Reports

Reports

Reports Within Contractor Foreman there are multiple pre-built reports for you to use. And we are adding more all the time. If there is a report you would like to see send us the details in the Make a Suggestion portion of the main menu. To use a report simply click on the report name. A pop box will appear with sets of parameters for you to use to narrow your results. You have the choice of either leaving them as they are and clicking the Generate CSV or setting a date range for example or selecting certain jobs or certain employees or vehicles. Once the report has run you can then use excel to run filters or sorts to manipulate the report to better fit your needs.

    • Related Articles

    • Basics of Reports

      Purpose: To easily and quickly get you the data you need to help you run your business.. Background: Within Contractor Foreman there are multiple pre-built reports for you to use. And we are adding more all the time. Points to Remember: All Reports ...

    • How do I access Custom Fields through reports for any particular Feature?

      Custom Fields allow you to track information that isn't tracked by default. Our Custom Reports allow you to create reports that include the Custom Fields. The Custom Fields will be visible in the Add Column section when compiling the report.

    • Totaling Time in Time Reports

      In most cases, to Total the time within a Report, you can click the Auto-Sum button to see how many hours were worked. But other times, Excel likes to assume it knows what you are looking for and formats the Auto-Sum value in a way that shows the ...

    • How do I generate a report to see the Estimated and Actual cost?

      To generate a report to see the Estimated and Actual Cost, go to Menu and select Reports. Here, you can choose Select Budget VS Actual under Job costing Reports.

    • How do I generate a Total Billings Report with $ amounts?

      To show the total billings (i.e. Invoice amounts) over a particular time period or for a particular project. Run the "invoices" report. Reports => Finances Report => Invoice.