At Tangram, we are perpetually in search of minimising agency administration. To do so we believe that a simple status report is best generated from your job management system. After all, who wants to type job numbers and names over and over again?
At Tangram, we are perpetually in search of minimising agency administration. To do so, we believe that a simple status report is best generated from your agency management system.
After all, who wants to type job numbers and names over and over again?
Here are some special mentions of our favourite system generated status reports:
Our favourite thing about the WorkBook report is the in-line editing of status on the interface.
Simply review your jobs list, update last activity and make freeform notes about next steps. All in the same spot. Then print.
Introducing the quickest updatable creative status report on the market.
Find out more about Deltek WorkBook here
The work in progress report from Streamtime lets you pull in all of your key dates, current status and future actions in to a neat grid. What’s even better – if you run it for a single client then you get the name popped in to the top.
Ta-da…. an agency and client status report in one.
A special mention must go as well to the job detail report. A great visual glance at job details with plenty of space for those important notes.
Find out more about Streamtime here
The ‘write your own’ mantra of trafficLIVE leaves the end result wide open to your own design and needs. The outputs must be custom-coded in html with a little bit of java script expertise.
Here is an example status report we prepared earlier…
And as a small gift to our trafficLIVE using friends you can even download the code to this very report here. Once you have downloaded, just open up Admin > Templates in trafficLIVE, click on create and paste in this text. Don’t forget to add your logo for branded loveliness.
Find out more about Deltek trafficLIVE here
Some Shameless Self Promotion
You can get customisable reporting in some shape or form out of all of the systems above, either by using their in tool builders, APIs or partner reporting platforms. With custom reports becoming a more accessible option it may be worth getting a little help building them from an expert.
Tangram Consulting offer scoping and development of reports and dashboards built to solve agency problems.
Get in touch for a chat through your agency’s needs at firstname.lastname@example.org