Completed Jobs Report
How the completed jobs report lists every job your team completed in a period, with what was charged, and adds them up by round, team member, source or service, including payments collected by each team member.
The completed jobs report, in Reports > Work > Completed jobs, lists every job your team completed in a period: the date, the customer, the job, its round, the team member it was down to, and what was charged. It counts jobs the same way the Planner does.
Filters
The filters work as they do on the jobs list, and apply to every tab.
- Date range: always shown, and starts as your financial year so far.
- Search: always shown. Finds jobs by customer name, company, customer or job reference, or the job's service.
- Show filters: shows the rest: the business (the report covers one at a time), and any rounds, team members, services or customer sources. Not recorded under team members finds jobs nobody was recorded against.
- Clear Filters: puts everything back as it started.
Tabs
- Jobs: each job completed, newest first, with its date, customer, job, round, team member and what was charged.
- By round, By source and By service: the jobs added up for each round, customer source or service: how many were done and missed, and what was charged, the most done first.
- By team member: for each team member, how many jobs they completed and missed, how many days they worked, what they charged, what they charged on average a day they worked, and the payments they collected.
What Counts as Completed
- When it counts: a job counts once it's marked done from the job or the Planner, or once its worksheet is submitted, on the date it was done. A job ticked on a worksheet that hasn't been submitted yet isn't included.
- Missed visits: aren't included.
- Team member: the person the worksheet was assigned to, or whoever marked the job done. If the worksheet had nobody assigned, it's whoever submitted it. Jobs completed before the report existed show the worksheet's team member where there was one, and Not recorded otherwise.
- Days worked: the days a team member completed at least one job.
- Payments collected: payments taken on a worksheet, when marking a job done, or by card in person, by the team member who took them. Payments recorded in the office, paid online or by Direct Debit aren't anyone's, so they aren't included.
- Round: the round the job is on now.
- Prices: people whose role hides prices see the jobs without what was charged.
Export
Export CSV, at the top of each tab, downloads what that tab shows as a CSV, for the date range and filters you've chosen. On Jobs it has every job the filters match, not just the page on screen, with the customer and job references, round, team member, and the net, VAT and total charged.
Related articles
- Reporting Overview: the other reports, and income, expenses and profit at a glance.
- Ledger Report: every finance row, not just completed jobs.