Contents

Welcome to Aquira Help What this Help Covers To use Help Finding your way around Aquira Using the Preview Pane Tool Bar Buttons Lookup Button Explorer Accordion Viewing Hidden Menus Taskbar Rearranging Windows Search Options Customising your Browse Grids Changing Column Grouping Using Aquira Common Tasks Hiding or Displaying Grid Columns Default Printer Attachments More on Attachments Email Address Validation Working in the Calendar Creating and Editing Calls Sales Avails Analysis Running an Avails Report The difference between Break Day Part and Spot Day Part Avails Analysis Example Creating an Avails or Yield Analysis Pre-set Filter Yield Analysis Running a Yield Analysis Report Yield Analysis Example Traffic Clients Clients Browse Creating a Client Client General Tab Address and Telephone Field Restrictions Client Advertiser Tab Client Advertiser General Client Advertiser Separation Client Advertiser Agreement Client Account Tab Client Account General Account Warnings in Contracts Client Account Balance Summary Client Account Payment Types To Assign Payment Types To Edit Payments Fields Default Values Client Account Transactions Client Contacts Tab Client Calls Tab Client Attachments Tab Client History Tab Client Report Tab All About Clients Client Status Searching for Clients Adding Agreements to Clients Add or Remove Sales Reps Update Geolocations Contracts Contracts Browse Viewing Contracts Creating a Contract General Details Advertiser/Sales Rep/Rate Card Relationship on a Contract Contracts with Discount and Loading Examples Contracts for Clients with Agreements Summary Summary Line Summary Warnings Options GRP Proposed Contract View Contract View Impacts Spotlines Spotlines Browse To enter Spotlines Generate Spots Spot Generation Information Spotline Filler Tab Spotline Options Quick Data Input Station Detail line Spotline Edit Rules Booked Spots vs Total Spots Copy or Repeat Spotlines Copy From Spotlines Copy From Spotlines into a New Contract Copy From Spotlines into an Existing Contract Splitting a Spotline Editing Spotline Classifications Charges Sponsorships Costs Web Adding a Web Line How DFP Works Rules when using DFP Splitting a Web Line Web Format Web Purchase Type Web Placement Billing Plans Working with Billing Plans Media Copy Media Lines Copy from Other Contracts Media for Break Positions Attachments Analysis History Comparing Contract Versions Proposed Contract History Tab Audience Audience Types Using Audience Additional Information All About Contracts Viewing Contract Warnings Editing a Contract Rebuilding Contracts & Logs Searching for Contracts Spot Formats Spot Format Moveable Rules Moveable and Flexible Contracts Flexible Contract Spotline Entry Spot Types Quick Select Station Picker Quick Select Station Picker on Contract Lines Quick Select Text Search Copy or Repeat Other Contract Lines Copying a Contract Splitting a Contract Ending a Contract Filler Contracts Any Day Filler Contracts Spot on Day Filler Contracts Extras (Spot on Day) Filler Contracts Filler Giveaways Cancellation Splitting and Ending Contracts and Spotlines with Make Goods and Fillers Network Balancing Contracts Simulcast Contracts GRP Contracts GRP Browse GRP Summary GRP Spotline Detail Options Editing GRP Spots Auto Charge Lines To create Auto Charge Lines When using Auto Charge Lines Impacts Contracts Impacts Browse Importing RICT file Contracts Audience Information for RBP Rate Card Avail Percentage Variations in Contracts Contract Entry and Revisions Important Rules for Spotline Entry and Revisions Other Considerations for Spotline Revisions Contract Revisions from Proposed Contracts and Merging Demand Driven Rates Examples Discounts and Rounding Why is it Done This Way? Discount and Rounding Examples Tax Rounding Logs All About Logs Logs Browse Logs Toolbar Function Fill Unschedule Spots Delete Spots Move Spots Log Activity Logs Detail Log Navigation Tips Lock Spots Searching in the Log View a Contract or Advertiser Modifying Log Notes, Breaks and Clocks Viewing Moveable Spots in the Log and Recon How to Deal with Late Bookings Scheduling Rules Problems in the Log Network Balancing Logs Detail Network Balancing Troubleshooting Simulcast Spots Logs Summary Scheduling Unscheduled Flexible Spots in