Editorial and Production Reports
The Editorial and Production module is shipped with a rich library of reports, which are accessible from the standard Report Section and the custom Report Viewer.
Standard Report Section: The Reporting section is the quickest route to getting started every day. It is an alternative method to “Find and Edit a Project”
Custom Report Viewer: Here are the reports which provide an eye into the editorial and production module. They bring together the workings of the module into an easy-to-view layout and are designed to auto-email to key members of staff at a scheduled time and set frequency.
Standard Report Section
The standard reporting section is the quickest route to getting started every day. It is an alternative method to “Find and Edit a Project”
- Go to Publishing> Editorial & Production
- Click on the Reports
- Depending on the report required, please click on the applicable Run Reportlocated under its name:
- Double-click on a result line to continue editing.
Custom Report Viewer
Here are the reports which provide an eye into the editorial and production module. They bring together the workings of the module into an easy-to-view layout and are designed to auto-email to key members of staff at a scheduled time and set frequency. The following 5 custom reports are shipped with FAP.
- Idea Evaluation Schedule– shows uncommitted proposals
- Idea Rejected Schedule– lists all rejected proposals
- Production Tracking (Post Contract) – shows all proposals under development
- Production Schedule – Showing Forthcoming and Overdue Tasks
- Publication Schedule– broken into Just published/Forthcoming/Recently Updated Titles
How to run a report
- Go to on the Reports > Report Viewer
- Next, click on the plus (+) sign on the left of Editorial and Production Reports
- To run any of the reports, simply double-click on the required report, and then follow the on-screen instructions, if applicable.
How to Print a Report
- Click on the printer button located at the top-left of the FAP Report Viewer window, as shown below.
- Next, follow the printer dialogue.
How to Export the report
- Click on the Export button located at the top-left of the FAP Report Viewer window, as shown below.
- Next, click on the drop-down list opposite the “Save as Type” option, to specify the required output type. The standard options available are: PDF, Excel (Data only), MS Word, and Rich Text).
- Next, navigate to the drive and folder you wish to save the report.
- Next, click the Savebutton to finish.
Idea Evaluation Schedule (Pre-Contract) – explained
This schedule is designed to report all projects awaiting approval/commitment and forms an integral part of weekly production meeting. Once a project is signed off, the project will drop-off this report and migrates to the Production Tracking (Post Contract). If required, we can setup the system to only allow senior management to sign off projects.
Idea Rejected Schedule – explained
Reports rejected or dormant projects. This is particularly useful for highlighting repeat proposals from the same author or where a project may suddenly become relevant, after an initial rejection.
Production Tracking (Post Contract)
It reports all projects in production, that is, work-in-progress (WIP) titles. Once a project is marked as published, it automatically drops-off this report.
Production Schedule – Showing Forthcoming and Overdue Tasks
This is a simple report for outputting forthcoming and overdue tasks per month and across all titles.
Settings
Before using the Editorial and Production module you have to
Auto-generate new code for stock records
- Go to Maintenance> Preferences
- Select Code Formats
- Under Stock Ledgerselect System-Generated
- Click the Savebutton
Configure the Progress Tracking Workflow
Your dealer should help setup an initial Progress Tracking workflow during the installation exercise, where the tasks will be configured to trigger embedded actions, such as emailing specified personal at the appropriate stage/task.
- Go to Publishing> Editorial & Production
- Click on Workflowand indicated below, to configure the Progress Tracking Workflow as required
- Click Saveto finish
Cost of Sales Overview
Post costs from Purchases
Post Direct Job Transactions
Calculate unit costs
Job Profile / Enquiry
Calculate Royalty
Print, Email Royalty Statements
Post Royalty Payments
Withholding Tax on Royalty
Add Author Records
Set Royalty Rates
Set Rights Royalty