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Jobs: Summaries and exporting reports
Jobs: Summaries and exporting reports
Sam avatar
Written by Sam
Updated over a week ago

There are two types of job summaries you can export inside of jobs. The first is a summary of all of your open jobs, and the second is an overview of each specific job.

Let's start by looking at the summary of all open jobs

Click on > Home > Jobs

Here, we will see a quick overview of all open jobs, showing the total hours worked, and gross pay costs associated with each open job. To export a detailed summary to your email showing all the data that went into each job, click on > Download Summary, and we will send an Excel spreadsheet to the email listed on your settings page.

When the email from us arrives, open the attachment

The first tab is a summary of all open jobs

There is an individual tab for each job

And an individual tag for each cost code used

The last tab contains all the notes associated with your jobs

Now, let's look at the overview of each specific job.

Click on > Home > Jobs Hours

Click on > Jobs List

Click on > The job you want to export a summary for

Click on > Overview

Here you will see an overview of all shifts related to this job. To export a detailed report on all the data that went into this job, click on > Download Summary.

When the email from us arrives, open the attachment

The first tab is a summary of the job

There is an individual tab for each cost code used on the job

There is an individual tab for each employee who worked on the job

The final tab includes all notes made on this job


How To Download Your Summaries Directly


When you export jobs summaries and job detail summaries, you will be emailed an Excel spreadsheet containing a full summary of all open jobs (job's summary) or an overview for a specific job (job detail summary). However, there may be times when you are not able to access your email account at the moment, or you cannot find the email from SINC containing the summary reports. SINC now provides a way for you to download those summaries straight from the SINC web app.

Click on > Home > Jobs Hours

Click on > Job's Summary Reports

Here, you will see the jobs summary reports that have been generated. You can see when it was generated, what period it covers and who generated it. You can then click on the “Excel” button to download the summary of all open jobs.

Next, to download job detail summaries, go to a specific job's detail screen by clicking on a job name.

Then, go to “Summaries”

Here, you will see the job detail summary reports that have been generated for this job. You can see when it was generated, what period it covers and who generated it. You can then click on the “Excel” button to download the summary.

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