Job Breakdown Report - The Edge

WHAT IT IS

This is a type of ‘job’ report that details the cost of parts and labor for service jobs in Edge.

WHAT IT DOES

This report will show you a variety of information about a job, including:

Task #: The task within a repair to be detailed
Description: A description of the task.
Cost Parts: The cost of parts to the store.
Cost Labor: The cost of labor to the store.
Cost Other: Other costs of the repair to the store.
Cost Total: The total cost of the repair.
Price Parts: The price charged to the customer for the parts.
Price Labor: The price charged to the customer for labor.
Price Other: The price charged to the customer for other costs to the store.
Price Total: The total price of the task to the customer.

HOW IT WORKS

To generate a Custom Job report using the Breakdown Report:

Navigate to Reports → Job → Breakdown.

Select the job types you want to include.

On the STATUS/DATES tab:

– For the Picked Up jobs:

From the Picked Up drop-down menu, select "Only Picked Up Jobs" and then put in your picked up date range.

– For all Completed Jobs, regardless of pickup:

You can use “Only Completed Job” with the completed job date if you wish, then you can select picked up or not jobs.
NOTE: Alternatively, you can also use Date Entered or ETA to filter the report.

– From the Canceled drop-down, select "Only Not Canceled Jobs".

Now on the OPTIONS tab:

– Select to to Show Price/Cost if desired
– Uncheck Page Breaks
– Uncheck Summary Only (if you just want totals, leave Summary Only checked)

In the GROUP BY section:

– Uncheck whatever is currently selected.
– You can then pick how you want to group the report: by jeweler, intake associate, etc.

EXPAND YOUR EDGE EDUCATION

Can’t get enough of the Breakdown Report? Click the button below to launch our site and log-in for other ways you can use this report in The Edge. Then explore the rest of the site and empower your business through webinars, articles from The Edge Knowledgebase, or discussions with fellow Edge users.