Ch-07 Reports - Natural Broadcast Systems
Contents
1. AVAIL USAGE This allows you to instruct the system how to report spots which may be moved from daypart to daypart That is they are not restricted to only one daypart You choices are Distribute Movable Spots Any spots which may be moved between dayparts are allocated to an assumed daypart You report will include them in that daypart only Fixed NonMovable Spots Only This allows you to get a report which shows only unmovable spots That is they cannot be moved to another daypart column This gives the best report for determining how full a particular daypart is Distribute Example A spot scheduled from 6AM to 10PM would be allocated to certain hour and it would be reported in the daypart column in which that hour falls This gives the best report for determining how sold out you are overall Fixed Example You have a customer which wants 6 10AM You run this report using the Fixed option and only those spots which cannot be moved out of the 6 10AM daypart are included in the 6 10AM daypart column In this way you can determine if you can sell then new customer time in 6 10AM by moving some 6AM 7PM spots out of the 6 10AM slot REPORT SOLD or UNSOLD AVAILS Your choices are Sold Reports the or of commercial units or minutes sold Unsold This will report the or of commercial units or minutes unsold and available to be sold Both This prints a single report column as Sold vs Unsold Total Scans the2. 0124 BOOKS amp MORE KAREN GRAY 555 0588 1 CURRENT 0127 CALLS FOR LESS MARY DENMARK 555 2244 1 12 31 90 0020 FIESTA AUTO CTR DONNA AUSTIN 555 3342 1 CURRENT 0126 FURS FOR YOU MOE BRANDON 555 5174 1 CURRENT 0121 JUNGLE JIM S JIM ESPINOSA 555 2111 1 02 01 91 0095 KWIK LAUNDRY LEN BARRY 555 1800 1 03 01 91 0117 MAJESTIC THEATERS CAMILLE BRAY 555 9900 1 10 31 90 0123 PERRY S HUNTING JOHN PERRY 555 3439 1 CURRENT End of Salesman 1 Listing You may also print a report with much more detailed information for each customer and also sort the report in several different ways You may also include or exclude active or inactive customers You can also print pre formatted mailing labels Natural Log User Manual Page 7 3 7 2 Order Lists This function of the Natural Log Reports section allows you to get printed lists of your Order files in summary or detailed format At the REPORTS MENU select Order Lists You will be guided through several questions regarding the list to be printed LIST TYPE You may select Detailed Prints a complete order confirmation for each order Summary Prints a short summary of the main order information ORDER LIST You may select any of the following All Print all orders Expiring Print only expiring orders Monthly Print only orders running during a particular month Rates Computes amp prints a report showing the effective rates charged on each order including the effect of no charge or bonus spo
3. 300p 700p 1159p 700p 1159p MON 11 11 91 0 45 21 23 10 12 13 TUE 11 12 91 0 31 23 26 12 14 21 WED 11 13 91 0 39 26 21 9 18 26 THU 11 14 91 0 36 30 30 9 21 23 FRI 11 15 91 0 40 35 41 15 22 30 SAT 11 16 91 0 30 40 24 7 15 22 SUN 11 17 91 0 0 12 10 3 8 9 TOTAL WEEK 1 0 32 22 29 13 21 19 MON 11 18 91 0 44 20 21 15 12 10 TUE 11 19 91 0 33 20 22 10 12 19 WED 11 20 91 0 41 29 20 4 16 21 THU 11 21 91 0 31 31 32 4 23 22 FRI 11 22 91 0 30 30 39 10 21 29 SAT 11 23 91 0 24 36 21 2 17 21 SUN 11 24 91 0 0 12 9 2 3 10 TOTAL WEEK 2 0 31 20 32 15 20 17 MON 11 25 91 0 45 21 23 2 8 12 TUE 11 26 91 0 29 22 29 2 9 23 WED 11 27 91 0 39 26 21 2 9 21 THU 11 28 91 0 31 30 31 8 11 18 FRI 11 29 91 0 41 36 41 12 18 18 SAT 11 30 91 0 23 40 23 10 11 21 SUN 11 31 91 0 0 12 10 3 7 12 TOTAL WEEK 3 0 32 22 33 10 15 18 Page 7 22 Natural Log User Manual
4. FM KWICK STOP XMAS 91 12 24 91 12 31 91 Bdcst Detl Aff C Nat Age 15 0 02 0780 001 2 DEMO FM MARIA S CANDIES XMAS 91 12 01 91 12 31 91 Clndr Summ C Loc Dir 02 0333 002 2 DEMO AM NATURAL FOODS CONTINUING 01 01 91 12 31 91 Clndr Detl Aff C Loc Dir 02 0231 006 1 DEMO FM ZEBRA NITE CLUB NEW YEARS PARTY 12 26 91 12 31 91 Clndr Summ C Loc Dir 02 End of Salesman 2 Listing Page 7 6 Natural Log User Manual 7 21 Sample Order Lists You can also get an Order rates report showing effective ad rates on each order for each salesman ORDER REPORT 11 11 91 14 09 DEMO FM ea a mai uh pg ag EFFECTIVE AVERAGE RATES 30 Sec 60 Sec Mixed Pkg Other ORDER SPONSOR PRODUCT Spot Spot Min Min 0069 003 CAROL S DRESSES 5 37 0022 001 GUNS ETC 7 25 0041 080 INFIRMARY CARE 4 35 0031 072 MAMA S COOKIN 0 00 00 HOUSE ACCTS 5 01 7 25 0 00 St 0124 001 BOOKS amp MORE 6 00 0020 009 FIESTA AUTO CTR 6 25 0126 002 FURS FOR YOU 7 30 0123 005 PERRY S HUNTING 4 99 01 JOE SELLSALOT 5 45 6 85 0213 071 KWICK STOP 3 00 0780 001 MARIA S CANDIES 8 00 0333 002 NATURAL FOODS PROGRAM 1 00 0231 006 ZEBRA NITE CLUB 5 00 02 ALBERT DOORKNOB 4 45 8 00 1 00 These rates are effective average rates for each order and salesman That is they consider the effects of all bonus and no charge spots If a customer buys 20 spots at 5 100 but gets 20 spots free his effective rates is 2 50 100 divided by 40 spots The salesman effective rat
5. 0 JOE SELLSALOT AGENCY 1200 00 180 00 1020 00 0 00 102 00 0 00 01 JOE SELLSALOT TOTAL 1800 00 180 00 1620 00 0 00 192 00 0 00 12 05 91 91 12 010 KWICK STOP 12 17 91 91 12 145 MARIA S CANDIES 0 00 51 00 76 50 0213 004 02 0 00 30 00 0 00 0780 001 02 12 10 91 91 09 079 OLDTOWN SHOP CT 12 11 91 91 09 101 ZEBRA NITE CLUB 0 00 13 50 0 00 0231 002 02 0 00 15 00 0 00 0674 008 02 l Y Y l l N N 12 08 91 91 12 032 NATURAL FOODS 150 00 0 00 150 00 0 00 22 50 0 00 0333 002 02 N N l l N N l l N N ALBERT DOORKNOB DIRECT 540 00 0 00 540 00 0 00 51 00 0 00 ALBERT DOORKNOB AGENCY 600 00 90 00 510 00 0 00 81 00 0 00 02 ALBERT DOORKNOB TOTAL 1140 00 90 00 1050 00 0 00 132 00 76 50 Natural Log User Manual Page 7 13 7 43 Sample Adjustments Report This report lists all non payment and non invoice changes to Accounts Receivable during the period Positive Adjustments increased Accounts receivable balance while negative Adjustments decreased the Accounts receivable balance This report when combined with the Invoiced Sales Report and the Collections Report lists all transactions which affected Accounts Receivable during the period You may restrict the report to list fewer than all the Adjustment Types if needed POSTED ADJUSTMENTS REPORT 12 01 91 to 12 31 91 Revenue Type s Included ALL Adjustment Type s Inilcuded CR DR ACM RCM PRE TAX BAD TRC ADJ VOID DEMO FM
6. 0 00 200 00 0074 ARMY 330 00 0 00 0 00 0 00 20 00 350 00 704 00 648 00 233 00 10 00 25 80 1172 80 Natural Log User Manual Page 7 9 7 4 Transaction Reports Sales Collections Adjustments Finance Charges This will print a report of Transactions Invoice sales Collections Adjustments or Finance Charges for a particular month It also includes agency national rep and salesman commissions for any month you select The summary report lists sales by revenue type salesman and product code You may enter this function at the REPORTS MENU by selecting Sales Collections Your choices are Invoices Prints a report of invoices issued for a select period Collections Prints a report of collections entered for a selected period Adjustments Prints a report listing all adjustments entered during a period Daily Logs Prints a report for any daily log still available in the system showing the total dollars on that day s log Finance Chg Prints a report of all finance charges posted during a period STATION If you are running more than 1 station on the Natural Log system you may select 1 DEMO FM 2 DEMO AM Both REPORT TYPE If you select Invoiced Sales or Collections the computer will next ask you to choose from the following Summary Lists billing totals by revenue type source and salesman Detailed Lists individual Invoice amounts issued during the period selected Aged Collections Breaks collections into columns based on how m
7. 0 290 00 0041 INFIRMARY HEALTH CARE 20 00 20 00 0 00 50 00 100 00 0 00 190 00 0234 LILLIES FLOWERS 0 00 57 00 0 00 40 00 120 00 0 00 217 00 0115 LEONARDS PLACE 0 00 19 00 0 00 0 00 0 00 0 00 38 00 0031 MAMA S COOKIN 102 00 138 00 0 00 0 00 0 00 0 00 378 00 0051 RAY S AUTO 0 00 100 00 90 00 0 00 0 00 0 00 190 00 0068 TEXAS TRAVEL 100 00 100 00 0 00 0 00 0 00 0 00 200 00 0074 US ARMY 330 00 330 00 0 00 0 00 0 00 0 00 990 00 00 HOUSE ACCTS TOTAL A R 604 00 978 00 563 00 190 00 90 00 220 00 0 00 2645 00 Sample Accounts Receivable Transaction Summary Report This report shows a Transaction Summary sorted by customer This Transaction Summary Report shows a reconciliation of all account activity since the last closing date ACCOUNTS RECEIVABLE TRANSACTION SUMMARY Revenue Type s Included ALL DEMO FM as of 11 11 91 Since Last Book Closing on 10 31 91 through 11 30 91 14 21 11 30 91 Balance Net Net Net Net Balance On Cust Sponsor Bill To 10 31 91 Invoices Payments Adjstmt FinChrge 11 30 91 0069 CAROL S DRESSES 100 00 57 00 57 00 0 00 5 00 105 00 0011 FEDERAL CARS 0 00 19 00 19 00 0 00 0 00 0 00 0022 GUNS ETC 52 00 138 00 0 00 100 00 0 00 90 00 0041 INFIRMARY CARE 20 00 20 00 0 00 0 00 0 80 40 80 0234 LILLIES FLOWERS 0 00 57 00 0 00 0 00 0 00 57 00 0115 LEONARDS PLACE 0 00 19 00 19 00 0 00 0 00 0 00 0031 MAMA S COOKIN 102 00 138 00 138 00 0 00 0 00 102 00 0051 RAY S AUTO 0 00 100 00 0 00 90 00 0 00 190 00 0068 TEXAS TRAVEL 100 00 100 00 0 00 0 00