Logs Options to Schedule Unscheduled Flexible Spots (Rotators) Schedule Unscheduled Flexible Spots from Logs > Browse Schedule Unscheduled Flexible Spots from Logs > Detail Using the Unscheduled Spots Pane/Bump List Using the Move Spots function in the Unscheduled Spots Pane/Bump List Overnight Routine Schedule Unscheduled Spots Overnight Routine Log Activity Configuring the Schedule Unscheduled Flexible Spots Routines Multiple Users Editing Logs Logs with GRP Logs with Impacts Spot Audience Information Never Schedule Scheduling your Logs Editing a Log Scheduling a Log Unscheduled Spots Network Balancing Logs Simulcast Spots in the Logs Filler Spots Methods Any Day Filler Spots Spot on Day Filler Spots Extras (Spot on Day) Filler Spots Creating Filler Spots in the Log Attach Media in the Log Shuffle Voices in the Log Play Media in the Log Move, Delete or Make Good in Logs Log Adjustments Deleting Spots in the Log Moving Spots in the Log Export a Log Reconciliations Reconciliations Browse Editing a Reconciliation Reconciliations Detail Move, Delete, Deactivate or Make Good in Recon Recon Adjustments Moving Spots in Recon Deactivate Spots in Recon Make Good Spots in Recon Application Security in Reconciliations Automatically Importing a Reconciliation File Reconciliations with GRP Reconciliations with Impacts Fillers Available Report Balance Station Network View the Balance Status of the Station Network To Balance the Station Network Logs Dashboard View the Status of your Logs RICT Exports J-ET Export J-ET Exported File JCD Export Creative Copy Create Copy Add Script to existing Copy Print or Preview the Copy Script Searching for Copy Media Creating New Media Play Media Play Media in Media Searching for Media Media History Media Purging Purged Media Report Audio Required Display Due Media Update Due Media Purge List Uninstructed Contracts Report Accounts Receivable Transactions Allocating Transactions Allocations Filters Allocate a Payment and Invoice Allocate a Reverse Payment Using Journal Templates Payments Working with Payments Selecting Account and/or Advertiser Detailed Breakdown Advance Allocations Importing Payments To Import Payments Troubleshooting Payments Possible problems with new payments Possible problems with entered payments Balance Current Month Invoices Journals Working with Journals Close Current Month Clear Account Balances Opening Balances Importing Opening Balances To Import Opening Balances E-Billing Export Setup E-Billing Export E-Billing Configuration Invoice Export How to Export Invoices Invoice Export File details Invoice Export InvSum.tab File Fields Invoice Export InvLin.tab File Fields Export Invoices Data Manual Export Scheduled Export Formats Reports What Type of Report Should I Use? Revenue Reports Revenue (Booked v Actual) Reports Confirmation Reports Spot Analysis Reports Uninstructed Contracts Reports Avails Reports Accounts Reports Transactions Reports Invoice Reports Statement Reports Budgets Reports Clients Reports Agreements Reports Billing Plans Reports Calls Reports Yield Analysis Reports GRP Summary Reports GRP Detail Reports Revenue Change Comparison Reports Revenue Changes Reports Revenue Change Difference Reports Logs Reports Working with Reports Report Security Edit Modes Report Security Edit Modes Application Security Using Report Security Edit Modes Report Filters Filter Security Edit Modes Sharing Filters Filter Security Edit Modes Application Security Default Report System Filters Creating Report Filters Deleting Report Filters Copying Report Filters Quick Filters Running a Report Copying a Report Running a Direct Report Importing a Report Format Emailing Reports Emailing a Report Emailing Consolidated Invoice Reports Logging Email Reports in Event Viewer Exporting a Report Format Exporting Report Data to other Formats Exporting Report Data to PDF Exporting Report Data to Excel Exporting Report Data to Delimited Text Format Using the Report Builder Choosing a Report Style Building a New Report Building a Grid Report Building a Pivot Grid Report Pivot Style Report Building a Traditional Report Report Fonts Report Columns Report Groups Report Editor Report Columns, Groups and Filters Email Report Status Reset Send Date Time Resend emails (Not Sent) Editing