Job Analysis Details Report Overview
The Job Analysis report within the SapphireOne Job Projects Mode provides a comprehensive overview of all Vendor accounts within the users SapphireOne data file.
When the Job Analysis report is selected from the Job Projects Menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data they would like included within all of the Job Analysis Reports that are available.
SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for data entry. Any data entry field you can type into using a keyboard can use this feature.
You can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client. They may have made a phone call to that particular client using the Softphone technology. Consequently, this will automatically date and time stamp both the contact and the phone number you called.
As soon as the call is completed, the user has the ability to use Speech to Text (Windows) or Dictation (MacOS). They can dictate into the memo field of the CRM contact, adding as much description as they require.
Dictation and Speech to Text Procedure
This functionality applies across every single Data Entry screen. For example, the SapphireOne user is entering a Vendor Invoice (VI). Additionally, you may want to add a memo within the Vendor Invoice (VI). The user can utilise the tool and simply dictate the memo.
Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account. When the user is completing data entry using a General Ledger, there’s always a unique memo field for each GL account line. The user can then utilise this feature to quickly add the information they need to add. Alternatively, you may have an interview with an employee. After the interview process is completed, the user can then make notes about the employee.
Speech to Text or Dictation is an extremely powerful tool. It is something that we at SapphireOne, as well as our clients, utilise daily. It is a massive timesaver.
Job Analysis Print Destination Menu
The Print Destination Popup Menu allows the user to choose the destination for the Report, and select from the options which include Printer, Custom Report, Quick Report and Labels.
|Printer||Tells SapphireOne to send the report straight to the Printer.|
|Custom Report||This allows the user to create a custom designed report. Once the custom report has been created, the user will then be able to use the Custom Report option from the Print Destination menu.|
|Quick Report||Selecting this option will open the Sapphire Quick Report function.|
|Labels||Selecting this option will open the Sapphire Label Design Report Editor, allowing the user to design Labels as required. Labels can be designed and printed on sheets or rolls of paper.|
Report Type Menu
Selecting the Report Type Popup Menu option will enable the user to print different layout styles of the Details Report.
|Job Project Profit – Month:||For the month to date this report displays the profit for the month for the project. SapphireOne calculates the costs and charges that have gone against the project for the month. From these figures it is able to display the profit and margin for the project or in the last column.|
|Profit – TTD:||As above but displays the Total to Date for the project or projects.|
|Job Project Profit – Quote||This report adds up all charges fro the project to date and compares it to the Quote for the project. Using these figures a profit or loss figure for the project is calculated as well as the calculating the margin for the project which is displayed in the last column|
|Job Project Profit – Full||As above but with additional details|
|Transaction Totals||This report displays for each project the transactions total for Vendors, Cash, Clients and any adjustments|
|Estimate Charges:||This report displays two items. The first three columns display the Estimated Cost and charge from which a margin is calculated. The last three columns display the quote, Profit or los on the quote and the margin.|
|Full Details:||This report display full details for each project on a separate page.|
|Time – Month:||This report display Time based costs for the project for the Month To Date|
|Time – TTD:||This report displays Time based costs for the projects Total To Date.|
|Internal Costing:||This report displays internal costing for the project. It totals charges, Direct Costs, In-Direct Costs and Profit.|
|Full Costing||This display full details for each project including the general ledger account values us for the Job Project as well. This will be a multi page report for each and every Job Project and may take SapphireOne some time to generate it.|
|Analysis 2||This report displays the expected and actual charges for all items in each Job Project on a page by page basis.|
Report Sort Order Menu
The Report Sort Order Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by:
|No Sort||This will display the Details Report in the order they are displayed|
|By ID||This will order the order of the data by inventory ID.|
|By UDF 1||This will order the Details Report by UDF 1.|
|By UDF 2||This will order the Details Report by UDF 2.|
|By Class||This will sort the order of the data by inventory Class.|
Report Selection Menu
|All Records||This will display all inventory items, including inactive items.|
|Print Button||Select this to Print the Report.|
|Cancel Button||Select this to Cancel the Report.|
|Record List Button||Selecting this button brings up a list of all inventory items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the inventory item to be printed.|
|Options Button||The Options Button allows for even further customisation of the Report. Further details are outlined below.|
|Queue Button||Selecting this button will put the report in a Queue, allowing the user to select the time and day for the report to run and print.|
|Background Button||Selecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating.|
The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports.