Software for the Business of Being Creative® Since 1986  


       Ask Clients & Profits Sales Anything:

I need: a price quote   a web demo







     
   What is Clients & Profits?FeaturesTourPricingDemoNewsTraining & Support

Jobr : Production Snapshot Reports

Jobr : Production reports use time sheets to show how the shop’s time is spent. These reports are the best way to see how people work -- by client, job, or task.

hot-sheets
traffic
work-to-do
schedule-chart
analysis

Use the Job Hot Sheet as your basic production report, since it shows the job’s key facts -- job number, job name, client, due date, production status, and status notes. Select the production status "From" range from this drop-down menu.

Select the production status "To" range from this drop-down menu. This will give you a full breadth of jobs in between the production status you wish to view.

The date range of jobs in production can be entered here. The report can also be filtered by date added, date due, and date closed.

Choose how you would like jobs selected by using this drop down menu. Jobs can be selected by Client, AE/Team, or departments such as Creative, Marketing, Interactive, Media, Account Services, etc.

You have three individual reports to choose from: The Job Hot Sheet, Traffic Hot Sheet, or Rush Jobs. Select the report you wish to print, then click the Print button.

The Traffic Hot Sheet shows the job’s number, production status, and traffic assignments. Select the production status "From" range from this drop-down menu.

Select the production status "To" range from this drop-down menu. This will give you a full breadth of jobs in between the production status you wish to view.

The date range of jobs in production can be entered here.

The traffic report can be filtered by date added, date due, and date closed.

Choose how you would like jobs selected by using this drop down menu. Jobs can be selected by Client, AE/Team, or departments such as Creative, Marketing, Interactive, Media, Account Services, etc.

Choose the type of traffic report you would like to print using one of these options: Job Type, Client, Job Number, Production Status, or AE/Team.

Work To Do reports show unfinished job tasks by resource, client, AE, department, or task. These reports can be printed daily to show everyone what they’re to do each day or printed in advance for production meetings to help manage the week’s work load. Select the task status "From" range from this drop-down menu.

Select the task status "To" range from this drop-down menu. This will give you a full breadth of jobs in between the task status you wish to view.

The date range of jobs in production can be entered here.

Select whether you wish to see due dates or start dates of jobs on this report using this drop down menu.

The Work To Do report can be filtered to show tasks by assignment, AE/Team, Client, Task, Department, or Job.

Choose the schedule report that you wish to print: Work To Do (by due date or start date), the Daily Task Calendar, Client Deadlines, Department Task Checklist, or Job Schedules report.

The range of due dates of jobs in production that you would like to see on the Schedule Chart can be entered here.

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. The title can be customized. Enter the title here.

If you would like to see the job sub-totaled by client, select this checkbox.

Select up to 12 tasks that you would like to have appear on the Schedule Chart here. To select individual tasks on a Mac, hold down the Command key and click each task. On a PC, use option-click. So instead of seeing every unfinished task for the week you can print just a select few (e.g., artwork, copywriting, and design).

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. Select the task status "From" range from this drop-down menu.

Select the task status "To" range from this drop-down menu. This will give you a full breadth of jobs in between the task status you wish to view.

Select whether you wish to see due dates or finished dates of jobs on this report using this drop down menu.

The range of due dates or finished dates of jobs in production that you would like to see on the Analysis Report can be entered here.

Choose how you would like to filter selected jobs or tasks by - Client, AE/Team, or who the task has been assigned to. Enter the value in the field to the right.

The On-Time Performance report compares the due date of each client’s unfinished tasks to the actual date the task was finished. The Missed Deadlines report shows tasks that were finished after the scheduled due date for each person. The number of days the task was late is calculated.



Printing productivity snapshot reports

These reports are the best way to see how people work -- by client, job, or task. Productivity reports show the hours, cost amounts, and billable amounts for both billable and non-billable hours, so you’ll see a complete picture of your work.

Productivity reports show time by work date. Like time reports, productivity reports show hours posted from time cards and time sheets. But unlike time reports, productivity reports only show totals -- so you won’t see individual time entries. This makes productivity reports much more concise (and probably more usable) than time reports.

Productivity reports don’t show billings. They’re less concerned with how the time was billed (or not billed) than with how the time was actually spent, since the cost of your staff is mostly fixed (unless they’re freelancers, that is). One reason for printing productivity reports is to see how time is being used, and especially if it is being managed properly. One of the reasons to track productivity is to ensure that the right people work on the right clients (i.e., the higher-paid staffers should only work on the most profitable clients, etc.).

