From Account History to the YTD Trial Balance: You want reports? Clients & Profits has them all.
For your Creative Side
Job Ticket + Tasks
The Job Ticket + Tasks shows all the information on the Job Ticket report and includes job tasks, estimates, estimated hours, budget (the amount you’ll spend before markups), task due date, and the person who is to do the work.
Daily Task Calendar
The Daily Task Calendar gives a checklist of unfinished tasks by due date. The client, job, resource, and time of day each task is due is listed with a check box so the printed report can be used as a manual checklist.
Job Schedule
The Job Schedule shows the job tasks, due dates, and start dates. Job tasks are sorted by the schedule sort number -- which should be the order in which tasks are performed -- then due date. As tasks are completed, the finished date is updated and appears on the printed Job Schedule.
Daily Job Status
The Daily Job Status summarizes the shop’s work in production; it gives you an overview of where every job in the shop is, whether it’s on hold, at the printer, or awaiting client approval.
Job Summary
The Job Summary shows the job’s estimates, change orders, estimated hours, actual hours, net POs, total costs, billings to date, and currently unbilled balances for each task. Job tasks are subtotaled by group, then sorted by each task’s sort number. The show budgets option replaces the change order amounts on each job with the budget amount.
Timeline
The Job Timeline can be selected by clicking into the bottom left corner of each Job Ticket. This report lists each scheduled task and sorts by the tasks start date. Each task can be rescheduled, reassigned or the entire job schedule cleared directly from this report.
Weekly Traffic Report
The Weekly Traffic Report can be selected by a production or billing status range. It includes the Traffic Assignments, Milestones, Status Notes, and sorts by the Job Type Spec Sheet. Jobs can be updated by clicking in the appropriate job and column you'd like to make changes to. Once the report is saved the job ticket is updated immediately.
Work to Do
The Work to Do report will list unfinished tasks for a selected date range with the options to sort by due or start date, resource, client, AE/Team or unfinished and overdue. It compares the estimated hours versus the hours remaining from posted time entries. By double clicking on a task you can view or change the schedule, specifications and task notes. Changes to the job schedule are saved instantly.
Client Job Schedule
The Client Job Schedule lists unfinished tasks sorted by Client. The due date and day of the week are shown along with the job number, task, resource, estimated hours and hours left based on time sheets.
Client Status Report
The Client Status Report sorts by client and includes job tickets within the production or billing status and date range entered. The report can be used to give you an overview of the job's progress since it includes the status notes from the Traffic window of the Job Ticket.
Client Job Summary
The Client Job Summary shows all the Job Summary information summarized by job and groups the jobs by client with totals for each client.
Project Job Summary
The Project Job Summary gives you an overview of each job's progress grouped by project. It includes the estimate, cost totals, open P.O's, billed and unbilled amounts along with the job's status.
Client Job Costs
The Client Job Cost report shows costs by client within a selected date range and status code. Individual types of costs can be selected or you can include a combination of costs such as outside costs, time, expenses, internal charges and job cost transfers.
Client Deadlines (Snaps > Prod > Schedules)
The Client Deadlines report shows unfinished tasks for each client and sorts them by due date. The job number, job name, resource, and time due are listed for each task.
Work to Do (by Due Date, for AE)
The Work to Do report (by Due Date) shows unfinished tasks by due date and sorts by resource.
Job Hot Sheet
The Job Hot Sheet shows the job’s key facts -- job number, production status, and status notes.
Traffic Hot Sheet
The Traffic Hot Sheet shows the job’s number, production status, and traffic assignments.
On-Time Performance
The On-Time Performance report compares the due date of each client’s unfinished tasks to the actual date the task was finished. The number of days the task was late is calculated and the performance of meeting the due dates is analyzed by showing what percentage of the tasks were early, on-time, late, or very late.
Simple Estimate
The Estimate will provide the client with a clear picture of the work being done. The client can then sign off on the estimate for approval or the estimate can be revised and reprinted as many times as needed. The printed estimate can be as simple or as detailed as needed and can include a contingency for overages.
Multi-Column Estimate
The Multi Column Estimate allows you to add up to three customized column headings with separate estimated amount for each task . It can be used to estimate three different print quantities or different print options.
Project Estimate
The Project Estimate combines jobs that belong to the same project in a single printed estimate. It includes the job number, name/title, job description, tasks and estimated amounts subtotaled for each job in the project.
