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Job Cost Snapshot Reports

Job cost reports are very detailed listings of vendor purchases, time sheets, checks written for job costs, out-of-pocket expenses, and job cost transfers. Job costs are selected by work date or posted date.

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Job cost reports are very detailed listings of vendor purchases (buyouts), time sheets, checks written for job costs, out-of-pocket expenses, and job cost transfers. Select production or finance status from this drop-down menu.

Select the production or finance status "From" range from this drop-down menu. "New" is selected by default.

Select the production or finance status "To" range from this drop-down menu. This will give you a full breadth of job costs in between the production status you wish to view.

Choose how you would like job costs selected by using this drop down menu. Job costs can be selected by work date, date posted, or date billed.

Enter the date range for the job costs report in these fields.

Job costs can be selected by Client, AE/Team, Project, Profit Center, Task, Task Phase, Vendor, or Job.

Enter the intials of the client, AE/Team, project, profit center, task, task phase, vendor or job here. To see job costs across the board, leave this field at "ALL."

Job cost reports can optionally include outside costs, time, expenses, internal charges, or job cost transfers.

Enter the range of accounting periods for your job cost report here. To see job costs for one single accounting period, enter that number in both fields.

Job cost reports can optionally show gross amounts only, task totals only, or cost notes.

The Client Job Costs report shows costs by client, then by job number. A separate page is printed for each client. All costs can be selected or any combination of outside costs, time, in-house expenses, or internal charges. Select production or finance status from this drop-down menu.

Select the production or finance status "From" range from this drop-down menu. "New" is selected by default.

Select the production or finance status "To" range from this drop-down menu. This will give you a full breadth of jobs in between the production status you wish to view.

Enter the date range for the client job costs report in these fields

Choose how you would like job costs selected by using this drop down menu. Job costs can be selected by PO date.

Client job costs can be selected by Client, AE/Team, Project, Profit Center, or Vendor.

Enter the intials of the client, AE/Team, project, profit center, or vendor here. To see job costs across the board, leave this field at "ALL."

Job cost reports can optionally include outside costs, time, expenses, internal charges, or job cost transfers.

Enter the range of accounting periods for your job cost report here. To see job costs for one single accounting period, enter that number in both fields.

Job cost reports can optionally show gross amounts only, task totals only, or cost notes.

The Task Costs report shows costs by client first, then by job task. You’ll see how time and money was spent by client, task, and the vendor or staff member. A separate page is printed for each client, too. Select production or finance status from this drop-down menu.

Select the production or finance status "From" range from this drop-down menu. "New" is selected by default.

Select the production or finance status "To" range from this drop-down menu. This will give you a full breadth of task costs in between the production status you wish to view.

Choose how you would like task costs selected by using this drop down menu. Task costs can be selected by work date, date posted, or date billed.

Enter the date range for the task costs report in these fields.

Task costs can be selected by Client, AE/Team, Project, Profit Center, Task, Task Phase, Vendor, or Job.

Enter the intials of the client, AE/Team, project, profit center, task, task phase, vendor or job here. To see task costs across the board, leave this field set to "ALL."

Task Cost reports can optionally include outside costs, time, expenses, internal charges, or job cost transfers.

Enter the range of accounting periods for your task cost report here. To see task costs for one single accounting period, enter that number in both fields.

Additional options are available to show gross amounts only, totals by client or job only, or to show cost notes on your task costs report.

The Purchase Order report can be printed for one or all types of orders (broadcast, insertion, purchase). Each order’s number, vendor, date, cost, gross, and balance is shown. Select production or finance status from this drop-down menu.

Select the production or finance status "From" range from this drop-down menu. "New" is selected by default.

Select the production or finance status "To" range from this drop-down menu. This will give you a full breadth of orders in between the production status you wish to view.

Choose how you would like job costs selected by using this drop down menu. POs/IOs can be selected by PO date.

Enter the date range for the report in these fields.

PO/IO reports can be selected by Client, AE/Team, Project, Profit Center, Task, Task Phase, Vendor, or Job.

