Task Reports
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:
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.
These two reports have parameters that can modify how these reports display. Right-click the report and choose Edit Report Parameters:
These are the options:
Display resources (with actual hours)?
This will display the Resource(s) on the Task and list their actual hours.
Show Mobile Install Signature?
This will display the signature from the Mobile Install interface.
Show Mobile Install Site Notes?
This will display the Site Notes from the Mobile Install interface.
Show Mobile Install Time Sheet?
This will display the Time Sheets for the Resource(s) on the Task. You must "Enable Time Sheets" in your Mobile Install Settings for this to apply.
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
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 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 Schedule (By Progress)
This report is generally run for multiple Tasks and displays scheduling information about the Tasks selected grouped by Progress/Status.
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