8. 00 19 170 00 1 000 00 17 560 00 3 500 00 16 Natural Log User Manual Page 7 17 7 6 Inventory Avails Report The Inventory Management Report lists commercial avails Sold or unsold in or number for up to 12 weeks in the future This is a concise report listing avails for dayparts you select The report gives you a quick reading of the load factor for your station or any particular daypart which is particularly useful when selling on a grid type rate card EXPLANATION OF AVAILS REPORT This report is sometimes difficult to understand Therefore please read the next few sections to understand what this report can and cannot do AVAILS REPORTED IN DAYPARTS When running this report you will see a table of Daypart start and end times which may be edited The report will study avails within the time periods or classes you enter for each column You need not use all columns Each column is treated separately To be included in a daypart column the required schedule time of a spot must fall on or after the column start time and before the column end time SPOTS MOVABLE BETWEEN DAYPARTS Spots which may be moved between dayparts having wide time spans in which they are scheduled may be distributed into the daypart columns using the Distribute option under Avails Usage to get a good picture of your overall inventory These may instead be ignored unless they fall completely in one daypart column using the Fixed option und
9. 00 180 00 1020 00 0 00 102 00 0 00 01 JOE SELLSALOT TOTAL 1800 00 180 00 1620 00 0 00 192 00 0 00 91 12 036 KWICK STOP 600 00 90 00 510 00 0 00 51 00 76 50 0213 004 02 Y Y N c 91 12 027 MARIA S CANDIES 200 00 0 00 200 00 0 00 30 00 0 00 10780 001 02 N N L c 91 12 038 NATURAL FOODS 150 00 0 00 150 00 0 00 22 50 0 00 10333 002 02 N N L 03 91 12 042 OLDTOWN SHOP CTR 90 00 0 00 90 00 0 00 13 50 0 00 10231 002 02 N N L c 91 12 059 ZEBRA NITE CLUB 100 00 0 00 100 00 0 00 15 00 0 00 10674 008 02 N N L c ALBERT DOORKNOB DIRECT 540 00 0 00 540 00 0 00 51 00 0 00 l ALBERT DOORKNOB AGENCY 600 00 90 00 510 00 0 00 81 00 0 00 l 02 ALBERT DOORKNOB TOTAL 1140 00 90 00 1050 00 0 00 132 00 76 50 DEMO FM DIRECT 1518 00 0 00 1518 00 0 00 197 70 0 00 l DEMO FM AGENCY 1900 00 285 00 1615 00 0 00 191 50 0 00 l DEMO FM TOTAL 3418 00 285 00 3133 00 0 00 389 20 76 50 Page 7 12 Natural Log User Manual 7 42 Sample Collections Report This is a detailed report sorted by salesman Note that it also contains the commissions for the salesmen and agencies if applicable and can be used as a sales commission report if you pay based on collections You can print a report for an individual salesman on a single page and use it as support for commission payments Several other sorting options are available You can also get summary reports COLLECTIONS REPORT 12 01 91 to 12 31 91 R
10. 100 00 0 00 0 00 100 00 1 000 00 10 0 00 100 00 425 00 125 00 100 00 750 00 1 500 00 50 0 00 0 00 90 00 80 00 210 00 1 000 00 21 FEB 92 0 00 100 00 0 00 0 00 100 00 1 000 00 10 0 00 0 00 90 00 100 00 100 00 290 00 1 500 00 19 0 00 0 00 90 00 80 00 170 00 1 000 00 17 MAR 92 100 00 1 000 00 10 290 00 1 500 00 19 170 00 1 000 00 17 The Summary Report lists only salesman and station totals for next 6 months along with quotas SALESMAN NAME SALES PROJECTION REPORT DEMO FM NET SALES Revenue Type s Included ALL OCT 91 NOV 91 DEC 91 00 HOUSE ACCOUNTS 01 JOE SELLSALOT 02 ALBERT DOORKNOB DEMO FM TOTAL 2 098 50 QUOTA 7 500 00 30 TOTAL 4 060 50 QUOTA 11 500 00 35 TOTAL 1 250 00 QUOTA 6 000 00 21 TOTAL 7 409 00 QUOTA 25 000 00 30 625 00 1 000 00 63 1 100 00 2 000 00 55 250 00 1 000 00 25 1 975 00 4 000 00 49 473 50 1 500 00 32 630 50 2 500 00 25 180 00 1 000 00 18 1 284 00 5 000 00 26 700 00 2 000 00 35 1 000 00 2 500 00 40 270 00 1 000 00 27 1 970 00 5 500 00 36 JAN 92 100 00 1 000 00 10 750 00 1 500 00 50 210 00 1 000 00 21 1 060 00 3 500 00 30 FEB 92 100 00 1 000 00 10 290 00 1 500 00 19 170 00 1 000 00 17 560 00 3 500 00 16 MAR 92 100 00 1 000 00 10 290 00 1 500
