About this document

This document is designed to provide the end user with details on what reports need to be pulled and when.

How do I pull the reports from X-ray?

Below are the steps to extract the Miller Kaplan information and upload to Efficio for ease of use.  

1. Top 500 Market Accounts YTD 

This report must be ran for each business unit, each month.  Typically markets will start with the most recent month available and go from there. Others like to collect year to date. That is up to your management team.

a. If X-ray v4.0
i. From Database Inquiry
ii. Choose “Market Key Accounts With Station Share”

b. If previous version of X-ray
i. From Database Inquiry
ii. Select "Market"
iii. Select "Top Market Accounts"

c. Select one business unit (1 at a time//1 business unit per file)
d. Select your period (one month)
e. Select period type as “YTD”
f. Select "Select Number of Top Accounts"  (Most choose 500 - or up to 1,000)
g. Click "View Results"
h. Click "Export "
i. Choose Excel as your format.
j. Save file to your computer (perhaps to a folder called Efficio MKXRay)
k. Upload into Efficio.

How do I upload the Report?

Log in to my.efficiosolutions.com and click the Uploads from your left navigation bar.

Here is a screen shot:

a. Select Source: choose current traffic system.
b. Select Financial Data Type: choose Sales Forecast, Accounts Receivable, etc.
c. Select Market: your market should come up as default.
d. Select Business Units: Choose the business units you are uploading, or All Business Units.
e. Choose the date the file was pulled.
f. If uploading an Inventory file, choose the correct inventory category from the drop down.
g. Click Browse and select the report file you have created.
h. Click Upload.
i. You will get a confirmation if the upload is successful.

Whom do I contact with questions or a problem?

Contact Heather McCormick at hmccormick@efficiosolutions.com.

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