Editorial and Production Reports

Within the Our Reports section of the Reports menu, there are a variety of reports relating to the Editorial and Production modules. These are additional reporting functions to those that can already be found within each module, and provide more ways for you to analyse and manage your ongoing projects. 

Production

Production Report: a report that provides an overview of your production projects within a specified publication date range. Here, you can see the contributors that are working on your titles, the date the project was sent to production, the project's current status and the approximate production date. 

Pub Schedule: produces a list of all titles set to be published across a specific date range. You can filter the report by Publication Date Range, Publisher, Imprint, Series, Product Form, and Text Locale (localisation).

Editorial 

Handover Status Report: pulls information from your Editorial Schedule tab if you have tasks named "Handover" and "All final Materials in" - the dates attached to these tasks will populate the Handover and Finals columns respectively. Report also shows the Title, Subtitle, Proposer, Authors/Editors, Prod Status (editorial status), Status (whether the project has been approved or rejected), Pub Date, Series, Format, Height, Width, Page No, and whether the project is Open Access.

Contracts Sent: A list of all contract and manuscript dates recorded on your projects. The report shows the Contract Sent, Contract Returned, Manuscript expected and Manuscript Received dates recorded on the Editorial Schedule tab. You have the option to export this as a CSV file. In order to have the Contract dates recorded in this report, the relevant Editorial tasks need to have the Contract? checkbox ticked from within the Editorial Tasks menu. Similarly, tasks that indicate a manuscript is due need to have the Manuscript? box checked to have the relevant dates display in the report.

Future Books By Date: bar chart overview of upcoming titles set to be published per month, and series titles per quarter.

Manuscripts Due: A list of all Manuscripts that are due. This data is pulled from Editorial Schedule tab. This list includes the Title, Author, Editor/s, Editorial Status, whether the Manuscript has been received and if it is a Final Manuscript. For this information to appear on this report, your task that indicates that a manuscript is due needs to have 'Manuscript?' selected in its settings.

Series Report: A list of all titles that are currently in Editorial. Includes the Title, Contributors, Status- including the list of tasks that have been completed and dates when they were Requested/Expected and when they have been Received.