--- title: "Create and Automate a Job Costing Report" slug: "create-and-run-a-job-costing-report" description: "Create custom job costing reports with filters, automate delivery, and organize output to enhance your project management efficiency." tags: ["Automated Reporting", "Employee Filters", "Job Costing Reports"] updated: 2026-06-25T17:06:08Z published: 2026-06-25T17:06:08Z canonical: "help.workeasysoftware.com/create-and-run-a-job-costing-report" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # Create and Automate a Job Costing Report 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 1. Go to **Reports**. 2. Select **Create report**. 3. Select **Job Costing**. ![Job Costing report option](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-7XFYWZOT.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D) 1. 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 1. Select the **Report type**. Available report types may include: - **Daily Summary** - **Detailed** - **Job List** - **Summary** 1. Optional: Select **Assign tag** to organize the report by tag. ![Assign tag option for report](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-GU05BCUP.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D) ## Configure report columns 1. Select the fields you want to include in the report. Available columns may include: - **Employee ID** - **Full name** - **Job** - **Project** 1. Review the selected fields in the right panel. 2. Reorder the selected fields as needed. ![Selected report fields panel](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-TB5U3CQ5.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D) ## Configure report preferences Depending on the report type, additional preferences may be available. Options may include: - **Use employee full name** - **Client** - **Rate** - **Task** ![Job costing report preferences](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-AYEJFDI3.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D) ## 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)** ![Order employees by sorting options](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-5Z2913AC.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D) ## 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** ![Employee archive status filter options](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-SH42ICNL.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D) ### Employment status Filter employees by employment status. Available options may include: - **Active** - **Pending** - **Inactive** - **Terminated** ![Employment status filter options](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-OE1M14QH.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D) ### Employee type Filter employees by employee type. Available options may include: - **Regular** - **Intern** - **Seasonal** - **Temporary** - **Contractor** - **On Call** - **Vendor Employee** ![Employee type filter options](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-ICW3MZMQ.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D) ### FT/PT status Filter employees by employment schedule type. Available options: - **Part Time** - **Full Time** ![FT/PT status filter options](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-UTA2C3VU.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D) ## Automate report delivery Enable **Automate report** to automatically generate and email the report on a recurring schedule. 1. Turn on the **Automate report** toggle. 2. Enter an automation name. Example automation names: - Weekly Job Cost Email - Monthly Labor Cost Distribution - Payroll Job Summary Delivery - Daily Project Hours Report 1. Select the automation **Status**. Available options: - **Active** - **Pause** ![Automation status options](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-PUAW5IUC.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D) 1. Enter one or more email addresses in **Emails (separate emails with commas)**. 2. Select the **Delivery frequency**. Available frequencies may include: - **Daily** - **Weekly** - **Monthly** - **Bi weekly** - **Semi monthly** - **Quarterly** - **Yearly** 1. Select the **Delivery time**. ![Delivery frequency and delivery time settings](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-QYNF6IT9.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D) 1. Select a **Time zone**. 2. Use **Parameters** to define how the automated report determines the reporting period. Available parameter types: - **Date ranges** - **Pay period** ![Automated report parameter type options](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/2026-05-22_09-55-03.PNG?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D) > - 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** ![Date range parameter options](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/2026-05-22_09-54-45.PNG?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D) ### Pay period parameters When using **Pay period**, select the pay period type. Available options: - **Current pay period** - **Previous pay period** ![Pay period parameter options](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/2026-05-22_09-55-32.PNG?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D) 1. 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 pay period schedule list](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/2026-05-22_09-56-00.PNG?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D) 1. Select **Create** to save the report. ![Create button to save the job costing report](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/2026-05-22_12-03-09.PNG?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A42Z&se=2026-11-01T16%3A14%3A42Z&sr=c&sp=r&sig=4v6huaAbhsepai3EIHK4asA2Nk1hKmQ3Jimo3QRtdBI%3D)