Printing Specifications
Printing Spec report is optional and can include an unlimited number of print spec forms for each job ticket. The Print Spec describes what's to be printed, the production specifications, delivery information and special instructions. You can even choose up to three vendors to receive a bid from. The vendor that is awarded the bid can then be notified via email and a Purchase Order can be automatically created. An email can also be sent to the vendors that weren't awarded the print job.
Change Order
Change orders document changes made to a job's estimate after it has been authorized. A change order can include up to six tasks from the same job ticket. A long note can be included to explain what's being changed.
Work Order
Work Order's have up to 15 pre-defined topics that pull from Job Type Spec Sheets. Account Execs can use this form to describe work being requested, any special instructions and include a graphic of the work being done by clicking into Photo/Sketch/Scan that can be used as a reference at a later date.
Creative Brief
The Creative Brief provides fifteen user-defined fields and headings designed to direct your creative, production, and marketing goals.
Media Estimate
Media Estimates are a way to show your client how and where their ads will be placed. The estimate can include multiple buys for the same campaign along with a detailed description. Custom headings can be added for each of the buy's five fields or use the standard column labels which are publication, issue date, close date, ad number or caption and ad size.
Broadcast Media Plans
Broadcast media plans can be created for many kinds of radio, television, cable, or even Internet-based media buys.
Print Media Plans
Print plans can be created for many kinds of newspaper, magazine, periodical, or Internet-based media buys.
Purchase Order
Purchase Orders provide written verification for goods and services ordered from vendor's on a clients behalf or for yourself. The Purchase Order can include a description of the goods ordered along with special instructions and up to three signature lines for approval.
Broadcast Order
Radio or television spots ordered on behalf of a client should be tracked with broadcast orders. Like purchase orders, they are essential for accurate job costing. They allow media costs to be committed to a job ticket before the station's invoice is posted. This way you'll know at any given time how many media spots have been ordered.
For your Business Side
Billing Hot Sheet
The Billing Hot Sheet shows unbilled jobs by client -- including each job’s estimate (plus change orders), billed, and remaining unbilled amounts. A checklist of the billing workflow steps is listed for each job.
Daily Dept Time Analysis
The Daily Dept Time Analysis report shows total hours by day for everyone who worked, including planned vs. actual hours by day for each staff member and department.
Staff Utilization
The Staff Utilization report compares each staff member’s total hours vs. their billable hours. It is based on what percentage of their total hours is actually billable time.
Staff Realization
The Staff Realization report compares each staff member’s total hours vs. their billed hours. It is based on what percent of their total hours has actually been billed.
Missing Time
The Missing Time report lists each staff member by department showing their planned hours vs. their actual hours. It shows who hasn’t accounted for all of their time.
Monthly Client Time Summary
The Monthly Client Time Summary report shows total hours worked by staffer per client.
Unbilled Costs by Job
The Unbilled costs by Job report can be selected by cost status. This option lets you see unbilled costs that are on-hold, for example, or canceled. All other costs will be excluded from the report.
Gross Margin by Client
The Gross Margin by Client Report lists the net revenue by client based on costs, time, expenses and billings from job tasks within the parameters selected.
Client P&L Analysis
The Client P&L report shows billings, direct costs, gross profit, and gross profit by client. Unlike the Client P&L Analysis, it does not break out each client’s share of overhead.
Profitability Analysis
The Profitability Analysis report measures how well the company is utilizing its resources.
Gross Margin by Job
The Gross Margin by Job report compares costs and profit for each job, subtotaled by job type. The net revenue is calculated based on the billings less direct costs, and the gross margin (or profit) is calculated by the net revenue less direct labor costs.
Media Recap
Shows on a month by month basis for each media outlet the orders placed. Information includes issue date/flight date, publication/station, ad size/programs, ad name, net amount, order #, and A/R number it’s billed on.
Media Recap by Client
Shows on a month by month basis for each client the orders placed. Information includes issue date/flight date, publication/station, ad size/programs, ad name, net amount, order #, and A/R number it’s billed on.
Mix Analysis (Media)
The Mix Analysis report compares total spending with quarterly totals for each kind of media for all clients and all stations/publications.
Vendor Aging
These reports show unpaid invoices from A/P. You can see unpaid invoices in detail, or just see each vendor's balance due. The vendor aging can be run as of the current date or through any prior period.
Client Aging
Client Account Aging reports show unpaid invoices from Accounts Receivable. You can see each unpaid invoice, or just the total balance due for each client.
Comparative Balance Sheet
The Comparative Balance Sheet compares assets, liabilities, and equity between two fiscal years.
Statement of Cash Flows
The Statement of Cash Flows report uses each G/L account’s cash flow category to calculate operating, investing, and financial activities totals for the period.
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