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The Historical Jobs Report gives you a full view of completed and closed jobs over a selected period. It's a key reference for understanding past service delivery and spotting trends or areas to improve.
Use this report to:
Review past job activity and service history.
Monitor job completion performance and timelines.
Analyse engineer workload and job allocation.
Track equipment service history.
Support audits, reporting, and operational analysis.
Getting There
To access the Historical Jobs Report:
Open the Jobs module.
Select Historical Jobs.
The report will display using the default criteria.
Select Apply Filters to refine the results.
Choose the required filters, then select Apply to update the report.
Available Filters and Their Impact
Use the available filters to refine the jobs displayed in the report:
Period: Filters the report by date range, showing jobs created or completed within the selected period.
Use this to analyse jobs within a specific timeframe, such as weekly, monthly, or quarterly performance.
Site: Filters the report by the selected customer sites.
Useful for reviewing the job history of a specific location or customer site.
Job: Filters the report to show specific jobs.
Ideal when you're investigating or reviewing a particular job.
Closed Job State: Filters the report by job state (for example, Submitted, Completed, or Invoiced).
Helps you focus on jobs at a specific stage of completion or closure.
Job Status: Filters the report by the operational job status recorded.
Useful for analysing the workflow or operational progress of jobs.
Engineer: Filters the report by the selected engineers.
Helps you evaluate engineer workload, productivity, or job history.
Job Type: Filters the report by the job type linked to each sub-job.
Useful for analysing the types of work carried out (for example, maintenance, repair, or installation).
Equip. ID: Filters the report by the selected equipment records.
Tip: Helps you track the service history of particular equipment.
Column Breakdown and Key Fields
Each row in the report represents a historical job.
Column Name | Description |
Site | The site ID and name of the customer location where the job was carried out |
Job No. | The unique job number assigned to the job |
State | The overall job state, showing the current stage of the job |
Status | The job status, showing the operational state of the job |
Job Description | A description of the work or issue linked to the job |
Call Date | The date the job was created or logged |
Agreed Visit Date | The scheduled or agreed date for the engineer visit |
Completed Date | The date the job was completed |
Engineer | The names of the engineers assigned to the job |
Job Type | The category or type of work carried out |
Equipment ID | The IDs of the equipment linked to the job |
Make | The manufacturer or brand of the equipment |
Model | The model of the equipment |
Serial Number | The serial numbers of the equipment |
Some columns, such as Engineer, Job Type, and the equipment columns, can show several values in a single row. This happens when a job has more than one engineer, sub-job, or piece of equipment.
The Historical Jobs Report is a key tool for analysing past service operations and understanding job performance over time.
With this report, you can:
Get full visibility of completed and closed jobs.
Track service delivery efficiency and timelines.
Analyse engineer performance and job distribution.
Review equipment service history for maintenance planning.
Review this report regularly to spot trends, recurring issues, and performance insights. Targeted filters, such as Engineer, Job Type, or Site, help streamline your analysis and support better operational decisions.