Guides · E2 Shop job cost report export
How to export job costs from E2 Shop System
Get a clean, one-row-per-job E2 Shop System export with estimated and actual costs, ready for margin analysis in Excel or MarginGuard, in about ten minutes.
By the MarginGuard team · FactoryEdgeAI · Last reviewed
- Which E2 Shop System report to start from, and what to avoid
- The exact columns to include, mapped to standard job-cost fields
- A worked estimate-vs-actual example using a real sample file
- Free sample CSV you can download and compare against
The problem
E2 Shop System already records what each job was estimated to cost and what it actually cost. Getting that into a form you can analyze across all jobs is where shops lose time: picking the right report, getting one row per job instead of one row per operation, and making sure revenue, estimated cost, and actual cost all come through. E2 exports often contain Unit Price rather than extended revenue. If Quantity Ordered is present, MarginGuard can derive revenue; if not, it asks. Hot Spot queries without cost columns import fine for a job list but can't show variance until you add Margin Summary data as a second file for the same jobs.
What to measure
A usable export has one row per job with at minimum: job number, customer, revenue, and estimated and actual cost (totals or by category). With those, you can calculate margin erosion per job (estimated margin minus actual margin) and see which cost categories drove it. The table below shows exactly which E2 Shop System columns to include.
How MarginGuard helps
Upload the export to MarginGuard and pick E2 Shop System as the source. The E2 Shop System preset recognizes the column names below, shows a readiness score before anything is saved, and blocks unsafe multi-row files instead of guessing. No API, ERP credentials, or IT project is needed.
Next step: sign up, load the demo, or compare plans.
How to get started
- Step 1Start with Margin Summary
Margin Summary (or Job Cost Recap / Actual vs Estimated) already has one row per job with sales and cost totals. Set the destination to File and choose Excel or CSV.
- Step 2Or export a job list from Hot Spot
Hot Spot (All Hot Spots) exports Job Number, Customer, Part Number, Quantity Ordered, Status, Due Date, and Unit Price to CSV in a couple of clicks. Add cost columns from Margin Summary if the Hot Spot query doesn't include them.
- Step 3Skip database dumps
Don't use the Technical Support “Export Data to Empty DB” option or operation-level reports that repeat the job number with totals on every line.
- Step 4Upload to MarginGuard
Integrations → Import → E2 → upload. If two columns could be revenue (for example Unit Price and Total Sales), MarginGuard asks which one to use and remembers your answer for the next upload of the same report.
Common mistakes
E2 exports often contain Unit Price rather than extended revenue. If Quantity Ordered is present, MarginGuard can derive revenue; if not, it asks. Hot Spot queries without cost columns import fine for a job list but can't show variance until you add Margin Summary data as a second file for the same jobs.
Other ERP export guides
Using a different system? See the JobBOSS² and Epicor Kinetic guides, or the general CSV import guide for any ERP or spreadsheet.
| E2 Shop System column | Job-cost field | Notes |
|---|---|---|
| Job Number (or Master Job Number) | Job Number | Required. |
| Customer Code / Customer | Customer | Required. |
| Unit Price × Quantity Ordered | Quoted revenue | MarginGuard derives revenue when only unit price and quantity exist. |
| Est Material · Est Labor · Est Burden · Est Outside · Total Costs | Estimated cost | From Margin Summary / Job Cost Recap. |
| Actual Material · Actual Labor · Actual Burden · PO Cost | Actual cost | PO Cost maps to outside processing. |
| Est Hours · Actual Hours | Labor hours | Optional; shows hour overruns separately from dollars. |
| Work Code · Due Date · Shipped Date | Work center · dates | Optional. |
| Line | Estimated | Actual | Variance |
|---|---|---|---|
| Labor | $2,800 | $3,100 | $300 |
| Machine / burden | $1,900 | $2,100 | $200 |
| Material | $3,200 | $3,350 | $150 |
| Outside processing | $400 | $420 | $20 |
| Total cost | $8,300 | $8,970 | $670 |
| Margin | $4,200 (33.6%) | $3,530 (28.2%) | −$670 erosion |
Revenue $12,500. Positive variance = cost overrun. Margin erosion = estimated margin − actual margin.
Downloads
- E2 Shop System sample export (CSV)
Fictional jobs with real-world column names. Compare your export against it.
- MarginGuard universal template (CSV)
Every supported column, if you build the file by hand.
FAQ
- Which E2 report is best for margin analysis?
- Margin Summary first, Job Cost Recap second, Actual vs Estimated when you want root cause by category. Hot Spot is best for a quick job list.
- Is there an E2 Shop System API for MarginGuard?
- Not as a supported path today. CSV or Excel export from Margin Summary, Job Cost Recap, or Hot Spot is the realistic connection.
- Does this work for Shoptech E2 and E2 Shop System?
- Yes. They're the same product line, and column names are the same for import purposes.
- Can I combine a Hot Spot export with a cost report?
- Yes. Upload the Hot Spot file, then add the cost report as an extra file. MarginGuard joins them by Job Number without double-counting.
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