Campaign Reports
This section discusses this reports, which are accessible under the Campaigns menu in the Advertising Module
Across all reports in the system, you will find that there is generally an excel, CSV, and/or pdf icon in the data grid which can be used for exporting results for further analysis externally. It is worth noting here (though it is relevant to all reports and not just Campaign reports) that once you exceed about 500,000 cells of data (that's columns by rows), exporting to Excel becomes a challenge for the system and was taking several minutes to create the file.
Several system reports (about 20 reports) which are regularly found to be used to extract large volumes of data have been modified so that beyond the 500,000 cell threshold, the system will download to csv format instead of Excel. The download will then happen almost instantaneously, but the user may need to do a bit of reformatting to get the report into the expected columns in Excel.
To export fewer overall cells, user may evaluate the selected columns and choose not to export all columns if they aren't all needed (for reports that offer the customization option). Alternatively, the API or Informer can also be used to extract larger volumes of data without as much strain on the system.
Here is a list of reports which will be using this csv export functionality:
Campaign Line Items (the order line list on a campaign)
Campaign Reports -> 12 Period Analysis
Advertiser Reports -> New/Lost Advertisers
Advertiser Reports -> Advertiser Orders
Billing -> Campaign Billing Email Report
Campaign Reports -> Campaign Performance
Billing -> Campaign Billing -> Campaigns with Billing Schedule Issues
Sales Rep Reports -> Rep Summary
Product Group Sales Performance
Campaigns -> Orders by Product
Campaigns -> Orders by Entry Date
Publication Analysis
Setup -> Admin -> Registrations Import Queue
Digital Delivery
Sales Rep Reports -> Orders by Sales Rep by Year
Campaign Report -> Orders by Period
Sales Rep Reports -> Rep Pipeline by Product
Sales Rep Reports -> Sales Activity Report
Sales Rep Reports -> Sales by Territory Summary
Product Group Revenue Report (available in reports list from Ad Home)
Trial Balance Report (This is in the G/L Module)
Campaign Billing Reports
Pre-2025.1, these reports were only accessible via the billing menu, but in many cases, our clients wished to make these reports available to more users than just those with billing access so they have been moved to the Campaigns menu, under "Billing Reports" sub-menu.
Campaigns with Credit Issues
See Documentation under Billing (Credit Issues)
Campaigns with Billing Schedule Issuers
See Documentation under Billing (Billing Schedule Issues)
Campaigns Awaiting Credits
See Documentation under Billing (Campaigns Awaiting Credits)
Credit Card Issues
See Documentation under Billing (Credit Card Issues)
Missing Actuals
See Documentation under Billing (Reconcile Actuals)
Campaign Billing Report
The Campaign Billing Report will display confirmed campaigns which have been billed or that are waiting to be billed, for a given product group and date range. The report provides information such as the amounts billed, agency commission, invoices’ IDs and remaining amounts not billed yet. The excel download for this report also includes G/L codes used for the campaign
Navigate to the menu Campaigns -> Billing Reports -> Campaign Billing Report. Enter the product group and date range of billing for the campaigns in the top right of the screen. Click on the refresh arrow. The data displays.
Note that you can view the upcoming billing data and amount for a campaign if it has multi-billing dates; some of which have been billed and some have not.
You can also export to Excel and PDF for further study. The excel download will also include the G/L data.
As in most reports, you can also click the column heading and drag it to the bar where it indicates so, to group data by that column. You can do so for one or more columns at the same time.
You can also search by typing partial values of the column under the column heading in the blank box.
If using the G/L mapping option to swap G/L Segments for items such as G/L Type, Territory or Industry Code, there is a chance that an order can be booked for a G/L code that doesn't actually exist in G/L Maintenance. This report is the best way to discover any issues prior to billing if you are using that option. Download the report and see a column which will indicate that the G/L is actually invalid.
If any of the G/L's are Invalid, they will be displayed in the last column. User can easily filter on campaigns with one or more invalid G/L's and ensure that they get resolved prior to billing.
Orders by Product
The orders by product report allows user to search for order lines based on search criteria at the top of the screen. Results can be viewed on screen and if desired also downloaded. Once the initial search has run, user can optionally further filter or highlight using other order criteria in the Selection / Filter Criteria box.
In the top section, user can filter by many fields:
a group of products or selected product(s)
An order Sales Rep
A Rep Group
a selected date range (Including dynamic dates for Today, Yesterday, Tomorrow, Week to date (Mon - Today), This week (Mon-Sun), Last Week (Mon - Sun), Month to Date, This month and Last month.