11. ADJUSTMENTS POSTED FROM 12 01 91 TO 12 31 91 Page 1 ADJUSTMENTS Order Sale Age Nat Revenue Adjstmnt Inv Pmt Sponsor Code Description Amount Rep ncy Rep Source Type 91 12 090 91 12 109 BOOKS amp MORE ICR AIR Credit Adjust 80 00 0069 001 01 N N L c 91 12 095 91 11 203 GUNS ETC CR AIR Credit Adjust 99 00 0011 002 00 N N L c 91 12 113 91 10 331 ZEBRA NITE CLUB VOID VOID Invoice 110 00 0022 009 02 y N L c 91 12 139 91 10 390 ZEBRA NITE CLUB ADJ Replaces 91 10 331 50 00 0041 003 02 N N L Cc 91 12 142 91 11 009 MAMA S COOKIN TRC Trade Credit 200 00 0069 001 00 N N L c 91 12 166 91 12 203 FIESTA CAR CTR ACM Agency Comm Taken 22 50 0011 002 01 N N L c 91 12 198 91 11 331 JANE S TAVERN BAD Bad Debt Writeoff 300 00 0022 009 01 Y N L c 91 12 203 91 11 390 ABC DOORKNOBS ICR AIR Credit 50 00 0041 003 00 N N L Cc NET ADJUSTMENTS 811 50 Page 7 14 Natural Log User Manual 7 5 Projected Booked Sales Report The Projected Sales Booked Orders report shows your projected billing based on orders on the books for the next 6 months versus your sales goals for each salesman If you select Projected Sales at the REPORTS MENU you will be presented with the following choices STATION f you are running more than 1 station on the Natural Log system you may select 1 DEMO FM 2 DEMO AM Both REPORT TYPE You may select from 2 types of Projected Sales Report Total Sales This will print a month by month lis
12. Chapter 7 Reports amp Lists When you enter Reports from the Natural Log Main Menu the Reports Menu will be displayed Customers Orders AccountRec Transactions Projections Inventory Natural Log Reports Customers Lists Bill History Mail Labels Ordersc ists Expiring Spotrates AccountRec Aging AR Transaction Summary Transactions Sales Collect Adjsmnts FinChrgs Projections Booked Sales next 6 Months Inventory Avails Sold Unsold Load Factor Produces a list of customers sorted in several ways Prints mailing labels or billing history for customers See Sec 7 1 Produces a list of Broadcast Orders sorted in several ways The list can be printed for all orders or orders expiring between 2 dates Also computes and lists the average rates on orders for salesmen See Section 7 2 Produces an Aging report of Accounts Receivable sorted in several ways You may include contact information for collection calls You can also get a Transaction Summary showing all reconciliation of activity on accounts since the last closing date See Section 7 3 Produces a list of Invoiced sales Collections Adjustments or Finance Charges posted for a given period Also includes salesman commissions on Invoiced sales and Collections Reports List may be detailed or summary and sorted in several ways See Section 7 4 Produces a report of total projected sales booked orders for the next 6 months There i
13. any days the amount was due before it was collected Useful for stations that pay different commission rates based on days outstanding SORT BY If you select Detailed you will be asked to select a Sort Option Choices are Customer Name Agency Direct Salesman Rep NonRep National If you select Customer sort you will be offered a choice of sorting by Customer Sponsor name or Bill to name Page 7 10 Natural Log User Manual 7 4 Transaction Reports Sales Collections Adjustments Finance Charges REPORT DATE S This allows to enter the Start and End dates for the period for which the report is generated This may be no more a couple of months at a time due to memory constraints within the system Usually you will print a report for no more than one month at a time COPIES You may print from 1 to 9 copies of the report INCLUDE REVENUE TYPE S The computer will ask you what Revenue Type s to include A Z You can blank out the letter of any revenue type you want to EXCLUDE Sample Invoiced Sales Collections and Adjustments reports are shown on the next 3 pages Natural Log User Manual Page 7 11 7 41 Sample Invoice Sales Report This is a detailed report sorted by salesman Note that it also contains the commissions for the salesmen and agencies if applicable and can be used as a sales commission report if you pay based on billing You can print a report for an individual salesman on a single page and use it a
