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How to use Media Summaries

Media Summaries provide a consolidated view of schedules, bookings, and placements. They help agencies quickly review planned and booked media activity without running full reports.

Steps to Use Media Summaries

  1. Go to NAVIGATION BAR > MEDIA > Media Summaries.

  2. Use the available filters to narrow results by:

    • Client

    • Medium

    • Schedule Number

    • Product

    • Date Range

  3. Review the summary view, which displays:

    • Total planned spots or insertions

    • Booked vs. unbooked placements

    • Financial values for client billing and supplier costs

  4. Drill down by selecting a schedule or medium to see underlying placements.

  5. Export the summary if required for offline review.

Key Concepts

  • At-a-Glance View: Summaries show overall media activity without needing detailed reports.

  • Filter Options: Make it easy to focus on a specific client, schedule, or timeframe.

  • Drill-Down Access: Links provide detail into the underlying schedule or booking.

  • Operational Tool: Useful for quick checks before creating invoices or supplier payables.

Why It Matters

Media Summaries give account teams and finance teams a fast way to confirm campaign activity, validate bookings, and ensure schedules are complete before invoicing or reconciliation.