Client Panels

The Client Panels window is used to manage Media Outlet Panels and Ad Panels.  Using the Media Outlets tab you can design, edit, share and save one or more custom lists of stations, newspapers, TV and Cable/Pay TV outlets in your licensed markets. Ad Panels allow you to create, copy, edit, share and delete three different types of Ad Panels, allowing the user to adjust panels as advertising campaigns adjust to follow market developments. Tracking these changes is key to monitoring activity.  Each of the Panel tabs is divided into the Panels created by the logged in user and the shared panels of all the users licensed for the Company.  The Media Outlet Panels and the Ad Panels lists are used in reports such as Advertising Expenditure, Song Analysis and Ad Analysis as search criteria.

Accessing this window
Features in this window

Working in this window

Accessing this window

Navbar_view_Panels.gif

From any window, click the Panels link in the Navigation bar, to access the Client Panels window, similar to this illustration.

Click any area in this image for help

ClientPanels.gif

Click any area in this image for help

Features in this window

Media Outlet Panels tab

Media Outlet Panels Toolbar

Edit Media Outlet Panel window

Media Outlet Search Filters

Editing Tools

 

Ad Panels tab

Ad Panels Toolbar

Edit Ad Panels window

Ad Panel Search Filters

Editing Tools

 

 

Media Outlet Panels

When setting up a Media Outlet panel, you can search by Market, Owner or Format, based on your desired media type.  The search can then be narrowed further using the Filter field.  Multiple media outlet panels can be saved in your panels list.  The Media Outlet panels are used to narrow your search in many of the reports such as Advertising Expenditure, Song Analysis and Ad Analysis by selecting the Panel in the Media Selection field of these reports.  Note that the choice you make has an effect on the speed of your search. The greater the search area, the slower the search speed. If you are just interested in a small range of media outlets, define these in a Panel.  The Media Outlet Panel tab is divided into two sections. The top section, My Panels, displays the panels created by the logged in user. The bottom section, Shared panels, displays the shared Media Outlet panels created and shared by other users in the same licensed company. The currently selected Panel is highlighted in orange.

 

Media Outlet Panels Toolbar

Below the Panels list are the following toolbar buttons:

CreatePanel.gif Create a new panel - Use the Create a new panel button to open the Create New Panel Window to enter a new name for the new Media Outlet Panel.

CopyPanel.gif Make a Copy of the selected panel - Use the Make a copy of the selected panel button to make a duplicate copy of the selected Media Outlet Panel. This button will open the Copy Panel window to enter a new name for the Media Outlet Panel.

EditPanel.gif Edit the selected panel - Use the Edit selected panel button to open the Edit Media Outlet Panel window.  This window lets you add and remove items from the panel, change the name of the panel and share the panel.

ViewSharedPanel.gif View the selected panel - Use the View selected panel button to view the Media Outlets contained in a selected shared panel.  Panels that are shared by others in your licensed company are locked and can only be viewed.

DeletePanel.gif Delete the selected panel - Use the Delete the selected panel button to remove the selected Media Outlet panel from the list.  Shared panels can not be deleted. The user will be prompted to confirm the deletion of the panel.

CloseConfirm.gif Close - Click to the red X or the Close button to close the Client Panels window.

Edit Media Outlet Panel Window

The Edit Media Outlet Panel window is accessed after naming a new panel or by selecting an existing media outlet panel and clicking the Edit the selected panel EditPanel.gif button.  This window is divided into two panes the left Search pane and search filters are used to search for specific Markets, Owners and Formats for the selected Media types within the Media Monitors database. The right Edit View pane shows the selected items in the media outlet panel.  The arrows in the middle of this window are used to add and remove items from the panel.  

Click any area in this image for help

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Click any area in this image for help

Media Outlet Search Filters

The Media Outlet search filters are used to select the Media Type and then narrow those selected media types by Market, Owner and Format.  The Filter field at the top of the Search pane can be used to narrow the search results further.  The filter will narrow the results as you type to shorten the search time. Clicking each of the results in the Search results window will highlight the item, the item can then be added to the panel or you can click the item again to deselect it.

MediaOutletSearch.gif

Ad Panels

The Ad Panels tab in the Client Panels window is used to manage the Ad Panels that are selected in the Advertising Expenditure, Share Report and Ad Analysis windows.  The features in this tab are the same as those seen in the Ad Panel window except that this window is only used for managing ad panels not selecting them for analysis. This window allows you to create, copy, edit and delete three different types of Ad Panels, allowing you to adjust panels as advertising campaigns adjust to follow market developments. Tracking these changes is key to monitoring activity.

