Forum Discussion

MandyS's avatar
MandyS
Contributor 2
7 days 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. 

1 Reply

  • krista's avatar
    krista
    Jobber Support Team
    1 day ago

    HI MandyS​  Thanks for taking the time to explain this so thoroughly. The context around weekly job reviews and needing a single, reliable indicator in your export is really helpful.

    I did want to ask one quick clarifying question so we can pass along the most accurate feedback to our development team. When you mention invoicing for a deposit, are you referring to a deposit collected on the quote that later carries over to the final invoice, or are these separate invoices created directly on the job? Since Jobber typically handles deposits at the quote level and then applies them to the invoice, understanding your exact workflow will help us better frame this request.

    That said, including Job Status as a column in the One Off Jobs export does make a lot of sense, especially when some jobs have multiple invoices and the existing Closed Date or Invoiced columns do not clearly show whether a job still needs attention. I will make sure this feedback, along with your clarification, is shared with our development team.