Working with Reports

What It Does

The Reports feature in SignTracker provides detailed insights into various aspects of your business operations. It includes four primary reports: Pipeline, Work in Progress, Job Summary, and Job History. These reports are essential for tracking job statuses, managing timelines, and making data-driven decisions.

Video: Reports

Why It’s Important

• Visibility: Offers a clear view of job progress and historical data.
• Efficiency: Identifies bottlenecks and streamlines workflow management.
• Accountability: Tracks sales and production performance metrics.

How It Helps

• Pipeline Management: Monitors jobs in the early stages to ensure nothing is overlooked.
• Progress Tracking: Keeps teams aligned by providing real-time updates on active jobs.
• Historical Insights: Allows for performance reviews and identification of recurring issues.

Step-by-Step Instructions

1. Access the Reports Tab:
   • Navigate to the Reports tab in the top navigation menu.
   • If you don’t see this option, check with your administrator to enable             access.
2. View Pipeline Report:
   • Lists all jobs in the first stage of the Job Flow Board (e.g., Opportunity, Open Job).
   • Details include company name, client, sales rep, quoted amount, and quote status.
3. Review Work in Progress:
   • Tracks jobs actively moving through production stages.
   • Provides details such as job name, client, project manager, stage of production, dollar amount, and due date.
4. Explore Job Summary:
   • Displays job descriptions, client details, project manager, sales rep, creation date, and due date.
   • Offers a quick overview of job specifics for better planning.
5. Analyze Job History:
   • Records the timeline of a job’s progression through production stages.
   • Useful for identifying delays or inefficiencies in the workflow.
6. Export Data:
   • Print reports or export them as CSV files for further analysis in Excel or Google Sheets.
   • Manipulate the data to create custom insights for your team.

Pro Tips

• Customize Columns: Adjust column titles in the Job Flow Board to align with your terminology for better clarity in reports.
• Track Trends: Use historical data from Job History to forecast future workloads or identify peak periods.

Leverage Exported Data: Import CSV files into other tools for advanced reporting or sharing with stakeholders.