1. FORECAST REPORT  – this report is used to get dollars that have been booked for the current month + next  11 months uploaded to Efficio.  To pull this report:  
a. Use Report 101 in S4M – Pacing Activity by Advertiser
b. Select the following options from the dropdown menus (see screen shot below):
i. Price Type = Net or Gross (based on your markets request – see body of reports request email)
ii. Calendar type = Broadcast or Calendar based on your markets preference (see body of Reports request email)
iii. Month From = select CURRENT month (regardless of broadcast or calendar type)
iv. Year = select the current year
v. Highlight charges = 0
vi. Stations = select ALL (EXCEPT Global Canada should be excluded)
vii. Revenue breakout = Include Allocated Network dollars
viii. Revenue type = Include ALL revenue types
ix. Sales office= select your markets sales office only

c. Click Search to run the report
d. Right click to Export and select EXCEL (standard) option – choose a file on your desktop and save this file to your desktop (re:  12.12.16 Forecast).
e. Open the resulting Excel file and rename the columns starting with column P to Month-Year (ie: Dec-2016).  CURRENT month should be column P (see below highlighted in RED):

2. BILLING HISTORY REPORT  – this report is used to reconcile the previous month in Efficio.  To pull this report:  
a. Use report 101 in S4M – Pacing Activity by Advertiser
b. Select the following options from the dropdown menus (see screen shot below):
i. Price Type = Net or Gross (based on your markets request – see body of reports request email)
ii. Calendar type = Broadcast or Calendar based on your markets preference (see body of Reports request email)
iii. Month From = select  PREVIOUS month (regardless of broadcast or calendar type)
iv. Year = select the previous months current year
v. Highlight charges = 0
vi. Stations = select ALL (EXCEPT Global Canada should be excluded)
vii. Revenue breakout = Include Allocated Network dollars
viii. Revenue type = Include ALL revenue types
ix. Sales office= select your markets sales office only

c. Click Search to run the report
d. Right click to Export and select EXCEL (standard) option – choose a file on your desktop and save this file to your desktop (re:  12.12.16 Forecast).
e. Open the resulting Excel file and rename the columns starting with column P to Month-Year (ie: Dec-2016).  CURRENT month should be column P (see below highlighted in RED):

How do I upload Reports?

Log in to my.efficiosolutions.com and click the Uploads tab.
Here is a screenshot:

a. Select Source: Choose current traffic system (S4M)
b. Select Financial Data Type: Choose Sales Forecast or Billing History based on file that is being uploaded
c. Select Market: Your market should come up as default.
d. Select Station/Properties:  Select ALL Stations (regardless if you are only uploading one station)
e. Choose the date the file was pulled.
f. Click Browse and a pop up window with come up.  Select the report that you saved to your desktop and click OPEN.
g. The pop up window with go away and the file extension name will display to the left of the Browse button.  Click UPLOAD.
h. 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.

Did this answer your question?