Finding WIP Reports
Once you're using WIP notes across your projects, you'll be able to generate WIP reports from your comments. To generate a WIP report, click Reporting at the top of your screen next to your name. Then click WIP Report.
From this page, you'll be able to see a list of all projects you can see in admation. Use the filters in the top left corner to find your project and refine your search results if needed. Once you've found your project, you'll be able to:
- See the project ID
- See the project's name
- See the advertiser
- See the project's current phase
- See the project owner
- See the latest WIP note
- Update the % complete for the project
- Update the settings for any WIP reports you download out of the system
Adding WIP Notes to Your WIP Report
From this view, you may notice that various projects may not have WIP notes at present. To prevent gaps in your WIP report, you may choose to add WIP notes from this screen. You can also update WIP notes by following these steps. To do so, select any projects you'd like to update using the checkboxes . Then click the plus button in the actions bar.
You'll see a pop up with the items you'd like to update. The current WIP note will show on the left, with a textbox for making changes on the right. For each of the projects you'd like to update, type your changes in the New WIP Note field and click Save. Note that only the most recent WIP note will show in your report.
Omitting Items from Your WIP Report
All projects that you have access to will show in your WIP report unless that project has been finalised. However, you may not want to show all items in your downloaded report. To manually omit items from your WIP report, click the Settings icon next to the item you want to omit. You'll then have the option to omit your item from the next report you'd like to download. Or you can opt to omit the item from all future reports exported out of the system.
Generating a WIP report
Once you're ready to generate your report, choose whether you'd like to filter by WIP Note Type. Then select whether you'd like to download an Excel or PDF report. Then click Generate Report to download your file.