Recipient Email Addresses Ageing Analysis Commissionable Analysis Commissionable Analysis Preset Layouts Running a Commissionable Analysis Report Overdue Analysis Overdue Analysis Preset Layouts Running an Overdue Analysis Report Saving Ageing Analysis Report Filters Report Subscriptions Report and Filter selection for Report Subscriptions Creating Report Subscriptions Deleting Report Subscriptions Emailing Report Subscriptions Utilities Backup Database Update Statistics Partial Update Statistics Full Current User Settings Setup Default Printer Agreements Agreement Types Creating an Agreement Approval Levels Defining Approval Levels Automation Automation Code Ranges Working with Automation Code Ranges Automation Export Formats To create a new Automation Export Format Field Definitions in Automation Export Formats File Header & Footer Field Definitions Log Break Header & Footer Field Definitions Spot Field Definitions Log Note Field Definitions Formatting Strings To Import or Export an existing Automation Export Format Configuring Aquira to Export a Log File Export a Log Automation Import Formats Creating a new Automation Import Format Creating a new Import Format Field Definitions in Automation Import Formats To Import or Export an existing Automation Import Format Set up to Import a Reconciliation File Import a Reconciliation File Automation Servers Setting up Aquira to Export Plings in a Log File Clusters and Media Automation Codes Avail Levels Creating Avail Levels Budgets Budget Fields Importing Budgets from Excel Exporting Budgets to Excel Call Types Creating Call Types Charges Creating Charge Types Creating Charge Categories Clocks Creating and Editing Clocks Log Breaks Creating Log Breaks Editing a Log Break Clocks Creating Clocks Editing a Clock Log Notes Creating Log Notes Editing a Log Note Log Formats Creating Log Formats Editing a Log Format Log Format Assignments Creating New Log Format Assignments Clusters and Log Format Assignments Rebuild the Log Format Assignments Inserting Clocks into existing Log Format Assignments Log Format Assignment Statuses Clusters Creating Clusters Working with Clusters Company Creating a Company Invoicing Costs Creating Cost Types Creating Cost Categories Day Parts Creating Day Parts and Time Segments Day Parts using GRP Demographics Creating GRP Demographics Creating Impacts Demographics Discounts Creating Discount Types Discounts and Loadings Creating a Discount or Loading Discount Percentage Cell Warnings Export Format Creating an Export Format Global Settings Attributes Creating Attributes String Lookup Lookup Attributes System Attributes J-ET Attributes Attribute Setup for Quick Select Station Picker Creating Quick Select Attributes Assigning Stations/Station Groups Attributes Attribute Actions Creating Attribute Actions Address and Telephone Global Settings General Configure Database Backup Accounting Billing Frequencies Invoice Identification Methods Invoice Due Day Co-op Setting up Co-op Invoices Attaching Media to a Co-op Contract Assigning Co-op Media to Copy Memo Bills Client Advertiser Account Advertiser and Account Report Emailing Reports Setting up Email Reports Configuring Email Addresses Who is Getting the Email Report Report Subscriptions Setting up Report Subscriptions Media Contract General Contract Naming Spotline Avails Flexible Weightings for Flexible Spots Contract History Comparison Colours Allow Editing of Posted Fields Attachments Custom Credit Check DFP File Import Set up to Import RICT file Contracts Attributes Attributes for Importing Contracts (UK) Attributes for Importing Contracts (Finland) Import File Fields Import File Fields (UK) Import File Fields (Finland) User Copy Creating a Header Script Creating a Body Script Help Log General Scheduling Overnight Routine Schedule Unscheduled Spots Setting up the Schedule Unscheduled Spots Routine Setting up Stations to use the Schedule Unscheduled Spots Routine Import Reconciliation Files and Transfer Aired Details Set up the Import Reconciliation Files or Transfer Aired Details Routine Set up Stations to use the Import Reconciliation Files or Transfer Aired Details Routine Break Position Editing Default Break Positions Notification Setting up Notifications Audience AirMail GRP Setting up GRP