Generate a Job Project Transactions Report

The Transactions Report in SapphireOne allows users to generate detailed reports of all transactions associated with a specific Job Project. This functionality is crucial for tracking financial activities and ensuring accurate record-keeping. The steps are as follows:

1. Navigate to Job Projects > Job Projects > Transactions Report.
2. Select Report Criteria:
   • Project – Choose the specific Job Project from the drop-down menu.
   • Date Range – Enter the start and end dates for the report period.
   • Department – Select the relevant department if applicable.
3. Click on the Recalculate button to generate the report.
4. Review the report details displayed on the screen.
5. Use the Export to HTML or Export to CSV buttons to save the report in the desired format. Alternatively, click the Print button to print the report.

For more detailed instructions, please refer to the Job Projects > Job Projects > Transactions Report article.