How to enable WIP Monthly Snapshots

Would you like your WIP report to automatically snapshot itself on the last day of the month, allowing you to compare your current report with prehistoric reports?

Here's how to enable automatic snapshots in 3 easy steps.

 

Step 1 - Navigate to ADMIN on the toolbar on the left.

 

Screenshot 2023-07-12 at 12.44.57

 

Step 2 - Navigate to SETTINGS on the top toolbar 

 

Screenshot 2023-07-12 at 12.42.10

 

Step 3 - Scroll to the very bottom of the screen. Make sure that "Run Job WIP Report Monthly Snapshots" is set to ON. Once you have enabled this, don't forget to hit SAVE at the bottom right.

 

Screenshot 2023-07-12 at 12.42.31