The Bonding report includes detailed cost and billing information most often requested by bonding agents.

The report prints for all currently selected EntitiesCompanies in EntityCompany ID order.

You can include open, closed, or both open and closed jobs on the report as well as ranges for Job, Phase, and Cost.

You can include all or some cost categories and choose how to print totals: only Job totals, Job and Phase totals, or Job and Phase totals plus cost activity detail.

Other options allow you to select Jobs by User Code, and select to print only approved transactions or also include unapproved transactions.

 

Refer to Job Costing Reports Questions or the Reports Questions Matrix for more information about the questions.

1. From the Job Cost menu, select Reports—Bonding.
2. Click Select EntitiyCompany. Select the EntitiyCompany for which you want to print the report and click Save.
3. From the Cut Off Date field, use the electronic calendar to select a date, if desired. The default cut off date is the future date of 12/31/9999.
4. Select an option for Include Jobs.
   Options are: Open and Closed (default), Open, Closed.
   If you select Closed, enter From and Thru dates in the new fields that appear.
5. (Optional) For the various From and Thru fields (for Job, Phase, and Cost), use the Lookup icon for each field to enter a starting and ending entry for the range.
   To run the report for only one Job, Phase, or Cost Type, select the same entry for the From and Thru fields.
6. Select check boxes for all cost categories you want to include on the report. Options include: All (default), Admin, Labor, Equipment, Material, Subcontract, Other.
7. Select a printing format for the report:
   Job totals, phase totals, and cost activity detail (default)
   Job totals only
   Job totals and phase totals
   Job totals and cost activity detail.
8. Check or uncheck check boxes, as applicable, to define how you want the report to print. Options include:
   
   New page for each job - The default is unchecked. Check the box if you want to print a new page for each job.
   
   Select jobs by code - When checked, a list of User Codes with Lookups appear so that you can select one or more active Job Cost User Codes to report on. Refer to the list of Default User Code labels for Job Cost for more information.
   
   Include unapproved transactions - Check the box to include unapproved transactions in the report. Uncheck to report on only approved transactions.
9. Select one of the following report printing options:

• PDF Format: Print the report in PDF format for use in a PDF viewer, such as Acrobat.
• Create Spreadsheet: Prints the report in an Excel spreadsheet.

10. Click Print. If you selected Create Spreadsheet, you are prompted to open or save the report Excel file. Otherwise, the report opens in PDF format.

 

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