Job Detail Report

Print the Job Detail Report to view useful information about your expenses and job. To provide even more detailed information, set up the options to customize the selection criteria and report options.

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Job Detail Report
1. Printing Job Detail Report

Printing Job Detail Report

1. Open Connect Project Accounting > Reports > Job Detail Report.

2. Set up Report Dates.

How do I set up Report Dates?

How do I set up the Selection Criteria?

How do I set up the Report Order?

How do I set up the Report Sections?

How do I set up the Columns?

3. Set up the Include options.

An open job allows users to add transactions and modify or delete existing transactions that relate to the job. On the other hand, users cannot add, modify, or delete transactions from a closed job. Use Open Jobs to include transactions on jobs assigned to an active or closed - preliminary job status. Use Closed Jobs to include transactions on jobs assigned to a closed - final job status.

What do you want to do?

I want to print actual costs on open jobs. Click to select the checkbox titled Open Jobs.
I want to print actual costs on closed jobs. Click to select the checkbox titled Closed Jobs.

4. Set up the YTD Begin Date.

Choose which date to use as the beginning date for year-to-date amounts.

What do you want to do?

I want to use the job start date. Use the date when the job started to report costs. Click to select the option titled Job Start Date.
I want to use the fiscal year start date. Use the date when the fiscal year started to report costs. Click to select the option titled Fiscal year Start Date.

5. Click Print (CTRL+P).

How do I set up my print settings?

The report prints.

Updated 11Jan2018