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Whether it’s jobs, clients, or billings, you’re responsible for making sure that work gets done right. Here are six reports to help save your butt when the pressure to perform is on. REPORTS Q&A How can you export C&P reports to Excel and other spreadsheet programs? Get answers to this and other important questions, along with some guaranteed great ideas. FIND THE RIGHT REPORT AUTOMATICALLY Our exclusive Report-o-Matic has examples of 350+ reports—and eliminates guess-work. This "big picture" view shows you start and due dates, production status, priority, and job duration.
Click the link below to download the complete Acrobat-based version of the Traffic Management newsletter: |
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REPORTS YOUR STAFF DOESN'T WANT TO SEE Agency accountability is the newest buzzword for an old-fashioned idea: Doing an honest day’s work. With Clients & Profits storing all the details, it’s easy to make sure that everyone is working optimally.
With over 300 reports in Clients & Profits, you’ve probably found a half dozen reports that you love and use all the time. Here are five more to add to your repertoire—and save you tons of time. WORKING SMARTER: FIND (AND STOP) VAMPIRE CLIENTS Use Clients & Profits to bring those resource-draining clients into the sunlight. Identifying vampire clients can be easy with a few reports.
Depending on your job responsibilities, you’ll probably find one Clients & Profits report that is the perfect accompaniment to your morning coffee. Here are 7 hardy reports for just about everyone: |