Advertisers - Selecting an advertiser from the dropdown will add their ID to the box below. Additional customers can be found and added to the filter list to reduce the initial search by specific advertisers. If the desired advertiser is not on the recent customer dropdown, user can simply type the advertiser name (or partial name) or enter customer ID to filter the list.
Ad Types - this is a dropdown of all the Ad Types in the system one or more ad types can be selected. There is a filter at the top to help narrow down the list if there are many ad types in your system.
Section ID's is a text box where the user can enter the section ID and press enter to add additional ID filters. To use this one, the user does need to know the ID's of the desired section.
The report allows users to determine what fields to display in the results. The configure output tab allows selection of what fields to display when the report is run to screen, and what fields to display when the report is exported to Excel. Fields can be selected one by one or by highlighting multiple lines, the single arrow tool moves highlighted fields on or off the report, the double arrows move all fields. Once the configuration is saved the user will see their selected columns in the report output.
Note there is a sort button at the top to re-sort in alpha order. This can be used when fields are being added and removed, to fine tune the selected grid, anything removed will be dropped at the bottom of the available list. The sort button will re-sort the available columns in alpha order. There is also a search filter at the top to aid in finding results. There are so many fields now!!
Using Report Templates
If multiple configurations are needed, or if configurations are to be distributed to other users one may choose to create configuration templates to save the query and output selections. Orders by Product and several other reports in the system offer templates.
Clicking on “new” in the report template area allows one to name a template and to select who can view/use the template, who can edit the template, and who can delete the template. For example, I may create a template often used by all users, I would allow permissions for any system user. But I may restrict the ability to edit or delete to myself.
Each template and each permission type can be assigned either to all system users, template creator only or everyone in your security group. Save the report.
Then you can run the report to see the data. You can create multiple reports in this manner and save them.
Also, once you run the report, you can choose more filter criteria from the screen. For example, the size and then click highlight matches. Once the data is highlighted on the screen, you can then click Edit in the Report Template section. The system prompts you if you’d like to save these changes to the report.
Click the tab “Link”. This provides you with a URL to this report which you can send or embed elsewhere. Click Copy and this copies the link to the clipboard.
You can change the screen configuration fields and create as many report templates as you need in the same way.
When running the report, the users can select any of the templates for which they have permission and the system will adjust the output to match the selected template.
The Campaign External ID on the report reflects the campaign external ID field on the campaign header, while the Line External ID reflects the GAM external ID if the line is connected to GAM.
Page Equivalency (Page Eq.) Calculation
The Page Equivalency field for print orders is calculated as follows:
If there is a Line Equivalency on the Ratecard Line and a Lines Per Page on the Product, then the Page Equivalency = Ratecard Line Equivalency / Product Lines.
Otherwise if there are values on the Ad Size for Height and Width, then Page Equivalency = (H x W)/ Page Area setting on product setup.
There are several reports in this section which show the size of each print advertisement and provide a total number of advertising pages such as Orders by Product report and similar reports.
Print orders can be entered using modular sizes, column x height sizes or by entering the text of the ad. Because of the variety of ways in which ads are sized, the system performs different calculations on each type of order to total size.
How the system determines the size of an ad:
For modular ads the system determines the dimensions using the size code table. The size code is most often stored on the Ratecard, in some cases one may select a size code during campaign entry. If you are seeing inaccurate information for modular ads, check the dimensions on the size table, and the dimensions set up on the product. The unit of measure on the size code is used to convert the width to points for the page total.
For Cost Per Column ads where the user enters the number of columns and inches or centimeters or millimeters or agates, the width is determined from the column layout. The system checks the number of columns order line, checks the column layout from the product (possibly overwritten by section or classified category) and matches the number of columns on the order to the column layout. The system checks the number of units (inches, centimeters, millimeters or agates) to calculate the height of the ad. If you are seeing inaccurate information for these ads check the column layout for the product or section or classified category. The system converts the column with points for the page total.
If this is a listing type ad (determined by the listing checkbox on the ad type). The system measures the material that was created/entered via the listing entry screen for the height. The width is calculated in the same way and validated against the column setup for that classified category. Verify that the column setup is accurate and that the dimensions on the ad are correct. The system again converts the width to points before calculating the total.
Orders by Entry Date
This report can be run by product or by product group for a date range of when user entered campaigns into the system. The Report can also be filtered by user. The data displayed will show information such as the entry date for the campaign and/or line item, the product name, the campaign ID, the line item ID and other desired campaign details such as the ad type and size and various amounts.