14. e is computed as total sold divided by total spots sold These rates do NOT consider all the ramifications of FCC rules regarding lowest unit pricing for political ads which usually must be calculated by hand due to the complexity of the rules Natural Log User Manual Page 7 7 7 3 Accounts Receivable Reports Selecting Accounts Receivable at the REPORTS MENU will allow you to choose one of the following Aging Report This is a list of Accounts Receivable aged by month This is snapshot of your Accounts Receivable at the time the report is generated That is you CANNOT run a report of what your accounts receivable aging was at prior date Transaction Summary This generates a report for each customer showing all activity on the account since the last closing date for reconciliation It lists beginning balance plus total invoices issued less total collections plus minus adjusting entries plus finance charges You can specify the following choices as well as the of copies to be printed STATION If you are running more than 1 station on the Natural Log system you may select 1 DEMO FM 2 DEMO AM Both INCLUDE REVENUE TYPE S The computer will ask you what Revenue Type s to include A Z You can blank out the letter of any revenue type you want to exclude LIST TYPE You will be asked to choose from the following Summary Lists customer account balance totals aged by month Detailed Lists individual invoices which
15. er Avail Usage which gives a better picture of how sold out a particular daypart is with spots that can t be moved into another daypart See the discussion under Avail Usage below Example Suppose you have columns set up for 6 10AM 6AM 7PM and 0001 2359 all day A spot scheduled for 6 9AM would be counted against avails for 6 10AM and against avails for the 6AM 7PM column and against avails for the 0001 2359 column because it would satisfy the requirements of each column Example With the same daypart columns you have a spot scheduled for 6AM 7PM If you used the Distribute Avail Usage option this spot would be randomly assigned to an hour 6AM 7PM Assume it was assigned to 7AM It would then be counted in the 6 10AM column and the 6AM 7PM column and the 0001 2359 column If you used the Fixed Avail Usage option this spot would only show up in the 6AM 7PM and 0001 2359 columns Page 7 18 Natural Log User Manual 7 6 Inventory Avails Report cont When you select Inventory at the REPORTS MENU you will see a screen showing the current daypart column setting Inventory Report Dayparts From 0001 0600 1000 1500 1900 0600 0000 To 0600 1000 1500 1900 2359 1900 2359 F10 to CHANGE Report Dayparts PgUp PgDn Select ANOTHER saved daypart configuration F10 You can enter appropriate start and end times for each column An alternative is to enter a letter A Z which corresponds to the TIME definitions you establis
16. evenue Type s Included ALL DEMO FM COLLECTIONS FOR PERIOD 12 01 91 TO 12 31 91 COLLECTIONS _ Sales Commissions Order Sale Age Nat Revenue Date Payment Applied to Invoice Gross Agc Comm Net Taxes Salesman Nat Rep Rep ncy Rep Src Type 12 15 91 91 12 109 CAROLS 91 09 090 80 00 0 00 80 00 0 00 12 00 0 00 0069 001 00 12 31 91 91 12 203 FEDERAL 91 08 233 99 00 0 00 99 00 0 00 14 85 0 00 0011 002 00 l N l N 12 31 91 91 12 331 GUNS ET 91 08 231 100 00 15 00 85 00 0 00 8 50 0 00 0022 009 00 Y 12 31 91 91 12 390 INFIRMA 91 10 020 199 00 0 00 199 00 N 0 00 29 85 0 00 0041 003 00 HOUSE ACCT DIRECT 378 00 0 00 56 70 0 00 HOUSE ACCT AGENCY 85 00 0 00 8 50 0 00 00 HOUSE ACCT TOTAL 478 00 15 00 463 00 0 00 65 20 0 00 12 20 91 91 12 202 1ST NATI 90 11 019 400 00 60 00 340 00 0 00 34 00 0 00 0120 01001 Y N N C 12 21 91 91 12 209 BILLY S 91 11 098 200 00 0 00 200 00 0 00 30 00 0 00 0105 01101 N N L C 12 22 91 91 12 217 BOOKS amp 91 10 2783 300 00 45 00 255 00 0 00 25 50 0 00 0124 002 01 Y N N C 12 15 91 91 12 107 CALLS FO 91 11 321 500 00 75 00 425 00 0 00 42 50 0 00 0127 04401 Y N N C 12 09 91 91 12 040 FIESTAA 91 11 170 100 00 0 00 100 00 0 00 15 00 0 00 0020 006 01 N N L C 12 10 91 91 12 078 FURS FOR 91 09 278 300 00 0 00 300 00 0 00 45 00 0 00 0126 003 01 N N L C JOE SELLSALOT DIRECT 600 00 0 00 600 00 0 00 90 00 0 0
17. hed in the Setup section See Section 2 4 If you don t want to edit the times or they are acceptable then you should enter the of weeks for which the study is to be run 1 12 weeks Fewer weeks results in less time to generate the report PgUp or PgDn If you want to save multiple Daypart configurations just hit PgUp or PgDn and another configuration will appear You can change each configuration without affecting the others In this way you can have several daypart configurations saved and select the one you want by hitting PgUp or PgDn Natural Log then will offer a series of options STARTING DATE The system needs to know the starting date of the period you want studied This must