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Executive Summary Report  - JC

Make the following menu selections to display this tab:

Job Cost—Reports—Job Cost Reports—Executive Summary

Use this page to print the Executive Summary report.

This report can be printed as part of a Series of Reports.

ClosedReport Description

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

The Executive Summary Report is used to generate a one-line summary of a job's total performance to date. If you want to see more than the job-to-date summary, the report can compare the summary data to the estimate data and show the variance. The report highlights the following important management concerns for the project:

Contract Approved

PendingChanges (change orders)

Billings status

Accounts Receivable status

Job to Date Costs, including Equipment, Labor, Material, Subcontracts, Administrative, and Other

Gross Profit

Percent Gross Profit

Applied Overhead

Net Profit to date

% Net profit

ClosedTo Print the Report

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—Executive Summary.
  2. Click Select EntitiesCompanies. Select the EntitiesCompanies 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 From and Thru Jobfields, use the Lookup icon for to enter a starting and ending entry for the range.
    To run the report for only one Job, select the same entry for the From and Thru fields.
  6. At Include which cost activities, select an option:
    All (default)
    All activities with postings between
    Only activities with postings between.
  7. Check or uncheck check boxes, as applicable, to define how you want the report to print. Options include:

    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.

    Print additional lines     - When checked, new options appear:
    Estimate Amounts    , Estimate and Variance Amounts (default). Check or uncheck boxes for the options you want to include.
     
  8. 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:
  1. 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.

See Also

Reports Introduction

 

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