Jobs Report Overview

Customer Education

Updated September 04, 2026 18:18

The Jobs Report gives you a complete view of every job in your account for a selected date range, grouped by job day. It's built to help you track job volume, see how your jobs break down by status, and review gross sales across your team's pipeline, all from one place.

Instead of digging through individual jobs one at a time, you can see your team's entire workload at a glance and drill into specific jobs when you need more detail.

Before You Start

By default, Admins and Office Staff have access to Reports. Admins can also choose to grant access to other roles.
If you don't see the Reports option in your menu, you may not have the necessary permissions. Reach out to your Admin for access.
If you are an Admin and would like to grant additional employees access to reports, please check out this article.

Key Features

Summary Metrics: Shows key job metrics, including total job count, counts by status (Closed, Not Started, In Progress, Completed, Suspended, and Unknown), and total gross sales.
Filtering Options: Filter jobs by date range, timezone, job number, and job status.
Jobs Table: Provides an itemized list of all jobs grouped by date, including job number, status, client, description, and scheduled date.

Run the Jobs Report

To run the Jobs Report, follow these steps:

Click “Reports” in the left-hand menu under Administration.
Scroll down to find Jobs Report listed under Operations Reports.
Click the “Open Inline” icon to run the report in Docket.

Please Note: For more information on other ways to run a report, please check out this article.

Jobs Report Summary

When the report loads, the summary at the top gives you a breakdown of every job that matches your current filters. The summary updates automatically any time you change the date range or apply a filter.

The categories in this summary are:

Closed: Number of jobs marked Closed.
Not Started: Number of jobs that haven't started yet.
In Progress: Number of jobs currently underway.
Completed: Number of jobs marked Completed.
Suspended: Number of jobs on hold.
Unknown: Number of jobs where the status couldn't be resolved.
Total Jobs: Overall number of jobs matching your filters.
Total Gross Sales: Combined gross sales across all matching jobs.
- This is calculated from each job's invoice total, with tax removed when tax is calculated separately on the invoice. If a job's gross sales look lower than expected, check whether tax is being calculated and displayed separately on that job's invoice.

Jobs Report Filters

Use the filters at the top of the report to narrow your results.

Date Range: Choose the timeframe for the report. This defaults to last month.
Timezone: Set the timezone used to interpret every date and time in the report. This field is required and comes pre-filled, but you can change it if needed.
- The Timezone field can't be left blank. If you clear it without selecting a new timezone, the table below will show no results until a timezone is selected again.
Job Number: Narrow results to one or more specific job numbers.
Job Status: Filter by: Not Started, In Progress, Suspended, Completed, Closed, or Unknown.

In addition to the filters that appear at the top of the report, you can click All Filters to use additional filters for your report.

Additional filters include:

Is Canceled: Show or hide canceled jobs. Both are included by default.
Is Deleted: Show or hide deleted jobs. Both are included by default.
Is Scheduled: Show or hide jobs based on whether they have a scheduled date. Both are included by default.

Jobs Report Table

The table lists every job matching your filters, grouped by date. Each date group shows a job count, and you can expand a group to see individual jobs with details like job number, status, name, client, address, scheduled and completion dates, gross sales, and who created the job.

Sort the Jobs Report

After using the filters based on your preferences, you have additional options to sort the data that is presented in the table.

To sort the data in a table using the column headers:

Click the down arrow at the top of one the table’s column headers.
Select your sort preference or click the gear icon for additional options.
- Each column can be sorted either alphabetically A-Z or Z-A OR numerically ascending or descending. For instance, the Job Number column will sort numerically while the Name column will sort alphabetically.

Export or Send the Jobs Report

You can download or email the tables in the Jobs Report.

Export the Report

Once you have the table in the report displaying the information you want, you can download it for your records.

Hover over the table so a menu appears in the top right corner of the table.
Click the three vertical dots.
In the menu that appears, hover over “Export.”
Select your file preference in the list of options that appear in the dropdown and the report will download in the file format you selected.
- When exporting as a PDF, you can choose Portrait or Landscape layout.

Please Note: You can export up to 1 million rows at a time. If your table contains more than 1 million rows, we recommend using filters to break the data into smaller, exportable chunks.

Send the Report

In addition to downloading the table in the report to your computer, you can also email it.

Hover over the table so a menu appears in the top right corner of the table.
Click the three vertical dots.
In the menu that appears, hover over “Export.”
Click “Export…” at the bottom of the list under the Send section.
In the pop-up that appears, click into the Destination field and select “Email” in the drop-down menu.
Enter the email address of the recipient.
Click “Export” to send an email with the report attached.

Please Note: On the final screen, you can also customize the email subject and message, select specific attachments and file types, or send the report as a .zip file.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!