be a Monday STUDY AVAIL TYPE S The system will perform a study on all or certain avail types All The report includes the effects of all avails and orders whether restricted or not Unrestricted This will study only avails which don t have any restrictions That is these avails may not have any avail type specified on the log format and therefore are not saved for a particular type of commercial e g sponsorship Specified This will allow you to study ONLY a certain type of avail For example you may want to find all avails with a WS restriction You would enter this requirement here This is useful in searching for program or weather sponsorships etc Natural Log User Manual Page 7 19 7 6 Inventory Avails Report cont
18. log formats for total of avails on the format This includes SOLD avails and UNSOLD avails Page 7 20 Natural Log User Manual 7 6 Inventory Avails Report cont REPORT BASIS You will then be able to specify the basis to be used You can print the report based on Minutes or Units If you don t restrict the of minutes on the log format by entering a maximum minutes for each commercial set then the minutes choice will give erroneous results select Units which will report on the number of slots available for commercials REPORT FORMAT You need to specify how you want the numbers reported Percentages This reports avail usage in sold or unsold of the total avails on the log formats Numbers This reports the actual numbers of avails sold or unsold The specified Inventory Management Report will then be generated You can rerun this report as often as desired with any of the combinations listed above A sample is shown on the next page Natural Log User Manual Page 7 21 7 61 Sample Inventory Avails Report This report shows the of avail Units Sold for a specified period of time You can also get a report based on Minutes You can also print Unsold or Total avails You can report up to 12 weeks per report INVENTORY MANAGEMENT REPORT UNITS SOLD Spots Distributed Among Dayparts DEMO FM 16 55 10 01 91 ALL AVAIL TYPES INCLUDED FROM 1201a 600a 1000a 300p 700p 600a 1201a DAY DATE TO 600a 1000a
19. make up the customer account balance aged by month SORT BY You may select the sorting option for the list Customer Name Select Customer Sponsor or Bill To name Agency Direct Salesman Rep Non Rep PRINT CUSTOMER INFO FOR COLLECTION CALLS This will print the contact name and phone number after each customer s account totals for collection calls Page 7 8 Natural Log User Manual 7 31 Sample Accts Receivable Report Sample Accounts Receivable Aging Report This report shows a summary of accounts receivable sorted by salesman You can also sort in several different ways and get more detailed accounts receivable reports listing each individual invoice You can also print contact names and telephone numbers for collection efforts each salesman s accounts can be printed on a separate page NOTE This is a report of the conditions of AJR as of the date the report is generated It is current up to the last invoices issued and the last payment processed You CANNOT go back and reprint an A R report for a prior period so you must print one of these when closing each accounting period before beginning to process payments and invoices for the next period ACCOUNTS RECEIVABLE REPORT Revenue Type s Included ALL DEMO FM as of 11 11 91 Cust Sponsor Oct 91 Aug 91 Prior Late Chg Total 0069 CAROL S DRESSES 57 00 0 00 0 00 0 00 0 00 114 00 0011 FEDERAL CARS 19 00 0 00 0 00 0 00 0 00 38 00 0022 GUNS ETC 52 138 00 100 00 0 00 0 00 0 0
20. s also a Change Report which quickly shows which salesmen are have gained or lost sales due to new order entries changes and cancellations entered since the previous Change Report See Section 7 5 Produces a report Avails of or of avail units or minutes sold or unsold for up to 12 weeks See Sec 7 6 Natural Log User Manual Page 7 1 7 1 Customer Lists This function of the Natural Log Reports section allows you to get printed lists of your Customer files in summary or detailed format You can also print mailing labels and billing history for customers To enter the Customer Lists function at the REPORTS MENU select Customer Lists You will be guided through several questions regarding the list to be printed LIST TYPE You may select one of these customer list types Summary Detailed Billing History Mailing Labels Summary lists limited customer information on 1 or 2 lines per customer Detailed prints all customer information Mailing labels are set up for standard 3 5 x 15 16 continuous feed single column labels if you are using a dot matrix printer For those using a laser or inkjet printer labels fit on Avery 5160 1 x 2 5 8 laser 8 5 x 11 inch sheets SORT BY You may select the sorting option for the list Customer Name Agency Direct Rep NonRep National Salesman KeyWord ZipCode If you select Customer sort you will be offered a choice of sorting by Customer Sponsor name or Bill to name If you select Key
