The Job Details Report functionality in SapphireOne provides detailed insights into your Job Projects. This guide will teach you how to generate and interpret Job Details Reports for comprehensive project analysis. The steps are as follows:
- Navigation – Go to Job Projects > Job Projects > Report and then select the Job Details item. SapphireOne will display the Job Project Details Reports printer dialogue screen, allowing the user to make selections and customise the report output as needed.
- Print Destination – In this drop-down menu, Printer is selected by default. However, the user may also select Custom Report, Quick Report, Labels, or export the report to a CSV file as required.
- Report Type – In the drop-down menu, One Liner is selected by default. However, users have many many additional options available to customise the report according to their specific requirements.
- Report Sort Order – This drop-down menu defaults to by ID. There are currently four additional options for the report sort order, ranging from by UDF 1 to by Class, allowing users to organise the report as needed.
- Report Selection – This is a very important menu, as the user has access to a drop-down menu with two options: Open Project (default) and All Records.
- Additional Filtering options –The user will note a series of two drop-down menus that enable additional filtering and criteria for the report. From these menus, the user can select whether to include or exclude items from the report.
- Printing – To print the report, select the blue Print button. SapphireOne will take you to the print dialogue screen for your operating platform, either Windows or Mac. Choose your print options as you would normally for any printing operation.
For more detailed instructions, please refer to the Job Projects > Job Projects > Job Details Report article.