Difference between revisions of "Media reports"

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You can specify the selected definitions in the Selection column. In the above example the report shall only show statistics for media type 2, daily press. Row 6 doesn&apos;t have to be specified since the selection already is made on rows 4 and 5.
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You can specify the selected definitions in the Selection column. In the above example thereport fetches statistics for Invoiced net media related, invoiced net specifically for surcharge codes 301-304, discount,commissions, capital cost and insertion fees.
   
 
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The column Round-off shows how to round the amounts. Select which columns to show by checking the box Show. You might not want to show columns that are only for calculating values in another column; uncheck the box in that case. You can write report header in one or two rows in columns Header 1 and Header 2.
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The column Round-off shows how to round the amounts. You can use the check box Show to hide certain columns, if they e.g. are used only to calculate the value in another column.
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You can write report header in one or two rows in columns Header 1 and Header 2.
   
 
== Selections == <!--T:14-->
  
== Selections == <!--T:14-->
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|shows order currency in ordered columns
  
|shows order currency in ordered columns
 
|-
  
|-
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!TYP=E, TYP=P
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!TYP
  +
|E for Ether and P for Print (media) A for Fees, I for Purchases and O for Other (project)
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|is a selection of the field Print on the media type, will be fetched to the order at the time of registration
  
 
|-
  
|-
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!KAT=XX
 +
!KAT
  +
|Cost category in the project accounting (fees, purchases or other). TYP=A, KAT=01selects all fees in category 01.
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|is a selection of client categories
  
 
|-
  
|-
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!BPER=17
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!BPER
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|Accounting year (e.g. BPER=2001-2012 for year 2000 or BPER=1912 for December 2019)
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|is a selection of accounting year 2017
  
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|-
  
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!BPER=1701
  
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|is a selection on accounting month 2017-01
  
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|-
  
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!BPER=1701-1703
  
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|is a selection of accounting months 2017-01 - 2017-03
  
 
|-
  
|-
 
!IPER
  
!IPER
 
|as BPER but for insertion date
  
|as BPER but for insertion date
 
|-
  
|-
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!MTYP=01
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!MTYP
  +
|Media type
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|is a selection of media type 01
  
 
|-
  
|-
  ⚫
!RKOD
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!MTYP=01-09
  
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|Discount code
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|is a selection of media types 01-09
  
 
|-
  
|-
  ⚫
!TKOD
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!OMTY=P
  
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|Surcharge code
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|is a selection of collective media type P
  
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|-
  
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!OMTY=P-S
  
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|is a selection of collective media types P to S
  
 
|-
  
|-
 
!TKOD=M
  
!TKOD=M
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|Everything invoiced by the media
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|is a selection of all media related surcharge codes
  
 
|-
  
|-
 
!TKOD=I
  
!TKOD=I
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|Everything not invoiced by the media
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|is a selection of all not media related surcharge codes
  
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|-
  
⚫
!TKOD=100
  
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|is a selection of surcharge code 100
  
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|-
  
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!TKOD=100-199
  
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|is a selection of surcharge code 100-199
  
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|-
  
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!TKOD=100+110+120
  
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|is a selection of surcharge codes 100, 110 and 120 (max 10 pcs)
  
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|-
  
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!TKOD=100-199+300-399
  
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|is a selection of 100-199 and 300-399 (max 10 pcs, it is also possible to mix separate surcharge codes and intervals)
  
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|-
  
⚫
!RKOD=SP
  
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|is a selection of discount code SP
  
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|-
  
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!RKOD=MA-MZ
  
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|is a selection of discount codes MA-MZ
  
 
|-
  
|-
 
!HK=J
  
!HK=J
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|is a selection of the main client's share
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|Everything on the main client on the plan (used in allocations)
 
|-
  
|-
 
!HK=N
  
!HK=N
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|is a selection of other clients than the main client
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|Everything on the other clients on the plan
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|-
  
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!AVST=1
  
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|is a selection of reconciling code 1
  
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|-
  
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!AVST=1-4
  
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|is a selection of reconciling codes 1-4
  
 
|}
  
|}
   
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'''MED&PRO-reports:'''
  
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{|class= mandeflist
  
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!TKOD, MTYP, OMTY, BPER, AVST
  