21. s report shows only expiring orders in a Summary list sorted by salesman You may get this printed on separate pages for each salesman to use a reminder to renew expiring orders You may also print out a detailed order confirmation for each of these orders 12 01 91 to 12 31 91 DEMO FM DEMO AM AS OF 11 11 91 SALESMAN 00 HOUSE ACCTS Order Station Sponsor Order Ident Starts Ends Cycle Invoice Type Rev Type Agc Simn 0069 003 1 DEMO FM CAROLS DRESSES FALL SALE 09 01 91 12 31 91 Clndr Detl Aff C Loc Dir 00 0022 001 2 DEMO AM GUNS ETC GUNS ETC CONTINUING 01 01 91 12 31 91 Clndr Summ C Loc Dir 00 0041 090 1 DEMO FM INFIRMARY CARE INFIRMARY WINTER 09 01 91 12 31 91 Bdcst Detl Aff C Loc Age 15 0 00 0031 072 1 DEMO FM MAMA S COOKIN MAMA S XMAS PARTY 12 01 91 12 31 91 Clndr Detl T Loc Dir 00 End of Salesman 0 Listing SALESMAN 01 JOE SELLSALOT Order Station Sponsor Order Ident Starts Ends Cycle Invoice Type Rev Type Agc Simn 0124 001 1 DEMO FM BOOKS amp MORE XMAS 91 11 27 91 12 24 91 Bdcst Detl Aff C Nat Age 15 0 01 0020 009 1 DEMO FM FIESTA AUTO CTR USED CAR SALE 12 01 91 12 10 91 Clndr Summ C Loc Dir 01 0126 002 2 DEMO AM FURS FOR YOU END OF YEAR SALE 12 26 91 12 31 91 Clndr Detl Aff C Loc Dir 01 0123 005 1 DEMO FM PERRY S HUNTING XMAS SALE 12 01 91 12 31 91 Clndr Summ C Loc Dir 01 End of Salesman 1 Listing SALESMAN 02 ALBERT DOORKNOB Order Station Sponsor Order Ident Starts Ends Cycle Invoice Type Rev Type Agc Simn 0213 071 1 DEMO
22. s support for commission payments Several other sorting options are available You can also get summary reports INVOICED SALES REPORT 12 01 91 to 12 31 91 Revenue Type s Included ALL DEMO FM INVOICES ISSUED FROM 12 01 91 TO 12 31 91 Page 1 INVOICES Sales Commissions Order Sale Age Nat Revenue Gross Agc Comm Net Taxes Salesman Nat Rep Rep ncy Rep SourceTyp 91 12 029 CAROL S DRESSES 12 00 0 00 0069 001 00 91 12 002 FEDERAL CARS 14 85 0 00 0011 002 00 91 12 021 INFIRMARY CARE l l l N i l l N 91 12 033 GUNS ETC 100 00 15 00 85 00 0 00 850 0 00 0022 009 00 Y l l l N 29 85 0 00 10041 003 00 HOUSE ACCT DIRECT 378 00 0 00 378 00 0 00 56 70 0 00 l HOUSE ACCT AGENCY 100 00 15 00 85 00 0 00 8 50 0 00 l 00 HOUSE ACCT TOTAL 478 00 15 00 463 00 0 00 65 20 0 00 l 91 12 098 1ST NATIONAL BANK 400 00 60 00 340 00 0 00 34 00 0 00 10120 010 01 Y N N c 91 12 055 BILLY S BAR 200 00 0 00 200 00 0 00 30 00 0 00 10105 011 01 N N L c 91 12 033 BOOKS amp MORE 300 00 45 00 255 00 0 00 25 50 0 00 10124 002 01 Y N N c 91 12 020 CALLS FOR LESS 500 00 75 00 425 00 0 00 42 50 0 00 10127 044 01 Y N N c 91 12 019 FIESTA AUTO CTR 100 00 0 00 100 00 0 00 15 00 0 00 10020 006 01 N N L 03 91 12 024 FURS FOR YOU 300 00 0 00 300 00 0 00 45 00 0 00 10126 003 01 N N L c JOE SELLSALOT DIRECT 600 00 0 00 600 00 0 00 90 00 0 00 JOE SELLSALOT AGENCY 1200
23. ting of projected Gross or Net sales for the next 6 months based on booked orders Change Report This will generate a report showing the net change in dollar sales of all Traffic changes made in orders since the last Change Report was generated This is sorted by Salesman It is very useful for determining at a glance which sales people are gaining or losing This report generates 6 month projected sales for each order in the system and compares it with the projected sales the last time the report was generated When a new order is entered or an order is increased it will show up as a plus amount When an order is canceled or decreased it will show up as a negative amount Single Month This prints a summary report by salesman showing booked sales for the current month and collections to date for the current month GROSS or NET You may select to print the report with Gross or Net revenue listed continued on next page Natural Log User Manual Page 7 15 7 5 Projected Booked Sales Report COPIES You may print from 1 to 9 copies of the report SORT BY You may select the sorting option for the list Customer Name Salesman If you select Customer sort you will be offered a choice of sorting by Customer Sponsor name or Bill to name SUMMARY or DETAIL The system prints out 2 levels of detail Summary Prints only totals for each salesman if sorted by salesman or each customer if sorted by customer Detail Prints
