Difference between revisions of "Ad Manager Report Library"
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'''[[Digital Availability Report]]''' - This report gives you the option of getting a list of available locations for the date range and segment selected, or to get a summary report identifying the number of spots (or seconds) that are available for each segment at each location. The report has the following prerequisite: | '''[[Digital Availability Report]]''' - This report gives you the option of getting a list of available locations for the date range and segment selected, or to get a summary report identifying the number of spots (or seconds) that are available for each segment at each location. The report has the following prerequisite: | ||
* Digital (2) module | * Digital (2) module | ||
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| + | '''[[Invoice Report]]''' - The Invoice report allows you to see all invoices (past or future) in Ad Manager from a specified date. The utility allows you to view either the advertiser or agency, whether you want to display the contract number, whether to print Monthly or Broadcast months, whether to summarize information on Sent, Finalized or Exported, and whether you use Due or Sent On dates. The report will provide a list of all invoices, as well as separate sheets for Active, Cancelled, Force Bill, and On Hold Invoices. On each sheet, the report will also group amounts by sales office. | ||
'''[[Market Projection Report]]''' - The Market Projection report allows you to identify the monies associated with each location for a time period, and the campaigns that are associated with the amounts. The report breaks the inventory down by area and provides occupancy and average revenue per face figures. The report then summarizes based on the Territory userfield. The report has the following pre-requisites: | '''[[Market Projection Report]]''' - The Market Projection report allows you to identify the monies associated with each location for a time period, and the campaigns that are associated with the amounts. The report breaks the inventory down by area and provides occupancy and average revenue per face figures. The report then summarizes based on the Territory userfield. The report has the following pre-requisites: | ||
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'''[[Pipeline Report]]''' - The Pipeline report allows you to do weighted forecasting on a month by month basis. A Contract User field is set up identifying the Probability of a Proposal or Hold being won. For these non-contracted campaigns, the subcontract value is then weighted and added to the subcontract values for "Contracted" Contracts and reported as a Forecasted amount. A budget spreadsheet can also be set up allowing you to compare these numbers on a month by month basis. | '''[[Pipeline Report]]''' - The Pipeline report allows you to do weighted forecasting on a month by month basis. A Contract User field is set up identifying the Probability of a Proposal or Hold being won. For these non-contracted campaigns, the subcontract value is then weighted and added to the subcontract values for "Contracted" Contracts and reported as a Forecasted amount. A budget spreadsheet can also be set up allowing you to compare these numbers on a month by month basis. | ||
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| + | '''[[Yield Management Report]]''' - The Yield Management report allows you to see a time space diagram of postings, posting values by period and either the contract yield or financial occupancy yield for each period based on rate card information. The report also allows you to set a floor or ceiling threshold; values above or below that amount are highlighted. The report does not require any additional modules, nor does it require specific user fields. | ||
Latest revision as of 15:45, 28 March 2016
This section will be used to provide users with sample reports that have been created by Dot2Dot Communications for various purposes. If you are interested in obtaining a specific report, please contact us for more information.
Sales Reports
Digital Availability Report - This report gives you the option of getting a list of available locations for the date range and segment selected, or to get a summary report identifying the number of spots (or seconds) that are available for each segment at each location. The report has the following prerequisite:
- Digital (2) module
Invoice Report - The Invoice report allows you to see all invoices (past or future) in Ad Manager from a specified date. The utility allows you to view either the advertiser or agency, whether you want to display the contract number, whether to print Monthly or Broadcast months, whether to summarize information on Sent, Finalized or Exported, and whether you use Due or Sent On dates. The report will provide a list of all invoices, as well as separate sheets for Active, Cancelled, Force Bill, and On Hold Invoices. On each sheet, the report will also group amounts by sales office.
Market Projection Report - The Market Projection report allows you to identify the monies associated with each location for a time period, and the campaigns that are associated with the amounts. The report breaks the inventory down by area and provides occupancy and average revenue per face figures. The report then summarizes based on the Territory userfield. The report has the following pre-requisites:
- the Financial module is required. If you wish, only certain GL Codes can be identified as being used for calculations on the report
- the inventory is divided based on a territory user field. This allows you to assign locations to a specific individual if desired. This user field is then used to summarize the data.
- additional user fields need to be added to the data
Pipeline Report - The Pipeline report allows you to do weighted forecasting on a month by month basis. A Contract User field is set up identifying the Probability of a Proposal or Hold being won. For these non-contracted campaigns, the subcontract value is then weighted and added to the subcontract values for "Contracted" Contracts and reported as a Forecasted amount. A budget spreadsheet can also be set up allowing you to compare these numbers on a month by month basis.
Yield Management Report - The Yield Management report allows you to see a time space diagram of postings, posting values by period and either the contract yield or financial occupancy yield for each period based on rate card information. The report also allows you to set a floor or ceiling threshold; values above or below that amount are highlighted. The report does not require any additional modules, nor does it require specific user fields.
