JOB COSTING - Reports

Accessing and generating Job Costing reports for Print / Preview / Email

 

• Access
  • Job List

     

• • • select or multi-select Job(s) from the filtered or unfiltered list
    • select Print Selected or Print All
  • Job Details
    • click on Print

                   

• • from the Spire Reports list, select the report(s) you wish to run
  • check the description of the highlighted report

             

• • select the run method

• • • Print - send directly to selected printer
      • accept or change the system default Printer
      • accept or change the Paper Source
      • printer driver permitting, select from Duplex options
      • accept or change the number of Copies
      • option to Save Defaults so same settings will be used next time this report is selected for printing
    • Email
      • Setup
        • establish Company Settings
        • establish User Settings 
      • select from Email drop-down

                                 

• • • • • Email Batch – if the email is for multiple records and Saved but not Sent, Spire will create a Batch with all messages contained, accessed in the Email module > Batches tab

                                 

• • • • • • open the Batch to view the list of emails with the option to edit / send each message individually or send them all at once
          • access them as individual email in the Messages tab of the Batch

                                             

• • • • • Email Message – if the email(s) are Saved but not sent, access them in the  Email module > Messages tab
      • ***Note - Emails can be re-sent

• • • • Recipients
        • type email address(es) in the To box (separate additional email addresses with ‘;’) 

                                 

• • • • • accept or change the CC and BCC recipient default as set in User / Company settings
        • Attachments box displays all reports being sent
        • select from available email addresses for the From and Reply-To fields
        • enter the message in the bottom box

• • • • option to Select Template or setup a new one:
        • Edit > Email templates

                                   

• • • • •   New template

                                 

• • • • • enter Template Name
        • enter Subject for the email
        • enter the email message in the Body section, in the Rich Text tab if you want to use formatting (bullets, etc) or the Raw HTML tab if you want to add special formatting or insert an image, or the Plain Text tab if you want to avoid any formatting
        • option to Insert Param merge field(s) into the subject or message body (ie: User first and last names)
        • option to make this a Shared Template (other Users can use it) or Personal Template
      • if not using a template, then manually enter the Subject and Message, selecting either Rich Text, Raw HTML, or Plain Text tab
      • accept or change the From email address
      •   Attach File of any type
      • Insert Param merge field(s) available for the records selected
      •   Open Related to open the record (Customer-if only one was selected) this email was generated from
      •   Send the email or Save / Save Close and Edit / Send later from the Email module

• • • Preview - see report(s) on screen with additional options (if multiple reports were selected, each report will populate a separate tab) with additional options:
      • use Ctrl + scroll to zoom in or out

• • • • Print the report currently in the viewer window
      • Print All - if multiple reports were chosen (shown by multiple tabs)
      •   Export
        • select the Format
        • select the Destination
          • Application will open the program on your computer that is associated with the Format you chose
          • Disk file will prompt you to save the Report in the Format you chose
          • Exchange Folder allows the Report to be accessed through a Microsoft Exchange client such as Microsoft Outlook
        • click OK
      • Find to search text of the document / report
      •    navigate pages of the displayed report alternatively to scrolling down

• • Security on Reports / Forms can be established at Company Level, User Level or Server Level
    • Company Level - Edit > Company Settings > Reports
      • Disable Security gives full access to all Users for all reports to Preview / Print / Export / Email unless Security is Enabled in User Settings (described below)
      • Enable Security gives ability to select which reports can be accessed for all Users to Preview / Print / Export / Email
      • User Level - Edit > User Settings > Reports
        • Company Default uses settings established in Edit > Company Settings > Reports
        • Disable Security gives access to all reports within the modules this User has access to
        • Enable Security opens up the checkmarks below Preview / Print / Export / Email to remove access
      • Server Level - Tools > Server Administration
        •   select a report in the list
        •   delete or disable
      
      
• Available Job Cost Reports

Report Name	Location
Communications	Job Details > Communication Tab
Job Accounts	Job / Job List
Job List	Job / Job List
Job Revenue and Expenses	Job / Job List