Creating Job Report Summaries

This article will go through the process of creating a report summary. A report summary will give you the ability to create charts from the results the report produces.

For this article, we’ll show you how to create a job summary report on job cost by category.

Start by going to Reporting > Report Wizard.

Select ‘Jobsheet Summary’ for the category and click ‘Next‘ to continue.

If you want to show all jobs in Clik Service, make sure the ‘Include all results’ box is ticked. You could also select a filter, such as a date range, or engineer.

Next, you will need to select the properties and fields you require to create the report. You can use the arrows to add properties.

Once you’re finished, click ‘Next‘.

To complete the report, click ‘Finish‘.

The results will appear in a list format, but we can also see them in a chart format.

To do this, click on the ‘Chart‘ tab.

If you want to edit the chart, go to ‘Chart Setup‘.

Select a chart type, colour palette and style.

Click ‘Ok’ to see your changes.