|Clients & Profits X Online User Guide|
Production reports are your best source of up-to-date
information on open jobs, traffic, and task schedules.
The Job Hot Sheet reports show jobs by production status, sorted by job number. Each job shows its job number, job name, client, and status. The Job Hot Sheet can show jobs selected for a range of start dates, due dates, added dates, or closed dates. Its like the job lists you can also print from the Job Ticket window.
Traffic reports show jobs by production status, and feature milestones. Jobs are grouped by job type, so that like jobs are shown together. The traffic reports can be run for one client, AE, or one of six key production people. The jobs status note (which is a customizable status code entered in the jobs Traffic window) appears on the right side of the report. If you use FileMaker, this report is probably very similar to the job report youre now using.
Schedules/work to do reports show unfinished job tasks by resource, client, AE, department, or task. These work-to-do reports can be printed daily to show everyone what theyre to do each day. Or, weekly schedules can be printed in advance for production meetings to help manage the weeks work load.
The schedule chart is a combination traffic/schedule report. It charts a user-defined selection of tasks by due date. You can pick-and-choose the unfinished tasks you want to see, sorted by job number. You can also sort the unfinished tasks by client. So instead of seeing every unfinished task for the week, you can print just ART, COPY, and DES (i.e., design) instead. Any combination of tasks can be charted. This ability lets you easily chart work-to-do for different work groups, such as creative teams. For flexibility, the charts title is even customizable.
The analysis reports allow you to see which tasks were completed on time and which were late, or a list of missed deadlines can be printed for each staff member
Each of the production reports has its own unique purpose. You may not need every one to help you manage your jobs. Instead of printing every report, experiment with each report (and its various options) to see which one gives you the best information you need to keep track of jobs.
To print production reports
Each production report has its own selections, which dont affect the other reports. For example, you can print a status report listing jobs with status 1-50, while also printing a traffic report showing jobs with status 1-999.
1 Choose Production from the Snapshots menu.
The Production Reports window opens.
2 Select the kind of report (i.e., Hot Sheets, Traffic, Schedules/Work to Do).
3 Make your report selections.
4 Click Print.
Production reports with more information will take longer to print than shorter reports.
Tips for printing production reports
Use the Job Hot Sheet as your basic production report. Since it shows the jobs key facts -- job number, job name, client, due date, production status, and status notes -- its a great way to see your open jobs at a glance. If you need to see more detail about a job, print a job summary (from Job Tickets).
Production reports are less detailed than regular job reports. Job lists printed from Job Tickets, for example, include many more options (such as showing the job specifications). However, other job reports are longer since they show more information. This makes them a little more complicated, since there are more pages used.
Dont use production reports for billing. Since production reports are designed to manage work in production, you wont see estimates, costs, billing, or other amounts. Instead, print either Work in Progress reports (from Snapshots) or job lists and job summaries (from Job Tickets).