 

The three different panel types are:

 

The Ad Panels tab lists all the existing defined Panels. Panels are listed in numerical and then in alphabetical order. From the Edit Panel window, you can search the Media Monitors database for Accounts, Parents and/or Categories to add to an Ad Panel.  The Ad Panels tab is divided into two sections. The top section, My Panels, displays the panels created by the logged in user. The bottom section, Shared panels, displays the shared Ad Panels created and shared by other users in the same licensed company. The currently selected Ad Panel is highlighted in orange.

Click any area in this image for help

AdPanelstab.gif

Click any area in this image for help

Ad Panels Toolbar

Below the Panels list are the following toolbar buttons:

CreatePanel.gif Create a new panel - The Create a new panel button is used to open the Create a new panel window, this allows the user to enter a new name and select a panel type for the new Ad Panel.

CopyPanel.gif Make a Copy of the selected panel - Use the Make a copy of the selected panel button to make a duplicate copy of the selected Ad Panel. This button will open the Copy Panel window to enter a new name for the Ad Panel.

EditPanel.gif Edit the selected panel - Use the Edit selected panel button to open the Edit Panel window.  This window lets you add and remove items from the panel, change the name of the panel and share the panel.

ViewSharedPanel.gif View the selected panel - Use the View selected panel button the view the Accounts, Parents and/or Categories contained in a selected shared panel.  Panels that are shared by others in your licensed company are locked and can only be viewed.

DeletePanel.gif Delete the selected panel - Use the Delete the selected panel button to remove the selected Ad Panel from the list.  Shared panels can not be deleted. The user will be prompted to confirm the deletion of the panel.

CloseConfirm.gif Close - Click to the red X or the Close button to close the Client Panels window.

 

Edit Ad Panel Window

The Edit Ad Panel window is accessed after naming a new panel or by selecting an existing Ad Panel and clicking the Edit the selected panel EditPanel.gif button. The Edit Panel window is used to search for Accounts, Parents and/or Categories to add to the panel.  This window is divided into two sections the left Search pane and search filters are used to search the Media Monitors database and the right Edit View pane lists the items that have been added to the Ad Panel. The Edit View section is populated when editing an existing panel.  If the panel is empty, a contextual tool-tip appears to help the user in adding the first items. Depending on the type of panel created, the layout of this window will be slightly different.  The Parent and Category panels will only show one column in the Edit View section. The Search Results section features an additional column to display the number of items that belong to a Parent/Category.  These columns can be sorted in ascending or descending order by clicking on the column title. The arrows in the middle of this window are used to add and remove items from the panel.

Click any area in this image for help

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Click any area in this image for help

 

Ad Panels Search Filters

The Ad Panel search filters section of the Edit Panel window allows you to narrow or widen your search using the Accounts, Parents and/or Categories type check boxes. Enter a word or phrase, select the desired Ad type then click go.  When selecting Category as the Panel type a Show all categories option is available above the Ad type checkboxes. Clicking each of the results in the Search results window will highlight the item, the item can then be added to the panel or you can click the item again to deselect it.

AdPanelSearch.gif

 

Editing Tools

The following editing options are available in the Edit Panel window:

Convert.gif Convert the Panel - This button is only available in the Edit Ad Panel window and is used to Convert the Ad Panel to a different Ad Panel type.

ExportExcel.gif Export to Excel - The Export to Excel button allows the user to Export the Panel to Excel file to be saved or Emailed.

Select.gif Clear all Select all Buttons - These buttons are used in the Search Results and the Edit View panes to select all Items, deselect all items or invert the selected items in each pane list.

AddArrow.jpg Add selected items to the panel - The right arrow is used to add selected items from the search results pane to the Panel.

RemoveArrow.jpg Remove the selected items from the selection - The left arrow is used to remove selected items from the panel list.

