Job Management Reports

The reports within the job costing module are common ways to manage the status, profitability, and progress of individual jobs.

Job reports are found by selecting File > Reports > Job Costing from the main EBMS menu. Note that these reports will be unavailable if the optional job costing module is not installed.

A) Job Management Lists

Go to File > Reports > Job Costing to access a list of job reports.

Complete the following steps to show a simple job list:

Open the Job Profit report by selecting File > Reports > Job Costing > Costs/Profits >Job Profit from the main EBMS menu and click the Print button to open the print dialog and report configuration options.
Select a Job Folder or select the top-level root folder (Jobs) to list all jobs.
Select a Job Status to list only In Process/Completed jobs.
Click Print Preview to open the report on the screen.
Click on any Job ID on the report to open the job record and review or change job information.

B) Job Budget to Actual Reports

One of the best reports to use to review jobs is File > Reports > Job Costing > Costs/Profits > Job Budget to Actual Variance by Job report.

Set the following prompts based on what job information is needed:

Select a Job Folder or highlight the top-level root folder for all jobs.
Select a Job Status to only show jobs that are in process and are not closed.
Committed costs are cost that are on a purchase order or transfer but are not processed. Enable the Include Committed Cost to includes these in report totals or disable to ignore these values until the document is processed.
Select Job Stage Range, Date selection, Stage Classification, and other details by selecting the appropriate option.
Click Print Preview to show list on the screen and open individual jobs by clicking on the Job ID.

C) Labor Reporting

Job labor costs may be evaluated by comparing actual hours verses budgeted hours rather than comparing labor costs. Use the same report (File > Reports > Job Costing > Costs/Profits > Job Budget to Actual Variance by Job), but set the following prompts:

Set the range of jobs based on folders, dates, and job status.
Set the Stage Classification to Labor to only list labor stages.

D) Reports By Stage or Classification

Stages can be evaluated by stage folder, stage ID, or classification to determine the cost budget and actual comparison for a specific work item (stage) or group of items (stage folder). These reports will compare similar work for multiple jobs.

The File > Reports > Job Costing > Costs/Profits > Job Budget to Actual Variance by Stage report contains the same prompt options as the Job Budget to Actual Variance by Job report described in the previous section.

E) G/L Transactions

Select the File > Reports > Job Costing > G/L Transactions folder to view the various G/L Transactions report options.

Use the File > Reports > Job Costing > G/L Transactions > Job Cost G/L Transaction Detail to list all transactions for a specific job or range of jobs.

Click on the sort order buttons to change the order of the report.
Select the File > Reports > Job Costing > G/L Transactions > Job Profit & Loss by G/L Code to list a transaction summary.
Select the File > Reports > Job Costing > G/L Transactions > Direct Job Cost vs Overhead Ratio report to determine the correct cost ratios.

Other Reports

The File > Reports > Job Costing > Billing folder contains various forms and reports, including AIA, Job Receivable Statements, Progressive Billing, and Time & Material Billing.
Select File > Reports > Job Costing > Jobs folder for job management and site information reports.
Select File > Reports > Job Costing > Purchases/Transfers folder for job inventory transfer, expense invoice, and purchase order reports.
Review Entering Customer Retainage for retainage details.
Review Work in Process for work in process options and processes.

Review Report Menu and Report Lists for general EBMS reporting information.

Additional Resources

Job reporting and overhead ERP Training