Job Reports

Jacktrade supports a preset library of reports that the business can choose from and configure their dashboards. There are two types of blocks available in which you can add required reports. Report blocks and KBI blocks can be set into the dashboards and reports based on category and chart type can be added to these blocks.

The following reports an available and can be configured in the dashboards –

Job Reports – List

Lists are simply a list format of reporting represented with data providing a more focused reporting. Here are the lists supported in the Job module:

Function	Category	Report Name	Description	Specification
Jobs	Interaction	Future Meetings in Jobs	List of Meetings scheduled in the future (calculated from the current date) with customer name, Meeting type, Meeting date, and Meeting status.	Non-Financial
Jobs	Interaction	Past Meetings in Jobs	List of Meetings scheduled in past (calculated from the current date) with customer name, Meeting type, Meeting date, and Meeting status.	Non-Financial
Jobs	Interaction	Expired Meetings in Jobs	List of Meetings expired with the customer name, Meeting type, Meeting date, and Meeting status.	Non-Financial
Jobs	Interaction	Completed Meetings in Jobs	List of Meetings completed with customer name, Meeting type, Meeting date, and Meeting hours	Non-Financial
Jobs	Productivity	Most recent Action Items in Jobs	Most recent action items in Jobs are added based on the created date in the active list.	Non-Financial
Jobs	Productivity	Most Aged Actions Items in Jobs	Most aged action items in Jobs are based on the age of a Jobs from created date.	Non-Financial
Jobs	Productivity	Most Recent Action Items with resource attached in Jobs	Most recent action items in Jobs added based on the created date in the active list in the entire Jobs	Non-Financial
Jobs	Productivity	Most Aged Actions Items with resource attached in Jobs	Most aged action items in Jobs are based on the age of a Jobs from created date.	Non-Financial
Jobs	Productivity	Most recent focus Action Items in Jobs	Most recent focus action items in Jobs added based on created date.	Non-Financial
Jobs	Productivity	Most Aged focus Actions Items in Jobs	Most aged focus action items in Jobs are based on the age of Jobs from created date.	Non-Financial
Jobs	Productivity	Most Recent Action Items Completed in Jobs	Most recent completed action items in Jobs added based on created date.	Non-Financial
Jobs	Productivity	Most Aged Action Items with reminders in Jobs	Most aged action items in Jobs are based on the age of an Quote from created date.	Non-Financial
Jobs	Productivity	Most Recent Action Items without reminders in Jobs	Most recent action items without reminders in Jobs based on the age of a Jobs from created date.	Non-Financial
Jobs	Productivity	Most Aged Action Items without reminders in Jobs	Most aged action items without reminders in Jobs are based on the age of a Jobs from created date.	Non-Financial
Jobs	Progress	Most Recent Jobs	Most young Jobs are based on the age of an job from the ‘created’ date.	Non-Financial
Jobs	Progress	Most Aged Jobs	Most aged Jobs are based on creation date.	Non-Financial
Jobs	Progress	Jobs with the Highest Probability of Win	Jobs with the highest probability of win. The following fields are shown – Customer name, Amount, Quote Status, and Highest probability of Win.	Financial
Jobs	Progress	Jobs with the lowest Probability of Win	Jobs with the lowest probability of win. The following fields are shown – Customer name, Amount, Quote Status, and lowest probability of Win.	Non-Financial
Jobs	Progress	Regular Services in Jobs with status expired	List of expired Regular Services with the most Number of Days Since Expired. Fields shown are Amount, Services, Start Date, and Number of Days Since Expired.	Non-Financial
Jobs	Progress	Regular services with status incomplete in Jobs.	List of incomplete Regular Services with the most Number of Days Since Incomplete. The fields shown are Amount, Services, Start Date, and Number of Days Since Incomplete.	Non-Financial
Jobs	Progress	Regular services with the status draft in Jobs	List of draft Regular Services with the most Number of Days Since Draft. Fields shown are Amount, Services, Start Date, and Number of Days Since Draft.	Non-Financial
Jobs	Progress	Recently Submitted or Re-Submitted Regular Services in Jobs	List of submitted or re-submitted Regular Services with the most Number of Days Since Incomplete. The fields shown are Amount, Services, Start Date, and Number of Days Since Incomplete.	Non-Financial
