Creating Job Report Summaries - CS

This article will go through the process of creating a report summary. A report summary will give you the ability to create charts from the results the report produces.

For this article, I’m going to create a job summary report on job cost by category.

Start by going to Reporting > Report wizard.

Then go to Category > Job sheet summary and click 'Next' to continue.

For this particular report, I won't be using filters as I want to show every job in Clik Service. So in this example, I will include all results. If I didn’t I could filter by a date range if required, or an engineer.

Next, you will need to select the properties and fields you require to create the report. You can use the arrows, highlighted below, to add properties.

Once you're finished, click 'Next'.

You will then be asked to confirm you’ve finished creating the report. Once you are ready click 'Finish'.

The results will appear in a list format, but we can also see them in a chart format.

To do this click on the 'Chart' tab, highlighted below.

From this, you can see that installation work, costs the most amount of money.

If you want to edit the chart, go to 'Chart Setup'.

Select a chart type, colour palette and style. 

You will now see a bar chart of your results like the one below.