Introducing the Aged WIP by Client Manager Report
What is it?
The Aged WIP by Client Manager report helps you view your outstanding Work In Progress (WIP) grouped by the Client Manager responsible. This allows you to easily track how much work is pending across different managers within your practice.
Why use it?
- Clear insights: See which Client Managers are managing which clients and their associated WIP amounts.
- Better decision-making: Monitor WIP performance across your practice to allocate resources effectively and manage cash flow.
- Intuitive navigation: Drill down from a Client Manager to individual clients, then further into specific time recordings contributing to the WIP.
How to find it?
Go to:
Insights > Report engine > Report summary > Aged WIP > by Client Manager
Features you’ll find helpful:
- View WIP broken down into standard ageing categories (0-29 days, 30-59 days, 60-89 days, 90-119 days, and 120+ days).
- Use filters such as date range, client type, service, staff, and more to customize your view.
- Sort columns to organize the report based on your priorities.
- Export data to CSV for offline use or sharing.
- Review summary totals to get a quick overview before exploring details.
How it works:
- Expand any Client Manager row to see their individual clients and the WIP associated with each.
- Click on any WIP amount to open detailed Work In Progress records tied to that value.
This report works alongside existing views by Client and by Staff, giving you a comprehensive understanding of work allocation in your practice.