Job Report

This report provides a detailed analysis of WIP movement for a single project. It replicates much of the detail included in the WIP Review screen.

To open the report setup screen, open the Reports view in the left-hand pane.

Click Project in the left-hand pane.

Click Job Report in the left-hand pane.

The report setup window opens in the main desktop. Specify the relevant report options.

Report Options

Report Option	Description
From/To	These fields enable you to specify the span of time the Job Report will cover.
Include All Billed Items Only Unbilled Items Only	These radio buttons enable you to control whether the report will include billed and unbilled items. When you select All, both billed and unbilled items (that is, items that have been tagged and raised as an invoice) are included in the report. When you select Billed Items Only, the report includes only billed items. And when you select Unbilled Items Only, the report includes only unbilled items.
Details to show Time Detail Notes Include Our Costs Expense Detail Total in All Currencies	These options relate to the Time Items section of the report. When you select Show Time Detail, one or more Time Items sections is included in the report. When you select Show Notes, the report includes the item descriptions recorded in the Time and Expense Entry screen. When you select Include Our Costs, the report includes the internal costs borne by the business on the work done by employees. These options relate to the Expense Items section of the report: When you select Expense Detail, an Expense Items section is included in the report. When you select Total in All Currencies, the Expense Items section is followed by a Currency Summary Report section.
Summarise for Employee Activity Bill Aged Time/Charge Phase	When you select Employee, the Employee Summary Report section is included in the Job Report: When you select Activity, the Activity Summary Report section is included in the Job Report. When you select Bill, the Billing Items Report section is included in the Job Report. This option is available only when the report deals with a whole project, and not just a project phase. When you select Aged, the Aged Summary Report section is included in the Job Report. When you select Time/Charge, two sections are added to the report: Expense and Charge-out Report. Time and Charge-out Summaries Report. When you select Phase, the Phase Summary Report section is included in the Job Report.
Break by Week	When you select Break by Week, the report includes a separate Time Items section for each week in the span of time the report covers. (This option is available only when the Show Time Detail option has been selected.)
Separate Reports	When you select Separate Reports, a page break is inserted between each report section so that the sections are printed on separate pages.
Report Filters tab	Client/Project enables you to specify the project the Job Report will deal with.

Click Submit to generate the report.

Report Sections

The Job Report can contain a number of sections, depending on which report options you have selected (see above).

See a sample Job Report (this will open in a new tab).

Report Section	Description
Time Items	This section provides a list of all time items recorded against the project in the relevant span of time. Cost: The Cost column contains the cost to the business of the employee carrying out the work. Charge-Out Rate/Value: The rate at which the cost is charged to the client, and the amount charged to the client for the time worked. This rate value does not take into account of whether the project uses a budget with a different rate.
Expense Items	This section provides a list of all time items recorded against the project in the relevant span of time. Cost: Cost to the business of the expense. Cost Rate: The unit cost to the business of the expense. Charge-Out Rate: The rate charged to the client for the expense. Local: The system's base currency.
Currency Summary Report	This section supplements the Expense Items section. It provides the value of the expenses total from that section in each currency set up in the system. Ex Rate: The exchange rate of the relevant currency against the system's base currency.
Employee Summary Report	This section provides a breakdown by employee of the total hours worked on the relevant project in the specified span of time. Hours: Total hours worked. Value: Total amount chargeable to the client for these hours worked. Expense: Total expense amount logged by the employee for the project. Cost: The cost to the business of the employee performing the work.
Activity Summary Report	This section provides a breakdown by activity of the work done on the project. Hours: Total number of hours spend performing this activity in the project in the relevant span of time. Value: Total amount chargeable to the client on the relevant activity. Cost: Total cost to the business of employees performing this activity in the project in the relevant span of time.
Billing Items Report	This section provides a breakdown of all Non-WIP and WIP transactions associated with the project in the relevant span of time. It compares the totals to determine a Balance of Work in Progress value.
Aged Summary Report	This section provides a breakdown of hours worked and the value of work done by each employee in regular time periods within the relevant span of time.
Time and Chargeout Summaries Report	This section summarises activity time by providing a total for each employee position. The Total Value column shows the employee charge-out total value for each activity. The Average Hourly Rate column shows the following value for each position: Average Hourly Rate = Total Value / Total Hours
Expense and Chargeout Report	This section provides a breakdown of all expenses recorded against the project in the relevant span of time, specifying the cost to the business of each expense, and the amount charged to the client.
Phase Summary Report	This section provides a breakdown by project phase of the following amounts: Hours: The number of hours worked in the relevant project phase in the relevant span of time. Value: The amount charged to the client for the work done in the relevant project phase in the relevant span of time. Expense: The total expenses logged in the relevant project phase in the relevant span of time. Cost: The cost to the business of the work done in the relevant project phase in the relevant span of time.

Report Section

Description

Time Items

This section provides a list of all time items recorded against the project in the relevant span of time.

Cost: The Cost column contains the cost to the business of the employee carrying out the work.
Charge-Out Rate/Value: The rate at which the cost is charged to the client, and the amount charged to the client for the time worked. This rate value does not take into account of whether the project uses a budget with a different rate.

Expense Items

This section provides a list of all time items recorded against the project in the relevant span of time.

Cost: Cost to the business of the expense.
Cost Rate: The unit cost to the business of the expense.
Charge-Out Rate: The rate charged to the client for the expense.
Local: The system's base currency.

Currency Summary Report

This section supplements the Expense Items section. It provides the value of the expenses total from that section in each currency set up in the system.

Ex Rate: The exchange rate of the relevant currency against the system's base currency.

Employee Summary Report

This section provides a breakdown by employee of the total hours worked on the relevant project in the specified span of time.

Hours: Total hours worked.
Value: Total amount chargeable to the client for these hours worked.
Expense: Total expense amount logged by the employee for the project.
Cost: The cost to the business of the employee performing the work.

Activity Summary Report

This section provides a breakdown by activity of the work done on the project.

Hours: Total number of hours spend performing this activity in the project in the relevant span of time.
Value: Total amount chargeable to the client on the relevant activity.
Cost: Total cost to the business of employees performing this activity in the project in the relevant span of time.

Billing Items Report

This section provides a breakdown of all Non-WIP and WIP transactions associated with the project in the relevant span of time.

It compares the totals to determine a Balance of Work in Progress value.

Aged Summary Report

This section provides a breakdown of hours worked and the value of work done by each employee in regular time periods within the relevant span of time.

Time and Chargeout Summaries Report

This section summarises activity time by providing a total for each employee position.

The Total Value column shows the employee charge-out total value for each activity.

The Average Hourly Rate column shows the following value for each position:

Average Hourly Rate = Total Value / Total Hours

Expense and Chargeout Report

This section provides a breakdown of all expenses recorded against the project in the relevant span of time, specifying the cost to the business of each expense, and the amount charged to the client.

Phase Summary Report

This section provides a breakdown by project phase of the following amounts:

Hours: The number of hours worked in the relevant project phase in the relevant span of time.
Value: The amount charged to the client for the work done in the relevant project phase in the relevant span of time.
Expense: The total expenses logged in the relevant project phase in the relevant span of time.
Cost: The cost to the business of the work done in the relevant project phase in the relevant span of time.

Job Report

Report Sections

See also