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

 

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