How to build a Projections Report in Radio Workflow

This step-by-step guide will show you how to create a customizable Projections Report within Radio Workflow. Follow the steps below to complete this action.

Accessing the Projections Report

1. Log in to your Radio Workflow account.
2. Navigate to the "Sales and Marketing" tab in the main left menu bar.
3. In the drop-down menu, click on "Projections."

Using Filters

1. Once you are on the Projections page, locate the filter options on the left-hand side of the screen.
2. To filter the report by account representative, click on "Account Rep" and select or deselect reps from the list.
3. The "anchor" month is the first month for your report. Choose an anchor month, and then enter how many months following the anchor month you would like to view.
4. You can also view the report by station or market depending on the Budget Profile option you have selected.
5. You can also choose a format, click on the drop-down menu under "Format" and select the desired option.

Running the Report

1. After selecting your desired filters, click the "Run Report" button.
2. The report will display each account, its representative, and the projected billing for the specified months.