Access Job Projects Reports

The Show Reports function in SapphireOne allows users to configure and generate various report styles for Job Projects. This feature enhances user convenience by providing easy access to multiple report types. The steps are as follows:

1. Navigate to Job Projects > Job Projects > Show Reports.
2. Choose from available reports such as Project Cost & Billing, Project Cost & Billing by Activity Code, and Project Activity Summary.
3. Configure Report Options:
   • Date Range – Enter the start and end dates for the report.
   • Department – Select the relevant department if applicable.
   • Grouping Options – Choose how to group the report data (e.g., Task, Project, Project Class, Project Parent).
4. Click on the Recalculate button to generate the report.
5. Review the report details displayed.
6. Use the Export to HTML or Export to CSV buttons to save the report.
7. Click the Print button to print the report if required.

For more detailed instructions, please refer to the Job Projects > Job Projects > Show Reports article.