Job # - This is the primary identifier for a job as it moves through 

Job Status - Any job can move through four statuses, in order: Quote (QO), Work Order (WO), Invoice (IN), Closed (CL).  In addition, a job may be voided at any point and will be automatically moved to Void (VO) status.  Voided jobs are removed from reports that contain sales totals or dollar amounts.
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​Net Sale - The amount a job, less any discounts, waived deductibles, or sales tax.  

Gross Sale - The amount of a job, including sales tax.

Invoice Status - The status of an EDI invoice.  Invoice Status can be one of the following:
NS - Not Sent
SE - Submitted
AK - Acknowledged
AC - Accepted
RJ - Rejected

Salesperson - The salesperson assigned to an account associated with a job.
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Dispatcher - The user assigned as "Dispatcher" on a particular job.

ISR - The user assigned as "ISR" on a particular job.
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​Biller - The user assigned as "Biller" on a particular job.

Date Accepted - The date an invoice was first accepted.

Scheduled Date - The date a job is scheduled.  Will be the earliest date if multiple appointments are associated with a single job.

All reports have at least one, and often several, options for filtering the results

Date Range
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​Almost all reports can be run for a specified date range.  Many reports can also be filtered on a number of date fields.  Each field and it purpose is described below.

Date Paid - The date that payment was first applied to a job OR the job status was changed to "Work Order" with a valid account selection, whichever occurred first.  This is most commonly used to recognize a sale date.
Scheduled Date - The date of the first appointment instance of a job.
Accepted Date - The date an invoice was accepted.
Closed Date - The data a job's status was changed to "closed".

User
Reports that are filterable by user allow you to look at job instances associated with a particular user.  That user could be the salesperson, dispatcher, technician, or biller depending on the report.