User Guide

Reports

Every report you can run, in one menu: the standard reports (R101…) that ship with Jobmand, and Custom Reports built specifically for your company. Both are organised by module — the area of the app each report belongs to.

Quick overview

	Standard reports	Custom Reports
What it is	A numbered set (R101…) every company gets	Report definitions written for your company
How you run it	Open its module in the Reports menu, pick it, fill parameters, run	Same
Who creates them	Jobmand — they ship with the app	Built in a separate designer tool, then published to you
Output	Table or chart + totals, Print and PDF	Same

Both are Pro plan and admin-only.

Where to find it

Reports
├── All reports          ← every report you can run, by area and module, with search
├── ▾ Financial          ← area
│   ├── ▾ Invoices       ← module
│   │   ├── R101 Open Invoices (Accounts Receivable)
│   │   ├── R117 Invoice Detail (with lines)
│   │   ├── D101 Invoice                     ← a document: pick one invoice, print it
│   │   └── …
│   ├── ▸ Estimates
│   └── ▸ Payments
├── ▸ Projects
├── ▸ Labor & Time
├── ▸ Sales & CRM
├── ▸ Operations
└── ▸ General            ← custom reports that belong to no area

The Reports menu is a tree with two levels of folders: the area (Financial, Projects, Labor & Time, Sales & CRM, Operations), then the module — the screen of the app a report belongs to — with its reports inside. Click a folder to open or close it, and click a report to open it straight away. The folders holding the report you have open stay expanded, and the sidebar remembers which ones you left open. The menu only lists the reports you're allowed to run (see Who sees which report); an empty folder doesn't appear. Entries numbered D… are documents: a printout of one record rather than a list.

Looking for the Report wizard? It has been retired. Every question it answered has a standard report now — see Which one should I use?

Custom Reports

Reports written specifically for your company — the numbers your business needs that no generic report covers. They sit in the Reports menu and on the All reports page under their module, each showing its number (when it has one), its name, its description, and an icon telling you whether it's a list (rows of detail) or an aggregate (summed totals).

Running one

Click a report — in the Reports menu, or on the All reports page, where you can also search by number or name and expand or collapse every module at once. The viewer opens, you fill in whatever parameters the report asks for, and run it. The result appears as a table. Print sends the report to your printer laid out like View as HTML — your company header, every row, and column headings repeated on each page. For a file, click Export to PDF and pick Save as PDF as the printer, or Download CSV for a spreadsheet file (with the totals row). Lists with money columns end with a Total row on screen, in print and in the CSV; a report "with lines" (R117, R118, R215, R416) shows each record with its lines nested underneath — click the arrow at the start of a row to open them, and the printout shows every line with a subtotal per record. Summed reports draw a chart: bars, horizontal bars, a line or area over time, or a pie or doughnut for shares of a total. The Template list next to those buttons sets the look of the HTML view, the printout and the PDF: the Letterhead templates (classic serif, modern, compact, elegant) print your company logo, address and contact details at the top of every page and "Page 1 of N" at the bottom — the page numbers appear in Chrome and Edge. Your choice is remembered on this computer.

Parameters

Parameters are defined by the report itself, so they differ from report to report. Typically you'll see date fields, text fields, and dropdowns that let you pick a specific project, customer or employee.

Date fields come pre-filled with a sensible period (this week, this month, this year). Leave an optional field empty to include everything. A report with no parameters just runs.

Every report only ever shows your company's data. That is enforced by the server, not by a field you fill in, so there's nothing to set and no way to see another company's numbers.

Where they come from

You can't build or edit a report from inside Jobmand. Definitions are authored in a separate report designer and published to every company; the web and mobile apps run and read them. Only the Jobmand team can change or remove one. If you need a new report — or a change to an existing one — that's a request, not something to look for a button for.

When you ask for one, describe the question and the columns you want, not the SQL. That's the part only you know. If it's close to a standard report, quote its number.

Standard reports (R101…)

Jobmand ships a set of standard reports that every company gets. Each has a report number shown next to its name — R101, R302 — so you can find it quickly and quote it when you ask for help. The first digit is the area: 1 Financial, 2 Projects, 3 Labor & Time, 4 Sales & CRM, 5 Operations.

Numbers never change. If a report is improved it keeps its number, so a note that says "run R105 for the year" stays right.

