A Job Status report is a summary report of jobs in the system which also displays the Job notes, tasks and cost estimates created against those specific jobs. The report is mostly used by individuals within the Client Service department. This report is aimed at presenting during a Client Status meeting where you need to discuss all jobs pertaining to a particular client, review the next task and also ensure billing for the job is up to date. For this report to really work, the job needs to be managed well. You need to ensure that the job status of a job bag is updated as it flows through the agency, tasks need to be updated as they are completed and unused CE's should be Cancelled.
This section will focus on the:
Job Status report
- To view this report, navigate to Reports and search for the Job Status report.
- Select the report and apply filters.
Report columns explained:
Column name Explanation 1
3 Description Combination of the Product and Job Element. 4 AE Account Executive for the Job. 5 Opened The date the job bag was created. 6 Finished The date the job status moved to "Finished" state. 7 Status StatusoftheJob i.e. the phase the job is in. 8 Notes Current Job Notes as set on the Job Bag. 9 Incomplete Tasks group Details of incomplete tasks assigned to individuals on a specific Job Bag. 10 Task Task description and task notes. 11 Act By Person to whom the task is assigned. 12 Finish Date Task Deadline date. 13 Cost Estimate Details of all Cost Estimates for the particular Job Bag. 14 CE No Cost Estimate number. 15 Amount Total amount (excluding Tax) of the Cost Estimate. 16 Status Cost Estimate status eg. Final, Approved, Cancelled, etc
Similar ReportsJob Status (by Product)
The Job Status (by Product) report is a summary report of jobs in the system grouped by product name.