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|as above
  
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|-
  
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!GRP=10
  
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|is a selection of group 10
  
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|-
  
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!GRP=10-19
  
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|is a selection of groups 10-19
  
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|-
  
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!KOD and KAT
  
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|are selections of codes and categories in PRO and function as TKOD (i.e up to 10 separate codes ore intervals)
  
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|-FTG=XXX
  
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|is a selection of company code XXX
  
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|}
  
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You can use several surcharge codes or an interval of surcharge codes in both media reports and media project reports. Separate them with +. Similarly, you can have several selections of fee-, purchase- and other codes/categories or intervals of them.
 
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{{ExpandImage|MED-REP-EN-Bild2.png}}
  
   
 
== Report template == <!--T:19-->
  
== Report template == <!--T:19-->
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Enter a code (maximum 6 characters, no diacritics) and a name. Write more information in the {{fld|comment}} field if necessary. The comment will be printed out on the report. Select then Type of report; a pure media report or a combined media- and project report, the latter showing also amounts from the project accounting. Select subtotals. You can use up to 8 subtotals. Click on the list symbol to see available subtotals. The subtotals will be suggested when you print out the report, but they can be changed.
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Enter a code (maximum 6 characters, no diacritics) and a name. Write more information in the {{fld|comment}} field if necessary. The comment will be printed out on the report. Select then Type of report; a pure media report(MED) or a combined media- and project report(MED & PRO, the latter showing also amounts from the project accounting. Select subtotals. You can use up to 8 subtotals. Click on the list symbol to see available subtotals. The subtotals will be suggested when you print out the report, but they can be changed.
   
 
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In the {{flik|Selection}} tab you find all the fields and registers that shall be available when the report is printed. Here you can state a standard value (optional). The value can be changed at the time for printout.
  
In the {{flik|Selection}} tab you find all the fields and registers that shall be available when the report is printed. Here you can state a standard value (optional). The value can be changed at the time for printout.
  +
  ⚫
<!--T:36-->
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In both MED and MED&PRO reports you can make a selection on several surcharge codea or an interval of codes by separating them with +. In the same way you can make selections and intervals on fee-, purchase- and other codes and categories. Below an example of column 3 Invoiced Net for surcharge codes 301-304 and 701. Row 9 shows invoiced fee and codes 101-120
   
 
== Print report == <!--T:25-->
  
== Print report == <!--T:25-->
   
 
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Print your report in {{pth|Media|Media reports}}. Select the report and press Print.
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Print your report in {{pth|Media|Media reports}}. Select the report and press Print. There are different selection possibilities depending on if your report ia a MED or a MED&PRO report.
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When printing a MED&PRO report, you can only choose Accounting period and there are fewer subtotals.
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After selecting on e.g. Client, Group, you can save your selection with SAVE. You then get an own ID for the report. Here you can use the comment field.
   
 
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{{ExpandImage|MED-REP-EN-Bild5.png}}
  
{{ExpandImage|MED-REP-EN-Bild5.png}}
   
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The subtotals that you have been selecting in the template are now shown as standard in this report. If you have entered a standard value in other fields or registers, they are also shown here. The printing alternatives are List, PDF or Excel (Spreadsheet).
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The printing alternatives are List, PDF or Excel (Spreadsheet).
   
 
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If you select List you can choose between different options by right clicking the field. You can also hide/move columns before printout.
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'''Which date fields shall be used for delimitation of the report?'''
  
   
 
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'''Date fields at printout'''
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It depends on what the report shows. The dates are:
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Depending on what the report shows, tehse are only for MED reports. The date fields are:
   
 
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Latest revision as of 16:59, 27 October 2020


Media reports

General

A media report consists of a column template and a report template that are connected to each other. In the column template, the different columns of the report is defined and the report template defines those selections that shall be set when printing the report.

Column template

Create a column template in System: Base registers/Med/Column templates. Select New and write an ID (maximum 6 characters, do not use letters with diacritics) and a Name. The top row will automatically become RUB in the new column template, RUB meaning Header. The header row is mandatory in all column templates, but if you don't want to see it, uncheck the box "Show".