Click on the Configure Output tab to select the fields you would like to see displayed on the display grid and/or in the Excel Output when downloading the results
Campaign Budget Analysis
Campaign Budget Analysis Report is a screen which provides graphical and numerical analysis of the revenue vs. expense report for campaigns. Click the tile “Campaign Budget Analysis” or navigate to Campaigns -> Campaign Budget Analysis and run the query by any of the available criteria. For example, the date range during which the campaign is running, the order status, the sales rep or the product group.
The results provide a summary of the Actuals versus the Budgets. You can also limit the criteria to campaigns in which you entered a campaign budget other than the campaign order amounts, using the campaign budget node.
You can also view the B/W information for actual vs. budget revenue and expense. This is the Better/Worse than budgeted by amount and percentage. . In Revenue, Actual > Budget = Better; in Expenses Actual < Budget = Better. This is used vs. showing the strict variance “Actual less Budget” because negative numbers in expenses imply not good when it is actually good.
Campaign Pacing
Campaign Delivery/Pacing
This report displays the GAM serving details per campaign.
The criteria are the timeframe of viewing to be full length of the campaigns or only this current month. User can choose to view the impressions served or viewable impressions. User can choose the digital product group to view the group’s pacing details and for which line type, such as CPC, or Flat Fee and so forth.
The data displays the campaign ID, advertiser, brand, line item ID, the digital product name, description of size, line type, start and end dates of the campaign. The data also includes totals estimated, viewable, served, projected, days passed, impressions should have served, and actual performance data and percentages.
Quick note for Mac users - whether or not you see the scrollbars to navigate this page depends on your setting here:
Having it set to always makes it easier to grab and drag to the left/right for navigation. If you like to use your keyboard + mouse to shift+scroll for left to right, you can still do that here, but the mouse needs to be positioned in the skinny area at the bottom where the scrollbar normally appears.
Sales Territory Pacing
Similar to the above pacing report, but this one includes an option to filter by sales territory! It also has configurable columns. 🎉 and line end date range. All the old report's filters are still there, but this one has the two additional filters.
The report has tons of data points on it, so the configurability will be a nice touch for those who don't want all that detail available on the original Campaign Delivery/Pacing report above. It also has the report template concept seen elsewhere in the system.
As for the nuances...because there are always those!
The Territory is the Sales rep territory as defined on the "Original Sales Rep" on the campaign
The line items end date range allows for the user to filter the report to those lines which are ending in a certain time frame. (for example, I may not be overly concerned if a campaign is underperforming this month, if the campaign will continue to run for 9 more months.)
The PDF export of the report will display all the filters selected for audit purposes (note - when exporting to pdf, you might want to include fewer fields if permitted to do so, or it will be a bit of an eye chart to see it on an 11 x 8.5" paper.
The filter at the top "Served Date As Of Date" - if you are not seeing the data you are expecting, try making this blank, especially if you are in your test system where actuals are not coming back from GAM - this is a field that is updated on the campaign lines by the integration with GAM - so if the ad is not in GAM and pushing data to the database you are in, that date wouldn't be getting populated.
As this report is a Pacing Report and meant to let the user know (while the campaign is still active) if the line looks like it may not be performing as expected - the report will only display lines where the campaign end date is still today or in the future.
Campaigns from the Portal
This screen provides a list of campaigns which have been created on the Advertiser Portal by product group and date range.
Accepted Proposals
Navigate to the menu Campaigns -> Accepted Proposals to view the proposals which are accepted. Search using the criteria provided and data reflects all campaigns in the status: Reserved, Confirmed, Billed, but they only include orders that started in Quote status. The report also reflects Approved (Accepted) Date and not Confirmed date. The orders which status changed from Quote to Reserved have the stamp of the Approved Date. If the order is changed back to Quote status, the Approved date is removed.
There is a filter where you can choose to see all accepted proposals or only the ones that were approved via the Advertiser Portal.
The report Accepted Proposals pending Confirmation is very similar to above, but it filters out the orders that have already been confirmed
Confirmed Contracts
This report displays campaigns in Confirmed or IS (Billed) status regardless of their origin.
Campaign Changes
A report in the digital first platform displays changes on campaigns within a date range. These are the same changes which display in the audit trail change history of a campaign all combined in the generation of this report.
Navigate to the menu Campaigns -> Campaign Changes Report. Enter the date range of the campaign and you may choose the optional search on the product group name. You can also choose to include Confirmed, Reserved and/or Quoted orders, in addition to including/excluding Imported Campaigns. Click on “Get Data”.
Note that the data is grouped by Campaign ID. Drag any of the column headings to the group bar next to the “Campaign ID” group and the data is rearranged by this column after the Campaign ID. You can also sort by column when you click the column heading. You can also search on each column by typing partial text of the data you would like to see.
You can also click on the Excel or PDF icons to export the data for further use.
Last updated
Was this helpful?