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The Current Jobs Report provides a view of all active jobs currently in progress across your organisation.
This includes jobs that are:
Unissued
Issued
Scheduled
This report helps users to:
Track jobs awaiting allocation or scheduling.
View jobs that have been issued or are in progress.
Identify engineers assigned to each job.
Review equipment linked to each job.
Monitor job creation dates, agreed visit dates, and status descriptions.
Improve scheduling efficiency and reduce delays in job progression.
Getting There
To access the Current Jobs Report in Service Geeni, follow these steps:
Open the Business Intelligence module.
Click on the Reports sub-module.
In the Reports window, navigate to the Scheduling category.
Click the Current Jobs module to open the report.
Add the desired filters (explained below), then click the Apply button to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine which jobs are displayed.
Branch: Filters the report by branch or depot. The report uses the branch selected in the main Service Geeni interface.
Period: Filters the report by job creation date. Only jobs created within the selected range are displayed.
Site: Filters the report by customer site ID.
Job: Filters the report by specific job numbers.
Job State: Filters the report by job state (Unissued, Issued, or Scheduled). This allows you to differentiate between backlog and active jobs.
Job Status: Filters the report by job status.
Engineer: Filters the report by the engineer assigned to the job. Only jobs linked to the selected engineer are displayed.
Job Type: Filters the report by job type (Repair Job or Service Job).
Column Breakdown and Key Fields
Each row in the report represents a job currently in an active state and includes details about its status, site, engineer(s), and associated equipment.
Column Name | Description |
Site | Customer site linked to the job. |
Job No. | Unique job number. |
State | Job state (Unissued, Issued, Scheduled). |
Status | Job status. |
Job Description | Description or reason for call. |
Equipment ID | Equipment linked to the job (may show multiple values). |
Make | Equipment make. |
Model | Equipment model. |
Serial No. | Equipment serial number. |
Call Date | Date the job was created. |
Agreed Visit Date | Planned visit date for the job. |
Engineer | Engineer assigned to the job. |
Job Type | Job type (Repair Job or Service Job). |
Insight: Because the SQL uses string_agg and STUFF functions, jobs with multiple Sub Jobs, engineers, or equipment will show combined comma-separated lists, allowing full visibility of all linked records in a single row.
The Current Jobs Report is an essential tool for managing daily service operations in Service Geeni.
Review this report daily or multiple times per day for effective job management.
Schedulers and service coordinators can use it to prioritise urgent jobs, assign engineers efficiently, and keep the service workflow moving smoothly.