Jim2® Business Engine Help File

Report

Explanation

Email from Job list

This allows you to send emails to a group based on products purchased, for example. See Bulk Email from a List for more information.

Job

This will produce a job report for the first job in the list.

Job List - Back order

This will provide a report for all jobs on back order.

Job List - By Customer

Prior to producing this report, you can filter further:

The result will be all jobs for that particular customer, on all statuses.

Job List - Cardfile Export (XML,CSV)

This will produce a spreadsheet of all card files for all the jobs in the list. You can also filter this information further here.

Job List - Customer By Status

This will produce a report of all customer jobs based on their status.

Job List - Email List

This will produce a spreadsheet with the customer name and email details.

Job List - Fault Desc

This will produce a report showing all fault descriptions on jobs.

Job List - Inv Desc

This will produce a report showing all invoice descriptions on jobs.

Job List - Job Labour Analysis

This will produce a spreadsheet with detailed information on actual and billed labour.

Job List - Job Profit

This will produce a report on job profit for all jobs in the list. You can filter this report prior to previewing or printing:

This report will also show actual and billable hours.

Job List - Job Profit by Job

Once you filter based on below, this will produce a report showing profit on each job in the list.

Job List - Job Profit by Stock

This will produce a job profit report based on stock within the jobs. You can filter this report prior to previewing or printing:

Job List - Machine Response Times

This will produce a report (for Managed Print Services purposes) detailing response times. You can filter this report prior to previewing or printing, filtering to ignore labour and/or using a starting status:

Job List - Parts Spent

This will produce a detailed spreadsheet on quantity and cost of parts spent per job based on your Group By selection. You can filter this report prior to previewing or printing:

Job List - Picking Slip

This will produce a job picking slip (used in Advanced Warehouse Management).

Job List - Required Stock for Jobs

This will produce a report showing all stock required for jobs. You can filter the list further here by selecting a specific vendor, and choosing to summarise stock, along with all locations.

Job List - Stock On Back order

This will produce a spreadsheet showing all stock on back order for all jobs.

Job Ticked Comm Only

If you have ticked Inc in the Comment grid of a job, this report will show those comments on the job report.

Job Total By Customer

This will produce a report showing the total for all jobs by customer.

Job Total By Item

This will produce a report showing the total for all jobs by Item.

Job Total By Name

This will produce a report showing the total for all jobs by name (user name chosen on the job).

Job Total By Type

This will produce a report showing the total for all jobs by job type.

Proforma Invoice

This will produce a proforma invoice.

Stock Sold By Customer and Stock Type

This will produce a report showing stock on jobs by customer.

Stock Sold By Name and Stock Type

This will produce a report showing stock type sold by name (user name chosen on the job).

Stock Sold By Stock Type

This will produce stock sold by stock type.

Report

Explanation

A Picking Slip, A Picking Slip (Landscape)

This will produce a picking slip report to allow your staff to tick off the stock as it is being picked. Both portrait and landscape reports available.

Delivery Note, Delivery Note (Landscape)

This will produce a delivery note report for signing by your customer upon receipt of goods. Both portrait and landscape reports available.

Job, Job (Landscape)

This will produce a job report in either portrait or landscape style.

Job - Picking Slip

This will produce a picking slip that can be ticked off and then sent with the goods to the customer.

Job Collect

This will print a collect docket which can be signed by the customer once the job has been collected.

Job Labour

This will produce a report showing all labour on the job.

Job NoComment, Job NoComment (Landscape)

This will produce a job report similar to above excluding comments from the Comment grid, in both portrait and landscape styles.

Job Profit

This will produce a full profit report for the job similar to above, including actual labour hours and time analysis by status.

Job Receipt

This will produce a job report similar to above, including a section for receipting by the customer with signature and date.

Job Sticker (Default)

This will produce a job sticker including barcode.

Job-OnSiteSlip

This will produce an onsite form for your technician to enter details of a job

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Manufacturing Job

This will produce a job report for a manufacturing job.

Proforma Invoice, Proforma Invoice (Landscape)

This will produce a proforma invoice.

Ship Label

This will produce one or more shipping labels.