Operations Scheduling Dashboards

The Scheduling Summary dashboard provides the necessary Segment information at a higher level. It displays a list of your scheduling according to filters that you can set.

To access the Scheduling Summary dashboard:

1. In the Dashboard, click the Scheduling Summary tab in the left navigation bar.



The Scheduling Summary page is displayed. It offers the following action buttons:

	Adds or removes columns.
	Exports the list in Excel format.
	Saves the search filters that you have applied.
	Loads an existing search filter to apply to the list.
	Searches scheduling summary with the current filters.
	Clears all search filter fields and starts a new blank search.

2. Enter filters as required, then click the Search button.

The following table lists all the filters that you can apply:

Filter	Description
Primary Agency	Name of the agency that is responsible for the overall planning of the advertising campaign.
Campaign	Name of the campaign.
Specialist Agency	A Specialist Agency is an Agency that exclusively sells OOH advertising space to their clients.
Purchase Type	You can filter according to one of the following default types: Guaranteed Bonus Non-Guaranteed Bonus Sold
Media Group	You can filter according to the Media Groups that are related to your Products. The following are some examples of Media Groups: Any Airport Grocery Stores Static Transit
Face Size	You can filter according to a large number of face sizes.
Sales Market	You can filter according to the Sales Market for your Products.
Take down date between	Identifies, at the Segment level, the date at which the Designs need to 'come down' for every Booking in the Segment. This applies to Static designs. For more information, see Scheduled Take Downs.
Advertiser	Name of the seller.
Brand	Name of the brand.
Account Executive	Name of the primary user who is the contact for this account.
Campaign Status	You can filter according to one of the following status: Any Proposal Limited Hold Unlimited Hold Contract Pending Contracted Cancelled
Media	You can filter according to a number of media.
Segment Business Type	You can filter according to a number of segment business types.
Segment Starts Between	Select start and end dates for the segment.
Show Contracts that are less than % charted	Shows the campaigns that are charted to less than a user-defined percentage value.

The Uncharted Campaigns dashboard displays Campaigns information and no Segments details. It filters Campaigns according to their charting completion percentage value.

You can thus see what needs to be charted at the Segment level and where the priorities are.

To access the Uncharted Campaigns Dashboard:

1. In the Dashboard, click the Uncharted Campaigns tab in the left navigation bar.



The Uncharted Campaigns page is displayed.



2. Set the uncharted percentage value under which the uncharted campaigns should be listed.

The list is modified according to the percentage.

You can use one of the following action buttons:

	Adds or removes columns.
	Exports the list in Excel format.

The Holds dashboard displays the campaigns that are currently on hold and the campaigns which hold has expired. You can define the number of days since the hold has expired. All campaigns with a hold that has expired within the set number of days will be listed.

To access the Holds Dashboard:

1. In the Dashboard, click the Holds tab in the left navigation bar.



The Holds page is displayed.



2. Set the number of days since the hold has expired. You can go back up to 60 days.

The list is modified according to the number of days.

You can use one of the following action buttons:

	Adds or removes columns.
	Exports the list in Excel format.

The Recent Activity dashboard displays campaigns modified for a user-defined period of time.

A campaign is considered as modified if:

• Its Segments have been changed, or
• Its Designs have been changed

To access the Recent Activity Dashboard:

1. In the Dashboard, click the Recent Activity tab in the left navigation bar.



The Recent Activity page is displayed.



2. Set the number of days since campaigns have been modified. You can go back up to 60 days.

The list is modified according to the number of days.

You can use one of the following action buttons:

	Adds or removes columns.
	Exports the list in Excel format.

The following table lists what activities are included and ignored in the Recent Activity dashboard:

Activity	On Dashboard
	Yes	No
Campaign creation in Campaigns
Campaign creation in Operations
Campaign name change
Campaign Advertiser change
Campaign Description/Comments change
Campaign REF# change
Campaign Hold Expiry On date change
Change campaign status to Contracted
Change campaign status to Cancelled
Abandon campaign
Add new Segment
Add new booking
Change booking Gross amount
Add new Design
Add Additional Revenue on campaign level
Add Agency
Change Account Executive
Add Office
Add Contact
Add BMS Notes
Add other Notes
Add File
Add Attribute