The Jobs summary is a graphical view of all current and upcoming jobs in progress on your workspace. It can be useful for getting an at-a-glance look at your practice's workload within a given time period.


To open the Jobs summary, go to Work > Jobs Summary.







From here, you can filter the graphical view to show certain types of job...




and also set a particular time period to view.



Setting where jobs appear in the Jobs summary


You can choose where jobs appear in the Jobs summary by opening any job template and going to the Dates tab. From here, choose a key date from the "Date for reports in Senta" dropdown. By default the reporting date is set to be the same as the job date.