Work-In-Progress (WIP) Reporting Using Job Tracker – Print Reach Help Center

Overview

Job Tracker provides a live, filterable inventory of every item currently in production. It is the principal screen a production lead should review at the beginning and end of each day. This guide explains how to interpret Job Tracker, produce concise work‑in‑progress (WIP) reports, and export the same information to Excel. Optional modules—Scheduler, Inventory, and TimeTracker—are referenced where they add value, but they are not required for the core workflow.

Info: Job Tracker answers “What must be completed today?”. Scheduler addresses “What is booked for the week?”, and Reports preserve historical or analytical data.

1. Job Tracker – Daily WIP Board
2. Printable WIP Reports
3. Exporting to Excel / CSV
4. Optional Enhancements
Key Points

1. Job Tracker – Daily WIP Board

Select Scheduler ▸ Job Tracker or press Ctrl + J. The grid lists each Item on every active order. Columns may be added or removed via Show ▸ Columns.

Job Tracker grid screenshot

Figure 1 – Items currently in production, color‑coded by department.

Interpreting the Grid

Status icons – 🟊 Scheduled | ✋ On Hold | ⌛ Waiting | 🔍 Proof | 🏷 Priority Tag.
Department arrow – the colored ▸ indicates the department that currently owns the item; a ✔ confirms completion.
Quantity / Time / CSR columns – display or hide by using Show ▸ Columns.

Context menu for Job Tracker items — Figure 2 – Context menu for scheduling and document review.

Filters located on the left enable supervisors to isolate work by due date, department, CSR, or custom tags. Select a filter folder, and refine results using the search bar or date pickers.

Figure 3 – Filter folders (departments, dates, tags).

Important: Select the Group By… header to alternate between an Order‑centric view (useful for CSR follow‑up) and a Date‑/‑Order view (useful for dispatch sequencing).

2. Printable WIP Reports

Job Tracker ➜ Print (on either the Jobs tab or the Scheduler’s Job Tracker view) produces a rich set of PDF or hard‑copy reports. All print jobs respect the current column visibility, filters, and date range so supervisors only see what is relevant to the task or meeting in front of them.

2.1 Date‑Range Pickers at a Glance

Jobs Tab – top‑left Date Range selector: Today, This Week, Month‑to‑Date, or Custom…
Scheduler ▸ Job Tracker – Service Date Range tree offers quick presets (Today, Tomorrow, Today +Tomorrow, Today+7 Days, Today+14 Days) plus check‑boxes for Include Services Late, Group by Date, and Page Break between days.

2.2 Reports from the Jobs Tab

The left‑hand pane of the print window is divided into five logical groups. Each produces a purpose‑built hand‑out that reflects the active list on‑screen.

Report	Typical Audience / Scenario	Key Columns
‑ The list on the screen ‑	Exact replica of your current grid – quick walk‑around copy when internet access is limited.	Whatever columns are visible.
Jobs
Job Dates	Morning production huddle – sort by due/ship/late to highlight risk.	DateIn, DateDue, Late Flag, Ship Via.
Job Amounts	Finance or production leadership – revenue in play & deposit status.	Subtotal, Tax, Paid, Balance Due.
Items
Item Specs	Pressroom or finishing bench – spec sheet travels with the job ticket.	Size, Stock, Colours, Finished Qty.
Item Amounts	Estimator’s post‑mortem or margin spot‑check.	Item Cost, Item Price, Margin %.
Services
Service Specs	Detailed hand‑off between departments when an item has many sequential steps.	Centre, Run Table, Setup/Run Time, Spoilage.
Service Amounts	Cost‑center profitability and time‑tracking audit.	Act Time, Est. Time, Cost, Price.
Barcodes
Item Barcodes	Pick lists for TimeTracker or inventory scan guns.	Job + Item ID
Shipping
Ship by Job No / Ship by Via	Dispatch desk – consolidate run sheets by courier route or customer pickup.	Job No, Customer, Qty, Cartons, Ship Via, Ready By.

2.3 Reports from Scheduler ▸ Job Tracker

The Scheduler perspective surfaces additional production‑planning outputs that are not available from the standard Jobs tab.

Report	When to Use	Snapshot Provided
Weekly Schedule — by Job Due Date	Monday‑morning scheduling or end‑of‑week look‑ahead.	Grid of jobs across the next seven days with late indicators.
Progress Report — by Job No	Production meeting – quickly see how many services remain on each order.	Count of Services‑To‑Do per department with "X" when complete.
Progress Report — by Job Due Date	Same as above but chronologically arranged.	Highlights urgent jobs with unfinished services.
Progress Report — by Item Location	Department supervisor – workload per production centre.	Items grouped by owning department, including DateIn/Proof/Due and price.
Services‑To‑Do by Center	Shift preparation – printable checklist for each cost centre.	One line per service with Act/Est Time, Priority Tag, Need Qty.
Services‑To‑Do by Operator	Personal worklist for operators clocked into TimeTracker.	Filters by Operator name – ideal to hand to temp staff.
Papers (Material Requirements)
List by Paper Vendor / Type / Job Number	Storeroom or purchasing – pull‑list for stock already on‑hand.	Qty Needed, Qty On Order, Cost, SKU.
Summary by Paper Vendor / Type	Combine like stocks across jobs – perfect for gang purchases.	Aggregate Need vs In‑Stock vs On‑Order.
Press and Paper	Pressroom two‑hour look‑ahead – validate that paper is available for the queued press runs.	Press, Impressions, Paper Colour/Size/Ink.

Inventory users: On any Paper list you can right‑click and choose Check ► Need Breakdown (see Figure 13) to view every order drawing on that stock — invaluable before releasing a large job or placing an emergency purchase.

Jobs tab print window — Figure 4 – Print dialogue highlighting report families.

Figure 5 – Service‑date presets available from the Scheduler print window.

3. Exporting to Excel / CSV

The Export command on any list or report creates an Excel or CSV file that mirrors:

Current column visibility and order
Active filters and sort order
Totals and subtotals (if displayed)

Tip: Prior to exporting, right‑click a column header and choose Select Columns… to remove sensitive fields (e.g., selling price when sending data to subcontractors) or to add labor metrics for internal review.

Typical exports include:

Job Tracker ▸ Export – live WIP list (suitable for pivot tables or business‑intelligence dashboards).
Item / Service Amounts ▸ Export – margin analysis.

Guides: Export Guide | Formatting Views In Printer's Plan

4. Optional Enhancements

Scheduler Calendar – provides a week‑view Gantt chart and enables printable weekly schedules and progress reports.
Inventory – displays 🟢/🟡/🟥 stock flags beside each item and unlocks the Need Breakdown drill‑down described above.
TimeTracker – captures live clock‑in data for labor analysis and empowers barcode reports.

Key Points

Job Tracker is the primary WIP interface—filter, print, or export from this screen first.
Use Summary‑To‑Do folders for quick workload counts during production meetings.
Printable reports provide department‑ready documentation with no additional formatting.
Column visibility controls both printouts and exports—adjust as required.
Scheduler, Inventory, and TimeTracker enhance, but do not replace, the Job Tracker workflow.