View job calendar
- Calendar > Job Printout
- Click
in the Search By pane to see all jobs in your calendar for tomorrow, or use the Search By filters to restrict the results before clicking :
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*Job Date From/*Job Date To
Required. Default is tomorrow. Change date range, if desired (see Date Navigator).
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Job Status
Stage the job is in, e.g., New or Cancelled. Default is ALL. Click
to restrict the results (see Lookup panel). Job status options are set in Lists > Jobs. -
Job Type
Categories of jobs requested by clients. Default is ALL. Click
to restrict search to specific job types (see Lookup panel). Job type options are set in Lists > Jobs. -
Firm
To restrict results to one firm, see Looking up firms.
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Case
To restrict results to a single case, see Looking up cases.
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Business Units
Profit centers or parts of your business you track separately. Default is ALL. Click
to restrict search to jobs tied to specific BUs (see Lookup panel). BUs are set in Business Units. -
Show Tasks
Default is to create the report with task details included. Click to select No to create a report without tasks.
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Show Scheduling Notes
Default is to create the report without these notes. Click to select Yes to create a report with these internal notes. See Entering additional job information.
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Show Confirmation Notes
Default is to create the report without these notes. Click to select Yes to create a report with remarks for the client that appear on Confirmation emails. See Entering additional job information.
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Show Resource Notification Notes
Default is to create the report without these notes. Click to select Yes to create a report with any instructions or remarks for the assigned resource(s) that appear on Assignment Notification emails. See Entering additional job information.
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Export/print results
RB lists all of the jobs that meet the specified search condition(s) as a report that includes each job’s details, including any Specialties and Requested Services, and any related notes.
Essential job information, such as date, time, job type, notations, and ordering client are in the header of each job, which also makes it easier to distinguish between jobs on the page.
If a job entry doesn’t fit at the end of a page, the entire job entry is moved to the next page so there are no entries split between pages.
The search criteria used to generate the report appear at the bottom of each page of the report above the timestamp.
Export the report to save it and/or edit it in another application, or print it. See Printing invoices, statements & reports. Use the printout to assign resources to tasks by writing them on the printout, then refer to it to assign resources in RB9 fast using Quick Assignments (RB9 only).