Job Costing Reports

You can select job costing reports and Clarity reports from the Reports menu.

Note: You can edit the Reports menu at Staff > Menus in the Exo Business Configuration Assistant to make all of these reports available.

Inbuilt Reports

All inbuilt reports initially display on screen but may but you can print them by clicking the Print toolbar button in a preview window.

Job Costing Report
This report details all information recorded against a specific job, including any quotes.

Job Status Report
This report displays totals of estimates, time, materials and invoiced amounts recorded against each job that meet the criteria of the job statuses selected and a grand total for each.

Work In Progress
This report displays totals of estimates, time, materials and invoiced amounts recorded against all jobs. You can select specific jobs and you can access the Job Details and the Job Costing Report.

Staff Time Report
This report displays details of hours spent on all jobs, the hourly rate, and the total sell price of labour for each job for a staff member during a specified period of time. You can also access the Job Costing Report.

Already Invoiced Report
This report displays principal information of invoices created relating to a job. You can view the invoices generated for this job from this screen.

Master Details Report
This report displays totals of estimates, time, materials, and invoiced amounts recorded against all sub jobs for the selected master job. There is also a Clarity version of this report.

Clarity Library Reports

Job Analysis (JCTAnalysis.CLR)
This report runs for one job at a time and gives the invoice and job summary as displayed on the Analysis tab in the Job Management screen.  The report also lists the line level markup and margin details from the Quote, Cost, and Time tabs.

Job Status Report (JCHStatus.CLR)
This report groups jobs by status. You can drill down on each job to view the transaction line details and a summarised markup% and margin% by the line status.

Work in Progress (JCHWIP.CLR)
This report lists work in progress for all jobs. No parameters are required. You can drill down on each job to view the transaction line details.

Labour/Resource Analysis Report (JCTLAbour.CLR)
This is similar to the inbuilt staff time report but it can optionally list all staff (resources) in one report.

Job with Invoices/Charges (JCTAlreadyInvoiced.CLR)
This report lists all the jobs that have been invoiced. You can also view the invoice details for the job.

Job with No Invoices/Charges (JCHUninvoicedjobs.CLR)
The report lists all the jobs which have no invoices/charges and gives basic details of the jobs like the job code, title, account, job manager, due date, customer order number, status, the current WIP amount, and the Current WIP time amount.

Job Transaction Report (JCTTrans.CLR)
This report shows the job at a line detail level and a summary by cost group and cost type.

Master Detail Report (JCHMaster.CLR)
This report displays totals of estimates, time, materials, and invoiced amounts recorded against all sub jobs for the selected master job.

Job Costing Report (JCHCost.CLR)
You can print this report for an individual job or you can specify a list of job statuses.

Purchases Listing by Jobs (JCHPurchases.CLR)
The report lists the various purchases that exist per job. The purchases are categorized as invoiced, costed awaiting invoice, instore awaiting costing and ordered awaiting delivery.

Job Cost Summary (JCHSummary.CLR)
The report includes summarised information like the time, materials, invoiced value, job value, realised profit, and the like for the selected jobs.

Job/Quote Comparison report (JCTComparison.CLR)
This report displays the details of quotes and actuals for each job in terms of quantity, cost price and selling price. It compares quotes and actuals, in terms of percentage variance (+/-) , for various cost groups and cost types in each job. It also has a summary at the end, which combines data from all the jobs and displays the comparison between the quotes and actuals for the cost groups and cost types.