Job Summary Report (Daily Totals)

Job Summary Report (Daily Totals)

Summary: Generate daily totals of jobs, cancellations, invoices, revenue/non-revenue, and fees by job type.

Quick answer

Use **Job Summary Report** to see a daily roll-up of counts and amounts across job types.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **Reports ▸ Job Summary Report**.
    media/report-job-summary-daily-01.png

    [Insert screenshot for Step 1]

  2. Select parameters (date range, filters) and click **Print**.
    media/report-job-summary-daily-02.png

    [Insert screenshot for Step 2]

  3. Review totals for jobs, cancellations, invoiced jobs, revenue/non-revenue, fees advanced, and amounts by job type.
    media/report-job-summary-daily-03.png

    [Insert screenshot for Step 3]

Confirm it worked

The PDF reflects daily totals broken down as expected.

Troubleshooting

If totals don’t match expectations, check whether on-demand invoices or credits fell outside the date range.

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