In this article, you will learn about
- What are the job summary reports
- How to use the job summary report
- Export job summary report to PDF or to CSV
- Answers to some common questions about jobs summary report
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Using the job summary reports
The Job Summary report shows a list of all the jobs for a structure view of payments breakdown, for your customers and contractors, and for specific time interval. This summary gives you a quick view to see the status of funds received or paid, or allocated or scheduled, for each job in the list.
Click on Reports in the navigation. In the expanded view, click on Job Summary.
The Job Summary page shows you the summary of jobs.
The job summary view is different for each payment type—Paid to Denim, or Paid by Denim.
For each payment type, select the range of dates for which you want to see the summary. For example, see the Start Date, as below.
Click on the Reset icon to reset the dates to the default view.
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Paid by Denim
In Payment Type, select Paid by Denim.
The job summary shows each job for the payments paid by Denim. You can see the following details.
- Job Number: The unique job number.
- Added Date: The date when the job was added and saved first time in this account.
- Debtor Name:
- Client Advance:
- Client Adv Paid:
- Client Adv Paid Date:
- Contrator Advance:
- Contractor Advance Paid:
- Contractor Advance Paid Date:
- Rebate:
- Rebate Paid:
- Rebate Paid Date:
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Paid to Denim
In Payment Type, select Paid to Denim.
The job summary shows each job for the payments paid to Denim. You can see the following details. [VG: We discussed the terminology here for example Debtor, Client. Please advise.]
- Job Number: The unique job number.
- Added Date: The date when the job was added and saved first time in this account.
- Company Name:
- Amount:
- Paid:
- Due Date:
- Paid Date:
- Denim Fee:
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Export job summary report to PDF of CSV
Click on the Export button. There are two options to export the job summary.
- Export to PDF: Select this option to export the job summary to a PDF document.
- Export to CSV: Select this option to export the job summary to a CSV file.
