The Production Report allows you to follow your production processes from start to finish to spot bottlenecks and see exactly where your jobs are in the production process.
Report Columns Displayed | Description |
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Job | Displays the Job Name |
Product | Displays the Product Name from the Job Data Entry Screen (in the Products & Services area) |
Last Name | Displays the last name of the Contact from the Contact Data Entry Screen |
First Name | Displays the first name of the Contact from the Contact Data Entry Screen |
Salesperson(s) | Displays a list of salespeople listed on the job (from the Job Data Entry Screen) |
Sale Date | Displays the Sale Date from the Job Data Entry Screen |
**Steps of chosen production processes show here | _____ Days: tallies the number of days from the step date to today (the day the report was run) _____ Completed: displays the date the step was completed |
Job $ | Displays the Total Contract (a total of all products entered in on the Job Data Entry Screen) |
Product $ | Calculates the total Product Price adding or subtracting any adjustments |
Filtering Options (ie-Date Range) |
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All Records |
Contract Date Range |
Job Sale Date Range |
Job Completion Date Range |
Product Sale Date Range |
Grouping Options |
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Only on Production Processes |
**Choosing a process to group on is required** |