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MandyS's avatar
MandyS
Contributor 2
1 day ago

Adding A Column to a Report for Export

I'm going through my day to days and running a report on all of our jobs, both opened and closed. The report I run is Reports - One off Jobs - Export all columns to excel.

What I'd like to see when I export this to a spreadsheet is Job Status. 

I'm able to see a job is closed and their is often an invoice noted but there are times when I will have invoiced for a deposit but still need to do a final invoice so the status would be a CLEAR indicator for the report. Some of our jobs have 1 invoice and others could have 3 or 4 invoices. So to get to my point I can't rely on the "Closed Date" and "Invoiced" column to tell me that job no longer needs my eyes on it.

This report would be a one stop shop for weekly job reviews if the report showed status. 

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