WIP Control Report

Firm - View WIP and Profitability Information

You can use this report to see how your work in progress has been changed over a selected time period. This report displays the same data as the WIP Control dashboard widget.

• When you view this report from the 6th day of the month, you will see the current month as the default month. The previous month is only displayed until the 5th of the current month. For example, from the 1st to the 5th of March you will see the dates Feb 01, 2013 to Feb 28, 2013. Then, from the 6th of March you will see Mar 01, 2013 to Mar 31, 2013.
• You can group the information in the report by Contact Partner (default) or Contact Manager.
• If you have set up custom groups and filters for your firm, you can also filter the report by job-related firm groups, for example, by Job Location and Job Division.. Click the drop-down arrow to display the list of options. You can then use the check boxes to select a number of items to report on. This gives you flexibility around reporting, and will you save time as you do not need to print off separate reports.
• The header of the report reflects any filter selections you make. Click here to learn more about using reports.

A report displaying two custom firm groups - Job Location and Job Division:

The report filter area displaying the two custom firm groups (default names have not been changed), and a drop-down list with a choice of check boxes:

A report with All options in the custom firm groups selected:

A report with multiple options in the custom firm group selected.