Customer Directory Report Using Qualification Filter (audit system only)

Click here for a sample Customer Directory report

 

When you select 'Customer directory' from the 'Customer lists' submenu under 'Reports' on the main menu, QuickFill gives you a choice of using the 'Standard filter' or the 'Qualification filter'.

The format of the 'Customer directory' produced by the 'Qualification filter' is similar to that of the 'Standard filter', but the 'Qualification filter' version includes the subscription classification, the request type, the qualification date, and the qualification data. Therefore, use the 'Qualification filter' when you need to see any of these fields in the report or when you want to select subscribers or prospects based on the content of these fields.

Use the 'Standard filter' when you want to make selections that involve multiple publications (if you want, for example, to select customers that subscribe to publication A and to publication B). With the exception of the first tab, the tabs of the 'Qualification filter' are the same as those for the Qualified Circulation Report.

The filter screen for this report has several tabs. You can move easily between tabs by using the Ctrl-RightArrow and Ctrl-LeftArrow key combinations or your mouse.

Subscribers only, Prospects only, Subscribers and prospects

Use these radio buttons to determine whether your labels will include subscribers or prospects.

Sorted by

Use these radio buttons to specify the order (zip code, company, or last name) in which you would like your report to be sorted.

Publication

Enter the publication code of the publication whose subscribers or prospects are to be selected. You may select names from only one publication. To select subscribers with subscriptions to more than one publication you must use the 'Standard filter'.

Maximum number of customers desired

The number you enter here is the maximum number of customers that QuickFill will report—no matter how large your file or which selections you make. Entering a number in this field lets you select an exact number of customers.

Do not use this field alone to select a portion of your customers if you will need to select the rest of them at a later date. You will not be able to do this because when you go back to select those other customers there is no way to distinguish whether or not a customer was selected the first time. Use the 'Random numbers' field either in conjunction with the 'Maximum number of customers desired' field or by itself when you want to select a portion of your customers.

 

Click here for more information about Filter screens and Options for running reports.

 

See Also