To track the progress of your open workpapers, you can view insights at both a summary and detailed level:
Start with the Open Workpapers Report:
Navigate to the Open Workpapers report to see an overview of all your open workpapers.
This report provides high-level insights into the progress and status of your workpapers.
Drill down into individual workpapers:
For a more detailed view, select a specific workpaper from the report.
Within the workpaper, open the Workpaper Progress Insight report to see a breakdown of progress compared to the due dates. This helps you understand how each workpaper is tracking in greater detail.
💡 Tip: Using both the summary report and detailed insights allows you to manage your workpapers effectively, identifying any delays or bottlenecks early.