Job Status Report

Overview

This report displays jobs according to status within each job stage, and is colour-coded according to your Status Codes and Automatic Triggers settings.

This is useful for managers and administrators to assess job progression and diagnose any bottlenecks in your workflow. You may wish to filter the report to view jobs that do not have completed job cards and are preventing timely invoicing.

US only: If you use Simpro Premium in the United States, the term 'work order' is used instead of 'job card'.

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 status report.

To view the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports > Jobs > Job Status.
  2. Under Job Date Issued, select the date range.
  3. Filter the report by selecting from the drop-down lists.
  4. Click Search.

The following information is displayed in the report.

Job Click the job number and name to open the job.
Date Created The date the job was created.
Customer Click to open the customer card file.
Telephone The Primary Phone for individual customers or the Company Phone for company customers.
Scheduled Technician(s) A list of all employees scheduled to the job.
Project Tag(s) A list of any tags on the job.
Site Click to open the site card file.
Job Total (Ex Tax) The job total, excluding tax.
Status The current job status. This is also displayed as a coloured bar in the right-most column.

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.