Client Activity Report: Billing

Use the Client Activity Report for Billing option to print up to 12 months of a client's purchased Broadcast activity. This report prints purchased dollars by station within market, estimate, product, client and media.

The report also gives cleared, uncleared, or ordered dollar amounts, depending on your selections for the request. A version of this report prints when you release live bills based on the Report Options that are set up in the client's billing profile in Billing Profile Definition. You may print a list of these settings using Billing Profile List.

If you are using Dual Costing, this report always uses the client cost.

To view and print the purchased activity, select Media Accounting | Broadcast Media Accounting | Client Activity Report-Billing.

Client Activity Report - Billing Window

1. If you want to limit the report, key or Lookup an Owning Company/Office or leave the fields blank to include all activity billed by the sign-on company/office.

2. If you signed on using a corporate account, you'll see the Include All Co/Off check box.

   Indicate whether all companies and offices are to be included in the report.

   1. • Selected - Include all companies and offices on the report without regard to billing company/office.

      • Blank - Include only clients billed by the corporate company/office on the report.

3. Key or Lookup the Media

4. Key or Lookup a Client, Client Group, or select the All Clients check box.

5. Key or Lookup a Product, Product Group, or select the All Products check box.

6. Key or Lookup an Estimate, Estimate Group, or select the All Estimates check box.

   • If you choose an Estimate Group or All Estimates, you may select the Combine Estimates check box to combine estimates for the same client and product. The report will not be grouped or totaled by estimate and the estimated group or *ALL displays as the estimate in the header.

7. Key or Lookup a Market, Market Group, or select the All Markets check box.

   If a client-specific market group code is keyed in the Market Group field, you must select the Client Specific check box.

    

8. Select a specific estimate type to be included on the report or clear out Estimate type field and select the All Estimate Types check box to include all estimate types.

9. If you did not key a specific estimate, key the starting and ending dates for the data to be included in the Start/End Months fields.

10. If you want to include a comment at the top of the first page for each estimate, key the appropriate code in the Standard Comment field in the Data to Print section.

11. In the Formatting section, use the controls to choose how you want the report to be configured and what you want to include in the report.

    • Select an item from the Report at drop down to indicate how you want to show dollars.

      Gross: Report dollars at gross.

      Net: Report dollars at net.

      Client/Net: Report dollars at net for the client..

       

    • Select an item from the Format drop down to indicate how you want the data to be formatted.

      Ordered: Reports dollars for all purchases.

      Cleared: Reports only dollars that have been cleared for payment through Affidavit Clearance.

      Uncleared: Reports only outstanding dollars which have not been cleared for payment.

    • In the Report Selections section, select the check box by each report format that you want to use.

      Monthly Client Detail

      Prints total monthly dollars by market and, if requested, by station. Also shows total spots and previously billed and billable amounts.

      Monthly Client Recap

      Prints total monthly dollars by product for each client requested. Also shows total spots and previously billed and billable amounts.

      Quarterly Client Detail

      Prints total quarterly dollars by market and, if requested, by station. Also shows total spots and previously billed and billable amounts.

      Quarterly Client Recap

      Prints total quarterly dollars by product for each client requested. Also shows total spots and previously billed and billable amounts.

    • Use the One Market/Page and Sort by Market Code check boxes to indicate how you want the data to be laid out in the report.

      Indicate whether to sort the markets by name or code.

      • Selected -  Sort markets by code.

      • Blank -  Sort markets alphabetically by name.

      Indicate whether to skip to a new page when the markets change on the report.

      • Selected - Put each market on a separate page.

      • Blank - Put all markets on the same page.

12. Complete the necessary fields in the Report Formatting Options section.

13. Click the Submit button.

14. Click the Reports icon in the MediaBank A|V toolbar to display the View Spool File window where you can access your report.

Sample Monthly Client Detail

Sample Monthly Client Recap

Sample Quarterly Client Detail

Sample Quarterly Client Recap