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 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 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.
