Reporting advertising agency tasks

The efficiency of advertising agency depends on its working processes optimization, that's why it is necessary to analyze the working processes and find out where exactly the gaps are and what can be done to fix them. The reports should be made daily and stored in a format convenient for looking through and analyzing. VIP Task Manager allows to export daily reports to simple and convenient program MS Excel. The export is made in one click, just show the required data on the screen and select option "Export view to Excel".

Another convenient way of storing and presenting reports is printing them out. Advertising agency staff can filter tasks to display only completed or uncompleted tasks, planned to be done by a certain date, referred to a client or project and send them to printer. VIP Task Manager lets users customize the reports, print out as the whole task lists or schedules so separate tasks with all details.

Besides table format VIP Task Manager can show data as charts and diagrams. For example, when there is a need to compare the profit of each order within a certain time period, it is better to use Charts panel. The diagrams are generated automatically when user selects certain tasks, projects or order requests

• Step 1. Choosing advertising agency software
• Step 2. Organizing advertising agency staff
• Step 3. Setting advertising agency workflow
• Step 4. Customizing advertising agency tasks
• Step 5. Planning advertising agency tasks
• Step 6. Sharing advertising agency tasks
• Step 7. Documenting advertising agency tasks
• Step 8. Tracking advertising agency tasks
• >> Step 9. Reporting advertising agency tasks
• Step 10. Managing advertising agency KPI