There are several ways to run WIP reports in Streamtime.
The main way is to go into Jobs > Job List then press the All Active button. All your jobs that have an active status will appear in a list view. This is your Work In Progress Jobs list.
To do a more detailed report e.g. WIP for a specific client, client manager etc click the Advanced Search button and then choose the criteria you’d like to search by
The first thing to do would be to check the Active checkbox, to make sure you're searching for Active Jobs
Then you might want to search by Client for a client specific WIP report, or any of the other fields available in this screen.
If you want to run a report on multiple clients, client managers, Job Status' etc just click the Add Search Criteria button to get another set of criteria to search by. Once you're happy with your search criteria click Search.
This will give you a list of Jobs based on your search criteria. To print a WIP report on these jobs click the Print button and select the relevant report from the Print Centre list:
All Tasks by Job
This report is sorted first by client and then by Job Number. It shows you the Job Number, Job Name, The Client Contact, the Client Manager, the Job Owner and the Job Status.
It also shows how much total estimated time there is on a job and how much of that has been used, as well as the latest notes on the job (these are taken from the Brief/Instructions field on the Job Ticket).
Finally it shows a list of all tasks for the job with due date, owner and estimated time for each task.
Note: to see the estimated time and tasks you need to have assigned tasks.
Client WIP List
This report shows you the Job Number, Job Name, Client Contact, Order Number (this is the Client PO number), what the Current Task is and when it’s due, what the Next Task is and when it’s due, the Job Status and Job Deadline.
Note: to see the current and next task you need to have assigned tasks to this job.
Detailed Job List
This report shows you the Job Number, Job Name, Client, the date the Job was created, what the next Task is and when it’s due, who the Client Manager is, the Job Owner and the Job Status. It also has a Description field which is drawn from the Description (Brief/Instructions) field of a Job Ticket.
This report shows you the Job Number, Job Name, Client, the date the Job was created, what the next Task is and when it’s due, who the Client Manager is, the Job Owner and the Job Status.
Note: to see the Next Task you need to have assigned tasks to this job.
Create your own WIP report
You can also export your list out of Streamtime into excel to create your own WIP report
Financial WIP Reporting
You can also run WIP reports with Financial detail as well. Once again you can either Click the All Active button to show ALL jobs with an Active status or do an Advanced Search for the Jobs you're looking for.
When you have a list of Jobs you want Financial information on, press the Financial overview button on the toggle in the top right corner of your screen.
The report will return a list of Jobs based on your search criteria but will also show Quoted figures, real Costs captured on the Jobs, the real Sell Value of the Job, any Invoiced figures, alongside the Gross Profit and Gross Margin figures.
You can also print the report by clicking the Print button.
For more details on Financial reporting in the Job list check out this pre-recorded webinar on Financial Reporting.