How do I generate an Excel Wide Orbit Inventory Report?

Below is a guide for setting up an Excel Wide Orbit Inventory Report (skim). These reports can be used for both Future and Historical Inventory data.

 Generating a Wide Orbit Inventory Report Summary (Both Future and Historical)

The  Future and Historical reports are pulled with exactly the same parameters/options. The only difference between the two is the date range. Obviously, the Future reports looks forward while the Historical report looks backward.

For the Future report, enter the start date as the FIRST Monday of the current broadcast quarter. 

For the Historical Report, there are very specific start and end dates to capture the data in such a way to match the Gregorian calendar. 
  1. An Inventory Report Summary – Go to Inventory Report and create a new report.

    This file can be generated by running reports that only need to be created once, and the report template can then be used over and over again.

  2. Go to Inventory Report and create a new report.
    • The report template can then be used over and over again.
  3. Select the Station for which the report is being generated.
  4. Click on New.
  5. Enter report name and report description
  6. Check Global.
  7. Select the Start Date (First Monday of the First Broadcast week of the current Quarter) and number of weeks in Quarter, generally 13 weeks.
  8. Under Sold Units, Check Count Displaced Units as Sold and Roll Down Displaced Parents (Option maybe greyed out. If so, this is fine, just continue to Step #8), leave the others unchecked.
  9. Leave the Rates selection blank.
  10. Select CM or CM-All in break codes
  11. Under Inventory Codes, Select Child and Parent codes that are NOT broad rotators or dayparts (unless otherwise instructed to do so).  You’ll probably only check the lowest 1 or two levels on the tree. It’s ok to include sponsorship or billboard codes if you can’t avoid doing so, you can exclude them on the next page.
  12. Select Spot Options.
  13. Ignore the Spot Rates and Spot Lengths options unless instructed by a sales manager/SB consultant to set a minimum rate.
  14. Leave the following boxes checked:
    • All Revenue Codes (1)
    • All Revenue Codes (2)
    • All Revenue Codes (3)
    • All Order Types
  15. If directed to exclude any priority codes, check on Spot Options and select priority codes to include/exclude.   A sales manager/SB consultant will help make this decision.
  16. Leave the following boxes checked:
    • All Sales Regions
    • All Sales Offices
  17. Click on Run.
  18. This screen should appear

  19. Select Summary Option
  20. Under Summary Button
    • Make sure that Include Child Codes is checked
    • Leave the Non-Sellable Inventory Codes
    • Expired Inventory Codes boxes unchecked
  21. Under "Display:"
    • Select "Totals",
    • ALL Spot Lengths you sell less 5s spots. DO NOT include Eq spot Lengths
      • Most TV’s will include :30s, :15s, and :10s
      • Most radios will include 1:00s, :30s, :15s, and :10s
  22. Deselect any codes for rotators/sponsorships/billboard and paid. Include only the inventory codes available to the sales department (you may want guidance on this from a sales manager).
  23. Under Report Detail, select the following:
    • "Placed Unit Rates"
    • "Sold Unit Priorities"
    • "Include Zero Value Units"
  24. At the top, click Save to save this for future reports. 
  25. Right click somewhere on the report and click Save to File, then select Excel.

As new inventory codes are added to the system, you’ll have to click on those for all reports pulled in the future.