Consolidated Production Report
The Consolidated Production Report shows data about print and digital ad items, as well as digital media and service items that are relevant for the production team, including ad size, ticket status, product categories, and more. You can go to the ticket page, edit the ticket status, and send artwork reminders directly from the report.
Before using this report, we recommend you have the following set up:
Publications and Issues
Product Categories
Rate Card & Ad Set up
Digital Media Products
Companies
Ticket Status
Dynamic Attributes
Artwork Reminder Email Templates
To access the report, you must have the User Permission ‘Consolidated Production Report’
To view information for all reps, not just your own data, you must have the sub-permission ‘View All Users’
Report Search
There are over a dozen search fields on this report you can use to narrow down the results, including fields such as publication and issue, ad size, ticket status, rep, digital media category and product, and even dynamic attributes.
Product Type: By default, the report will search for all product types. If you would only like to see print ads, digital ads, services or digital media products in the search results, then choose that product type using this filter. The Consolidated Production Report allows you to send artwork reminder emails from the report the same way you can from the Production and Digital Media Production Reports. However, to send artwork reminder emails from this report, you must filter by a product type. You will not be able to send artwork reminders from the report when searching by all product types.
Start/Billing/Issue Date: This date field by default will use the current month’s date range, but it can be changed if needed. For the report to perform in a timely manner, your date range must be a year or less.
Include Deleted/Include Proposals: By default, the report will not include items on proposals, or items that have been deleted. If you would like to include either of those options in the report results, simply use the Include Deleted or Include Proposals checkboxes
Some of the search fields will automatically update based on what is entered in other search fields. For example, the Issue search field will only show the issues that are relevant for the date range searched and the Publication selected.
Be aware that because the report includes print, digital, service and digital media items, some of the search fields can potentially conflict with each other. For example, if you search for a print rate card and a slot product, you will likely not see any results.
Report Results
When the report is run, the data will display in a table format. There are a handful of columns which will always show up on the report, but you can use the Edit Display Fields to add more information to the table. Depending on which Display Fields you are using, the table will show order and ticket information for each item.
The values in the Ticket ID, Order and Artwork Company, and Order ID columns are all quick links which will redirect you to a corresponding page in the system. The Company columns will bring you to the company’s page, whereas the Ticket and Order ID columns will bring you to a specific ticket page or company order tab.
The Item ID column contents are also a quick link, but when clicked on will open the line item edit popup. Depending on your permissions and system configurations, you may or may not be able to edit the line item from this popup.
Any items that show up highlighted in yellow are on pending orders. You can choose to exclude these by searching for only 100% approved orders in the Probability field.
If you use the Google Ad Manager integration, then any records that show up on this report highlighted in red are items that failed to sync with GAM.
Depending on the product type, certain fields on a line item may not contain information. For example, print ad items will not show any information in the Product and Category columns.
As with all our reports, you can use the table headers to sort by that column and change how many results are displayed on each page.
There are a handful of actions you can perform from the report.
The report can be saved for future reference, exported as a csv, and you can generate a PDF of the report. The download is limited to 4GB uncompressed.
By using the ellipsis actions on an item, you can view the ticket, view ad specs, edit the ticket's dynamic attributes or edit the ticket status.
If editing the status, in the pop-up, you can choose to include notes with your status update. The statuses that show up as options are dependent on the ticket type.
If you are searching by a specific product type, you can also perform bulk updates by using the check boxes. Once at least one item is checked, you will see new actions show up at the top of the table.
The Update Selected Tickets action will prompt a pop-up where you can choose to mark the selected tickets as done and update the ticket owner or status. If it is a digital media ticket, you can also assign a vendor. Depending on which action you choose, you may need to enter additional information before you can apply the change.
If using the SendMyAd integration, you will see another bulk action here called ‘Sync to SendMyAd’, which will push updates for the selected items to your SendMyAd account. Once the sync is completed, you will receive an email notification to view the results.
The Download Selected Ticket Assets action is available on all product types except for Services, and will download any files marked as final on the selected items. Final files are any files specifically marked as 'final' for print or digital ads, and any assets marked as 'ready to deliver' on digital media tickets.
The Individual and Grouped E-Mail Artwork Notification actions allow you to send artwork reminders directly from the report. In the pop-ups, you can choose which email template to use, as well as whether you would like to CC the order rep and enter an email note.
When sending Individual E-Mail Artwork Notifications, you can preview one email at a time in the popup. When you click Show Preview, you’ll be able to view what the email for that particular ticket will look like when sent, as well as who it will be sent to. There's also a dropdown where you can choose which ticket you would like to see the preview for.
Updated 02/09/2024