The following fields should be applied to
The default setting, "any order" examines all orders of a subscription. If any one of the orders matches the fields on the remainder of this screen the subscription will be considered to be a match. Alternatively you can choose "first order", "current order" or the "most recent order" to examine only one of the orders. The current order is defined as the order that is currently being served if the subscription is active or suspended, or the most recent order if the subscription is cancelled. Frequently the current order and the most recent order are the same, but they might not be if the subscription has a future order (also known as an advance renewal).
Order date, Term, Copies, Price, Shipping class, Order source, Agency, Premium
Enter values in these field to select subscriptions with orders that have the characteristics you are interested in. The "term" of an order is the number of issues ordered and does not include any free issues or any extension that was added on. The number of copies of an order is usually one, but is typically larger for multicopy subscriptions (multiple copies to the same address) and group orders (multiple copies to separate addresses, all purchased by and billed to a single customer).
The shipping class, service code, order source, agency and premium fields allow you to exclude specified codes, but only under some circumstances.
If you are running a report or export that selects customers (as opposed to subscriptions) and you choose to have the filter apply to "any order" then the exclude boxes are disabled because it is ambiguous. Say a customer has subscriptions to two publications. The first subscription has two orders, one with shipping class A and one with shipping class B. The second subscription has one order with shipping class A. If you specify that any order with shipping class B should be excluded then do you mean that you want to exclude this customer because at least one order of one subscription has shipping class B, or do you mean that you want to include this customer because at least one subscription has no order with shipping class B?
If you use the radio buttons at the top of the Order tab to apply your selections to a particular order, such as the most recent order, then the check boxes will be enabled because there is no longer any ambiguity. In our example the customer will be excluded because the most recent order of the first subscription has shipping class B.
If you are running a report that selects subscriptions instead of customers, such as the Blanket Renewal or Subscription Export report then the exclude check boxes will always be enabled.
Premium served
Enter 'Y' in this field, and your selection will include only customers who have been sent a premium.
Enter 'N' in this field, and your selection will include only customers who have not yet been sent a premium. Typically you will use this value in conjunction with the 'Premiums' field to select customers that are owed a premium. You can enter specific premium codes in the premium field or you can enter an asterisk (*) in the premium field to indicate that you want to select customers that are owed any premium at all. If you enter 'N' in the 'Premium served' field without entering anything in the 'Premium' field you will get customers that did not request or were not eligible for a premium in addition to those that are owed a premium.
Click here for more information about Filter screens and Options for running reports.