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Jim2® Business Engine Help File

The following reports are recommended to be run on a regular basis.

 

Jobs Reporting

Create a job list and set Type to Service, then run the list.

From the Reports area of the ribbon select the report named Job List - Fault Desc.

fault desc report

This report is good to sit down with the Service Department to get an update on active jobs

You could do the same for Type=Refurb, Type=Consumable etc

 

Create a job list and set Type to Service. Go to Advanced List a the bottom left, then select Contract=T&M and run the list.

From the Reports area of the ribbon select the report named Job List - Job Labour Analysis

From the Reports area of the ribbon select the report named Job List - Job Profit

From the Reports area of the ribbon select the report named Job List - Job Profit by Job

 

Create a Job List and set Type to Service, tick only Inv'd, then run the list.

 

job report invoiced

 

From the Reports area of the ribbon select the report named Job List - Machine Response Times

You can also run this list for a particular customer by filtering your list by Cust#. Other viable filtering options might be by Item or Contract Price Level.

 

Machine Reporting

Open a Machine record.

From the Reports area of the ribbon select the report named Machine Service History. Select the report named Machine Profit.

machine service history

 

Create a Machine list and enter a Cust#, then run the list. Recommended you choose a customer with multiple Machines.

From the Reports area of the ribbon select the report named Machine List - Machine Profit.

From the Reports area of the ribbon select the report named Machine List - Service History by the Month.

 

Management Reporting

On the ribbon go to the Management tab, select the following, then run the list:

Go to Business Analysis > Profit & Loss tab

Go to Business Analysis > Balance Sheet tab

Go to Reports >Job Reports > Labour Daily > Select Last Week > Ok. This might be a report you print and discuss with your technicians.

Go to Reports > Stock Reports > Stock in Advance Liability. Also shows stock invoiced where the purchase order is still sitting on received.

Go to Reports > Stock Reports > Stock Profit. Try all the different filters. Suggest By Account Manager with Item = SALE to see salesperson reports

Go to Reports > TopX > TopX Customers

Go to Reports > TopX > TopX Stock

 

Further Information:

Machine Reports