Job Cost Report

A job cost report can be generated by customer and site for GL postings in the selected date range in report or in Excel spreadsheet format.
The report can be generated in summary or in detail and can reflect only Profit or Loss codes, or all codes.

For information on setup and process flow for this feature refer to Job Costing Overview.

The prompts are:

CUSTOMER

Enter the customer number or select it from the Accounting Customer Search.

JOB SITE

Enter the customer number or select it from the Site Search.

FROM DATE

Accept the first day of the month, or enter preferred starting date for the report.

PERIOD END DATE

Accept the last day of the month, or enter preferred ending date for the report.

INCLUDE ONLY PROFIT/LOSS CODES

Check this box to only include the job cost codes setup as Profit/Loss codes in Job Cost Codes.
Uncheck this box to include all job cost code transactions.

REPORT TYPE

Select one of the following sort options:

• Select Summary to output the transaction information in a summarized format, providing only a total for each job cost code.
• Select Detail to list each posted transaction in the period with product detail.
• Select Both to generate the Summary and Detail output.

INCLUDE BLANK COST CODES

Check this box to include the transactions for this customer/site that have not been assigned Job Cost Codes.
Uncheck this box to only include transactions with job cost codes.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

Click the ACCEPT button to begin printing the report, or CANCEL to abort.