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Job List

Report Module Guide: ProjectJob List

Module Location

General Ledger > ReportsReport > Job List

Module Objective

The ProjectJob List report module is used to display and export the master list of all projects registered in the ERP system. This report provides a quick and complete overview of all projects managed by the company.

1. Report Parameters (Filter)

The main page of this module is a simple form containing several parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

  • Currency:

    • Choose how monetary values (if any, such as project value) will be displayed in the report.

    • Base Currency: Converts all values to the company's base currency (e.g., IDR).

    • Respective Currency: Displays values in the original currency of each project.

  • Show Logo:

    • Check Yes if you want to display the company logo on the generated report.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select the parameters you want in the Filter section.

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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

  • Display Report: To preview the project list directly on your screen. 

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  • Export To MS Excel: To download the complete list in an Excel file format. 

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Tips & Important Notes

  • This report functions as the master list for all projects registered in the system.

  • Use this report to get a quick overview of all projects in the company, both ongoing and completed.

  • The Export To MS Excel feature is very useful for creating summaries, custom reports, or for presentations about the company's project portfolio.

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