The Job List report displays Job detail in list format for all jobs that are in the system. The Job number will be sorted by Job Opened Date. If the job number sequence is manually changed, the display order may seem incorrect. This report can be used to view the number of jobs opened for a particular client for a specific period. The report is mostly used by Client Service.
This section will focus on the:
Job List report
- To view this report, navigate to Reports and search for the Job List report.
- Select the report and apply filters.
Report columns explained:
|3||Client||Name of Client|
|4||Description||Combination of the Product and Job Element.|
|5||Campaign||Campaign Name selected on the particular Job Bag.|
|6||Opened||The date the Job Bag was created.|
|7||Closed||The date the Job Bag was closed.|
The Job List by Product report is a summary report of jobs in the system grouped by product. This report also displays the job numbers and job dates.
The Job List by Client report is a summary report of jobs in the system grouped by a client. This report also displays the Job Status, Job Notes, and Job Dates.