Job List Report

Overview

This report displays a list of jobs at all stages in the system, including pending, in-progress, complete, invoiced, and archived jobs.

The list can be filtered according to specific project tags, cost centres, technicians, and more, and is useful for managers and administration to produce lists of started, incomplete or completed jobs.

You can also view this information in the All Jobs table, where you can Modify the data table view to adjust the columns, or Perform a local search to look for specific jobs.

Learn about other Job reports in Job Reports.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the Job List report.

To run the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports.
  2. Click Jobs A screenshot of a schedule icon with a grey calendar icon and an arrow. > Job List.
  3. Select to filter according to Job Status and Job Stage as required.
  4. Select from the other drop-down lists as required to filter according to cost centres, zones, and more.
  5. Select the Due Date.
  6. Under Created, select a date range to view all jobs created within that date range.
  7. Click Search.

The jobs are displayed in tables for each job stage selected.

Edit the job, customer card file or site card file by clicking the Job No., Customer or Site.

You can use the following filters in the report:

Job Status Select a status code to view jobs with that status.
Job Stage Select a stage to filter and view jobs within a certain stage.
Project Tags Select a project tag to view jobs with that tag.
Business Groups Select the business groups to view jobs with these cost centre groups.
Cost Centre Select a specific cost centre to view jobs created with these cost centres.
Technician Filter by the technician assigned in the job setup page. This does not filter for scheduled technicians.
Zone Select a zone to view jobs assigned to that zone.
Customer Search for a specific customer or customer contract to view jobs for that customer or customer contract.
Site Search for a specific site to view jobs for that site.
Customer Group Select a customer group to view jobs for customers belonging to that customer group.
Customer Profile Select a customer profile to view jobs for customers with that customer profile.
Salesperson Select a salesperson to view jobs that have that salesperson assigned.
Project Manager Select a project manager to view jobs that have that project manager assigned.
Due Date Select a date to view jobs with that due date.
Created Select a date range to view jobs created within that date range.

The following columns are displayed in the report:

Job The job number assigned in Simpro Premium and the corresponding job name. Click to open the job.
Follow Up Date The date the job is due to be followed up.
Customer The customer the job was created for. Click to open the customer card file.
Telephone The phone number in the customer card file.
Site The site selected in the job.
Site Address The address entered in the site card file.
Site Suburb - AU, NZ and UK only

The suburb entered in the site card file.

In the UK, this is the Town.
Town - UK, IE only The town entered in the site card file.
Site City - US only The city entered in the site card file.

This information is also available from the All Jobs table.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.