--- title: JOB COSTING - Reports description: Accessing and generating Job Costing reports for Print / Preview / Email --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - Job Costing - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - Job Costing - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # JOB COSTING - Reports ## Accessing and generating Job Costing reports for Print / Preview / Email ### ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-04-20-53-28-PM.png?width=50&height=47&name=image-png-Sep-05-2022-04-20-53-28-PM.png)  - **Access** - Job List       ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-04-28-57-85-PM.png?width=655&height=198&name=image-png-Sep-05-2022-04-28-57-85-PM.png) - - - select or multi-select Job(s) from the filtered or unfiltered list - ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-29-09-00-PM.png) select **Print Selected** or **Print All** - Job Details - click on ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-29-17-29-PM.png) **Print**                    ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-04-30-06-40-PM.png?width=425&height=306&name=image-png-Sep-05-2022-04-30-06-40-PM.png) - - from the Spire Reports list, ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) select the report(s) you wish to run - check the description of the highlighted report              ![JobCostingReportsList](https://cs.geminilogic.com/hs-fs/hubfs/JobCostingReportsList.png?width=472&height=329&name=JobCostingReportsList.png) - - 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](https://cs.geminilogic.com/en/manual/company-settings-email) - establish [User Settings](https://cs.geminilogic.com/en/manual/user-settings-modular-access-preferences#UserSettingsEmail)  - select from **Email** drop-down                                  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-06-36-44-0096-PM.png?width=181&height=106&name=image-png-Dec-17-2022-06-36-44-0096-PM.png) - - - - - **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 ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-06-36-33-7537-PM.png?width=30&height=21&name=image-png-Dec-17-2022-06-36-33-7537-PM.png) **Email** module > **Batches** tab                                  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-06-36-50-9874-PM.png?width=538&height=230&name=image-png-Dec-17-2022-06-36-50-9874-PM.png) - - - - - - 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                                              ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-09-01-47-3503-PM.png?width=391&height=235&name=image-png-Jun-04-2023-09-01-47-3503-PM.png) - - - - - **Email Message** – if the email(s) are Saved but not sent, access them in the  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-06-36-37-5285-PM.png?width=30&height=21&name=image-png-Dec-17-2022-06-36-37-5285-PM.png) **Email** module > **Messages** tab![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-06-37-06-8373-PM.png) - \*\*\*Note - Emails can be re-sent - - - - **Recipients** - type email address(es) in the **To** box (separate additional email addresses with ‘;’)                                   ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-09-13-38-7300-PM.png?width=511&height=450&name=image-png-Jun-04-2023-09-13-38-7300-PM.png) - - - - - 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 ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-06-38-30-0385-PM.png) **Select Template** or setup a new one: - Edit > **Email templates** **                                    ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-09-17-54-7689-PM.png?width=161&height=284&name=image-png-Jun-04-2023-09-17-54-7689-PM.png)** - - - - - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-06-38-35-2157-PM.png) New** template                                  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-06-38-40-7134-PM.png?width=477&height=386&name=image-png-Dec-17-2022-06-38-40-7134-PM.png) - - - - - 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 ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-06-38-47-3827-PM.png) **Insert Param** merge field(s) into the subject or message body (ie: User first and last names) - option to make this a ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-09-10-51-0538-PM.png) **Shared Template** (other Users can use it) or ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-09-10-55-3587-PM.png) **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 - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-06-39-10-7744-PM.png) Attach File** of any type - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-06-39-46-2415-PM.png)![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-06-39-14-4415-PM.png?width=35&height=20&name=image-png-Dec-17-2022-06-39-14-4415-PM.png) Insert Param** merge field(s) available for the records selected - ** ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-09-11-33-4306-PM.png) Open Related** to open the record (Customer-if only one was selected) this email was generated from - ** ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-09-11-47-0839-PM.png) Send** the email or ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-06-39-29-5810-PM.png?width=25&height=25&name=image-png-Dec-17-2022-06-39-29-5810-PM.png) **Save / ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-06-39-33-4569-PM.png?width=25&height=25&name=image-png-Dec-17-2022-06-39-33-4569-PM.png) Save Close** and Edit / Send later from the ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-06-39-38-8205-PM.png?width=30&height=21&name=image-png-Dec-17-2022-06-39-38-8205-PM.png) **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:![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-06-40-27-7997-PM.png) - 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) - ** ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-35-43-33-PM.png) Export![ReportsExport](https://cs.geminilogic.com/hs-fs/hubfs/ReportsExport.png?width=478&height=281&name=ReportsExport.png)** - 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** - **![image-png-Sep-05-2022-02-30-33-09-PM](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-30-33-09-PM.png?width=29&name=image-png-Sep-05-2022-02-30-33-09-PM.png) Find** to search text of the document / report - ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-06-40-54-7503-PM.png?width=384&height=25&name=image-png-Dec-17-2022-06-40-54-7503-PM.png)  **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![CompanySettingsReportsSecurity-1](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsReportsSecurity-1.png?width=589&height=248&name=CompanySettingsReportsSecurity-1.png) - **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![UserSettingsReportReportSecurity](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsReportReportSecurity.png?width=556&height=233&name=UserSettingsReportReportSecurity.png) - **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 - ** ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-37-01-29-PM.png)** select a report in the list - ** ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-37-06-33-PM.png)** delete or ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-37-11-31-PM.png) disable ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-37-17-79-PM.png) - **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 |   [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)