Jobs	Progress	Recurring services with status expired in Jobs	List of expired Recurring Services with the most Number of Days Since Expired. Fields shown are Amount, Services, Start Date, and Number of Days Since Expired.	Non-Financial
Jobs	Progress	Recurring services with status incomplete in Jobs	List of incomplete Regular Services with the most Number of Days Since Incomplete. The fields shown are Amount, Services, Start Date, and Number of Days Since Incomplete.	Non-Financial
Jobs	Progress	Recurring services with the status draft in Jobs	List of draft Regular Services with the most Number of Days Since Draft. Fields shown are Amount, Services, Start Date, and Number of Days Since Draft.	Non-Financial
Jobs	Progress	Recurring Services Recently Submitted or Re-Submitted in Jobs	List of submitted or re-submitted Regular Services with the most Number of Days Since Incomplete. The fields shown are Amount, Services, Start Date, and Number of Days Since Incomplete.	Non-Financial
Jobs	Progress	List of Completed Jobs.	List of Jobs completed with customer name, job amount, Completed date, and Payment Status.	Non-Financial
Jobs	Progress	Job conversion with the highest amount.	Quotes converted to Jobs based on the converted date with the highest amount.	Financial
Jobs	Progress	Job conversion with the lowest amount.	Quotes converted to Jobs based on a converted date with the lowest amount.	Financial
Jobs	Progress	Most aged completed Actions Items in Jobs	Most aged completed action items in Jobs based on the age of Jobs from created date.	Non-Financial
Jobs	Progress	Most Recent Action Items in Jobs with reminders	List of Action items with most recent action items with reminders in Jobs with the nearest reminder first.	Non-Financial
Jobs	Revenue	Recent payment transactions.	List of Recent Payment Transactions in Quotes and Jobs.	Non-Financial
Jobs	Revenue	List of Recent Payment Returns.	Total returns processing successfully.	Non-Financial
Jobs	Sales	Regular Services with the highest amount first in Jobs	List of Regular Services based on highest amount first to lowest. Fields include – Customer name, Service Start Date, Total Amount of Regular Services, Weighted Heaviest First (against the highest amount in Regular Services). If the service amount is the same, then the service is shown based on the Service state date & time.	Financial
Jobs	Sales	Regular Services with the lowest amount first in Jobs	List of Regular Services based on lowest amount first to highest. Fields include – Customer name, Service Start Date, Total Amount of Regular Services, Weighted Heaviest First (against the highest amount in Regular Services). If the service amount is the same, then the service is shown based on the Service state date & time.	Financial
Jobs	Sales	Recurring Services with the highest amount first in Jobs	List of Recurring Services based on highest amount first to lowest. Fields include – Customer name, Service Start Date, Total Amount of Regular Services, Weighted Heaviest First (against the highest amount in Regular Services). If the service amount is the same, then the service is shown based on the Service state date & time.	Financial
Jobs	Sales	Recurring Services with the lowest amount first in Jobs	List of Recurring Services based on lowest amount first to highest. Fields include – Customer name, Service Start Date, Total Amount of Regular Services, Weighted Heaviest First (against the highest amount in Regular Services). If the service amount is the same, then the service is shown based on the Service state date & time.	Financial
Jobs	Services	Past Regular Services in Jobs	List of Regular Services based on the Start Date starting of the service that is past from the current date.	Non-Financial
Jobs	Services	Furthest Regular Services In Job	List of Regular Services based on services Start Date. The list shows services scheduled on the date that is furthest from the current date to the nearest date. Dates can go past the current date.	Non-Financial
Jobs	Services	Past Recurring Services in Jobs	List of Recurring Services based on Start Date starting with the date that is past from the current date.	Non-Financial
Jobs	Services	Furthest Recurring Services In Jobs	List of Recurring Services based on Start Date starting with the date that is furthest from the current date to the nearest date. Dates can go beyond the current date.	Non-Financial

Job Reports – Pie Charts and Twin Pie Charts

Pie charts and twin pie chart reports are the visualized reports to show the division of the whole into parts. It gives you a quick proportionate report with statistics. Here are the pie and twin pie chart reports supported in the Jobs module:

