Reports menu

When you go to the main menu and choose 'Reports', you'll see a list of subject areas about which you can get information from QuickFill's reports. When you select any one of these areas, you will see a list of actual reports that you can run with QuickFill.

Each report has an individualized screen that allows you to filter the publications, codes and dates that are reported. After selecting the filter options you want, click the 'OK' button to run the report. When the report has completed you will be given a choice of printing the report or viewing it on your screen. As an alternative to running the report immediately you can queue the report so that it is run overnight with other jobs. Click here for details on options for running reports.

Unless you delete them, all reports are saved so that you can print or view them again at a later time. To print saved reports use 'Print…' on the 'File' or 'Reports' menu.

QuickFill includes a copy of the filter you used to generate a report as the final page (or pages) of the report. This is handy if you have questions, later on, about exactly what selections were used for a particular report.

Note: custom reports

If you have purchased and installed custom report programs, they will appear under the 'Custom reports' menu item. A custom report will only appear as a menu option if it is compatible with the version of QuickFill you are running. If a custom report disappears from the menu after installing a new version of QuickFill, either you forgot to install the updated version of the custom program or we forgot to send it to you. If you cannot find the correct version of the program, please contact Technical Support.

The Reports menu offers the following commands:

Print…	Lists files (including those created by reports, updates and exports) for printing, viewing, and deleting. Also provides access to the QuickFill Label Splitter.
Analysis Reports
Order History	Counts orders received over a period of time.
New Order Analysis	Reports on the week-by-week responses to a promotional campaign.
Renewal Order Analysis	Reports on the relative success of different offers made on the same renewal effort.
Renewal Rates	Reports on the renewal rates of subscriptions from different sources.
Payment Rates	Reports on payment rates for subscriptions from different sources.
Revenue	Reports revenue received, broken down by payment type and optionally sorted in a variety of ways.
New Order Revenue	Reports on the revenue received from a promotional campaign in comparison to the costs associated with running the campaign.
Renewal Revenue	Reports on the amount of renewal revenue coming from different sources.
Expire & Statistics Reports
Expire Inventory	Reports the number of customers, subscriptions, and copies expiring with each issue. This report also provides information on the number of copies needed to serve the upcoming issue as well as the income to be earned from that issue.
Adds and Drops by Issue	Reports the number of copies added and/or dropped since the previous issue was served along with reasons for the copies being added and/or dropped.
Subscription Statistics	Reports the number of subscriptions in your database broken down by status.
Customer Statistics	Reports counts of bill-to's and ship-to's demographics and random numbers. This report may also be used to obtain demographic counts for prospects.
Prospect Statistics	Reports the number of prospects in your database with various characteristics.
Billing Update Preview	Provides an estimate of the number of bills that will be produced the next time you run the Billing Update or Issue Label Update.
Renewal Update Preview	Provides an estimate of the number of renewals that will be produced the next time you run the Renewal Update or Issue Label Update.
Renewal Inventory	Reports, by expire issue, the number of subscriptions that are at each renewal effort in a renewal series.
Accounting Reports
Accounts Receivable	Reports accounts receivable.
Credit Card Batches	Use this report to reconcile the batch reports provided by your credit card processor with the credit card transactions recorded in QuickFill.
Credit Balance	Provides a listing of subscribers who have a credit balance.
Refund Preview	Reports on customers who are due a refund.
Sales Tax	Reports all sales tax related entries for the current accounting period.
Transaction Counts	Reports counts of all transactions and updates processed in the current accounting period.
Issue Summary	Reports the number of paid, complimentary, and free copies served as well as income earned for each issue in the issue range entered in the filter. This report is helpful when preparing a statement of ownership for the U.S. Postal Service.
Run Log	Reports major database events such as database checks, updates, imports, accounting closings, and backups.
General Ledger	Reports the values in QuickFill's accounting fields broken down into four categories (period-to-date, year-to-date, inception-to-date, and unextracted amount).
