Jobs - List

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The List view of Jobs offers numerous functions for organising, selecting, evaluating, printing or exporting job data. At the same time it is used to navigate to specific jobs by

clicking on the job number to the far left of each row.

 

Displaying filtered sets of jobs

There are filtering functions in the main as well as in the list of jobs itself:

 

 Select...  menu

Status filters

Open / Completed / Open/compl. / Cancelled / Job templates / All
These filters call jobs by their status. Please note that the user filter is applied here (only current user <> all users) !
 

Period filter

You can call jobs by month/quarter/year

1. Select a period.

2. If required, change the user filter

3. Click on the arrow icon to launch the query.

 

Client filter (plus Status)

Click on a client name in the list to open a menu offering to call the open, completed or all jobs  for this client. Here no user filter is applied !

 

Show last x jobs

Displays the last created jobs in the numbers you specify. You can make a default setting for this number User Settings > General.

The user filter is applied here.

 

Selecting jobs and calling/excluding selected jobs

To select one or more jobs click anywhere in the row except the two left-hand columns. To select several jobs use the typical Windows mouse/key combinations:

a single click selects (and highlights) only the clicked record (and deselects any other selected records)
click+Ctrl  adds the clicked record to any existing selection OR de-selects the record if already selected
click+Shift  selects one or more records that are positioned between any already selected record(s) and the record clicked last
To de-select all: click one record, then click again with Ctrl  pressed.

 

 NOTE 

As soon as one or more jobs have been selected two buttons will appear in the main menu, offering to either display exclusively the selected records or to exclude them from the list.

 

Viewing Sub-Jobs in a Job Row

Each job row has a column with a little gray button displaying the number of job items to this jobs. Clicking on this button will open the SP list in a popup box.

 

Displaying jobs in groups

Clicking on the column titles in the job list will sort the listed records to the field or column just selected.  Some of the column titles appear as a : when you click these you will see the list not only sorted but the records appear in groups as per  the column clicked, with turnover subtotals shown in each group header. Possible grouping criteria are: client, status, job manager, month.

 

Sales totals for all jobs listed

The footer area displays turnover and cost figures for the jobs listed.

See also

Job statistics and reporting