Clients & Profits Online User Guide
Clients & Profits prints reports for media analysis after insertion/broadcast orders have been placed and later billed.
These reports are used for tracking media buy amounts, client spending, and media vendor purchases. You can print post-buy reports, client spending reports, and group performance reports for any or all dates, clients, and media vendors.
Post-Buy reports are used by media buyers to see in detail the media buys that were ordered on broadcast and insertion orders. Post-buy reports can subtotal media buys by client or station/publication.
Client Spending reports are used by account services to show clients how and where their advertising budget has been spent.
Finally, the agency's management can use Group Performance reports to analyze how well the media department is managing themselves.
To print Media Analysis reports
1 Choose Media Analysis from the Snapshot menu.
The Media Analysis window opens.
2 Click on the link for the kind of report you want to run (i.e., Post-Buy, Client Spending, or Group Performance)
3 Enter the order date range and client code to define the report parameters.
4 Click on a report button (e.g., recap, discrepancy, reconciliation) to make your report selection.
5 Click Print.
Tips for printing media reports
Media reports can be printed to the screen for quick review, before the report is committed to paper.
Each report can be printed for one client, or for all clients.
Many client spending and group performance reports compare media buys by the different kinds of media, including broadcast, TV, cable TV, radio, newspaper, magazine, interactive, outdoor, and a miscellaneous kind labeled "other." For these reports to sort media buys correctly, it's important that each media vendor is accurately categorized by the kind of media they offer. This "media kind" setting is entered for each vendor in the Vendor Info window. Media buys for vendors without a media kind setting will be included in the "other" totals.
Media Analysis Statements
Post-Buy
Shows on a month by month basis for each client the orders placed. Information includes issue date/flight date, publication/station, ad size/programs, ad name, net amount, order #, and A/R number it’s billed on.
Shows on a month by month basis for each media outlet the orders placed. Information includes issue date/flight date, publication/station, ad size/programs, ad name, net amount, order #, and A/R number it’s billed on.
A post buy analysis report design to show the difference between the media orders and the final amount recorded as a payable once the invoice comes in. The report shows both the gross amount and net amount of the orders, so you can see where the difference is. The report is effective in reporting information to your clients. This report is run by client and also shows insertion/broadcast order number, ad name, A/P# and A/P due date.
Discrepancy - by Pub/Station A post buy analysis report design to show the difference between the media orders and the final amount recorded as a payable once the invoice comes in. The report shows both the gross amount and net amount of the orders, so you can see where the difference is. The report is an effective management tool for the agency in reviewing the accuracy of delivery of various publications/stations. This report is run by pub/station and also shows insertion/broadcast order number, ad name, A/P# and A/P due date. Reconciliation - by Client Used by accounting departments and media department as a single report to see what media’s been ordered, billed to the client and invoiced from the vendor. The report is run by client and sorted by media vendor showing order number, ad name, net and gross amounts for orders sent out and invoices received, and if they A/R has been invoiced and paid and if the payable has been invoiced and paid. Reconciliation - by Pub/Station Used by accounting departments and media department as a single report to see what media’s been ordered, billed to the client and invoiced from the vendor. The report is sorted by media vendor showing order number, ad name, net and gross amounts for orders sent out and invoices received, and if they A/R has been invoiced and paid and if the payable has been invoiced and paid. Client Spending
Mix Analysis
Compares quarterly spending by kind of media (i.e., cable, internet, magazine, etc.) for each client.
Market Analysis (TV/Radio)
Prepared from media orders and shows a summary of spending by quarter for each of the media markets purchased. This report is normally run for a fiscal year-to-date.
Product Analysis (TV/Radio) No description Station/Publication Analysis No description Division Analysis Compares quarterly media spending by the clients in each division. Monthly Media Analysis The Media Analysis report lists specific types of journal entries: clearing, recurring, auto-reversing, adjusting and auto-WIP entries. Group Performance
Trend Analysis
Compares quarterly spending by kind of media vs. the media department's goals.
Client Profitability
Compares this year’s and last year’s profit.
Commissions Analysis
This report compares media commissions by client and media kind (i.e., newspapers, cable, radio, etc.). It can be used to analyze the profitability of the shop's media clients.
Buyer Analysis
No description
This report compares total orders by vendor for the current year and last year. It could be a useful tool for negotiating better rates with frequently-used vendors.
