KNOWLEDGEBASE

Reporting+ Overview

Reporting+ is an advanced reporting suite in MediaOS that uses dynamic pivot tables to help you visualize performance, surface trends, and generate real-time insights across every major module. From Contracts+ and Deals+ to Memberships+, Ad Requests+, and beyond, each report is tailored to its data source while offering a consistent, powerful way to sort, group, and analyze large datasets. Whether you're tracking team activity, evaluating ROI, or uncovering hidden patterns, Reporting+ turns raw data into decision-ready intelligence—so you can move faster, grow smarter, and stay ahead.

What Is a Pivot Table? #

A pivot table is a dynamic way to summarize, group, and reorganize large amounts of data. It allows you to look at information from multiple perspectives so you can extract patterns and identify key insights more easily. With Reporting+, you’re not limited to raw data tables—you can switch between views such as pie charts, bar charts, line graphs, or a classic tabular format, depending on what best suits your workflow.

This flexibility makes it easier to digest complex data visually or numerically, enabling everyone from analysts to executives to spot trends and track progress in real time.

How Does the Pivot Table Work? #

The core structure of every Reporting+ pivot table is based on three primary components: the Left Side Column, the Header Column, and the Total By field. Together, these determine how your data is grouped, broken down, and totaled.

For example, if your Left Side Column is set to Sold By Rep, your Header Column is Deal Created Date, and your Total By field is set to Average Days to Close, your pivot table will display a breakdown of each sales rep’s average time to close a deal, organized by the date the deal was created.

You can further refine the pivot structure by adjusting date-based columns (either Header or Left Side) to show results by Week, Month, Quarter, or Year. Additionally, you can apply a Group By filter to layer in additional segmentation. For instance, if your Left Side Column is Account Name, grouping it by Sold By Rep will allow you to see client data organized under each salesperson.

Why This Matters #

Understanding how to use pivot tables in Reporting+ unlocks the full potential of data analysis in MediaOS. Once you’ve mastered the structure, you’ll be able to apply these techniques across all “+” reports—including the Product Sales Summary+ and Invoice Summary & Analysis+ tools—giving you powerful, real-time visibility into every part of your organization.

Tip: The included Contracts+ tutorial video at the top of this article is your key reference point. Although the filters and fields vary slightly between modules, the structure and functionality of all "+" reports remain the same.

Related Articles #

Skip to content