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55 results found

  1. Reporting - Linked to ListBuilder

    freddi.solano@tegna.com - Would like to still be able to filter when linked to Listbuilder witin a report

    1 vote

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  2. Reports - Custom Account List - Linked to ListBuilder

    freddi.solano@tegna.com - Would like to still be able to filter when linked to Listbuilder within a report

    1 vote

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  3. Account "Priority" available as a reporting filter.

    In Monarch you can add a priority to each account. However, priority is not a filter in the reports. Account priority should be available as both a hierarchy and a filter in reports where it makes sense.

    1 vote

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  4. TopDown Forecast in every Matrix Report currently including Forecast

    TopDown Forecast should at least be a toggle option (similar to Bottoms up vs Top Down Budgets) in EVERY report that currently includes a Forecast column please.

    1 vote

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  5. Add a LY-1 Final column to a Pacing Report

    Is there a way I can add a LY-1 Final column to a Pacing Report? In other words, I'd like to get 2021, 2020 AND 2019 in the same report so I don't have to manually merge that info from a Multi Year History Report.

    1 vote

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  6. Include Weighted Forecast Option in the Forecast Change Report

    Add Weighted Forecast Option in the Forecast Change Report

    5 votes

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  7. Account Reassignment Report

    It would be great to have a report that shows the accounts that were transferred to a specific AE over the past year. This would help see the timeframe and how long an AE was assigned an account.

    2 votes

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  8. Sales Outlook- Revenue Report Save as Excel

    It would be awesome when going under the revenue report to be able to save the sales outlook as an excel or pdf, either would work. I am an assistant, and being able to send my account executive their sales outlook information while they are on the road would be useful.

    1 vote

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  9. Activities report

    The Deal Status Report was more in line with what I was looking at...would be awesome if this pending and or proposed amount could also show up in a column with the deal in the activities report so everything can roll up in on central look.

    1 vote

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  10. Export the TopDown Forecast to Excel

    I'd like the ability to export the topdown forecast to Excel so that I can save a copy from week to week.

    1 vote

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  11. Option to show cents or not

    Have the option to display the cents or not on the totals on Reports and SalesOutlook

    1 vote

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  12. Default Set of Filters on Sales Outlook and in Reports

    As an LSM it would be great to have an option to select a default set of filters that could potentially be coordinated to match the filters to what is viewed in Wide Orbit. This would be useful on the Sales Outlook or the Filters Tab in Reports. Having a set of filters for 'Local Broadcast TV' or 'Digital Broadcast TV' will help ensure that everyone is pulling the same information.

    1 vote

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  13. Have months displayed as columns in reports

    When viewing multiple months in a report, they are displayed as rows. It would be a great way to look at the report if the months were listed as columns.

    2 votes

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  14. Pull a list of Notes

    It would be nice to have a way to include notes associated with each account when pulling an account list in List Builder. Being able to review a list of notes would be very helpful.

    1 vote

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  15. Report Totals Should be Included in the "Roll up Results By" option

    When I run a report, like the Forecast Report, and i choose to run Month +2 roll up by month, then each of my items will display by month for the current month + next 2 months.

    I need my total row to do the same thing. Currently it only displays a single total row for all months like the Lump Sum view.

    3 votes

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  16. Have the years listed as columns in the Multi Year Sales History Report

    It would be nice to have the option to have the years in the Multi Year Sales History Report display as columns instead of having them stacked on top of each other in rows.

    1 vote

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  17. On Pacing Report, add an option to show TY Pace and Weighted Forecast Change from X Date

    It would be helpful to see how the business on the books and the weighted forecast change over a selected period of time. For example, we currently go by AE, by Advertiser, by Media to determine changes week over week. The forecast change report isn't weighted yet, and doesn't have all the information the Pacing report does, so neither accomplish this yet.

    1 vote

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  18. Ranking Report

    As a Manager I'd like to have a column on this Ranking Report where I can write my Notes, and be able to update those notes every time that I pull that Report. I'd like to be able to see the Top 50.

    1 vote

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  19. Exporting Forecast Report Subtotals are confusing

    This is confusing>>
    The duplicated rows is actually the subtotal from the item above it. So in the export you can simply collapse the last hierarchy on the Outlet so that your'e viewing the Account level. You'll see the same numbers now show for the Account. Expand it back out again and you'll see "duplicate" rows. This is because the expansion happens between the Name and the Subtotals and shifts the subtotal to the bottom.

    2 votes

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  20. Filter what columns you'd like included in your Report

    It would be great if in filters we could select which columns we want to include in the report and save the template that way (in lieu of having to hide/delete unneeded columns every time).

    1 vote

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