Jim2® Business Engine Help File

Report

Explanation

Project List - Action Templates

This will produce a spreadsheet of all projects listing all actions, source types, etc.

Project List - Card File Export

This will produce a spreadsheet of all card file information based on the filters below.

Project List - Cost Per Copy

This produces a report for all prepaid labour and blocks.

Project List - E-Meter Read Setup/Meter Listing/Meter Profit/Meters Jobs Details/Page Request Form/Page Request Test

These are all reports for Managed Print Services Edition.

Project List - eBusiness Transactions

Produces a spreadsheet listing all eBusiness transactions for the dates selected.

Project List - Email from Project List

This allows you to easily send templated emails to a group of contacts from a project list.

Project List - Export (Jim Import Format)

Produces a spreadsheet in the Jim2 format. Useful when you wish to bulk update a number of projects, ie. change the report group for a list of projects.

Project List - Project

This will produce a project report for each individual project in the list.

Project List - Project Detailed

This will produce a fully detailed project report for each individual project in the list.

Project List - Project Profit

After filtering, this will produce a spreadsheet detailing COGS, actual labour cost, sell price gross margin percentage and gross margin in dollars.

Project List - Service History by Month

After filtering, will produce a spreadsheet detailing all service visits, including hours for the date range specified.

Report

Explanation

Project

Will produce a printable report of the selected project.

Project Action Templates

This will produce a template listing all the Action templates associated with the selected project.

Project Detailed

This will produce a fully detailed printable report of the selected project.

Project Profit

After filtering as per below, this will produce a printable report of the project's profit.

Project Sticker

Will produce a printed sticker for the project.

Project Service History

After selecting a date range, this will produce a detailed report of the project service history, including job and parts lists.