Run a job report
By date, by driver or by passenger, as a PDF or a spreadsheet.
Reports pull together the jobs you've done, with each driver's and vehicle's licence status, in a form you can hand to a licensing officer.
- Go to Reports.
- Choose the report: Jobs by date, Jobs by driver, or Jobs by passenger.
- Set the From and To dates. For a passenger report, type their name.
- Optionally narrow by Job status (Any, Confirmed, Completed or Cancelled) and by Driver.
- Press Update to see it.
Save it
- Save as PDF prints the report on A4 pages with your business at the top and page numbers, ready to hand over.
- CSV downloads it as a spreadsheet.
What's in it
A summary at the top (jobs, completed, confirmed, cancelled and value), then every job, then the drivers and vehicles involved with their licence and insurance dates. Your operator's licence status is shown too.
Related guides
- Licences, insurance and expiry warnings · How Booking Circle keeps you compliant, and what the coloured badges mean.
- Your business profile, logo and bank details · What customers see on your emails, documents and invoices.
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