Running Report Based on Jeweler


To now run a report based on Jeweler:

  1. Navigate to Reports > Job > Breakdown.
  2. On the General tab:
    Select the job you want to see.
     
  3. On the Status/Dates tab:
    Enter your date criteria - for example: if you want picked up jobs, select "only picked up jobs"  from the Picked Up drop-down field, then enter the date range in the When Picked Up date field.
    Then you can select "only not canceled jobs" from the Canceled drop-down field.
     
  4. On the Options tab:
    Check the boxes for Show Price and Show Cost.
    Uncheck the boxes for Summary Only and Page Breaks.
    In the Group By box, uncheck the boxes that are checked and instead check ONLY the boxes for Jeweler and Job #.

enlightenedThis will give you ALL jobs grouped by Jeweler. If you want to run a report based on a single Jeweler you can instead use the JEWELER field on the Status/Dates tab.

Updated on Thu, 18 Apr 2024 by Angela Chiaravalle

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