When Jobs are created from Orders information such as Product, Color, Edge, Price, Square Footage, and Sale Date are pulled into the Job and displayed under Orders in the Job.
A Report can quickly be created to total those details without having to enter that information into a Job Form. This example shows how to create a Report totaling Product and Color from the Order Area in Jobs created from Orders.
- Go to Reports > Create Report.
- Choose a Time Selection and Reporting Date, and select Job as the Measure.
This example is measuring the Number of Jobs by their Job Creation Date. - After saving the Measure selection, click Add Display Fields icon and select the Fields to show.
This example uses Area Product and Area Color from the Order Area Fields. - Apply the selections.
- The Report results are displayed. Click on Options from the top menu bar to adjust your Report if needed.
- To quickly access this Report again be sure to Save it.