|Clients & Profits X Online User Guide|
The Daily Job Status Report window gives you an overview of where every job in the shop is, whether its on hold, at the printer, or awaiting client approval.
Job Status report is designed to be printed
every morning to summarize the shops work
in production. The production or billing status
for many jobs can be easily and quickly updated
With the Daily Job Status Report, you never have to guess -- or worse, try to remember -- all the turnkey details about jobs. Here, you can see a jobs production status, priority, and special notations so you can manage workflow more efficiently. With a link to the jobs traffic screen here, you can quickly update any jobs that need it.
The Daily Job Status report is designed to be printed every morning to summarize the shops work in production. The report is printed from the Daily Job Status window after the job status is updated. The production or billing status for many jobs can be easily and quickly updated every day.
To use the daily job status report
1 Choose Production > Daily Job Status Report
The Find Job Tickets dialog box opens, prompting you to enter selections for finding jobs.
2 Choose a find option from the pop-up menu (e.g., client) then enter a find value (e.g., client number).
Jobs can be selected by client, AE/team, and one of the traffic names (e.g., creative director, account supervisor, etc.). This option lets you find your own jobs (that is, if youre initials were entered into a jobs assigned to fields), for example, or all of the jobs for one client. To find all jobs, enter the find value as ALL.
3 Select a status then enter a range of status codes, then click Find.
Jobs are sorted by client then by job number, making it easy to see the current status of specific jobs. Each jobs production status (or billing status, depending on the option you chose) and status note can be easily updated by entering the new status and note then pressing Tab. The status of many jobs can be entered at the same time.
Jobs can be closed by entering the default closed status code. If the default closed status is entered, the jobs Closed checkbox will be checked when these changes are saved.
Jobs can be selected by production or billing status, and any range of status codes. This option lets you find only open jobs, for instance. The jobs youve selected are listed from the file server into the Daily Job Status Report window. Jobs are sorted by job number, but can be arranged by clicking on any column heading. (Rush jobs will appear at the top of the list if you chose that option in the Find Jobs dialog box)..
4 Enter a new status code and status note for every job that has changed, press Tab to move from field to field.
5 When all of the jobs are updated, click Save.
To edit one job's traffic information
1 Click the Traffic button any time before clicking Save.
The Update Traffic window opens, prompting you to enter a job's milestones, production and billing status, and traffic notes.
To print the Daily Job Status Report
1 Click the print button or choose File > Print Daily Status Report.
Customizing the Daily Job Status Report
The built-in Clients & Profits X Customize Reports window lets users modify every existing report in Clients & Profits X. For step by step instructions on customizing reports, see the Customize Reports user guide page.