It brings together key information such as:
Job progress
Time spent
Costs and values
Profitability
Invoicing
This makes it a great all-in-one report for reviewing how your jobs are performing.
How the Report Works
The report is run using a selected date range
Each row represents one job
Only jobs within the selected period will be included
This allows you to quickly review activity across a specific timeframe, such as weekly or monthly performance.
What You’ll See
Job Details
Job No – Unique reference for the job
Group / Client / Site – Where the job sits within your structure
Postcode – Job location
Job Title – Name or description of the job
Job Type – Job category (if set)
Date Started / Date Finished – When the job took place
Financial Information
Total Cost – Your internal cost for completing the job
Quote Value – The original quoted amount (if used)
Job Price (Pre VAT) – The value of the job before VAT
Total Profit – The difference between cost and job price
Profit % – Profit shown as a percentage
These fields help you quickly understand how each job is performing financially.
Time Tracking
Total Job Time – The total time logged against the job
This gives you visibility into how much time your team has spent on each job.
Invoicing
Invoice Value – The value of any invoice raised
Invoice No – The invoice reference
Invoice Status – The current status (for example, New or Paid)
This section helps you keep track of what has been invoiced and what is still outstanding.
Totals
At the bottom of the report, you’ll see totals for key figures such as:
Total Cost
Total Job Value
Total Profit
Total Time
Total Invoice Value
This gives you a quick overall summary of performance for the selected period.
Things to Be Aware Of
Financial figures depend on what has been added to each job
Jobs with no financial data will show 0.0 values
Time will only appear if it has been logged against the job
Invoice details will only show if an invoice has been created
Profit and profit % are calculated automatically based on cost and job value
When to Use This Report
This report is useful when you want to:
Review overall job performance
Understand profitability across jobs
Monitor time spent vs value delivered
Check invoicing status at a glance
Get a clear summary of business activity over a period