Understanding the Jobs report

  • Updated

In this article, you will learn how to use the Jobs report in Workiz.

Unlike the Jobs page that you can access along the sidebar menu in Workiz, the Jobs report is designed to show you more than just your open jobs. 

JobsReport.png

With the Jobs report, you can access jobs that were completed, created, scheduled, or scheduled to end within a certain period of time. This report defaults to the current week, but you can adjust the time range selector to display data from a different time period (e.g., last 14 days, last 30 days, etc.). 

You can easily filter to only view jobs with a specific status — including done and/or canceled. 

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This report will not show you jobs that have been deleted from your account. Deleted jobs cannot be accessed or restored.

The Jobs report goes beyond the Jobs page by also allowing you to isolate jobs using the following filters:

  • Created by
  • Ad group
  • External companies

As is the case with most reports in Workiz, you also have the option of exporting the data as a CSV file.

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