Saving Sales Run Sheet Reports

This article covers the steps needed to save filtered views for the Sales Run Sheet Report.

Click the magnifying glass button to filter for Line Items in the Sales Run Sheet Report.

There are two filter tabs for the Sales Run Sheet labeled Main and Amounts. You can filter by any combination of the following parameters:

Main Tab Filters

Product Type
Product
Issues
Sections
Unit/Size Name
Placement
Opportunity Status
Account
Sold By
Account Owned By
Account Status
Contract Status
Invoice Status
Sold Date
Line Item Date (Formerly Insertion Date)
Line Item Cancel Date
Product Status
Has Payment Plan
Insertion Tags

Amounts Filter

Ad Rate
Ad Rate Net Total
Contract Discount Amount
Ad Rate Discount
Line Item Fees (Formerly Insertion Fees)
Invoice Net
Ad Rate Net
Line Item Discounts (Formerly Insertion Discounts)

After you have made your filter selections click the blue Filter Button, you will now see Line Item results matching the parameters you filtered for.

You can save these filtered results by selecting the Save as New Tab button and naming your new tab.

Hit save and a new tab will appear, allowing you to return to the filtered results at any time!