Finding WIP Reports

Once you're using WIP notes across your projects, you'll be able to generate WIP reports from your comments. To generate a WIP report, click on your profile icon at the top right of your screen. Then click WIP Report.

From this page, you'll be able to see a list of all projects you can see in admation. Use the filters in the top left corner to find your project and refine your search results if needed. Once you've found your project, you'll be able to: 

• See the project ID 
• See the project's name
• See the advertiser 
• See the project deadline
• See the project's current phase
• See the project owner
• See the latest WIP note, and WIP status 

You can select to view Projects, Sub-projects, Deliverables, or a combination of them by toggling between the available options.

Adding WIP Notes to Your WIP Report 

From this view, you may notice that various projects may not have WIP notes at present. To prevent gaps in your WIP report, you may choose to add WIP notes from this screen. 

You can also update WIP notes by following these steps. To do so, select any projects you'd like to update using the checkboxes . Then click the pen button  in the actions bar. 

You'll see a pop up with the items you'd like to update. The current WIP note will show on the left, with a textbox for making changes on the right. You can also update the Phase and WIP status.

For each of the projects you'd like to update, type your changes in the New WIP Note field and click Save. 

Note that only the most recent WIP note will show in your report.

 

Omitting Items from Your WIP Report 

All projects that you have access to will show in your WIP report unless that project has been finalised. However, you may not want to show all items in your downloaded report. To manually omit items from your WIP report, click the Settings icon  next to the item you want to omit. 

You'll then have the option to omit your item from the next report you'd like to download. 

You can also edit the metadata of a project or deliverable by clicking on the Edit option. 

Generating a WIP report 

Once you're ready to generate your report, choose whether you'd like to filter by WIP Note Type. 

Then select whether you'd like to download an Excel or PDF report. Click Generate Report to download your file.