# Active Jobs Report

The Active Jobs Report gives you a real-time financial and operational view of all active jobs across your agency.

It allows you to monitor:

* Job status and due dates
* Assigned Account Managers
* Time used vs time budgeted
* Total billable value
* Cost Estimates and Invoices linked to each job
* Job-level balances

This report is designed to help Account Managers, Traffic Managers, and Directors quickly assess job performance and financial position.

{% stepper %}
{% step %}

### Navigate to the Active Jobs Report

1. Click Reports in the left sidebar.
2. Select the Active Jobs tab at the top of the page.
   {% endstep %}

{% step %}

### Filter and Search Jobs

At the top of the report, you can refine what you see using filters:

#### Account Manager Filter

Use the Account Manager dropdown to view jobs assigned to a specific AE.

This is useful for:

* Performance check-ins, AM huddles and daily stand-up meetings
* Workload reviews
* Revenue tracking or forecasting per AE

#### Job Category Filter

You can filter jobs by [Job Category](https://help.agencydesk.io/company-settings/general/job-categories) 

This helps you:

* Compare performance across service lines
* Analyse recurring vs once-off work if Job Categories are configured accordingly.

#### Search Bar

Use the Search field to quickly locate a job by:

* Job number
* Job name
* Client name
  {% endstep %}
  {% endstepper %}

### Understanding the Job List

Jobs are grouped by Client. Each group displays:

* Client name
* Number of jobs
* Total billable value (top right of the group)

Within each job row, you’ll see:

| Column         | Description                                    |
| -------------- | ---------------------------------------------- |
| Job Number     | Unique job reference (e.g. JB0933)             |
| Job Name       | The title of the job                           |
| AE             | Assigned Account Manager                       |
| Status         | Line item status (Active, Draft, Issued, etc.) |
| Due Date       | Scheduled completion date                      |
| Time Progress  | Time used vs time budgeted                     |
| Billable Value | Total billable amount for the job              |

***

### Linked Financial Documents

Under each job, you’ll see linked financial records:

#### Cost Estimates

Indicated by:

* A Cost Estimate reference (e.g. CE1377)
* Status such as *Issued or Draft*

Cost Estimates represent approved budgets before invoicing.

#### Invoices

Indicated by:

* An Invoice reference (e.g. IN6141)
* Status such as *Issued*

These reflect billed revenue against the job.

***

### Job Balance

At the bottom of each job section, you’ll see a Balance.<br>

This reflects:

* Billable work vs issued invoices
* The remaining amount to be billed for the specific Job

This allows financial oversight without needing to navigate into each job individually.

***

### Total Billable (Per Client)

Jobs are grouped by client and reflect the remaining total billable amount for the client:

Use this for:

* Quick Client revenue snapshots
* Monthly oversight
* Executive reporting


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