59.5.4.19 Orders Status List

Report Description

The Orders status list report allows the generalization of a document that highlights for a given period and account executive/agency all the managed orders or proposals, specifying for each one of them the number of expected and scheduled runs, as well as the total expected amount (entered during creation phase) and their total invoiced amount (computed from all scheduled performances); further organizing all data provided by grouping orders and proposals by account executive/agency.

NB: Only those orders compiled with at least an agency or an account executive will be included in the report.

Report Filters

All the parameters that permit a detailed report generation have been distributed across seven different tabs to allow a more manageable configuration. By default, all filters are disabled (i.e., either blank or unselected); to enable them, it is enough to configure at least one parameter inside. Available filters include:

•Order period: Indicate the time range for which orders must be valid to be included in the report. All orders with start or end dates falling within the given period will be retrieved.

•Customer ref. Only those orders matching the given reference code will be processed if entered.

•Account Executive: If selected, retrieved orders will be grouped by their related account executive.

•Agency: If selected, retrieved orders will be grouped by their related agency.

•Order status: Indicate here to include all orders or only a specific status. Available status includes:
Order - all orders
Proposal - all proposals
Approved - all proposals approved for being scheduled
Rejected - all proposals rejected by supervisors
Evaluate - all proposals being evaluated by supervisors
Archived - all approved and rejected proposals archived
Re-evaluate - all proposals are being re-prepared by the account executive
Expired - all proposals out of their validity period
To schedule - all approved proposals ready for scheduling
To customer - all approved proposals being evaluated by customers
Customer rejected - all proposals rejected by customers

Report Preview

The [Settings] permits the configuration of the page layout of the outgoing document; once filters and settings have been set, it will be possible to select between displaying a preview using the related [Preview] button or printing the document directly using the [Report] button:

Columns legend

Account Executive/Agency - Agency/account executive to which the order is related

Status - Indicates the status (order, proposal, etc.)

Customer ref. - Reference code of the customer

Purchase date - Start date of the order line

Order code - Identification code of the order

Description - Description of the order

Customer - Customer related to the order

Runs No. - Expected number of broadcast performances

Scheduled No. - Actual number of broadcast performances

Total (order line) - Amount expected from the order line

Invoiced amount - Amount collected from the order line

Total - Sum of all Totals for all customers related to the same account executive/agency

Please note that some reports permit the export of the generated document in the most common formats (PDF, CSV, doc, xls, XML, etc) just by using the [Export] button.
Orders_Status_List_preview