Jobs & Projects Report

The Jobs and Projects Report is designed to help users track all bookings grouped under the same Job Number or Project Name. This report is particularly useful for monitoring multi-booking jobs or projects, ensuring that all relevant bookings are tracked together for better management and reporting.

Key Features:

• Multi-Booking Jobs and Projects:
  • The report includes only Jobs or Projects with two or more bookings. If a job or project consists of a single booking, it will not appear in this report.
  • All bookings associated with the same Job Number or Project Name will be grouped together in the report.
• Grouping Options:
  • The report can be grouped by either Job/Project or Client. You can select your preferred grouping based on how you want the data to be displayed.
• Date Filters:
  • You can filter the report based on Enquiry Date or Arrival Date.
  • Select the date range for the report, allowing you to focus on specific time periods of interest.
• Client and Contact Filters:
  • If you want to run the report for a specific Client and/or Contact, you can set these filters in the right-hand column. This allows you to focus the report on particular clients or contacts, making it easier to manage their related bookings.

Use Cases:

• Managing Multi-Booking Projects: This report is particularly helpful when managing jobs or projects with multiple bookings, as it allows you to track them all together under the same Job Number or Project Name.
• Client-Specific Reporting: Filter by client and contact to get detailed reports on bookings related to specific clients or individuals, helping to streamline communication and reporting.
• Event or Service Planning: For event planners or account managers, the report can help in tracking bookings associated with the same project or event, ensuring all related bookings are accounted for.