This tutorial explains the difference between a Project Report and an Items Summary Report and how to generate both.
A Project Report is:
a list of estimated items for a job
An Items Summary Report is:
a list of actual items used in a job
Step by Step: Project Report
Generate a Project Report by going to Projects and selecting the job for which you want a report. Click on this icon:
Turn on the toggle for Project Report and hit Select.
Choose the workareas that you want to include and hit Print.
This generates a PDF of all the estimated items included in the job.
Step by Step: Items Summary Report
To generate an Items Summary Report, follow Step 1 above, and then this time, select Items Summary Report.
go to the Visits tab and hit the View Job Summary button.
This generates a popup with a list of all actual items used for this job so far. You can use the toggles to select which visits you want to include. You can also filter the visits by status: Not-Reviewed, Reviewed, and Invoiced. Click Print.
This generates a PDF that lists all the actual items and timesheets for that job.
Let me know if you have any questions!