|Clients & Profits X Online User Guide|
The Weekly Traffic Report window shows all traffic assignments in the shop, sorted by type of job.
The jobs traffic assignments, milestone headings, and traffic milestones appear in spreadsheet form on the Weekly Traffic Report window. Jobs can be selected for updating at random by clicking on the milestone you want to change. The new traffic information will replace the old in the Job Traffic Milestone window. When the report is updated, it can be instantly printed and distributed to the production and traffic staff.
Information in the Weekly Traffic Report can be updated for each job, so you can quickly update the traffic for every job in the shop. You can also add more detailed information about the job using the Status and Traffic Notes.
Learn how to edit traffic information for many jobs at one time
in this Clients & Profits classroom video training
Running time: 5:14
Weekly Traffic Report window only shows jobs with job types. Also,
jobs will appear even if the job type/spec sheet has no traffic milestones.
Jobs without milestone headings should be skipped.
To use the weekly traffic report
1 Choose Production > Weekly Traffic 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 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 Update Traffic window. Jobs are sorted by job number, but can be arranged by clicking on any column heading. Jobs are grouped by job type to make it easy to analyze and update traffic information for the same types of jobs (e.g., brochures, interactive, etc.). To see jobs for a different job type, choose another job type from the Job Type pop-up menu.
4 Click once on a jobs first milestone to select it for updating.
The jobs traffic assignments, milestone headings, and traffic milestones appear in spreadsheet form on the window. Once selected, the jobs traffic milestones and traffic assignments can be edited. Jobs can be selected for updating at random by clicking on the milestone you want to change.
The new traffic information will replace the old in the Job Traffic window. The next job is selected automatically, and can be updated by entering the new traffic information.
5 Repeat step 4 for every job that needs updating, then click Save.
To edit one job's traffic information
1 Click the Traffic button.
The Update Traffic window opens, prompting you to enter a job's milestones, production and billing status, and traffic notes.
To print the weekly traffic report
1 Click the print button or choose File > Print Weekly Traffic Report.
The Weekly Traffic Report is a wide report, so prints at 80% on an 8 1/2" x 11" sheet of paper printed horizontally or at 100% on a legal-size sheet of paper.
The Weekly Traffic Report window only shows jobs with job types. Also, jobs will appear even if the job type/spec sheet has no traffic milestones. Jobs without milestone headings should be skipped.