Job Summary Report

From BudgetLink Wiki
Jump to navigation Jump to search

Overview

Job Summary Report

The Job Summary report displays Budgets, Actual and Variance across the page and Jobs down the page broken down by Account Classifications. It allows you to quickly and easily see how each job is progressing compared to it's budget.

To keep the report concise, only jobs which have values for the currently selected filters will be included on the report.

How to view this report

To view this report, follow these steps.

  1. From the Menu, click on 15. Job Reports;
  2. Click on Job Summary.

How to use this report

You can control the jobs included on the report using the customise button and selecting the header job with which to report. To do so, follow these steps.

  1. Click on the Customise button;
  2. Click the Job Options tab;
  3. Click the Job Header item and select the parent job;
  4. Click the Job Level and choose the level at which to run the report;
  5. Click the Inactive Jobs item and choose whether to include inactive jobs or not;
  6. Click the Header Jobs item and choose whether to include header jobs or not.

Related Topics