Get a Report that gives you answers.
22 May 2025- 57 min read
22 May 2025- 57 min read
You're in the middle of a busy week when someone from Finance or senior leadership calls and says, “Hey, can you pull together a report on how many jobs your team finished last month?”
Suddenly, your designers and developers become data analysts, exporting spreadsheets, sorting and filtering manually, hoping they don’t miss anything — all while their real work piles up.
Sound like a mess? That’s because it is. And it’s all too common.
Let’s talk about the two biggest pain points around reporting in creative ops—and how you can fix them (even if you don’t use JobSuite).
The Challenge:
Creative leaders are often bombarded with last-minute requests for performance data: “How many jobs did we complete last month?” “What’s our average turnaround time?” “Can you break it down by department or brand?”
These reports are usually expected yesterday, and no one seems to care that your team has real work to do.
In the JobSuite video, Steve shares a story from a creative services team at a casino. They got hit with a sudden request from Finance: justify your department by showing how many jobs were completed monthly. Without a fast, visual answer, they risked looking disorganized—or worse, expendable.
But instead of scrambling, they used JobSuite’s Report Builder to instantly generate a chart showing monthly job completions, exported it to Excel, and emailed it back. No drama. No delay.
“Instead of spending hours assembling data, they used Report Builder to pull a summary in minutes.”
The JobSuite Solution:
Build reports instantly based on actual job data
Customize charts by job type, completion rate, and timelines
Export to Excel or share directly via dashboard subscriptions
Check out the video here:
Even without JobSuite, you can reduce reporting chaos by systematizing your data collection and visualization.
Here’s how:
Use tools like Airtable, Trello, or ClickUp to log:
Job name
Owner
Request date
Completion date
Type of work
In Google Sheets or Excel:
Import your job data
Add a column to calculate completion times
Use pivot tables to group jobs by month and type
Use built-in chart tools to build:
Jobs completed per month
Average time per job
Workload by category
Save yourself from future last-minute requests by:
Automating reports with Google Data Studio
Creating shared dashboards with scheduled email reports
Adding recurring meeting slides that show key metrics
You’ll shift from reactive to proactive—and reclaim your team’s focus.
The Challenge:
Let’s be honest: if your stakeholders had easier access to creative data, they wouldn’t be calling you so often. Most creative teams become default gatekeepers because there’s no simple, self-serve way to see what’s going on.
This leads to:
Constant interruptions
Missed deadlines
Frustrated team members
Misunderstood priorities
In the video, the creative director didn’t just build a one-off report. They created a live dashboard called “Finance Metrics” and added the monthly jobs chart to it. Now, the finance team could subscribe and receive automatic updates at the end of every month.
“They didn’t have to keep asking. The dashboard did the talking.”
The JobSuite Solution:
Custom dashboards tailored to departments or stakeholders
Auto-updating widgets from live job data
Subscription feature to send dashboards on a schedule (e.g., every Friday)
You can still build a dashboard workflow using tools you probably already use.
Connect to Google Sheets or Airtable
Build visual dashboards from your job data
Share live links with stakeholders
Schedule weekly/monthly PDF emails
Create dashboards using visual blocks
Filter by department or date range
Embed charts and tables in a single view
Use linked databases to create filtered views
Add charts with integrations like Chartbrick
Share views with stakeholders or embed in internal pages
Dashboards and reports only matter if people use them. Set up a simple rhythm that makes your data part of your leadership flow.
Day | Action |
---|---|
Monday | Review dashboards with your team. Address workload or blockers. |
Wednesday | Check for data gaps or lagging job entries. |
Friday | Export reports. Send dashboards to stakeholders. Note trends. |
The biggest mindset shift for creative leaders? Reporting isn’t just a chore. It’s your chance to advocate for your team.
When you have metrics ready, you control the story. You can show that:
Your team handles hundreds of requests monthly
Turnaround times are improving
Resource constraints are visible and real
Whether you use JobSuite or a few DIY tools, the goal is the same: give stakeholders what they need without hijacking your team’s productivity.
Because your job isn’t just managing people—it’s managing expectations with clarity and credibility.
Want a free Google Sheets dashboard you can customize for your team? Drop your email and we’ll send it your way.
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