MBA Template Options

Overview

Advvy supports multiple MBA (Media Buying Authorisation) template options to accommodate different client requirements, ranging from simple standard layouts to highly customised, branded documents.

MBA templates are client-specific, allowing each client or agency to use a format that best suits their approval and branding needs.

Standard Advvy MBA Template

When to Use

The Standard Advvy MBA Template is recommended when:

• A simple, clean layout is sufficient

• Standard approval details are required

• No complex branding or nested data structures are needed

This option provides a fast and consistent way to generate MBAs without additional development.

Setup Steps

1. Navigate to Agency Settings → MBA Templates

2. Upload or edit template components, including:

   • Logos

   • Disclaimers

   • Terms and conditions

3. Assign the template to the relevant Client record

Once assigned, this template will be used automatically when generating MBAs for that client.

Custom Paginated MBA Template (SSRS / Power BI)

When to Use

A Custom Paginated Template is recommended when:

• Complex or highly branded layouts are required

• Custom formatting or styling is needed

• Multi-section or structured tabular data must be displayed

This approach uses Power BI Paginated Reports (SSRS) to support advanced layout and formatting requirements.

Requirements

The following are required to support a custom paginated template:

• Power BI Premium license for the Advvy service account

• A paginated report file (.rdl)

Setup Steps

1. Client supplies a sample layout (Word, PDF, or Excel)

2. Advvy Support or Development team builds the paginated report

3. The report is published to a Power BI Premium workspace

4. The template is assigned to the relevant Client record in Advvy

5. Generate a sample MBA to test:

   • Branding

   • Data accuracy

   • Formatting and layout

Additional Notes

• All MBA templates are client-specific

• Different clients can use different templates simultaneously

• Advvy provides support for template setup where required

• Complex client requirements typically default to the Power BI paginated template approach