R1xx Financial

#	Report	Answers	Parameters
`R101`	Open Invoices (Accounts Receivable)	Which invoices still have money to collect, how late each one is, and what's left on it	Customer
`R102`	A/R Aging Summary	How much is owed in total, split into current, 1–30, 31–60, 61–90 and over 90 days late	Customer
`R103`	Invoices Issued	What was invoiced in a period, with tax and total	From, To, Status, Customer
`R104`	Payments Received	Money collected from customers in a period, and which invoice it paid	From, To, Customer
`R105`	Revenue Collected by Month	Cash in, month by month	From, To
`R106`	Payments Made (Expenses)	Money paid out to employees and vendors	From, To, Paid to
`R107`	Expenses by Category	Where the money goes, by expense category	From, To
`R108`	Sales Tax Summary	Invoiced subtotal, tax and total per month — the numbers for a sales-tax return	From, To
`R109`	Project Financial Summary	Per project: budget, contract value, cost so far, invoiced, collected and still owed	Status
`R110`	Estimates Issued	What was estimated in a period, with status, tax and total	From, To, Status, Customer
`R111`	Estimates by Status	How many estimates are draft, sent, accepted or rejected, and what they add up to	From, To
`R112`	Estimates Issued by Month	How many estimates you wrote each month and their value	From, To
`R113`	Invoice Lines by Product	What exactly was invoiced, line by line: product, quantity, unit price	From, To, Customer
`R114`	Revenue by Customer	Which customers you actually collected the most from	From, To
`R115`	Outstanding Balance by Customer	How much each customer still owes, all open invoices together	—
`R116`	Payments by Method	How customers pay you: card, check, transfer, cash	From, To
`R117`	Invoice Detail (with lines)	Each invoice with its line items nested underneath, a subtotal per invoice and a grand total	From, To, Customer, Status
`R118`	Estimate Detail (with lines)	Each estimate with its line items nested underneath, a subtotal per estimate and a grand total	From, To, Customer, Status
`R119`	Timesheet Payments	Who was paid for their hours, how much and under which payment reference	From, To

R101 and R102 count an invoice as paid only by payments that actually succeeded. Draft and cancelled invoices are left out.

R2xx Projects

#	Report	Answers	Parameters
`R201`	Project List	Every job with customer, status, dates and budget (sales opportunities are not included)	Status, Customer
`R202`	Projects with Overdue Tasks	Which jobs are slipping — tasks past due, due this week, open punch items	—
`R203`	Change Order Log	Every change order in a period with its cost and schedule impact	From, To, Status, Project
`R204`	Change Orders by Status	How many change orders are waiting, approved or rejected, and what they're worth	From, To
`R205`	Open Punch List	What's left to close out, who owns it and when it's due	Project
`R206`	Contracts Register	All contracts with term, value and renewal	Status, Customer
`R207`	Contracts Expiring	Active contracts ending soon, so no renewal is missed	Ending by (default: 90 days from today)
`R208`	Materials Used by Project	Materials added to jobs, with quantity and unit price	From, To, Project
`R209`	Material Usage Summary	Total quantity of each material used across all jobs	From, To
`R210`	Project Files Register	Which files are on each job, who uploaded them and whether the customer sees them	Project, Uploaded from/to
`R211`	Punch List Summary by Project	How many punch items are still open on each job	—
`R212`	Change Order Value by Project	Which jobs are accumulating the most change-order cost	From, To
`R213`	Project Notes Log	What was written on the jobs, by whom, and what the customer can read	Project, From, To
`R214`	Weekly Labor Trend	Is labor ramping up or down? Approved and pending hours per week, last six months	Project
`R215`	Materials by Project (detail)	Each project with the materials added to it: material, SKU, quantity, unit price, line total and a subtotal per project	Project, Project status

R3xx Labor & Time

#	Report	Answers	Parameters
`R301`	Timesheet Detail	Every time entry: who, where, clock in and out, hours and pay	From, To, Employee, Project, Status
`R302`	Hours by Employee	Hours and pay per person	From, To, Status
`R303`	Hours by Project	Hours and labor cost per job	From, To
`R304`	Weekly Hours	Hours and pay per week (weeks start Monday)	From, To, Employee
`R305`	Approved Timesheets Not Paid	What payroll still owes	Employee
`R306`	Suspect Clock Punches	Clock-ins or clock-outs recorded too far from the jobsite	From, To, Employee
`R307`	Open Shifts	Who is clocked in right now — or forgot to clock out	—
`R308`	Hours by Task	Which tasks are eating the hours, and what they cost	From, To, Project
`R309`	Clock-in Methods	How the crew clocks in: by task, by jobsite QR code or by hand	From, To
`R310`	Labor Cost by Month	Labor cost and hours, month by month	From, To

R302–R304 leave rejected entries out but include pending ones; pick Approved in R302 when the number has to match payroll.

