Installations with Practice Manager only
Reports includes a Job management section on the Tasks bar.
The Job Manager report runs between two dates. The date range used is the Target Dates of the Jobs. For example, 01/03/08 to 31/03/08 displays all jobs which have a target date within that date range.
Two sample reports are available:
- Jobs over Budget — this report is filtered for Jobs where the Budget Left field is less than 0.
- Jobs overdue — this report is filtered for Jobs where the Days Left field is less than 0.
It's recommended that you use the Job Manager homepage for most of your reporting needs as you can easily filter the homepage and then export the data to Excel. Practices tend to use the Job Management reporting area when they want to include fields from the Client > Extras tab in their report.
Job Manager fields
(AE) Assignment Code
(AE) Assignment Code Right
(AE) Assignment Department
(AE) Assignment Name
(AE) Assignment Office
(AE) Assignment Type
Client Extra Fields
End Milestone Date
End Milestone Description
(AE) Job Schedule Name
Start Milestone Date
Start Milestone Description