Welcome to the support guide for the new Aged WIP by Staff report! We are excited to introduce this feature to help you gain sharper insights and better control over your practice's performance.
What is Aged WIP by Staff?
This report allows you to see the work in progress (WIP) assigned to each staff member within your practice. It helps you track pending work, understand how time is being allocated across your team, and identify any bottlenecks that may affect your billing process.
Key Features
- See Exactly Where Time is Being Spent
Easily view how each staff member’s time is allocated to clients and tasks, helping you manage workloads effectively. - Interactive Drill Down Function
Click on summary lines to explore individual WIP records behind the figures. This interactive feature ensures no detail gets missed and provides deeper insights into your practice’s performance. - Wide Filtering Options
Customise your report view by using different filters to focus on the data that matters most to you. This allows you to tailor the report to your specific needs. - Pre-Filtered Views for Quick Access
Jump directly into views that are pre-filtered to help you manage records faster and streamline billing. - Report Highlight Section
Quickly review high-level totals before drilling down into details, making it easier for decision-makers to assess overall performance efficiently. - Export and Save Report Functions
You can export your reports for offline access and save your customised report settings for consistent future use. This helps improve time efficiency and keeps your reporting standardised.
How to Access and Use the Report
- Navigate to the Insights section and select "Aged WIP by Staff."
- Use the filters to select the staff member(s), date range, or other criteria relevant to your needs.
- Review the summary totals in the Report Highlight Section.
- Click on any summary line to drill down into individual WIP records for deeper analysis.
- Save your report configuration for easy access next time or export your data for sharing and archiving.
Why Use This Report?
By using the Aged WIP by Staff report, you will:
- Improve visibility into your team's workload.
- Identify delays or bottlenecks in processing aged work.
- Enhance billing efficiency through better record management.
- Support auditing and performance review processes.
FAQs: Aged WIP by Staff Report
Q1: What does the Aged WIP by Staff report show?
The report displays work in progress (WIP) categorised by staff members within your practice, showing how much time is allocated to each client and the age of the WIP entries.
Q2: Can I see the details behind the summary numbers?
Yes! You can drill down into individual WIP records behind the summary data by clicking on any summary line to get a detailed view.
Q3: How can I filter the report?
The report offers a wide selection of filtering options. You can customise the report based on staff members, clients, dates, and more to focus on the data most relevant to you.
Q4: Is there a way to save my report settings?
Yes, you can save your customised report views to quickly access consistent formatting and filters without having to redo your settings each time.
Q5: How does this report help with billing?
By providing visibility of aged WIP and allowing quick navigation to pre-filtered views, the report speeds up record management and billing processes.
Q6: Who can benefit from using this report?
Practice managers, billing staff, and team leads can all benefit by tracking workloads, monitoring tasks assigned to staff, and identifying bottlenecks.
Q7: When was this report released?
The Aged WIP by Staff report was released in August 2025.