MediaOS provides powerful accounting reports to help you monitor financial performance and stay on top of accounts receivable. From tracking unpaid invoices to analyzing product sales, these reports equip your team with the insights needed to make informed decisions.
This article covers two of the most commonly used accounting reports in MediaOS:
- Invoice Aging Report
- Product Sales Summary and Analysis Report
Invoice Aging Report #
The Invoice Aging Report helps you identify overdue invoices and track how long they’ve been outstanding.
Accessing the Invoice Aging Report #
To access the Invoice Aging Report, click Reports from the left-hand navigation menu, then select Invoice Aging under the Accounting section.
Filtering the Report #
To filter the Invoice Aging Report, use the fields at the top of the report to refine your results. You can select the User responsible for the account, adjust the As Of Date to view aging as of a specific day, and choose the Invoice Type—such as Payment Plan, Non-Payment Plan, or all overdue invoices. The Display option lets you toggle between viewing individual overdue invoices or a summarized view by account.
Reading the Report #
The main section of the Invoice Aging Report displays overdue amounts organized by account. You can click the Account name to open the account’s detail page, or click the dollar amount to view all open invoices for that specific account. If the Display setting is set to By Invoice, you can also click the Invoice Number to open and review the individual invoice.
Product Sales Summary and Analysis Report #
The Product Sales Summary and Analysis Report gives you a flexible way to evaluate sales data using custom filters and visualizations. It’s ideal for creating detailed performance reports and comparing product trends over time.
Tip: Want a deeper walkthrough? Go to the Videos section in MediaOS by clicking the ? icon in the upper right corner of your dashboard.
Accessing the Report #
To view the Product Sales Summary and Analysis Report, click Reports from the left-hand navigation menu. Then, under the Sales Management section, select Product Sales Summary and Analysis.
Configuring the Report #
To configure the Product Sales Summary and Analysis Report, use the options at the top of the screen to set your parameters. Define the Contract Sold Date to include contracts within a specific range, or filter by Insertion Date to analyze data based on when it was scheduled to run. Select a Header Column to define the top axis (X-axis) of your report, and set the Left Side Primary to organize how data is grouped along the left side (Y-axis). Use the Group By option to further organize the Y-axis results, and choose a Total By method to determine how the data is calculated. Once everything is set, click Run Report to generate your results.
Saving and Sending Custom Reports #
You can save customized versions of the Product Sales Summary and Analysis Report and schedule them for automatic delivery to your team. After configuring the report with your preferred settings, click Save to open the save dialog. In this window, name your report and assign it to an existing group, or create a new one by selecting the Create Group checkbox. In the New Grouping Group dialog, enter a group name and select the team members who should receive the report. Use the Schedule toggle to determine how often the report should run and be sent, and the Email toggle to select recipients. Finally, choose the file format—PDF, Excel, or CSV—and click Save to store and schedule your custom report.