Deferred Income	Provides a customer-by-customer listing of your deferred income.
Accounting Detail	Provides a summary, by account, of all the accounting entries since the start of the current period.
Customer Lists
Promotional Labels	Provides labels for customers who fit the criteria specified on the filter.
Promotional Labels using qualification filter	Selects customers based on audit data. This version of the Promotional labels report may only be accessed from the audit system.
Customer Directory	Provides a list of customers who fit the criteria specified on the filter along with their subscriptions.
Customer Directory using qualification filter	Selects customers based on audit data. This version of the customer directory report may only be accessed from the audit system.
Order Acknowledgements	Produces order acknowledgements for paid new and renewal orders.
Group Subscriptions	Generates a listing of group, two-party, and/or gift subscriptions.
Agency Subscriptions	Reports on customers whose current order is part of an agency subscription.
Complimentary Subs.	Provides a complete listing of complimentary subscriptions.
Customer Search	Reports on orders based on the purchase order numbers, check numbers, wire transfer numbers, or telephone numbers entered on the filter.
Mismatched Country Codes	Provides a list of customers whose country codes do not match their country names.
Duplicate Subscriptions	Provides a list of customers who have more than one subscription to the same publication.
Blanket Renewals	These reports produce renewal notices for customers even when they are not due for renewal.
Standard Blanket Renewals	Creates standard or custom renewal notices.
Gift Blanket Renewals	Creates detailed renewal notices. These notices list the ship-tos who belong to a gift or group subscription.
Audit Reports	The audit reports may only be accessed from the audit system.
Qualified Circulation	Reports on Paragraphs 3(a), 3(b), 3(c), and/or 4 of the Publisher's statement. This report is helpful in determining the impact of adding members of a prospect list to your circulation or removing some of your existing nonpaid subscribers.
Publisher's Statement	Provides a facsimile of the ABC, BPA or VAC Publisher's Statement, including Form 1-2 for BPA audited publications.
Credit Cancels	Reports on the numbers of customers who have been suspended or canceled for nonpayment.
Audit Issue Galley	Reports on customers who received the audit issue.
Additions and Removals List	Lists the names added to or removed from the circulation for each issue in the audit period.
Average Circulation	Provides a circulation breakdown by classification code for all issues included in the issue range you specify.
Average Prices (ABC, BPA)	Proves the figures reported on the Publisher's Statement report for the overall average price calculation. Lists all of the orders in a specific price group.
Order Price Quartiles (ABC)	Reports pricing data as a percentage of the basic price.
Order Prices (VAC)	Lists all of the orders in a specific price group shown on the VAC Publisher's Statement report.
Order Terms (ABC, BPA)	Lists orders received with a specified group of terms.
Sales Channels (ABC)	Lists orders obtained via specified sales channels.
Premium Usage (ABC, BPA)	Lists orders sold with specified premiums.
Graced Copies (ABC, BPA)	Lists orders that were served grace issues during the reporting period.
Renewals (ABC, BPA)	Lists orders that expired within a particular range of issues together with an indication of whether or not the subscription was renewed.
Requalification Analysis	Provides a count of requalification orders based on requalification source or channel.
Regenerate galley file	Recreates the audit issue galley data file in the event that it is lost or damaged.
Definitions Reports
Marketing Plan List	Reports on marketing plans that you have defined along with the tracking codes associated with each one.
Publication Definitions	Reports on the fulfillment policies as established in your publications definitions.
Tracking Codes Definitions	Provides a complete description of the tracking codes you have defined.
Foreign Country List	Reports on countries defined in the foreign countries table. This report lists each country code along with its country name, default shipping class, and address format for postal codes.
Subscription Agency List	Provides a listing of the subscription agencies defined in your database.
Renewal Series	Provides a complete description of the renewal series defined in your database.
Offers Definition	Provides a complete description of the offers defined in your database.
Split Table Definition	Provides information on the label split table definitions in the database.
Billing Series	Provides a complete description of the billing series defined in your database.

Note: ODBC driver

In addition to the reports listed above QuickFill also provides an ODBC driver that provide read-only access to your database. (Click here for more information on ODBC & QuickFill.)