Jobs Summary Report

The Jobs Summary Report provides a comprehensive view of all jobs over a selected time period. It offers a breakdown of job types, counts over time, and detailed job-level data to support operations, scheduling, and workload planning. This report is especially useful for team leads, coordinators, and branch managers tracking job trends and team performance.

Use This Report to Answer Questions Like:

How many jobs have been completed or booked in the past 6 months?
Which types of jobs are trending or declining?
Who is coordinating or leading the most jobs?
Are any jobs missing critical operational assignments (e.g., no truck or mover assigned)?

Report Inputs (Filters at the Top)

Customize the data shown in the report using the filters at the top:

Input	Description
Job Date Range	Selects the range of job dates to include (e.g., Last 6 months or custom range like 1/31/2025–7/31/2025). Based on the date type below.
Date Type	Determines which job date to filter by (e.g., Job Start, End, or Created).
Project Visibility	Filters by visibility (e.g., Active, Archived).
Branch	Filters jobs by the assigned company branch.
Project Status	Selects jobs based on current project status (e.g., Hold, Lead, Booked, Completed).
Project Types	Filters jobs based on project classification (e.g., Local Move, Long Distance).
Job Types	Filters based on operational category (e.g., Move, Pack, Survey).
Project Tags / Job Tags	Filters using custom tags applied to projects or jobs.
Salesperson	Filters jobs by assigned salesperson.
Coordinator	Filters by project coordinator.
Crew Lead	Filters by the Crew Lead assigned to the job.

How Filters Affect the Data

Date Type and Date Range control which jobs appear in the chart and summary.
Filters like Job Type, Status, Salesperson, or Coordinator refine the dataset for targeted reporting.
All report elements (chart + table) update instantly with any filter changes, keeping views in sync.

Report Sections

1 - Job Counts by Job Type (Chart)

This visual bar chart displays the number of jobs over time, grouped by job type.

Additional Filters For Revenue by Truck Chart:

Date Range Grouping – Toggle between Daily, Weekly, Monthly, or Yearly groupings.

Feature	Description
Each Bar	Each bar segment represents a total of all jobs in the report across the date range. Color coordinated across job types for readability.
Bar Height	Corresponds to the total number of jobs within the date range.

2 - Job Summary Table (Detailed View)

This table provides a row-by-row breakdown of every job that meets the filter criteria.

Note: Visibility of the fields can be toggled on and off by clicking the gear icon within the table and selecting or deselecting the checkbox. There are additional fields that can be enabled in this method.

Column	Description
Job Url	The job identifier as a clickable link to the job in the Supermove office app.
Project Type	Classification of the project (e.g., Local Move, Interstate).
Job Type	Type of job performed (e.g., Move).
Project Name	The name of the project.
Start Date	The project's start date.
End Date	The project's end date.
Created At	When the job record was created in the system.
Project URL	Clickable project ID for accessing the project in the Supermove office app.
Project Status	Current stage of the job (e.g., Lead, Booked, Completed).
Salesperson / Coordinator	Assigned team members for each job.
Referral Source	How the client heard about the company (e.g., LeadsPedia Lead, Website).
Referral Details	A deeper dive into the details of the referral.
# of Trucks	Operational resources allocated/assigned.
Trucks	The trucks assigned to the project and job.
# of Movers	The number of movers assinged to the job.
Crew Lead	Lead mover assigned.
Crew Members	The names of all crew members assigned.
Arrival Time 1	Earliest arrival time.
Arrival Time 2	Latest arrival time.
Pick Up Address	Address the job originates at.
Drop Off Address	Address the job ends at.
Project Tags	Custom labels applied to provide context (e.g., “Collect Deposit ⚠️”, “Confirmation Not Signed”).
Job Tags	A running list of job tags that are associated with the job in Supermove.
Contact Name	The name of the primary contact for the job.
Contact Email	The email of the primary contact for the job.
Contact Phone Number	The phone number of the primary contact for the job.
Crew Notes	Any notes the for the crew left in the Supermove office app.
Client Name	The client's name.
Client Url	A link to the client profile in the Supermove office app.
Billing Client Name	The billing client's name.
Billing Client Url	A link to the billing client profile in the Supermove office app.

Export Options

Chart Export: Save the job volume visualization for presentations.
Job Table Export: Export the full job list with filters applied for scheduling, tracking, or reporting purposes.

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