We are eci JobBoss, JobBoss2, and Shoptech Reporting Experts, and have been in business over 15 years, so we understand the shop industry, and the reports that are needed. We can help with the requirements and build the reports. We work as needed with no minimums and no retainer to help with your reporting needs. We don’t even ask for anything up front. Email, call, or fill out our contact form to speak with an architect.
Fill out the form to speak with a Developer for a Free Analysis.
Excellent Communication and Top Tier Customer Service
With Report Development, one of the most important, but often overlooked, skills is Communication. Obviously it is necessary to have the required technical skills, but it is super important to have the necessary communication skills to gather the requirements and ask the right questions. Our team is 100% located in the US and has excellent communication skills. Without the communication barriers, we are able to meet with our clients as needed to help flush out any requirements or reporting obstacles smoothly and efficiently, which translates into saving our clients money. We’re proud of our team and how they interact and collaborate with our clients to build relationships and help meet all of their report development needs.
Top Customer Service
We always give same day responses to let our customers know when a report will be complete. This isn’t an extra charge; this is just how we do business by providing great Customer service.
We have a Project Manager that makes sure everything is going in the right direction. Our project manager will ensure that we get responses back to our clients to keep the ball rolling. And we ensure that reports are delivered on time to our customers.
We Believe in Great Communication
Our team members work 100% is the USA, and they are great communicators. At ReportingGuru, we understand that building reports is an iterative and collaborative experience. It’s imperative that our clients are able to relay requirements and the necessary feedback to our team and that we are able to understand and turn that around to deliver exactly what our clients are looking for. This may involve a phone call or a screen sharing session. For this reason, we hire report developers who really know how to talk to clients!
We Have worked with every industry
Every industry has different types of reports that are important to that specific industry. So, jumping in and understanding the business and having prior knowledge of the industry is important. Since we have been in business over 15 years, we have worked with almost every industry out there.
Our team members work 100% in the USA, and they are great communicators. At ReportingGuru, we understand that building reports is an iterative experience. For this reason, we hire report developers who really know how to talk to clients!
Financial Reporting
Maybe you need Balance Sheets, Income Statements, Aging Reports, Investor Packets, ETC.
Manufacturing Reports
Are there processes in your manufacturing process that can me improved with reporting?
Logistics and Distribution
Delivery management is information intense. Let ReportingGuru build our your logistics reports.
Medical Reporting
ReportingGuru can setup and build hospital and medical reports.
Insurance Reporting
Whether is it the statistical analysis or the compliance reporting, ReportingGuru can help.
Lots more Industries
We have worked with Farming, Poultry and Meat Processing, Sign Companies, Equipment Maintenance, Private Equity, Metal Recycling, Utility Companies, Home Builders, Retail Sales, Mining, Engineering, Law Home Sales, Waste Management ..ETC
You can expect the following:
- ReportingGuru understands your business requirements
- ReportingGuru helps make sense of your data with analysis
- ReportingGuru helps build report and dashboard specifications if necessary
- ReportingGuru sets up BIRT if necessary and optimizes if necessary
- ReportingGuru writes the complex database reports and dashboards
- ReportingGuru does the database programming if necessary
- ReportingGuru integrates multiple applications or locations together if necessary
- Use ReportingGuru On Demand - As Needed
- No weekly or monthly hourly minimums - we only bill for the hours we work
- No up front cost. We don't expect any prepayments for our work.
You Can Feel Confident That The Job Is Being Done Right Because of...
- Our Project Management System
- Daily Updates
- Strict Adherence To Project Roadmap & Timelines
- Customer QA & Acceptance Of Each Phase Of The Project
We're So Easy to Work With
We’re here to make your life easier. This means that we’ll tailor our services to your particular circumstances. For example, you don’t need an existing reporting system. If you have one, that’s great, but we’ll be happy to look at your needs and then design a system which is suitable. As well, we may recommend software platforms, but we’ll never try to sell them to you.
We actually know some programs which are free. We’re happy to share all of the knowledge and wisdom that we’ve gathered through the years with you and your team.
We specialize in report writing and database development and integration. We know how to extract information from every popular program out there. We’re also able to develop or integrate databases, with a mind to helping out clients reduce workloads at their workplaces.
For example, if you currently have staff members entering the same information in different databases, you’re wasting valuable time and money. When we create a database for you or perform software integration, your team members will only need to add information once!
All of our services are designed to lower your operating costs. When you use our company on an as-needed basis, you won't need to hire a full-time report developer to work at your place of business. Instead, you'll be able to get reports and related services when you need them and just pay as you go! It'll be way cheaper and you'll get reports which are custom and which are created by report developers who know everything about your particular software platform.
Talk To An Expert Today
As you can see, there’s no downside to hiring our company. You’ll get your reports and other services that you want, such as database integration, and you’ll pay less than you would if you had the same tasks performed by a full-time staff member at your workplace.
As well, you’ll access expertise from our team, as well as great communication.
We know that report creation is an iterative process and this is why our team members go out of their way to build strong bonds with clients. They talk and share information with them regularly, in a streamlined and efficient way.