R4xx Sales & CRM

#	Report	Answers	Parameters
`R401`	Leads by Source	Where new leads come from: website, referral, campaign…	From, To
`R402`	Lead List	Leads with contact details, source, status and score	Status, Created from/to
`R403`	Sales Pipeline	Open opportunities with stage, value, probability and expected close	Stage
`R404`	Pipeline Value by Stage	How many opportunities sit at each stage and what they're worth, including won and lost	—
`R405`	Estimates Register	Estimates written in a period, their status and total	From, To, Status
`R406`	Quotes Register	Quotes created in a period, their status, total and acceptance date	From, To, Status
`R407`	CRM Activity Log	Calls, emails, meetings and site visits — by whom and with which customer	From, To, Performed by
`R408`	Customer List	Customers with contact details, industry, tier and portal access	Active only
`R409`	Contacts Directory	Who to call at each customer: title, email, phones, primary contact	Customer
`R410`	Campaign List	Your campaigns with type, dates and budget	Active only
`R411`	Leads by Campaign	Which campaigns actually bring in leads	Created from/to
`R412`	Lead Conversion by Month	How many leads you converted each month	From, To
`R413`	Follow-ups Due	Which follow-ups are coming due, and with whom	Due by (default: 30 days from today), Assigned to
`R414`	CRM Notes Log	What the team wrote about leads and customers	From, To
`R415`	Quote Lines by Item	What was quoted, line by line: item, quantity, unit price, with the quote status	From, To
`R416`	Quote Detail (with lines)	Each quote with its line items nested underneath, a subtotal per quote and a grand total	From, To, Customer, Status

R5xx Operations

#	Report	Answers	Parameters
`R501`	Overdue Tasks	Unfinished tasks past their due date	Assigned to, Project
`R502`	Open Tasks by Assignee	How many unfinished tasks each person carries	—
`R503`	Route Summary	Routes in a period with crew, vehicle, distance and actual start/finish	From, To, Status
`R504`	Stop Outcomes	Route stops by outcome: completed, failed, skipped, pending	From, To
`R505`	Price List	Products and services with SKU, unit, cost and price	Active only
`R506`	Employee Directory	Everyone with a login: role, group, phone, hourly rate	Active only
`R507`	Price Book Items	Everything in your price books: code, category, pricing method, unit and price	Price book, Active only
`R508`	Price History	Who changed which price, when and why	From, To
`R509`	Tasks Due Soon	What is coming due in the next weeks, and who owns it	Due from/to (default: this week to 30 days out), Assigned to, Project
`R510`	Customer Portal Access	Which customers can use the portal, when they last signed in, and whose access link is expiring	Portal enabled only
`R511`	Task Materials	Materials the crew logged on tasks, with quantity and unit price	From, To, Project
`R512`	Route Stops Detail	Every stop on every route: order, address, customer, expected arrival, outcome	From, To, Outcome

Who sees which report

Report permissions follow the module: a report shows up in the menu — and runs — when you can View the module it belongs to. Someone who can see Timesheets but not Invoices gets the timesheet reports and none of the invoice reports, with no separate "Reports" permission to grant. Only custom reports that belong to no module (the General folder) need View on Reports. Two things still depend on Reports itself: it is a Pro feature, and in a company that has not turned granular permissions on (legacy mode) reports stay administrators only. Documents (D…) follow the same rule as the screen they print from. The server checks this every time a report runs, so hiding a menu item is never the only protection.

Needs View on	Reports
Invoices	R101, R102, R103, R104, R105, R108, R113, R114, R115, R116, R117
Payments	R106, R107
Timesheet payment	R119, R305
Projects	R109, R201, R202, R205, R210, R211, R213, R214
Change Orders	R203, R204, R212
Contracts	R206, R207
Products & Services	R208, R209, R215, R505, R511
Timesheets	R301, R302, R303, R304, R306, R307, R308, R310
Jobsite QR Codes	R309
Leads	R401, R402, R412, R414
Pipeline	R403, R404
Estimator	R405
Estimates	R110, R111, R112, R118, R406, R415, R416
Follow-ups	R407, R413
Contacts	R409
Campaigns	R410, R411
Customers	R408
Customer Portal	R510
To-Dos	R501, R502
Scheduler	R509
Routes & Destinations	R503, R504, R512
Employees	R506
Price Book	R507, R508

Always plus Reports itself. Until your company turns on permissions under My Company → Roles & Permissions, reports stay admin-only: admins see every report their plan includes, employees see none. Once permissions are on, give a group View on Reports and on the areas whose reports they should run.

Documents (D101…)

A document is the printout of one record — an invoice, a payment stub, a project report, a lead — on your company letterhead. Documents live in the Reports tree with a D number, under the module they print from: open one, pick the record, then View as HTML, Print or Export PDF exactly like a report. The same documents are behind the Print / Export PDF buttons on the screens themselves, so a printout from a grid row and one from the Reports menu are identical.

