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Advertising reports overview

  • Updated

Learn how each advertising report functions, what it displays, and the specific steps to run, refresh, and export or print results, including invoice lookup, credit/debits, summary (all properties), transactions, company ledger, and unpaid invoices.

This article covers:

About advertising reports

This article explains each reporting page under Financials > Advertising, when to use it, and how to run/print results.

Tip: Most pages include a refresh button to update results and print options to generate a printable report (and in some cases a CSV export).

Invoice lookup

What it’s for: Quickly find an invoice by number and open its details for review or follow‑up.

Buttons you’ll use

  • Search - Initiates a search based on the entered invoice number
  1. Go to Financials > Advertising > Invoice Lookup
  2. Enter the Invoice Number
  3. Click Search to display matching results
  4. Open the invoice:
  • Click the Advertising button to open the property's advertising ledger
  • Click the Trust button to open the property's trust ledger
    Invoice-lookup.png
Note: If no results are returned, confirm the invoice number and try again.

View advertising credit/debits

What it’s for: Review all advertising credits and debits matching your chosen criteria to support reconciliation and audit.

Buttons you’ll use

  • Refresh - Updates the report according to the selected criteria
  • Print Report - Prints the current advertising credit/debit report
  1. Go to Financials > Advertising > View Advertising Credit/Debits
  2. Set your filters:
  • Class - Any for all or a specific class
  • Date
  • Status - Any for all or a specific status
  1. Select Refresh to update the list
  2. Select Print Report to produce a print-ready copy
  3. View details of an item:
  • Click the Advertising button to open the property's advertising ledger
  • Click the Trust button to open the property's trust ledger
    Advert-credit-debit.png

View advertising summary - all properties

What it’s for: See a summary of advertising activity across all properties, ideal for portfolio-level oversight.

Buttons you’ll use

  • Refresh - Updates the summary based on the selected date range and person
  • Print Advertising Summary - All Properties - Prints the advertising summary for all properties
  1. Go to Financials > Advertising > View Advertising Summary - All Properties
  2. Choose your Date Range and Person (if applicable)
  3. Select Refresh to update the summary
  4. Select Print Advertising Summary - All Properties to generate a printable report
    Advert-summary-all-prop.png
Note: If your summary looks incomplete, expand the date range and click refresh again.

View advertising transactions

What it’s for: Analyse line‑level advertising transactions for detailed review and export.

Buttons you’ll use

  • Refresh - Updates the transaction report based on selected criteria
  • Print Report - Prints the current advertising transaction report
  • Print Report (CSV) - Exports/prints the current advertising transaction report in CSV format
  1. Go to Financials > Advertising > View Advertising Transactions
  2. Choose your filters (e.g., date range, property/person if available)
  • Date range
  • Supplier - Select a supplier or any supplier for all
  • Property status - Select a status or any status for all
  • Agent - Select an agent or any agent for all
  • Order - By date or property
    Advert-trans-report.png
  1. Select Refresh to load transactions
  2. To share or archive:
  • Select Print Report for a print‑ready version, or
  • Select Print Report (CSV) for a comma‑separated export you can open in Excel
  • Click the Advertising button to open the property's advertising ledger
Tip: Use CSV for quick pivots, filters, and reconciliation checks in Excel.

View company ledger

What it’s for: Review the company ledger for advertising accounts within your selected date range.

Buttons you’ll use

  • Refresh - Updates the company ledger based on the selected date range
  • Print Ledger - Prints the company ledger
  1. Go to Financials > Advertising > View Company Ledger
  2. Set your Date Range
    Company-advert-ledger.png
  3. Select Refresh to update the ledger view
  4. Select Print Ledger for a print‑ready copy
Note: Ensure your date range aligns with your reporting period for accurate totals.

View unpaid invoices

What it’s for: Generate a list of unpaid invoices for review and follow‑up.

Buttons you’ll use

  • Refresh - Updates the unpaid invoices list based on selected criteria
  • Print Unpaid Invoices - Prints a list of unpaid invoices
  1. Go to Financials > Advertising > View Unpaid Invoices
  2. Apply filters:
  • Date range - Select a date range or any date for all invoices
  • Lister - Select lister or any for all listers
    Unpaid-advert-invoices.png
  1. Select Refresh to load unpaid invoices
  2. Select Print Unpaid Invoices to produce a printable list for collections workflows
  3. View details of an item:
  • Click the Advertising button to open the property's advertising ledger
  • Click the Trust button to open the property's trust ledger
Tip: Re‑run Refresh after updates or payments to get the latest status.

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