 

Working in this window

Create a New Media Outlet Panel

Edit a Media Outlet Panel

Create a New Ad Panel

Edit an Ad Panel

Copy an existing Panel
Delete a Panel

Share a Panel

Rename a Panel

Convert an Ad Panel

Export a Panel to Excel

 

Create a new Media Outlet Panel

1.   From the Navigation bar select the Panels link

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2.   Select the Media Outlet Panels tab

3.   Click the left-most Create new panel button CreatePanel.gif below the Media Outlet Panels List.

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4.   Enter a name for the new Panel

5.   Click OK.  
6.   The Edit Media Outlet Panel window will open.

Editing a Media Outlet Panel

The Edit Media Outlet Panel window is accessed after naming a new panel or by selecting an existing media outlet panel and clicking the Edit the selected panel EditPanel.gif button.

1.   From the Search Filters on the Left, select the Market, Owner and/or Format from the drop-down menus.  Leaving these drop-down options set to All will increase your search time.

2.   Select the desired Media Type check boxes to search.

3.   Click the go button.

4.   To narrow your options further type in a keyword into the Filter field located above the search results.

MediaOutletSearch.gif

5.   Select the items from the search results window to be added to the panel.  One click of the mouse will select the item, a second click will deselect the item.  The Selection buttons at the bottom of the search results can also be used to select all Items Select_all_button.gif, deselect all items Clear_all_button.gif or invert the selected items Invert_Selection.gif.

6.   Select the add selected items to the panel AddArrow.jpg arrow button, use the remove RemoveArrow.jpg arrow button to remove the selected items from the panel.

7.   Click Save to save the panel and close the edit window.

Create a New Ad Panel

  1. From the Navigation bar select the Panels link
  2. Select the Ad Panels tab

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  1. Click the left-most Create new panel button CreatePanel.gif below the Ad Panels List.

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  1. Enter a name for the new panel
  2. Select the panel type
  3. Click OK
  4. After the OK is selected the Edit Panel Window will open.

Edit an Ad Panel

The Edit Panel window is accessed after naming a new panel or by selecting an existing Ad Panel and clicking the Edit the selected panel EditPanel.gif button.

  1. Optionally when creating or editing a Category Ad Panel, select the Show all categories link to show all the categories in the Search results window.
  2. Enter the search term in the search field to the left of the Search results pane.
  3. Select from the three different type of panels to search using the check boxes provided.
  4. Click the go button to the right of the search field.
  5. Select the desired items from the search results, these items will be highlighted in orange when selected. One click of the mouse will select the item, a second click will deselect the item.  The Selection buttons at the bottom of the search results can also be used to select all Items Select_all_button.gif, deselect all items Clear_all_button.gif or invert the selected items Invert_Selection.gif.

EditAdPanel.gif

  1. Select the add selected items to the panel AddArrow.jpg arrow button, use the remove RemoveArrow.jpg arrow button to remove the selected items from the panel.
  2. Click Save to save the panel and close the edit window.

Copy an existing Panel

TIP:  This can be a quick way to create a new panel. Copy an existing one, and then edit it and save it as a new panel.

1.   From the Panels window

3.   Select the Panel to copy.

4.   Click the Make a copy of the selected panel CopyPanel.gif button below the Panels List.

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5.   Enter a name for the new panel.

6.   Click OK.  
7.   Then Edit the contents of the panel.

Delete a Panel

1.   From the Panels window

2.   Select the Panel to delete.

3.   Click the Delete Selected Panel DeletePanel.gif button below the Panel List to permanently delete the current selected panel.

 

Share a Panel

1.   From the Panels window

2.   Select the Panel to share.

3.   Click the Edit the selected panel EditPanel.gif button.

4.   At the top of the edit window select the Share this panel checkbox.

5.   Click Save to save the shared panel.

 

Rename an existing Panel

1.   From the Panels Window

2.   Select the Panel to rename.

3.   Click the Edit the selected panel EditPanel.gif button

4.   Enter a new panel name.

5.   Click Save to save and close the edit panel window.  

Convert an Ad Panel to a different Panel Type

  1. From the Ad Panels window
  2. Select the Panel to convert.
  3. Click the Edit selected panel EditPanel.gifbutton
  4. Click the Convert the Panel Convert.gifbutton

ConvertPanel.gif

  1. Select the panel type to convert to
  2. Click the Save as a copy to convert and make a copy leaving the original unchanged
  3. Click OK
  4. If the Save as a copy was check you will be prompt to enter a name for the new panel

Export a Panel's contents to Excel

  1. From the Panels window.

  2. Select the Panel to Export to Excel.

  3. Click the Edit selected panel EditPanel.gifbutton

  4. Click the Export to Excel ExportExcel.gifbutton

  5. Enter a File name

  6. Click Save, the file will open in Excel

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