#	Document	What it prints	Also available from
`D101`	Invoice	One invoice or estimate: bill-to, line items, subtotal / discount / tax / total, payments received and balance due	Invoices → Print on a row, Download PDF when viewing one
`D102`	Payment remittance / check stub	One outbound payment: payee, amount in figures and words, the items it covers, the detachable stub line	Payments → Print on a row
`D103`	Estimate PDF	The estimate as the customer receives it, with the signature when signed (a PDF, unchanged)	Estimates → Download PDF
`D201`	Project report	One project end to end: details, hours and cost, budget overview, contracts vs budget, material expenses, to-do summary and the photo gallery (six photos per page)	Projects → Report → Export to PDF
`D202`	Change order	One change order: cost and schedule impact, reason / description / scope, approval block, history	Change Orders → Export PDF (any status)
`D203`	Contract PDF	The contract with its signature blocks and fingerprint page (a PDF, unchanged)	Contracts → Download PDF
`D401`	Lead details	One lead: details, activities, notes, photos inline (six per page) and other files by name	Leads → Print on a row or in the detail panel

Reports on the phone

Admins can run the same published reports from the mobile app, under Profile → Reports. On the phone they're grouped by category rather than by module, and the list follows the same permissions.

The mobile viewer fills the parameters, runs the report, and shows a table, a simple bar chart and the totals. You can switch to a server-rendered view, and export or share the PDF straight from the phone — useful when a client asks for a figure while you're standing on site.

Which one should I use?

Question	Where to look
How much did we collect this month?	Billing — it's faster and exports CSV
Is this specific job profitable?	The project's Financials
How did the whole quarter go?	Reports → Invoices → R105, then Projects → R109
Where is material cost running away?	Reports → Products & Services → R208 / R209
Who is carrying the load?	Reports → Timesheets → R302, and To-Dos → R502
How much scope have we added this year?	Reports → Change Orders → R203 / R204
Who owes us money, and how late is it?	Reports → Invoices → R101 / R102
What does payroll still owe?	Reports → Timesheet payment → R305
Which contracts are up for renewal?	Reports → Contracts → R207
How are we trending — this period against the one before?	Analytics — charts by month and week, receivables aging, funnels. Read it on screen; come back here when you need the rows to print
Anything specific to how we run our business	Custom Reports

Common workflows

Month-end review

Clear the pending timesheet queue first — reports read approved data, so unapproved hours would understate your costs
Reports → Invoices → R105 for the month, and R101 for what's still owed
Reports → Projects → R109 to see each job's cost, invoiced and collected
Print them or save them as PDF and file them

Find out why a job lost money

R208 Materials Used by Project, scoped to that project and its date range
R303 Hours by Project for the same window — labor against what you estimated
R203 Change Order Log for the project — was extra work done that never got a change order?
Take the answer back to how you price the next one

Prepare for a client meeting

R201 Project List, filtered to that customer
R203 Change Order Log for the same projects — you want to walk in knowing exactly what was approved and when
Export both to PDF
If you'll be on site, run them on the phone too so you can pull a number up mid-conversation

FAQ & Troubleshooting

The numbers look too low.: Almost always unapproved timesheets. Reports count approved hours; clear the pending queue and run it again.
Can I create my own report?: Not from inside Jobmand. Custom report definitions are authored in a separate designer and published to your company. Ask for what you need, describing the question and the columns.
Custom Reports is empty.: The standard reports haven't been installed on this server yet. That's a one-time setup task for the Jobmand team, not a fault.
A standard report says "Unknown or unavailable table".: The database is missing a reporting view that report reads. Quote the report number to your Jobmand admin — it's a one-time server update.
Can someone at another company see our numbers?: No. Every report is locked to the company of the person running it, on the server. Nothing you type in a parameter can change that.
I don't see Reports in the sidebar.: Reports is Pro plan. Below Pro it's hidden.
My date range returns nothing.: Check the range covers actual activity, and that the project or employee filter isn't excluding it. Widen to all projects and the whole year to prove the report works, then narrow back down.
Can employees run reports?: Not by default — reports expose company-wide cost and pay data, so they're admin-only until your company turns on permissions. Then anyone granted Reports plus an area runs that area's reports.
A report is missing from my Reports menu.: You don't have View on its module. Find the report's number in Who sees which report and ask an administrator for View on that module.
The PDF export looks different from the screen.: The PDF and the printout follow View as HTML, not the interactive table: they're laid out for paper, with headings repeated and page breaks between rows. The figures are identical. If colours or the chart are missing, turn on Background graphics in the print dialog.
What's the difference between Reports and Billing?: Billing is one view — money collected, filterable, CSV export. Reports covers the wider set and exports to PDF.

Need help?

For training, access, or feature requests, contact your Jobmand admin. For bug reports include the screen name, what you clicked, what you expected, and what happened instead — with a screenshot if possible.