Question

• How can I see a report with all of the reasons a job was closed?
• How can I see all jobs in the system that had X reason for closing?

Overview

The Reason for Closing report is helpful when you want a high-level overview of jobs with their associated reason for closing.  It's important to note that the jobs displayed in the Reason for Closing report are all the jobs that were closed during the time frame selected on the Altitude main page.

To access the Reason for Closing report:

1. Hover over Dashboards located on the blue navigation ribbon in your DASH environment
2. Select Altitude from the drop-down
3. Choose the desired timeframe from the Timeframe drop-down on the Altitude page
4. Scroll down to the "Completed vs No Work Jobs" bar graph. The link to the Reason for Closing report is located above this graph.
5. Click on the report to open it

Reason For Closing

The report you see above displays all the different Reasons for Closing and some facts about their use and misuse. The top set of Reasons for Closing shows all the jobs in which work was NOT performed, meaning there was no Completed Date entered. The bottom set of jobs in which work was performed and there is a Date Completed.

• The first column in the top section is # of jobs, and it will tell you how many jobs were closed for that reason in which there was no date completed. The second column tells you the percentage for that reason.
• The Total Estimates column in the top grid tells you all estimate values that were uploaded for each
   reason for closing. The $% of Lost Work column tells you the percentage of the total estimate amount value that is using that reason as a reason for closing.
• The last two columns refer to the job costs associated with each reason for closing. The first displays the total amount, and the second displays what percentage of all closed jobs that that reason for closing represents.

The second set of reasons for closing shows the jobs in which there was work performed, meaning that there was a date completed associated.

• The column first in the bottom section is the # of jobs, and it will tell you how many jobs were closed for that reason in which there was a date completed.
• The second and third columns show the Total Invoiced amount and Total Estimate amount for each reason.
• The fifth column shows the total job costs.
• The fourth column shows the difference between the Invoice Amount and the Estimate amount. It takes the total invoice amount and subtracts the estimated amount. If the number is in parenthesis, the number is a negative value.

At the bottom of this report, there is a grid of information available for export. This report shows the same information listed above

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