Then, start with the columns. Use the search list to see the list of possible definitions. The list is divided into headers to facilitate your search:

Invoiced – client cost comparable with invoice to client. When clients request statistics, normally this shall be chosen.
Invoiced – debt to agency what we possibly pass forward to the agency in an agency settlement.
Invoiced – intermediary's calculated costs what we expect the media to invoice us.
Invoiced – intermediary's revenues the revenue that we keep of what is invoiced to client.
Ordered – client cost the client's cost of everything that has been ordered.
Ordered– debt to agency what we possibly pass forward to the agency in an agency settlement (provided that it will be invoiced).
Ordered– intermediary's revenues the revenue that we keep of what is ordered ((provided that it will be invoiced).
Ordered – to the media media related booked costs.
Media invoices registered media invoices on the orders.

You can also use the quick search field for finding definitions. The comment column describes the definition. A (MED&PRO) definition can be used in a combined media – and project accounting report.

Columns can be used for adding (+), subtracting (-), multiplying (*) and dividing (/) values. They can also be used to state a percentage (%) of another column. In the example below, the value in column 5 (K5) has been subtracted from the value in column 4 (K4).

You can specify the selected definitions in the Selection column. In the above example thereport fetches statistics for Invoiced net media related, invoiced net specifically for surcharge codes 301-304, discount,commissions, capital cost and insertion fees.

The column Round-off shows how to round the amounts. You can use the check box Show to hide certain columns, if they e.g. are used only to calculate the value in another column.

You can write report header in one or two rows in columns Header 1 and Header 2.

Selections

The different selections are:

MED reports:

VAL=O shows order currency in ordered columns
TYP E for Ether and P for Print (media) A for Fees, I for Purchases and O for Other (project)
KAT Cost category in the project accounting (fees, purchases or other). TYP=A, KAT=01selects all fees in category 01.
BPER Accounting year (e.g. BPER=2001-2012 for year 2000 or BPER=1912 for December 2019)
IPER as BPER but for insertion date
MTYP Media type
RKOD Discount code
TKOD Surcharge code
TKOD=M Everything invoiced by the media
TKOD=I Everything not invoiced by the media
HK=J Everything on the main client on the plan (used in allocations)
HK=N Everything on the other clients on the plan


Report template

Create report templates in System: Base registers/Med/Report templates. Select New.

Enter a code (maximum 6 characters, no diacritics) and a name. Write more information in the comment field if necessary. The comment will be printed out on the report. Select then Type of report; a pure media report(MED) or a combined media- and project report(MED & PRO, the latter showing also amounts from the project accounting. Select subtotals. You can use up to 8 subtotals. Click on the list symbol to see available subtotals. The subtotals will be suggested when you print out the report, but they can be changed.

Connect the report to your column template. Select from the list. Then select how these columns shall be sorted in the report.

In the Selection tab you find all the fields and registers that shall be available when the report is printed. Here you can state a standard value (optional). The value can be changed at the time for printout.

In both MED and MED&PRO reports you can make a selection on several surcharge codea or an interval of codes by separating them with +. In the same way you can make selections and intervals on fee-, purchase- and other codes and categories. Below an example of column 3 Invoiced Net for surcharge codes 301-304 and 701. Row 9 shows invoiced fee and codes 101-120

Print report

Print your report in Media: Media reports. Select the report and press Print. There are different selection possibilities depending on if your report ia a MED or a MED&PRO report.

When printing a MED&PRO report, you can only choose Accounting period and there are fewer subtotals.

After selecting on e.g. Client, Group, you can save your selection with SAVE. You then get an own ID for the report. Here you can use the comment field.

The printing alternatives are List, PDF or Excel (Spreadsheet).

If you select List you can choose between different options by right clicking the field. You can also hide/move columns before printout.

Date fields at printout Depending on what the report shows, tehse are only for MED reports. The date fields are:

Ins. date ordered column If the report shall show what has been ordered. Selects the insertion date.
Ins. date invoiced column If the report shall show what has been invoiced. Selects the insertion date.
Invoice date Selects on the invoice date of the client invoice.
Accounting date Selects on accounting date of everything that is invoiced (both clients and suppliers).

There is also a variety of another date combinations that can be used. If you have specific questions, please contact us at Kalin Setterberg.

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