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.

1

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.

2

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

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

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

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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.

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Job Balance

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

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.

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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