The Lockup reporting content in Zap Data Hub is available across two dashboards. These dashboards give visibility over debtor and WIP lockup metrics and allow slicing across Partner, Manager and Staff levels.
Lockup Dashboard – WIP/Debt Dash 1
This dashboard includes:
Top 10 debtors
Top 10 unbilled WIP
Aged debt in aging brackets
Aged unbilled WIP in aging brackets
Slicers for Partner, Manager and Staff
Lockup Dashboard – WIP/Debt/Lockup Details
This dashboard includes:
Debtor days
WIP days
Lockup days
WIP–Debt chart
Slicers for Partner, Manager and Staff over a specific period
Set up the Lockup report
Log in to Zap Data Hub.
From the Zap Data Hub menu, click Designer.
Open your Personal folder, then from the Folder menu, click Import.
Download Lockup.zap.
Select Lockup.zap, then click Open.
Complete the required fields, then click Next and follow the prompts.
Click Close.
From the Home menu, click Save, then click Close.
The Lockup dashboard is now ready to use.