MediaOS provides powerful accounting reports to help you monitor financial performance and stay on top of accounts receivable. From tracking overdue payments to analyzing which products drive revenue, these reports deliver the insights you need to make smart, strategic decisions.
Why Use Accounting Reports in MediaOS? #
The accounting reports in MediaOS are designed to give you clear visibility into your organization’s financial performance. From monitoring unpaid invoices to understanding which products drive the most revenue, these reports help teams stay proactive about collections, identify sales opportunities, and guide strategic planning. In this article, you’ll learn how to use two of the most important reports for finance and operations: the Invoice Aging Report and the Product Sales Summary and Analysis Report.
Invoice Aging Report #
The Invoice Aging Report helps you stay on top of accounts receivable by identifying which invoices are past due and how long they’ve been outstanding. It’s an essential tool for improving cash flow, managing credit exposure, and prioritizing collections activity.
How to Access the Invoice Aging Report #
To open the report, click Reports from the left-hand navigation panel. Under the Accounting section, select Invoice Aging. The report will open with default filters already applied, and you can begin customizing it from there.
Filtering the Report #
At the top of the report, use the filtering tools to tailor the results to your needs. You can select a specific User to focus on the accounts managed by a particular MediaOS user. Use the As Of Date to generate a snapshot of outstanding balances for a given point in time—ideal for month-end reviews or historical comparisons. You can also filter by Invoice Type, selecting from Payment Plan, Non-Payment Plan, or both.
For display options, choose whether you want to view the report By Account to see a high-level client summary or By Invoice to review each individual overdue invoice.
Tip: The As Of Date filter is especially useful when preparing reports for finance teams or external stakeholders, as it allows for consistent comparisons over time.
Understanding the Report Layout #
The aging report table displays overdue balances grouped into common buckets (e.g., 0–30 days, 31–60 days). When displayed By Account, each row summarizes that client’s total overdue amount by age group. Clicking on the Account Name will open the full account record, while clicking on the Dollar Amount reveals a list of outstanding invoices for that account.
If you’re viewing the report By Invoice, each row will show the specific Invoice Number, along with the due date, balance, and aging bucket. Clicking the invoice will open its full details—including line items and payment history—so you can follow up quickly and accurately.
Product Sales Summary and Analysis Report #
The Product Sales Summary and Analysis Report provides a flexible, visual way to evaluate how products are performing over time. Whether you're preparing a quarterly business review, analyzing campaign ROI, or monitoring trends across teams, this report gives you the ability to drill into your data and discover meaningful insights.
Accessing the Report #
To view the report, go to the Reports tab in the left-hand navigation menu. Scroll to the Sales Management section and click on Product Sales Summary and Analysis to open the reporting interface.
Configuring the Report #
The layout is designed for deep customization. At the top of the screen, select a Contract Sold Date to filter by when contracts were finalized, or use the Insertion Date filter if you’d prefer to focus on when products were actually delivered.
From there, choose your Header Column (X-axis) to define how columns are grouped—options might include Product, Salesperson, or Date. Use the Left Side Primary (Y-axis) to choose how your rows are grouped—such as Account, Campaign, or Client Type. You can add a secondary grouping by using the Group By filter and choose a Total By metric to sum revenue, impressions, or quantity sold.
When you're ready, click Run Report to generate your custom analysis.
Saving and Scheduling Custom Reports #
After customizing your report, you can save and automate its delivery—perfect for recurring reporting cycles like weekly check-ins or monthly finance meetings. To do this, click Save in the bottom-right corner of the filter panel. Give the report a clear name, and optionally assign it to a dashboard or group by clicking Create Group.
Use the Schedule toggle to set how often the report should be run (e.g., weekly, monthly). Enable the Email toggle to select recipients—both MediaOS users and external email addresses can be included. Choose the preferred file format (PDF, Excel, or CSV), and click Save to finalize.
Tip: Saved reports can be accessed any time under the Reports tab. You can update filters, change recipients, or reschedule as needed—making it easy to adapt your reporting process over time.
