Aged WIP by Client Partner Report
What is it?
The new Aged WIP by Client Partner report helps you see your outstanding Work In Progress (WIP) grouped by the Client Partner responsible. This means you can easily track how much work is pending across different partners in your practice.
Why use it?
- Clearer insights: Understand which Client Partners are managing which clients and how much WIP is outstanding.
- Better decision-making: Monitor WIP performance across your practice, so you can allocate resources effectively and manage cash flow.
- Easy to navigate: Drill down from a Client Partner to see individual clients and even the specific time entries contributing to their WIP.
How to find it?
Simply go to:
Insights > Report engine > Report summary > Aged WIP > by Client Partner
Features you'll find helpful:
- View WIP broken down by standard ageing categories (e.g., 0-29 days, 30-59 days, etc.).
- Filter the data by date, client type, service, staff, and more to focus on what matters most.
- Sort columns to organize your view.
- Export reports to CSV for easy sharing or further analysis.
- Quickly see summary totals to get an overview before diving into details.
How it works:
- Expand any Client Partner in the report to see their individual clients and WIP amounts.
- Click on any WIP amount to open the detailed Work In Progress records related to that figure.
This report complements existing views by Client and Staff, giving you more flexibility to analyse your practice’s workload.