Overview
Job reports help the business understand whether projects are profitable, whether estimates match actual performance, and whether commercial and inventory activity is progressing correctly by job.
Good approach: Start with profitability summary, then move to detail, estimates versus actuals, cash flow, receivables, and open-job commitments as needed.
Where to find it
Path: Reports > Jobs.
Use this path from the main QBM window. If the command is not visible, confirm that the user has access to the related module and permission for that screen.
Reports Covered
| Report | Use It For |
|---|---|
| Job List Report | Review the main list of jobs or projects. |
| Profit Loss by Job / Profit Loss by Job Grouped | Review profit and loss results by job or job grouping. |
| Job Profitability Summary / Detail | Review job profit contribution in summary or detail form. |
| Job Group Profitability Summary / Detail | Review profitability by job group. |
| Job Type Profitability Summary / Detail | Review profitability by job type. |
| Job Estimates vs Actuals Summary / Detail | Compare planned figures against actual performance. |
| Cash Flow by Job Summary / Details | Review cash movement linked to jobs. |
| Accounts Receivable Job Summary / Detail | Review customer receivables by job. |
| Inventory Flow Summary by Job / Detail by Job | Review stock movement connected to jobs. |
| Quotes by Job Report | Review quotations linked to jobs. |
| Customer Open Orders by Job Report | Review open customer orders for jobs. |
| Open Purchase Orders by Job Report | Review open purchase commitments for jobs. |
Common Filters
| Field Or Option | What It Means |
|---|---|
| Job | Focus the report on one job or review all jobs. |
| Date / Date Range | Select the period being reviewed. |
| Grouping | Review by individual job, job group, or job type where supported. |
Best Practice
- Use profitability summary first and detail second.
- Use estimates-versus-actuals reports regularly during the job, not only at the end.
- Use cash flow and receivable reports when job profitability looks right but cash recovery looks weak.
- Use open-order and purchase-order reports to review unfinished commercial commitments.
Important: Job reports depend on transactions being tagged to the correct job. Missing job assignment will reduce report accuracy.