Enter the intials of the client, AE/Team, project, profit center, task, task phase, vendor or job here. To see POs or IOs across the board, leave this field set to "ALL."

Reports can include Purchase Orders, Insertion Orders, Broadcast Orders, Interactive Orders, and Outdoor Orders.

The Change Order report can be printed for approved or unapproved orders. Each change order’s number, date, description, and status are shown, along with the hours, budget, and estimate amounts being changed. Select production or finance status from this drop-down menu.

Select the production or finance status "From" range from this drop-down menu. "New" is selected by default.

Select the production or finance status "To" range from this drop-down menu. This will give you a full breadth of change orders in between the production status you wish to view.

Choose how you would like change orders selected by using this drop down menu. Change orders can be selected by date added

Enter the date range for the report in these fields.

Change orders can be selected by Client, AE/Team, Project, or Profit Center.

Enter the intials of the client, AE/Team, project, or profit center here. To see change orders across the board, leave this field set to "ALL."

Change order reports can optionally include approved and unapproved orders.



Printing job cost reports

The basic job cost report shows each cost’s reference number (i.e., invoice number, check number, time ID number), date, vendor or staff member, job number, task, hours (if it is a time entry), net cost amount and gross amount. As an option, you can show the cost’s notes.

You’ve got a substantial amount of control over how the report is arranged. Cost reports can be printed showing any combination of vendor costs, time entries, expenses, and cost transfers.

Since costs are connected to jobs, you can print cost reports using status codes. You can select costs by the job’s production or billing status. This ability lets you see job costs, for example, for only open jobs. Or, you can print job costs for closed jobs, jobs on hold, etc. You can also show costs for one job number, one client, or one task. There’s no limit to how you can print job cost reports.

Purchase orders are not job costs (yet), but a purchase/insertion order report can be printed from the Job Cost Report window.

Job cost reports vs. other cost reports

The job cost report is best for seeing costs for all jobs for some time period. But there are other reports that may be more useful in different situations, for different needs.

To see the costs for one job only: Choose Production > Job Tickets then find the job you want. Then choose File > Print Job Reports, select the job cost report, then click Print. This report prints all costs, regardless of date, including billing information. Costs can also be sorted by kind, instead of task.

To see time in detail by day: Choose Accounting > Time Sheets then choose File > Print Time Reports. Enter a range of dates, then click Print. Time reports show time by day, staff member, job, task, or client. In addition, you can print time entries by date added or date posted, unlike the Job Cost reports.

To see time totals: Choose Productivity from the Snapshots menu; enter a range of work dates; select some options; then click Print. The productivity reports summarize time sheets in various ways. You’ll see clear, concise totals and not all of the time detail, making it a very efficient, effective management report.

To print job cost reports

1 Choose Job Costs from the Snapshots menu.

The Job Cost Reports window opens.

2 Select the kind of report (i.e., Job Costs, Client Job Costs, Task Costs, etc.).

3 Make your report selections.

4 Click Print.

Production reports with more information will take longer to print than shorter reports.

Tips for printing job cost reports

Only posted costs appear on Job Cost reports. Unposted costs, including unposted daily time cards, are simply excluded until they are posted.

If a user doesn’t have access to cost amounts, they will not be able to print Job Cost reports, so there’s no way for the user to see cost rates and net amounts.

Job Costs
The Job Costs report is simple, showing costs by job and task. All costs can be selected or any combination of outside costs, time, in-house expenses, or internal charges.

Client Job Costs
The Client Job Costs report shows costs by client, then by job number. A separate page is printed for each client. All costs can be selected or any combination of outside costs, time, in-house expenses, or internal charges.

Task Costs
The Task Costs report shows costs by client first, then by job task. You’ll see how time and money was spent by client, task, and the vendor or staff member. A separate page is printed for each client, too.

Purchase Orders/Insertion Orders
The Purchase Order report can be printed for one or all types of orders (broadcast, insertion, purchase). Each order’s number, vendor, date, cost, gross, and balance is shown.

Change Orders
The Change Order report can be printed for approved or unapproved orders. Each change order’s number, date, description, and status are shown, along with the hours, budget, and estimate amounts being changed.



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