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To view, organise & run basic reports by different job types or characteristics, you can use Job Categories. You can create custom Job Categories in the Online Dashboard, and assign a Job Category in the job card (next to ‘Job Status’).

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Go to Account > Settings > Job Categories to edit existing categories, or create new ones:

Job Categories in account settings Editing and creating job categories

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You can then assign a Job Category as part of creating & editing jobs:

Assigning a Job Category in the job card

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You can also create filters to view jobs by Category in the Dispatch Board:

Creating a filter by Job Category Filtered job list by category

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Colours set to Job Categories provide a quick way to visually distinguish jobs on the Staff Schedule:

Category colours on staff schedule view You can check or edit the Job Category colours in Settings > Job Categories. Job Category colour settings

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You can also view breakdowns of job volume & revenue by Category in the Reports tab:

Reports showing job data by category

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And, when exporting your jobs to Excel it is possible to segment the data by Category:

Excel export segmented by Job Category
Last modified on February 11, 2026