Function	Category	Report Name	Description	Specification
Jobs	Interaction	Distribution of Jobs based on Source of Lead	Distribution of Jobs wrt to Source of Lead (total price)	Non-Financial
Jobs	Interaction	Distribution of Payments based on Payment Methods	Distribution of Payment Methods	Non-Financial
Jobs	Progress	Distribution of Jobs Based on Status (Amount and Number)	Distribution of Jobs based on Status (total price)	Non-Financial
Jobs	Relationship	Distribution of Jobs based on rating	Distribution of Jobs wrt to RATING of the Job (total price)	Financial
Jobs	Sales	Distribution of Jobs Based on Sales Associate (Amount and Number)	Distribution of jobs based on their assignments to salespersons.	Financial
Jobs	Sales	Distribution of Action Items based on Status in Jobs	Distribution of action items among various states of action items for the particular filter of location. Labels are 1. Number of active action items. 2. Number of Stared active action items 3. Number of completed action items.	Non-Financial
Jobs	Sales	Distribution of Action Items in Jobs based on due date	Distribution of action items for particular filter of location based on reminder. Labels are – 1. Number of action items with reminder. 2. Number of action items without reminder	Non-Financial
Jobs	Sales	Distribution of Action Items based on resource Assignment in Jobs	Distribution of action items for particular filter of location based on resource assignment. Labels are – 1. Number of action items with resource assignment. 2. Number of action items without resource assignment	Non-Financial
Jobs	Sales	Distribution of pending payments per service type	Distribution of service types based on the pending payment amounts	Financial
Jobs	Interaction	Distribution of Jobs Based on Source of Lead (Amount and Number)	Distribution of Jobs Based on Source of Lead with respect to amount and number of jobs.	Financial
Jobs	Progress	Distribution of Jobs Based on Status (Amount and Number)	Distribution of Jobs Based on Status with respect to amount and number of jobs.	Financial
Jobs	Progress	Distribution of Jobs Based on Rating (Amount and Number)	Distribution of Jobs Based on Rating with respect to amount and number and jobs.	Financial
Jobs	Progress	Top 5 Canceled Reasons (Amount and Number) in Jobs	Top 5 Canceled Reasons (Amount and Number) in Jobs	Financial
Jobs	Progress	Top 5 Void Reasons (Amount and Number) in Jobs	Top 5 Void Reasons (Amount and Number)	Financial
Jobs	Progress	Distribution of Regular Services in jobs based on Service Types	Distribution of Regular Services in jobs based on Service Types	Non-Financial
Jobs	Progress	Distribution of Recurring Services in Jobs based on Service Types	Distribution of Recurring Services based on Service Types	Non-Financial
Jobs	Progress	Jobs Service Status Based on Regular Services	Jobs Service Status Based on Regular Services	Non-Financial
Jobs	Progress	Jobs Service Status Based on Recurring Services	Jobs Service Status Based on Recurring Services	Non-Financial
Jobs	Sales	Distribution of Jobs Based on Sales Associate (Amount and Number)	Twin Pie chart to show distribution of Jobs based on Sales Associates with respect to amount and number of jobs.	Financial
Jobs	Sales	Distribution of pending payments based on regular and recurring services.	Distribution of regular and recurring services based on the pending payment amount.	Financial

Job Reports – Key Business Indicators

Key business indicators are statistics-based reporting represented mostly by a number – count, days, amount, etc. Here are the KBI’s supported in the Job module:

