 jobs at a time. Tap Show 50 more at the bottom to load the next batch. Pull down to refresh the list.

Note: The app's Create report button only tells you that report building lives on the web CRM for now.

What the report doesn't do

The Jobs report is just a list. You can't pick a date range, filter by status, team member or source, group rows, choose columns or export it. It always shows your latest 100 jobs, on the web and on the app.

If you need more than that:

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