Job Data Report Overview

The Job Data Report gives you a detailed record of every job your drivers have completed. It shows job status, type, assigned driver, associated site, completion time, unit quantity, notes, attached invoices, and more, all in one place.

Use this report to audit completed work, spot jobs that still need invoicing, and answer customer questions without digging through multiple pages. If your team schedules a high volume of jobs each day, the Job Data Report is the fastest way to get a clear picture of what got done and what still needs attention.

Before You Start

• To see if you have access to this feature in ServiceCore, please check out this article on user permission levels.
• Job Completion Date (UTC) times use Coordinated Universal Time (UTC), not your local timezone. Keep this in mind when setting date ranges using that filter.

Key Features

• Details Table: Lists every job that matches your filters, one row per job, with columns covering job status, type, driver, scheduled date, completion time, unit quantity, notes, attachments, and more.
• Filtering Options: A full panel of filters on the right side of the report lets you narrow results by date, driver, job type, customer, status, and more.
• Hyperlinked Job and Rental Numbers: Job numbers and rental numbers in the table are hyperlinked, so you can click directly into any job or rental on the list without leaving the report.

Run the Job Data Report

To run the Job Data Report, follow these steps: 

1. Click “Reports” in the top menu.
2. Scroll down and locate the Job Data Report under the Finance Reports section.
3. Click the name of the report or the “Open Report” icon to run the report.

Job Data Report Filters

The right side of the report has a panel of filters you can use to narrow down the data in the table. Adjust these to focus on exactly the jobs you need.

• Date: Filter jobs by the date they were scheduled to be completed. Defaults to the current month.
• Division: Filter the report to only show a specific division of your company.
• Job Status: Narrow results to show specific job statuses.
• Technician: Filter to show only jobs assigned to a specific driver.
• Job Type: Narrow results to a specific job type.
• Customer: Filter jobs by the customer they are associated with.
• Hide Destinations: On by default, meaning the Destinations column is hidden. Toggle this on if you need to see what destination a job is linked to.
• Repeat Jobs: Filter by whether jobs were generated from a recurring job schedule or not.
• Rental Jobs: Narrow results by whether jobs are tied to an active rental or not.
• Emergency Jobs: Filter by whether jobs were marked as an emergency or not.
• Job Completion Date (UTC): Filter jobs by the date and time they were marked complete. 
  • Please Note: These times use UTC, not your local timezone.
• Job Attachments: Narrow results by whether jobs have attachments or not.
• Job Completion Notes: Filter by whether jobs have completion notes or not.
• Company Name: Filter results by company. 
  • This filter is only applicable if you manage multiple accounts in ServiceCore.

Details Table

The Details Table lists every job that matches your filters, one row per job. It gives you a wide view of what happened across your operation for your selected timeframe.

From the table you can see each job's status, number, type, assigned driver, scheduled date, and completion time. The table also shows unit quantity per job, completion notes left by your drivers, and whether a job has an attachment. This gives you a quick way to spot jobs that are missing documentation or still need follow-up.

Job numbers and rental numbers in the table are hyperlinked. Click any job number or rental number to open it directly without leaving the report.

Please Note: There are a lot of columns in this table. Scroll to the right to see all available information.

Because the table exports to Excel, many teams use it as the foundation for their own billing workflows, compliance records, or internal reporting outside of ServiceCore.

Sort the Job Data Report

After applying filters, you can further sort the data in each report table.

To sort the data in the table:

1.  Click the options icon next to the header.
2. Select your sort preference or click the gear icon for additional options.
   • Each column can be sorted either alphabetically A-Z or Z-A OR numerically ascending or descending. For instance, the Invoiced Customer Number column will sort numerically while the Customer Name column will sort alphabetically.
      

Export or Send the Job Data Report

You can export or email the table in the Job Data Report.

Export the Report

Once you have the table in the report displaying the information you want, you can download it for your records. 

1. Hover over the table so a menu appears in the top right corner of the table.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Export.”
4. Select your file preference in the list of options that appear in the dropdown and the report will download in the file format you selected.
   • When exporting as a PDF, you can choose Portrait or Landscape layout.
      

Please Note: You can export up to 1 million rows at a time. If your table contains more than 1 million rows, we recommend using filters to break the data into smaller, exportable chunks.

Send the Report

In addition to downloading the table in the report to your computer, you can also email it.

1. Hover over the table so a menu appears in the top right corner of the table.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Export.”

4. Click “Export…” at the bottom of the list under the Send section.

   
   
    

5. In the pop-up that appears, click into the Destination field and select “Email” in the drop-down menu.

   
   
    

6. Enter the email address of the recipient.

7. Click “Export” to send an email with the report attached.

   
   
    

Please Note: On the final screen, you can also customize the email subject and message, select specific attachments and file types, or send the report as a .zip file.


If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!