24. totals for each order in Natural Log and subtotals for each customer or salesman INCLUDE REVENUE TYPE S The computer will ask you what Revenue Types to include A Z You can delete the letter of any revenue type you want to EXCLUDE A sample Projection report is shown on the next page Page 7 16 Natural Log User Manual 7 51 Sample Projected Sales Report A Detailed Report sorted by salesman shows booked order totals for next 6 months with quotas SALES PROJECTION REPORT DEMO FM NET SALES Revenue Type s Included ALL Order Sponsor Product OCT 91 NOV 91 DEC 91 0690 003 CAROL S DRESSES 0022 030 GUNS ETC 0041 090 INFIRMARY CARE 0031 072 MAMA S COOKIN 00 HOUSE ACCOUNTS TOTAL 2 098 50 625 00 473 50 700 00 QUOTA 7 500 00 1 000 00 1 500 00 2 000 00 30 63 32 35 0124 001 BOOKS amp MORE 125 00 90 00 250 00 0020 008 FIESTA AUTO CTR 490 00 245 00 400 00 0126 002 FURS FOR YOU 85 00 0 00 100 00 0123 005 PERRY S HUNTING 250 00 145 50 100 00 0356 005 ROBERTS DRUG STORE 150 00 150 00 150 00 100 00 01 JOE SELLSALOT TOTAL 4 060 50 1 100 00 630 50 1 000 00 QUOTA 11 500 00 2 000 00 2 500 00 2 500 00 35 55 25 40 0213 071 KWICK STOP 25 00 90 00 50 00 0780 001 MARIA S CANDIES 90 00 45 00 50 00 40 00 0333 002 NATURAL FOODS 85 00 0 00 90 00 0231 002 ZEBRA NITE CLUB 50 00 45 00 80 00 02 ALBERT DOORKNOB TOTAL 1 250 00 250 00 180 00 270 00 QUOTA 6 000 00 1 000 00 1 000 00 1 000 00 21 25 18 27 JAN 92 0 00
25. ts Missing Copy Prints a list of all orders with missing or expired copy for a specified period STATION If you are running more than 1 station on the Natural Log system you may select 1 DEMO FM 2 DEMO AM Both SORT BY You may select the sorting option for the list Customer Name Agency Direct Rep NonRep National Salesman KeyWord ZipCode If you select Customer sort you will be offered a choice of sorting by Customer Sponsor name or Bill to name If you select Keyword the system will list all customers with that KeyWord in their Sponsor name or Bill To name Page 7 4 Natural Log User Manual 7 2 Order Lists cont SELECT ORDER TRAITS TO INCLUDE Natural Log will display a listing of Traits for which order will be included in the list Any orders matching or falling within the limits of all of these required Traits will be included in the list Generate Order List including Orders with these TRAITS Salesmen 00 to 99 Revenue Types ABCDEFGHIJKLMNOPORSTUVWXYZ Invoice Types DSi IGN Billing Cycles WBD ErNyelr2ro rAr or opire Scripts required Y N Log Priorities 0 to 9 Product Codes 00 to 99 You may edit these Traits to include or exclude certain orders Any orders matching or falling within the limits of all of these required Traits will be included in the list After completing the Edit hit Enter to continue Natural Log User Manual Page 7 5 7 21 Sample Order Lists Thi
26. word the system will list all customers with that KeyWord in their Sponsor name or Bill To name INCLUDE ACTIVE INACTIVE You may restrict the list to include only Active Customers Inactive Customers Enter All Customers If you select Active or Inactive you will be prompted for the date from which the customers must be Active or Inactive to be included in the list INCLUDE STATEMENT CYCLE You may restrict the list to include only customers assigned to certain Statement Cycle s Delete any Cycles not to be included Page 7 2 Natural Log User Manual 7 11 Sample Customer List This sample report was sorted by Salesman using the Summary type Customer List CUSTOMER LIST DEMO FM DEMO AM CUSTOMER LIST AS OF 09 09 91 SALESMAN 0 HOUSE ACCOUNTS CUST SPONSOR CONTACT TEL REP LAST ORDER 0069 CAROL S DRESSES PASQUALE PERRY 555 2234 0 CURRENT 0011 FEDERAL CARS ROSEMARY FLOWERS 555 1122 0 07 19 90 0022 GUN S ETC SKIP LEE 555 2233 0 CURRENT 0041 INFIRMARY CARE PAULA RICKS 555 3344 0 CURRENT 0234 LILLIES FLOWERS LILLIE MAE 555 3123 0 01 01 91 0115 LEONARDS PLACE LEONARD HAYS 555 1111 0 12 31 90 0051 RAY S AUTO RAY KELLOG 555 7765 0 CURRENT 0068 TEXAS TRAVEL MARY WADE 555 4432 0 11 30 90 0074 US ARMY JOHN KERR 555 8765 0 CURRENT End of Salesman 0 Listing SALESMAN 01 JOE SELLSALOT CUST SPONSOR CONTACT TEL REP LAST ORDER 0120 1ST NATIONAL BANK ROBERT MANLY 555 4695 1 06 09 91 0105 BILLY S BAR MARGO FRITZ 555 7509 1 07 25 90
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