Exporting Reports

• Schedule Exports
• Cost Estimate Exports
• Chase List Exports

Schedule Exports

Exporting Schedules

Schedules can be exported individually or in bulk directly from the Plan.

To export a single schedule:

1. Navigate to the Plan 

2. Select the options menu () on the relevant schedule line

3. Select Reports > Export Schedule

The schedule will be generated and downloaded to the user’s local Downloads folder.

To export multiple schedules in one file:

1. Select the checkbox on the left of each schedule to be exported

2. Select the options ( ) menu

3. Choose Reports > Export Schedule

All selected schedules will be exported into a single Excel workbook, with each schedule displayed on a separate worksheet.

Cost Estimate Exports

Exporting Cost Estimates

Cost Estimates can be generated for individual schedules or combined across multiple schedules or medium types.

To export a Cost Estimate for a single schedule or medium:

1. Select the options menu ()  on the relevant schedule line
2. Choose Reports > Export Cost Estimate
3. A Cost Estimate pop-up window will appear. Enter the required client contact details, such as:
   • Client name
   • Contact number
4. Select the required export format (Excel or PDF) and then select Export.

The Cost Estimate will be generated in portrait orientation and downloaded in the selected format.

Generating Cost Estimates for Multiple Mediums or Schedules

To combine multiple schedules or mediums into a single Cost Estimate:

1. Select the checkbox on the left of each schedule to be included

2. Select the options menu (  ) menu on the plan

3. Choose Reports > Export Cost Estimate

4. Complete the required information and select Export.

The resulting Cost Estimate will include consolidated data from all selected schedules.

Cost Estimate Numbers, Revisions, and Customer PO Numbers

Cost Estimate numbers are generated automatically using a system number series and populate the CE Number field upon export.

Each time a Cost Estimate is re-exported, a new revision number is generated. Revisions are independent of the plan’s status and increment sequentially with each export.

If a Customer Purchase Order (PO) number has been created and assigned to booking lines, the Customer PO number will automatically appear on the Cost Estimate when it is re-exported.

Chase List Exports

Exporting Chase Lists

Chase Lists are generated from the Plan Lines reporting area.

To export a Chase List:

1. Navigate to the plan and select the Reporting tab

2. Choose Plan Lines

3. Apply the Master Medium filter

4. For Magazines and Press, also apply the Medium Type filter

5. Select Load Report to retrieve the data.

Once the data is loaded:

1. Select the appropriate Grid Layout for the medium

2. Open the Plan Lines Report options menu (  ) and select the required Translation

3. Open the blue options menu (  ) menu again and select Export (Excel)

In the Export pop-up:

1. Select the appropriate Template for the chase list

2. Select Export

The Chase List will be generated and downloaded to the local Downloads folder.