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MYOB's jobs reports are listed in the Jobs reports section of the Reports page. The reports and their functions are listed below.

  • Job profit and loss—displays a P&L report totalling the transactions assigned to selected jobs
  • Job activity—displays every transaction assigned to a job within the given date range for each selected account
  • Job transactions (accrual)—displays all transactions that have been linked to a job
  • Job exceptions (cash transactions)—displays a list of all spend money, receive money, inventory and general journal transactions lines that have not been assigned to a job
  • Job exceptions (invoice transactions)—displays a list of all sales and purchase transactions that have not been assigned to a job.

All of these reports are available in the Jobs reports section of the Reports page (Go to Reports > Standard tab > Jobs reports).

 

To run the Job profit and loss report

To run the Job profit and loss report

  1. Go to the Reports menu and choose Standard.
  2. Click Jobs profit and loss. The Jobs profit and loss report page appears, where you can customise and produce the report.
  3. Filter the report as required to narrow your search.
    Choose:
    • a date range to narrow the period
    • what jobs to view.

  4. Click the dropdown arrow next to a:

    • header job to show details of the job
    • detail job to show the Gross, Operating or Net profit of that job.
  5. If you want to customise the report further, click Report options or Customise for filtering and sorting options. For general information about customising reports, see Customising reports.

Exporting

You can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use.

Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report.

To run the Job activity report

To run the Job activity report

  1. Go to the Reports menu and choose Standard.
  2. Click Jobs activity. The Jobs activity report page appears, where you can customise and produce the report.
  3. Filter the report as required to narrow your search.
    Choose:
    • a date range to narrow the period
    • what accounts or jobs to view
    • what transactions to view using the Transaction filter.
  4. Click the dropdown  arrow for an account to show each job transaction posted to the account.
  5. If you want to customise the report further, click Report options or Customise for filtering and sorting options. For general information about customising reports, see Customising reports.

Exporting

You can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use.

Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report.

To run the Job transactions (accrual) report

To run the Job transactions (accrual) report

  1. Go to the Reports menu and choose Standard.
  2. Click to open the Jobs transactions (accrual) report. The Jobs transactions (accrual) report page appears, where you can customise and produce the report.
  3. Filter the report as required to narrow your search. Choose:
    • a date range to narrow the period
    • what accounts to view
    • what source journal to view (source journals organise your accounting entries - see Finding transactions for more information).
  4. If you want to customise the report further, click Report options or Customise for filtering and sorting options. For general information about customising reports, see Customising reports.

Exporting

You can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use.

Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report.

To run the Job exceptions (cash transactions) report

To run the Job exceptions (cash transactions) report

  1. Go to the Reports menu and choose Standard.
  2. Click to open the Job Exceptions (cash transactions) report. The Job Exceptions (cash transactions) report appears, where you can customise and produce the report.
  3. Filter the report as required to narrow your search. Choose:
    • a date range
    • what accounts to view
  4. Click the dropdown  arrow for an account to show transactions posted against the account which don't have a job assigned.
  5. To assign a job to a transaction, click the transaction ID number, assign the job and click Record.
  6. If you want to customise the report further, click Report options or Customise for filtering and sorting options. For general information about customising reports, see Customising reports.

Exporting

You can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use.

Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report.

To run the Job exceptions (invoice transactions) report

To run the Job exceptions (invoice transactions) report

  1. Go to the Reports menu and choose Standard.
  2. Click to open the Job exceptions (invoice transactions) report. The Job exceptions (invoice transactions) report appears, where you can customise and produce the report.
  3. Filter the report as required to narrow your search. Choose:
    • a date range
    • what contacts (suppliers or customers) to view
  4. Click the transaction number to open transactions posted against the contact which don't have a job assigned. If required, assign a job to a transaction, and click Record.

  5. If you want to customise the report further, click Report options or Customise for more filtering and sorting options. For general information about customising reports, see Customising reports.

Exporting

You can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use.

Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report.

 

 

 
Related topics

Reports

Jobs

Customising reports

Exporting reports

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