Home > SI 2017 Documentation > User Guide > Scheduling > Tasks > Task Reports

Task Reports

Details

 

You can run a variety of reports for Tasks. You can open a Task for edit to run reports for a single Task:

 

 

You can run reports for multiple Tasks at a time via the [Reports] button in the Task Explorer:

 

 

Either option opens the list of Task Reports that you can run:

 

Reports

Task Detail and Task Detail (Aggregated)

 

This report displays all of the Items assigned to the Task, grouped by Location, with their estimated hours:

 

 

All items will list individually. If you want similar Items (same Manufacturer and Model) to aggregate quantities per Location, run the Task Detail (Aggregated) report.

Task Detail (With Mobile Install Signature)

 

This report displays all of the Items assigned to the Task, grouped by Location, with their estimated hours. This one will display the signature from the Mobile Install interface:

 

Task Detail (With Mobile Install Signature and Site Notes)

 

This report displays all of the Items assigned to the Task, grouped by Location, with their estimated hours. This one will display the signature from the Mobile Install interface as well as the Site Notes:

 

Task Packing List

 

The Packing List report displays each Item listed individually (Bulk Wire will be aggregated) with a place for the installer to fill in Serial Numbers if required:

 

Task Ship List

 

The Ship List report summarizes the Items on the Task and has a place for the Client to sign:

 

 

Task Item Labels

 

The Task Item Labels will display a label for each Item in the Task. This report is designed to run on Avery 5263 Mailing Labels:

 

Task Labor Analysis

Edit section

The Task Labor Analysis report will compare Actual Hours vs. Estimated Hours if you have filled in Actual Hours for your Resources, see Managing Tasks.

 

task_labor_analysis_report.png

Task Labor Costing

 

The Task Labor Costing report will compare Actual Hours vs. Estimated Hours x the Resource's Rate if you have filled in Actual Hours for your Resources, see Managing Tasks.

 

task_labor_costing_report.png

 

Task Schedule (By Progress)

 

This report is generally run for multiple Tasks and displays scheduling information about the Tasks selected grouped by Progress.

 

task_schedule_report.png

Last modified
09:49, 13 Jul 2017

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