In Chariot, reports are designed to maximize your business operations. The Job Results Charges Report allows you to display all charges across a set period associated with any of your jobs. This report helps you monitor and manage financial details related to individual job charges effectively.
Details Included in the Report
Each row in the Job Results Charges Report corresponds to an individual charge within a job, which means a single job can appear multiple times in this report if it has multiple charges. The report includes the following details:
Customer ID: Unique identifier for each customer.
Customer Name: Name of the customer associated with the job.
Job Stage: Current stage of the job (e.g., pending, in progress, completed).
Category of Move: Classification of the move (e.g., residential, commercial).
Item Type Charged: Type of item for which the charge was made.
Rate: The rate applied to the charge.
Sales Tax: Applicable sales tax for the charge.
Time: The time when the charge was recorded.
Total: Total amount charged.
Payment Type: The method of payment used for the specific charge.
Pros of Using the Job Results Charges Report
Comprehensive Financial Overview: Provides a detailed view of all charges associated with jobs, ensuring no charge is overlooked.
Efficient Monitoring: Helps in tracking payments and understanding revenue generated over a specific period.
Detailed Insights: Offers granular data on each charge, allowing for thorough financial analysis and decision-making.
Transparency: Enhances transparency in billing and payments, aiding in customer relationship management.
Limitations
Multiple Rows per Job: Since each charge is listed individually, a single job with multiple charges will have multiple rows, which may require additional effort to consolidate information.
Complexity for High-Volume Jobs: For jobs with numerous charges, the report can become lengthy and complex, making it challenging to quickly summarize overall job costs.
Manual Interpretation: Users might need to manually interpret and consolidate data for comprehensive insights, which could be time-consuming.
How to Use the Report
Access the Report: Navigate to the Reports section in Chariot and select the Job Results Charges Report.
Set the Time Period: Specify the period for which you want to generate the report.
Review the Data: Examine the detailed rows for each charge to ensure all financial transactions are recorded and accurate.
Analyze and Act: Use the report to analyze financial performance, identify trends, and take necessary actions for optimizing operations.
Downloading and Manipulating the Report
To facilitate further analysis, the Job Results Charges Report can be downloaded as a CSV file. This feature allows you to manipulate the data using spreadsheet software like Microsoft Excel or Google Sheets. Here's how to do it:
Access the Report: Navigate to the Reports section in Chariot and select the Job Results Charges Report.
Set the Time Period: Specify the period for which you want to generate the report.
Download the CSV: Click on the download button to export the report as a CSV file.
Manipulate the Data: Open the CSV file in your preferred spreadsheet software to sort, filter, and analyze the data as needed.
If you have any questions or need assistance in understanding or utilizing the Job Results Charges Report, please contact our support team. We are here to help you make the most out of Chariot's reporting features.
For further assistance or any queries, please reach out to our support team. We're happy to help translate these reports and ensure you gain maximum benefit from them.