Sage HandiSoft Jobflow Manager Instructions

Practice Manager
Jobflow Manager
Report displaying job with
current task only
Jobflow Manager: Report displaying jobs and the
current task only
The Report Builder in Jobflow Manager allows you to display jobs with the current task
only displayed.
1. In the Jobflow Manager panel click the Reports button.
2. In the Jobflow Report Builder window, under the Job Details tab, remember to
include Current Task Staff and Current Task Name among the options you select
to display.
3. To make the report easier to read, it can be sorted using any of the Selected
fields, for example it can be sorted by Current Task Staff.
4. Click Query to run the report once your selections have been made.
To find out more visit www.sagehandisoft.com.au
or contact our support team on (08) 9245 0666 or email [email protected]
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