To discuss your needs with us, just call or email (or fill out our convenient online form, on the right side of this Web page) in order to access caring advice from app and ERP report experts. We look forward to showing you just how affordable and accurate our reports and related services really are!
Common Questions
1. What is JobBOSS and Why Custom Reports Matter?
JobBOSS is a powerful job management software used widely by manufacturing companies to track work orders, jobs, inventory, and costs. While JobBOSS includes out-of-the-box reports, most companies need more specific insights.
This is where custom reports shine. With the ability to pull data from any module, filter by a custom field, and format it to meet the unique requirement of your workflow, custom reports become essential. Whether you want to include PO details or filter orders by vendor, a well-designed report makes your data actionable.
Custom reporting allows users to go beyond generic summaries and instead focus on what’s truly meaningful—like identifying late jobs, analyzing customer history, or tracking material usage across orders.
2. How Can You Create a Custom Report in JobBOSS?
- Using the built-in report writer
- Connecting directly to the SQL Server database
3. What Types of Data Can Be Included in JobBOSS Reports?
JobBOSS reports can include data from nearly any area of the software:
- Job status, start/end dates, work center routing
- Customer info including contacts, shipping details, and history
- Order and PO information
- Custom fields, such as job priority or department
- Vendor names, invoice details, and payment status
A key feature is that JobBOSS allows these datasets to be included in exports, which means they can be used for external reporting or dashboard building.
For example, if you want to use a report to find jobs over budget or filter by a specific custom field like “Machine Group,” you can do so using SQL or Crystal Reports.
4. How to Add and Use Custom Fields in Your Reports?
Adding a custom field in JobBOSS allows users to capture job-specific or customer-specific information that isn’t part of the default database.
For example, you may want to track:
- “Priority Code” for rush jobs
- “QC Inspector” name
- “Machine Setup Time”
Once these fields are created, they can be used in custom reports by connecting to the database tables that store them. Crystal Reports or SQL queries can then be written to select these fields for display or filtering.
Having one of the custom fields for each job allows reports to be tailored for departments like scheduling, accounting, or quality assurance.
5. Can You Use Crystal Reports to Customize JobBOSS Data?
Yes—and it’s one of the best ways to take control of your JobBOSS reporting.
Crystal Reports allows you to connect directly to your JobBOSS SQL Server database and create highly flexible reports. You can group jobs by customer, highlight overdue work, and even use formulas to calculate variance between estimated and actual time.
This level of customization means you can create custom reports that:
- Show only active jobs
- Filter by job type or vendor
- Include custom fields and notes
- Save layout changes and run reports in real-time
Crystal gives you the visual and logical control that basic JobBOSS reports don’t offer—making it an ideal tool for advanced users.
6. How Do SQL Queries Enhance JobBOSS Custom Reporting?
Behind every advanced JobBOSS report is a solid SQL query. Whether you’re running a report directly or embedding a query inside a Crystal Report, SQL helps you:
- Join multiple tables for cross-module insights
- Filter data by user-defined conditions
- Sort and group by job, field, or date
- Create subqueries for advanced calculations
Using SQL allows developers or expert users to write queries that power smarter reports. For instance, you might want to pull jobs with no start date that are still marked as open—SQL lets you do that.
With SQL, you’re no longer limited by what’s available in the UI—you control the output.
7. Which Job Fields Are Most Useful for Filtering and Exporting?
When building JobBOSS reports, the fields you choose to filter or export can dramatically affect the usability of the report.
Some of the most useful fields include:
- Job Status
- Start Date / Due Date
- Work Center / Department
- Customer Name
- Custom Field like “Job Owner” or “PO Number”
To make reports more effective, JobBOSS allows these to be included in exports and displayed in interactive formats. You can also provide users a quick search or sort function using SQL or report parameters.
This makes it easier for users to find the information they need—whether it’s for tracking job progress or preparing audit data.
8. How to Build Dashboards That Include Custom JobBOSS Reports?
Custom JobBOSS reports can also feed into BI tools or dashboard systems using export features or direct SQL connections.
Dashboards are helpful for:
- Monitoring job completions by department
- Tracking late orders across customers
- Displaying vendor PO status or QC failures
By exporting data from your custom reports, or embedding SQL queries directly, you can show visual trends across key metrics.
For teams that want to use real-time data for decision-making, dashboards built on JobBOSS data are a game-changer. You get instant access to KPIs and job status updates without running a manual report.
9. What Are the Most Common Reporting Requirements from Users?
Every company has different report requirements, but some themes come up often in JobBOSS implementations:
- “We want to run a report showing job time by employee.”
- “We need job details grouped by customer for billing.”
- “We want a way to filter jobs by PO or custom field.”
- “Is it possible to get vendor info and job completion together?”
Understanding these needs early helps define your report-building strategy. You’ll want to include fields, sort orders, and filters that make it easy for users to customize and run reports quickly.
Also, having export-friendly formats or PDF outputs helps different departments access the data in a format that works best for them.