Function	Category	Indicator Name	Description	Specification
Jobs	Sales	Total amount in Jobs	Total amount value in Jobs for all the Jobs.	Financial
Jobs	Sales	Total amount in future Jobs	Total amount value in Jobs for all the Services (Regular and Recurring) with Start Date today or future.	Financial
Jobs	Sales	Total amount in past Jobs	Total amount value in Jobs for all the Services (Regular and Recurring) with Start Date in past (expired status of Services).	Financial
Jobs	Sales	Total Value of future Regular Services in Jobs	Total amount value in Jobs for all the Regular Service with Start Date today or future.	Financial
Jobs	Sales	Total amount in past regular services in Jobs	Total amount value in Jobs for all the Regular Services with Start Date in past (expired status of Services).	Financial
Jobs	Sales	Total amount in future recurring services in Jobs	Total amount value in Jobs for all the Recurring Service with Start Date today or future.	Financial
Jobs	Sales	Total amount in past recurring services in Jobs	Total amount value in Jobs for all the Recurring Services with Start Date in past (expired status of Services).	Financial
Jobs	Sales	Average amount of future Jobs	Average amount value in Jobs for all the Services (Regular and Recurring) with Start Date today or future.	Financial
Jobs	Sales	Average amount of past Jobs	Average amount value in Jobs for all the Services (Regular and Recurring) with Start Date in past (expired status of Services).	Financial
Jobs	Sales	Average amount of future regular services in Jobs	Average amount value in Jobs for all the Regular Service with Start Date today or future.	Financial
Jobs	Sales	Average amount of past regular services in Jobs	Average amount value in Jobs for all the Regular Services with Start Date in past (expired status of Services).	Financial
Jobs	Sales	Average amount of future recurring services in Jobs	Average amount value in Jobs for all the Recurring Service with Start Date today or future.	Financial
Jobs	Sales	Average amount of past recurring services in Jobs	Average amount value in Jobs for all the Recurring Services with Start Date in past (expired status of Services).	Financial
Jobs	Sales	Canceled Jobs in future	Canceled Services amount value in Jobs for all the Services (Regular and Recurring) with Start Date today or future.	Non-Financial
Jobs	Sales	Canceled Jobs in Past	Canceled Services amount value in Jobs for all the Services (Regular and Recurring) with Start Date in past (expired status of Services).	Non-Financial
Jobs	Sales	Amount of canceled future Regular Services in Jobs	Canceled Services amount value in Jobs for all the Regular Service with Start Date today or future.	Financial
Jobs	Sales	Amount of canceled past regular services in Jobs	Canceled Services amount value in Jobs for all the Regular Services with Start Date in past (expired status of Services).	Financial
Jobs	Sales	Amount of canceled future recurring services in Jobs	Canceled Services amount value in Jobs for all the Recurring Service with Start Date today or future.	Financial
Jobs	Sales	Amount of canceled past Recurring Services in Jobs	Canceled Services amount value in Jobs for all the Recurring Services with Start Date in past (expired status of Services).	Financial
Jobs	Sales	Voided Jobs in Future	Voided Services amount value in Jobs for all the Services (Regular and Recurring) with Start Date today or future.	Non-Financial
Jobs	Sales	Voided Jobs in Past	Voided Services amount value in Jobs for all the Services (Regular and Recurring) with Start Date in past (expired status of Services).	Non-Financial
Jobs	Sales	Amount of voided future regular services in Jobs	Voided Services amount value in Jobs for all the Regular Service with Start Date today or future.	Financial
Jobs	Sales	Amount of voided past regular services in Jobs	Voided Services amount value in Jobs for all the Regular Services with Start Date in past (expired status of Services).	Financial
Jobs	Sales	Amount of voided future recurring services in Jobs	Recurring Services amount value in Jobs for all the Recurring Services with Start Date today or future.	Financial
Jobs	Sales	Amount of voided past recurring services in Jobs	Voided Services amount value in Jobs for all the Recurring Services with Start Date in past (expired status of Services).	Financial
Jobs	Sales	Conversion Rate of Quotes to Jobs in Percentage	Quotes to Jobs Conversation Rate (Percentage).	Non-Financial
Jobs	Sales	Total Conversions of Quotes to Jobs	Number of Jobs based on their conversion from Jobs (Time Filter).	Non-Financial
Jobs	Progress	Total Active Jobs	Total amount and number of Jobs.	Financial
Jobs	Progress	Total Regular Services in Jobs	Total amount and number of Regular Services in Jobs	Financial
Jobs	Progress	Total Recurring Services in Jobs	Total amount and number of Recurring Services in Jobs	Financial
Jobs	Progress	Total Active Meetings in Jobs	Total number of active meetings that are not completed.	Non-Financial
Jobs	Progress	Total Completed Meetings in Jobs	Total amount and number of completed meetings in Jobs.	Financial
Jobs	Progress	Total Expired Meetings in Jobs	Total amount and number of expired meetings in Jobs.	Financial
Jobs	Progress	Total Served locations for Jobs	Total number of locations for which the Jobs are created.	Non-Financial
Jobs	Progress	Average job Age	Total average age of job with the field job since.	Non-Financial
Jobs	Progress	Total customers in Jobs	Total number of unique customers in the Jobs.	Non-Financial