You can run a variety of reports for tasks. You can open a task for editing to run reports for a single task.
You can run reports for multiple tasks simultaneously via the Reports button in Task Explorer.
Either option opens the list of Task reports that you can run.
Task Detail and Task Detail (Aggregated)
This report displays all the items assigned to the task, grouped by location and their estimated hours.
All items will be listed 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 are displayed. Right-click the report and choose Edit Report Parameters.
The following is the form with the parameters.
The following are the parameters.
Parameter | Description |
Display resources (with actual hours)? | This will display the resources on the task and list their actual hours.
|
Show Mobile Install Signature? | This will display the signature from the Mobile Install (MI) interface.
|
Show Mobile Install Site Notes?
| This will display the site notes from the MI interface.
|
Show Mobile Install Time Sheet?
| This will display the time sheets for the resources on the task.
You must enable time sheets in your Mobile Install Settings for this to apply. |
Show Checklist? | This will display the checklist. |
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 report displays a label for each Item in the task. It 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.
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.
Task Schedule (By Status)
This Task Schedule (By Status) report is generally run for multiple tasks and displays scheduling information about the tasks selected and grouped by status.