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<div id="Text"> ==Reports== [Client45_Premier#Documentation|back] Reports allow you to access your data in multiple ways to track [Station] performance. You may or may not be able to access all reports depending on the level of package you have purchased from RadioTraffic. If you see a report that is not available in your current package, contact our sales team to discuss how you can upgrade your account to access those reports. ===Concepts=== We strive to create a consistent user experience throughout the reports so that you only have to learn how to use features once and be able to apply them to every report. The following concepts are in effect across all of the reports. ====Speed==== We strive to reach a goal where each and every report is __'''fast'''__. When designing our reports, this goal is kept at the top of the list and is only deviated from when absolutely necessary. ====WYSIWYG==== All of our reports are designed keeping the '''What You See Is What You Get''' ('''WYSIWYG''') concept at the forefront. Rather than have you enter some information in a dialog and press "run report," we present you with a report immediately. You can then modify the criteria and have these changes (in most cases) become effective immediately. (Under some circumstances, you need to click on the "Click here to reload the report..." at the top of the report to reflect changes that could be initiated via several potentially conflicting changes.) [anchor|#favorites] ====Favorites==== Under the View Tab in the Main Menu is the Favorites tab: <center>[image||{UP}Reports/reports1.gif]</center> With this tab, you can make your own list of favorites. You can go back and forth between your favorites reports page and the regular report page by clicking on the favorites tab. (((EC If you open up your reports page and it appears empty, without any reports, click on the favorites tab and see if they come back.))) * To add a report, right click on the report, open up the context menu and left click to add a report to favorites. * To remove a report from your favorites page, right click on the report, open up the context menu and left click to remove the report from favorites. The reports you move are still on the main page and this list is per computer. ((( EC If you log on with your name and password on a different computer with RT you will have the favorites that are set up on that computer.))) ====MyViews==== [MyViews] allows you to add/remove columns, group by columns, rearrange columns, change the sorting of visible columns (one or more) and filter the information through an easy to use interface. For more information, review the [MyViews] documentation. ((('''CS''' Premier will remember your [MyViews] settings for each and every individual report. Once you configure a report a certain way, including [MyViews] filters, everything will be the same the next time you launch the same report.))) ====Auto Summarization==== This feature is extremely powerful and exists across the majority of the reports. Automatic summarization is the process in which the report will automatically recalculate any summed columns based on the non-summed columns that are part of the report. This allows for a wide variety of summary reports that can be generated from a relatively small number of base reports; furthermore, it would be a near impossibility for us to anticipate every possible variation, yet this feature goes a long way to deliver on those. [Video_Report_Automatic_Summarization|Click here to see this in action.] ===Common UI=== ====Main Menu==== * '''File'''{br} ** '''Print'''{br}Prints the report as currently viewed. ** '''Print Preview'''{br}Print previews the report as currently viewed. ** '''Close'''{br}Closes the window. * '''View'''{br} ** '''Refresh'''{br}Refreshes the data for the report. ** '''Reset'''{br}Resets the layout of the report back to "factory original". * '''Options''' ★{br} ** '''Insert Page Breaks''' ★{br}When printing, it is possible to automatically insert a page break (new page) for every primary group of the report. ★ Feature not available in Essentials. ====Simple Filters==== The left-hand pane of the report hosts several tabbed items. These are referred to as the Simple Filters; for the Advanced Filters, refer to the [MyViews] documentation. <center>[image||{UP}reports/Leftreport.gif]</center> These tabs usually include Revenue, Sales People, [Customers] and [Stations] (see below). These tabs will be available any time the related items are part of the report being executed. On each of these tabs includes a complete list of the related entities. A check mark on each item (the default) allows those items to be included in the report while removing the check mark will filter that item out of the report. Each list of items allows the usage of the context menu (available by right clicking using the mouse) which includes shortcuts for checking/unchecking the items in bulk. These simple filters are reset every