How to generate a report of issued IOs

Have an efficient control and management of the IOs issued by your agency.

For an efficient management of media information, iClips offers a report on issued IOs. With it, you can have a view of all the IOs issued with their respective information, such as the media outlet, the commission, the net value (with discounts), the negotiated value (total without discounts) and status.

To do this, go to Reports -> Contracts -> IOs (Insertion Order).

The screen will be blank. To find the information you want, use the advanced search field. By clicking on this field, you can refine the search when filtering by job, client, media outlet, responsible, among other data...

From there, the system will list the items compatible with the chosen filters. To optimize the view, it is also possible to use the sorting feature located in the right corner of the yellow bar.

Note that in the color bar on the left, you can identify the status of IOs in relation to billing:

- Yellow: awaiting billing.

- Green: billed.

To print the IOs, simply click on the PDF icon. A pop-up window will open for you to configure the printing data.

Click the "Print" button again to execute the command. A new browser tab will open with the PDF file, as shown below:

You can also print the report in PDF or generate an Excel version. To do this, use the icons in the right corner of the screen.

You now have control of all IOs issued at the agency.

Still need help? Just reach us at help@rockcontent.com or on the platform chat and we will help you!