Job Order Inactivity Report

The job order inactivity report is used to track jobs that are created in a specified date range but have not had submittal activity.

  1. Access Reporting > Reporting & Analytics > System Reports > Sales.
  2. Double-click on Job Order Inactivity to open the workflow view in a new window.
  3. While updating the form, fields marked in red are required to complete the workflow. Click on the buttons to the right of certain fields to open a new window which will allow you to search and select options related to that specific field or choose a date.
  4. The From and To date is the range in which the job orders are created in Adapt.
  5. The Branch and Division are additional criteria options to further filter the report results. These options will match the job order records.

  6. Click Run to generate the report.

  7. The header displays the report name, dates specified in the workflow and labels for the data to be displayed.

  8. The data is then sorted by Division, Branch,Client and Job Order #.

Full Report

Workflows that Update Report

The following workflows will update the Job Order Inactivity report:

  • Create a New Opportunity (Contract or Direct) from:

    • Company
    • Contact
    • Dashboards
    • Log a Contact Call workflow

  • Copy Opportunity (Contract or Direct) from:

    • Company
    • Contact
    • Dashboards
    • Opportunity
    • Project
  • Activate an Opportunity (Contract or Direct)

  • Create a New Job (Contract or Direct) from:

    • Company
    • Contact
    • Dashboards
    • Log a Contact Call workflow

  • Copy Job (Contract or Direct) from:

    • Company
    • Contact
    • Dashboards
    • Job Order
    • Project