Productivity reports can also help you balance your work load. If one staff member is consistently logging more hours than other staff, you’ll see it in their total hours -- they’ll be higher than others. You can use this information to move work around, so that everyone is working more efficiently.

Time reports vs. productivity reports

Productivity reports show time in summary, while time reports show time in detail. Productivity reports are designed to give managers a clear idea of how the staff spends their time over a week, month, quarter, or year.

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

Time reports, in contrast, are designed for day-to-day time accountability. Time reports show every time entry, including a lot of extra information (like rates and descriptions) that is interesting but not meaningful to management. For productivity purposes, time reports simply show too much detail. Time reports are ideal, however, for seeing time before billing. Since time reports show the time entry’s detail, they give you enough information to intelligently decide what to bill -- and what not to bill.

Tips for tracking staff productivity

• Productivity reports for a long time period can take some time to print, depending on the quantity of time sheets selected.

• Print productivity weekly to analyze how everyone managed their time.

• The cost and billable amounts are totaled from time sheets using the task’s or staff member’s cost and billing rates. If someone’s cost or billable amounts seem strange, print a time report for the same range for work dates to see the time details. If you print both reports for the same time period, their totals will equal.

• The cost and billable totals on productivity reports combine the different rates used on the staffer’s time sheets. Your billable totals will reflect different rates for different tasks on time sheets added for the selected time period.

To print productivity reports

1 Choose Productivity from the Snapshots menu.

The Productivity Reports window opens.

2 Select the kind of report (i.e., General, Staff Utilization, Dept Performance, Client Analysis, Profit Centers)

3 Make your report selection.

If you don't want freelancers included on your report, check the "exclude freelancers" option and time for all freelancers will not be included in this report.

4 Click Print.

Productivity Reports

Daily Department Time Analysis
The Daily Dept Time Analysis report shows total hours by day for everyone who worked, including planned vs. actual hours by day for each staff member and department.

Weekly Time Summary
The Weekly Time Summary report shows the total hours spent for each staff member on each day, compared to their total weekly planned hours, for a 7-day period. The staff are subtotaled by department on the report.

Weekly Time Analysis
The Weekly Time Analysis report shows the total hours spent for each staff member on each day, and the specific jobs on which they worked, for a 7-day period. The staff are subtotaled by department on the report.

Missing Time
The Missing Time report lists each staff member by department showing their planned hours vs. their actual hours. It shows who hasn’t accounted for all of their time.

Overtime Analysis
The Overtime report shows time entries marked as “overtime” only. Staff Utilization

Staff Utilization
The Staff Utilization report compares each staff member’s total hours vs. their billable hours. It is based on what percentage of their total hours is actually billable time.

YTD Staff Utilization by Client
The YTD Staff Utilization by Client report compares period vs. year-to-date staff time.

Freelance Time Analysis
The Freelance Time Analysis compares client hours for employees vs. freelancers.

Unbillable Time Analysis
This report compares the percentage of unbillable staff time by client.

Billable/Unbillable Time Summary
The Billable/Unbillable Time Summary report compares billable to unbillable hours.

Staff Realization
The Staff Realization report compares each staff member’s total hours vs. their billed hours. It is based on what percent of their total hours has actually been billed.

Dept Performance
The Dept/Group Productivity report compares each staff member’s total hours vs. their billable hours. The staff members are subtotaled by department.

Team Productivity
The Team Productivity report compares each team’s total hours vs. their billable hours and calculates the team’s utilization (percentage of billable hours).

Team/Staff Productivity
The Team/Staff Productivity report compares each staff member’s total hours vs. their billable hours. The staff members are subtotaled by team.

Monthly Client Time Summary
The Monthly Client Time Summary report shows total hours worked by staffer per client.

Client Productivity by Job
The Client Productivity by Job report shows total hours worked by job and client.

Division Productivity
The Division Productivity report compares each division’s total hours vs. billable hours.

Division/Client Productivity
The Division/Client Productivity report analyzes total hours for each division and client.

Division/Staff Productivity
The Division/Staff Productivity report compares staff hours by division and client

Profit Center Productivity
This report compares each PC’s total hours vs. billable hours to calculated its utilization.

Profit Center/Client Productivity
This report analyzes each profit center’s total hours and billable hours for each client.

Profit Center/Staff Productivity
The Profit Center/Staff Productivity report shows total hours by staff worked by PC.



"Hands down, this Clients & Profits Helpdesk is the best of any support team." -- Kate Mistler, Fabiano Communications