Use the Reporting module to create custom job costing reports, apply employee filters, organize report output, and optionally automate report delivery on a recurring schedule.
Available fields, filters, and preferences may vary based on the selected report type.
Automated reports are emailed based on the selected delivery frequency, delivery time, time zone, and reporting period parameters.
Create a job costing report
Go to Reports.
Select Create report.
Select Job Costing.
Enter a report name.
Example report names:
Weekly Job Cost Summary
Employee Job Allocation
Project Labor Hours
Monthly Job Cost Detail
Active Employee Job Report
Select the Report type.
Available report types may include:
Daily Summary
Detailed
Job List
Summary
Optional: Select Assign tag to organize the report by tag.
Configure report columns
Select the fields you want to include in the report.
Available columns may include:
Employee ID
Full name
Job
Project
Review the selected fields in the right panel.
Reorder the selected fields as needed.
Configure report preferences
Depending on the report type, additional preferences may be available.
Options may include:
Use employee full name
Client
Rate
Task
Configure formatting and sorting
Use Order employees by to define how employee records are sorted in the report.
Sorting options include:
Employee Name (A to Z)
Employee ID (low to high)
Employee ID (high to low)
Configure employee filters
Use employee filters to limit which employees appear in the report.
Available filters include:
Employee archive status
Employment status
FT/PT status
Employee type
Groups
Employee archive status
Filter employees by archive status.
Available options:
Not archived
Archived
Employment status
Filter employees by employment status.
Available options may include:
Active
Pending
Inactive
Terminated
Employee type
Filter employees by employee type.
Available options may include:
Regular
Intern
Seasonal
Temporary
Contractor
On Call
Vendor Employee
FT/PT status
Filter employees by employment schedule type.
Available options:
Part Time
Full Time
Automate report delivery
Enable Automate report to automatically generate and email the report on a recurring schedule.
Turn on the Automate report toggle.
Enter an automation name.
Example automation names:
Weekly Job Cost Email
Monthly Labor Cost Distribution
Payroll Job Summary Delivery
Daily Project Hours Report
Select the automation Status.
Available options:
Active
Pause
Enter one or more email addresses in Emails (separate emails with commas).
Select the Delivery frequency.
Available frequencies may include:
Daily
Weekly
Monthly
Bi weekly
Semi monthly
Quarterly
Yearly
Select the Delivery time.
Select a Time zone.
Use Parameters to define how the automated report determines the reporting period.
Available parameter types:
Date ranges
Pay period
Use Date ranges when the report should always use a relative date range, such as today, yesterday, or the last number of days, weeks, or months.
Use Pay period when the report should follow an existing pay period schedule.
Date range parameters
When using Date ranges, select a date range type.
Available options may include:
Today
Yesterday
Last (x) of days
Last (x) of weeks
Last (x) of months
Next (x) weeks
Pay period parameters
When using Pay period, select the pay period type.
Available options:
Current pay period
Previous pay period
Select the specific pay period schedule using Select pay period.
Available pay period schedules may include:
Bi-Weekly
Weekly
Monthly
Archived pay periods may also appear in the list.
Select Create to save the report.
