Production Report

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.Production Report Image

Report Columns DisplayedDescription
JobDisplays the Job Name
ProductDisplays the Product Name from the Job Data Entry Screen (in the Products & Services area)
Last NameDisplays the last name of the Contact from the Contact Data Entry Screen
First NameDisplays 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 DateDisplays 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)
All Records
Contract Date Range
Job Sale Date Range
Job Completion Date Range
Product Sale Date Range

Grouping Options
Only on Production Processes
**Choosing a process to group on is required**

 

 

Did this article answer your question?

Print Friendly, PDF & Email

Related Articles