Importing GRP Files Impacts Setting up Impacts Web API Agreement Setting up Agreements for Aquira2GO Reports Report Fonts Direct Reports Import Settings Email Servers Creating Email Servers Test Email Server Configuration Journal Templates Ledger Codes Creating Ledger Codes Working with Ledger Codes Licensing Payment Types Creating Payment Types Editing Payment Types Probability Creating Probabilities Products Creating Products Rate Cards Working with Rate Cards Base Rate Cards Creating a Base Rate Card Weightings Aggregate Rates Editing a Base Rate Card Adding a Version to a Base Rate Card Copying Base Rate Cards Creating a Manual Rates Only Base Rate Card Rate Cards Creating a Rate Card Base Rate Card % Variance Warning % Allow Variance GRP Auto Charge Default Editing a Rate Card Adding a Version to a Rate Card Copying Rate Cards Allow Moveable/Flexible in Rate Cards Importing and Exporting Base Rate Card Import and Export Importing Base Rate Cards Exporting Base Rate Cards Errors Importing or Exporting Base Rate Cards Rate Card Import and Export Importing Rate Card Versions Exporting Rate Card Versions Errors Importing or Exporting Rate Card Versions Importing and Exporting Rules Base Rate Cards and Rate Cards using GRP Editing Base Rate Cards to add GRP Editing Rate Cards to add GRP Viewing GRP in Rate Cards Editing Rate Cards Rules Rate Card Variation Percentages Rate Card Duration Percentages Creating Rate Card Duration Percentages Rate Card Break Position Percentages Creating Rate Card Break Position Percentages Rate Card Time Restriction Percentages Creating Rate Card Time Restriction Percentages Understanding the Duration Range for each Time Restriction Percentage Rate Card Avail Percentages Creating Rate Card Avail Percentages Reasons Creating Reasons Sales Teams Creating Sales Teams Sponsorships Creating Sponsorship Types Creating Sponsorship Categories Sports Sports Events Sports Teams Sports Feeds Spot Classifications Creating Spot Classifications Spot Classifications Display Order in your Log Stations Creating a Station General Options Day Parts and Time Segments Spot Classification Never Schedule Separation Product and Advertiser Separation Product Separation Exceptions Advertiser Separation Exceptions Editing Product and/or Advertiser Separation Time Restrictions User Access GRP Impacts Copying a Station Is Radio Station Is GRP Station General Estimated GRP GRP Date Ranges Manual GRP Date Ranges Automatic GRP Date Ranges Is Impacts Station Station Groups Creating and Editing Station Groups Creating new Station Group Versions Station Groups Attributes Station Networks Creating Network Balancing Master Stations Creating Simulcast Master Stations Taxes Creating Tax Codes Tax Groups Creating Tax Groups Changing Tax Codes Create a New Tax Code Change Tax Codes in between Months Create a New Tax Group Contract Confirmations Example Users User Roles Default Client Status Application Security Clusters Application Security Setting Up User Roles Users Users General Details Data Security Sales Rep Data Security Setup Sales Coordinator Data Security Setup Sales Manager Data Security Setup Traffic User Data Security Setup Users History Users Notifications How Notifications Work Setting up Users to receive Email Notifications To enter the User's email address To select the Email Notifications Changing the Notifications Setup User is a Sales Rep on the Proposal Proposal I am a Sales Rep on is Submitted Proposal I am a Sales Rep on is Accepted Proposal I am a Sales Rep on is Rejected Proposal I am a Sales Rep on Changes Approval Level Contract I am a Sales Rep on is Created or Modified User has Access to the Proposal Proposal I have Access to is Submitted Proposal I have Access to is Accepted Proposal I have Access to is Rejected Proposal I have Access to Changes Approval Level Proposal I have Access to Requires Approval by Me Contract I have Access to is Created or Modified Searching for Users Voices Waves Creating Waves Importing Impacts into a Wave Web Web Format Creating a Web Format Web Placement Creating a Web Placement Web Purchase Type Creating a Web Purchase Type FAQ Contracts and Proposed Contracts Reports Getting Help Logging a Support Call What software build do I have? Additional Resources Index