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Recurring Jobs Report

Learn how to use the recurring jobs report to see all your recurring job templates in one place.

M
Written by Marketing
Updated over a month ago

Overview

The Recurring Jobs Report in Fergus brings all your recurring job templates together in one place. It’s a quick and simple way to track, review, and manage both active and inactive recurring jobs.

Accessing the Report

To open the Recurring Jobs Report:

  1. Click the Reports icon in the top-right corner of Fergus.

  2. Select Recurring Jobs from the list.

You’ll now see a complete list of your recurring job templates, including both enabled and disabled ones.

What You’ll See

For each recurring job template, you can view:

  • The customer it’s linked to

  • The set budget for the job (if any)

  • The job schedule

  • The next occurrence date

  • Whether events are auto-scheduled

  • Whether the template is enabled or disabled

This overview makes it easy to stay on top of your recurring work and ensure everything runs smoothly.

Filtering and Searching

Need to find something quickly?

  • Use the search bar to locate a specific job or customer.

  • Click column headers (like Status) to sort by active or disabled jobs.

  • Download the report as a CSV for easy sharing or offline review.

Conclusion

The Recurring Jobs Report is a simple but powerful tool to help you keep your recurring workflow organised, efficient, and under control — ensuring no job slips through the cracks.

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