time you execute (open) the report. '''Filter Tabs''' * '''Revenue''' ** '''Revenue Type'''{br}The [RevenueType] section contains all of the [RevenueTypes] currently configured. ** '''Revenue Source'''{br}The [RevenueSource] section contains all of the [RevenueSources] currently configured. * '''Sales People'''{br}The [Salespeople] list contains all the [Salespeople] who are currently active. Additionally, an entry for None is included to handle circumstances where appropriate. * '''Customers'''{br}The [Customer] filter contains all of the [Customers] that are active. * '''Stations'''{br}The [Stations] filter contains all of the [Stations] configured in your database. Additionally, a [Station] of None is included to handle circumstances where the [Station] is blank or missing. ((('''CS''' Note that some of these simple filters are not available on some reports; please also keep in mind that some reports might have additional tabs that are specific to that particular report.))) <center>[image||{UP}reports/Leftreport1.gif]</center> Given the number of tabs that could potentially exist, it is likely that not all of the tabs can be displayed at the same time. To accommodate this, you will see two "arrows" to the right-side portion of the tabs that are currently visible. If these are available, this is a hint that there are additional tabs and you can use the left and right "arrows" to "scroll" the list of tabs into view to find/utilize the particular filter that you are interested. If you right-click on any of these filters, the context menu associated provides several tools to quickly select (or not) the items you wish. All lists contain the following tools: * '''Check all'''{br}Places a check mark next to all entries. * '''Uncheck all'''{br}Removes the check mark next to all entries. * '''Toggle all'''{br}Toggles the check mark next to all entries; those that are checked will now be unchecked and those that were unchecked will now be checked. The [RevenueType] list includes an "Uncheck Trade" tool that can be used to filter out all [RevenueTypes] that are flagged as being Trade. See [RevenueType]. ====Column Headers==== In order to provide the greatest amount of flexibility in the columns available balanced with minimizing the printed size (width) of the column, several columns are using a shorthand notation: * '''G''' - Gross. * '''N''' - Net. * '''E''' - Effective. * '''U''' - Units (spots). * '''X''' - Canceled/Trashed. * '''#''' - Count. * '''$''' - Amount (money). The gross (G) number represents the gross number as entered on the [Contract] before any cancelations. The net (N) numbers represent the net amount as entered on the [Contract] before any cancelations. The canceled/trashed (X) numbers correspond to the activity on a [Contract] where either spots were canceled/trashed (ie. [MakeGoods]) and/or the overall [Contract] was canceled/trashed. The effective (E) numbers represent the result of the gross (G) or net (N) number minus the canceled/trashed (X) number. In other words, the overall current state of the [Contract] and what '''will''' be the result assuming no further additions/cancelations. ===Index=== ====A/R==== * [ReportAgedReceiptsAdjustments|Aged Receipts/Adjustment] ★ * [ReportBillingHistory|Billing History] * [ReportBroadcastAccrual|Broadcast Accrual] * [ReportPaymentHistory|Payment History] * [ReportReconciliation|Reconciliation] * [ReportUnappliedPrepayments|Unapplied Prepayment] ====Administrative==== * [ReportUserUsage|User Usage] ★ ====Aging==== * [ReportAccountsReceivableAging|Aging] * [ReportAccountsReceivableAgingByMonth|Aging (by Month)] ====Clients==== * [ReportAgency|Agency] * [ReportCustomer|Customer] ====Contracts==== * [ReportContract|Contract] * [ReportInvalidContractRotationCopy|Invalid Contract/Rotation/Copy] * [ReportMakeGood|Make Good] * [ReportSpotRate|Spot Rate] * [Reportcopy|Copy] * [CopyAttachment] * [RescheduledSpots] ====Inventory==== * [ReportInventory|Inventory (CALLS)] ====Log==== * [ReportAfterAired|After Aired] * [ReportBump|Bump] ★ * [ReportLog|Log] * [ReportLogTimes|Log Time] * [ReportOffAirRevenue|Off Air Revenue] ====Sales==== * [ReportAnnualSalesReview|Annual Sales Review] * [ReportCommission|Commission] * [ReportPacingContracts|Pacing] ★ * [ReportRevenueProjection|Revenue Projection] * [ReportRevenueProjection12MonthGross|Revenue Projection (12 Month Gross)] * [ReportRevenueProjection12MonthNet|Revenue Projection (12 Month Net)] * [YearlySalesReview] ====Transactions==== * [ReportAdjustment|Adjustment] * [ReportAgedCollections|Aged Collections] * [ReportInvoice|Invoice] * [ReportPayment|Payment] * [ReportProjectionvsActual|Projection Vs Actual (Discrepancies)] ★ ★ Feature not available in Essentials. </div> <DIV class=transcludedpage> <div id="Side">{toc} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} </div> </div> <SCRIPT type=text/javascript> var navItem = document.getElementById('ManualTab'); navItem.className = 'active'; </SCRIPT>
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