Installation Company ERP / CRM


How to Run a Job Cost (By Contract Type) Report to PDF

  1. To begin head to the main menu, to access reports you will need the correct permissions on your account.

(If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account)

  1. Click reports, this will bring up a page of various options.
  2. To run a Job Cost (by Contract Type) please find this towards the bottom, left-hand side of the page for retail reports and the left-hand side for trade. Choose the date range you would like the reports to contain
  3. Press the button to the side with the Adobe PDF logo in the middle.

Momentary buffering may take place if you have chosen to pull a lot of data from the system.

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