About filter screens

Once you choose a report from the 'Reports' menu or an update from the 'Updates' menu, you must fill in a filter screen. That is, you must answer questions on the screen about your report or update. Your answers give QuickFill additional information about the specific report you want to run.

Report description

This field appears at the top of each filter screen. Whatever you enter here will appear on the third line of your report's "header." Enter in this field any special description you want to give your report. The report description also appears on the list of scheduled reports that is displayed when looking at the contents of a job list. (Click here for more details on job lists.) You can use this description to distinguish between several runs of the same report that have different filter criteria.

Update description

This field appears at the top of the Make trial subscriptions update, Cancel trial subscriptions update, Make controlled subscriptions update, and Cancel controlled subscriptions update. Whatever you enter here will appear on the third line of the report (in the report "header") created by your update. Enter in this field any special description you want to give your update report. The report description also appears on the list of scheduled updates that is displayed when looking at the contents of a job list. (Click here for more details on job lists.) You can use this description to distinguish between several runs of the same update that have different filter criteria.

Company name

The company name is also part of your report's header. QuickFill prints the name you type in this field at the top of each page of your report. Note that you need to enter your company name only once when you create your first report. After that first time, QuickFill remembers the name, and it automatically appears each time you call up a filter screen. Reenter this information only if you decide to use a different name.

Nonzero price, Zero price

If you check the Nonzero price checkbox, your report will include orders with a nonzero price. If you check the Zero price checkbox, your report will include orders with a zero price. (To select these boxes, click once in them so that a check mark appears in each box) The order that QuickFill examines to determine whether or not the price is zero depends on which report you are running:

Report

Order examined

New order analysis

New order

Order history

New or renewal order

New order revenue

New order

Renewal revenue

Renewal order

Renewal orders by channel

Order undergoing renewal

Renewal inventory

Most recent order

Expire inventory

Most recent order

Subscription statistics

Most recent order

Group subscriptions

Most recent order

Qual paid, Nonqual paid, Qual nonpaid, Nonqual nonpaid (audit system)

If you select one or more of these check boxes, your report will only include orders whose audit classification matches the selections made. If your report includes publications that are not audited (and thus do not have audit classification data), the report will select orders based on the price field. If you select either or both of the paid check boxes (Qual paid or Nonqual paid), then, for nonaudited publications, your report will include orders with a nonzero price. If you select either or both of the nonpaid check boxes (Qual nonpaid or Nonqual nonpaid) then your report will include orders with a zero price.

Date range fields

Any time a report filter contains date range fields, you can either right click once or press the F2 key to select from a list of date ranges. For example, to produce a report that shows the number of new orders entered during the week, select "Current week" in the date range field on the filter for the 'Order history' report. When you do, QuickFill automatically enters a date range that covers Sunday through Saturday of the current week in the fields to the right of the relative date ("Current week"). To enter your own date range, select 'Custom dates' from the list and then type the date range you would like to use in the fields to the right.

The ability to select relative date ranges is most useful when you save report filters to job lists. This allows you to run the job lists without having to change the date range. For example, if you run the same set of reports at the end of each week, simply create a "Week's end" job list and schedule the reports you want to run at the end of the week using a date range of "Current week." Every time you run the "Week's end" job list QuickFill will automatically produce reports with information for Sunday through Saturday of the current week.

Issue range fields

Whenever you use issue range fields (such as the 'Expire issue' fields on the 'Promotional labels' report) and do not fill in both fields, QuickFill will only include one issue based on the entry in the field you did fill in. For example, if you enter "___ to 40" or "40 to ___" QuickFill will only include issue 40. In addition, if you enter a zero in one of the fields, that field will be treated as if it were blank. So if you run a report using an issue range of "0 to 40," QuickFill will only include issue 40.

Status fields

A number of the filter screens allow you to include or exclude customers based upon the status of their subscription. In these instances, the status codes listed below may be used:

 

Active

A

Active, cancel at expiration

AX

Graced

G

Expired

E

Suspended indefinitely

SI

Suspended for nonpayment

SN

Suspended temporarily

ST

Canceled by request

CC

Canceled at expiration

CX

Canceled for nonpayment

CN

Canceled and transferred

CT

Canceled by publisher

CP

 

There are also three codes that may be used to represent a group of statuses. They are 'A*' for the statuses 'A', 'AX', and 'G'; 'C*' for 'CC', 'CX', 'CN', 'CP', and 'E'; and '*' for all statuses except 'SI' and 'ST'. To display these codes while on a report filter, go to the 'Status' field and press F2, or right click in the field. (Click here for a description of each of the statuses listed above.)

Example: If you wanted to generate promotional labels for anyone with a status of canceled or expired, you could run your 'Promotional labels' specifying 'C*' in the status field. It is much more efficient to enter this one code to select a number of different statuses ('CC', 'CN', 'CX', 'CP', and 'E') than it is to enter each of the codes separately.

Hints for filling in report filters

Click here for information on Options for running reports.