How do I set up my own CSS reports?

Setup lists in List Builder and apply the lists to various reports.   Click on List Builder in the blue navigation panel.

• Click on the + Add New button at the top of your list builder landing page
• Click on the Next button at the wizard to proceed
• Click on the Accounts radio button and click Next
• Configuring your list criteria - Use the following criteria:

1. Tags = CSS 

• Click on the Next button
• Choose the columns and the order on the Choosing Report List Fields.  ***Note in most instances you just need Account. Click Next to Proceed. 
• Review and Save – Give the list a unique name and description.  Click Save.

To Run an Activity Report against the CSS List

• Click Reports
• Chose the “Activity Report”
• Select the Hierarchy and Time Frame
• Click on the Filters Tab
• Click on the Filter Using Custom Account List
• Click in the drop-down box to select the “CSS” list

To Run the Forecast Report

• Click Reports
• Chose the “Forecast Report”
• Select the Hierarchy and Time Frame
• Click on the Filters Tab > Click on the Revenue Types attribute and using the arrows to drill down, select the following revenue types:

1. Digital Core (Group)

• Digital Agency
• Digital Direct
• Digital New

1. Local (Group)

• Local Paid

• PD Prog New – Local

• Local Spot 

• Spot direct New – Local 

• Click Run