Reports Menu


 

The Marketing Reports option allows you to create marketing analysis reports based on specific criteria that you select, such as Promotion, Renewal Efforts, etc., so you can measure subscription campaigns.

The Donor Reports option provides access to the printing of donor listings, detailed donor reports, and the ability to select donors providing gift subscriptions equal to, or greater than a user defined number of copies.

The Merchandise Sales Reports option allows you to create invoices, statements, delivery reports, etc., for products that you have available to your subscribers. This option is only available if you have the Merchandise Module.

The Duplicates Report option provides access to the printing of potential duplicate subscribers based on values in different fields, as well as a Units report.

The General List Report option provides for building lists or reports to the screen based on specific selection parameters you might wish to create. This can be used to find subscriber IDs for special editing purposes.

The Specific Subscriber Reports option allows you to print out all information (orders, deposits, invoice data, address, and demographics) for an individual subscriber.

The Cross-tabulations option allows you to create comparison reports based on the criteria you choose (i.e., Job Function by Province).

The Statistics/Count option allows you to do tallies (frequency distribution) and counts for basic statistical reporting.

The Labels and Mailmerge option allows you to print labels for subscribers, or send the data to a mail-merge file for use with your word processing software.

The Audit Reports option is only available if you have purchased the Audit Module. It allows the printing of the reports to be used to fill out your audit statement, including a "nth" name report to provide auditors with a random sample to audit from your list.

The Reader Service Sales Leads option allows you to print out, fax or send to file, the sales lead forms for fulfillment to the readers by your advertisers or potential advertisers. It is only available if you have the Reader Service Module.

The Reader Service Reports option allows you to print out several summary reports on reader service leads processing, and again, is only available if you have the Reader Service Module.

The Survey Reports option allows you to create data bases to enter answers for survey(s) you might send out to your subscribers, as well as do cross-tabulations on the survey(s) based on criteria you select, and is available only if you have the Survey Module.

Accounting/Paid Reports

If you have paid subscribers, this option is fundamental to your operation for tracking and managing your receivables. The Accounting/Paid Reports option allows you to generate reports that are specific to the accounting side of the subscription fulfillment services.

The options available under this selection are:

Renewal Generation: This provides the ability to generate renewal notices to paid subscribers whose subscriptions are about to expire.

Invoice Generation: For those subscribers who have chosen the “Bill Me” option on their renewal notice, this option provides the ability to generate invoices.

Statement Generation: For outstanding invoices, this option provides the ability to generate statements.

Deferred Revenue/Copy Liability: This option provides the ability to generate both deferred revenue, and copy liability reports.

Revenue Reconciliation: This report provides a summary of deferred revenue at the end of a specified period. It is used to verify the integrity of your orders data.

Deferred Revenue for Period: This option reports on the deferred income for a given range of issues on an issue by issue basis.

Accounts Receivable/ Collection Letters: This option provides you with the ability to obtain an aging report on receivables. Sales Revenue: This option provides you with a projected revenue report for subscribers who have placed orders for a period specified by you.

Bank Deposits: This option provides you with a detailed deposit report, broken down by payment method, for a period specified by you.

Refund - Subscriber: This option allows you to refund a subscriber in the event of an overpayment, cancellation of a subscription, sales returns, etc.

Refund - Donor: This option allows you to refund a donor in the event of an overpayment, cancellation of a subscription, sales returns, etc.

Credit: This option allows you to print reports for subscribers who have made overpayments on their subscriptions.

Taxation: The system allows for two levels of taxation across a number of jurisdictions. This option allows you to print out tax collection reports for remittance purposes.

Issue Summary: This report provides a summary for the status of subscriptions for a given issue, both for paid and controlled (free/complementary subscriptions).

Marketing Reports

For the paid component of your list, the basic Marketing reports will tell you where the publication stands. Using these options you can readily track your successes. The options available under this selection are:

Order Analysis: This option provides a report based on the criteria you select.

Renewal Analysis: This option provides a renewal analysis report based on the criteria you select for a given issue range. It provides rates of renewal based on attempts within the grouping select.

Expiration Analysis: This option provides a report based on the criteria you select.

Bill Me Analysis: This option provides a report based on the criteria you select.

All of these report take as a secondary selection from the menu whether you want the report:

• by Promotion
• by Offer
• by State
• by Channel
• by Order Date

Donor Reports

The options on this menu will permit you to print gift subscription donor lists (those people paying for other subscribers), plus create a detailed donor report, and list donors that paid more than XXX copies. It will also allow you to generate thank you letters to donors, and print renewal letters as well.

Merchandise Sales Reports

If you have the Merchandise Sales Module, this menu is available to you to do the following :

Invoice Generation: This option provides the ability to generate invoices for merchandise.

Statement Generation: For outstanding merchandise invoices, this option provides the ability to generate statements.

Merchandise List Report: This option provides the ability to generate a merchandise list report for available merchandise.

Re-order Level Report: This option provides the ability to generate a report based on re-ordering merchandise.

Sales Report: This option provides the ability to generate a report based on the sales of merchandise, for a period specified by you.

Delivery Report: This option provides the ability to generate a report on the delivery of sale merchandise, for a period specified by you.

Deposit Report: This option provides you with a detailed deposit report for the sale of merchandise, broken down by payment method, for a period specified by you.

Duplicates Report

The Duplicates Report option allows you to check for duplicate subscribers in your list across all publications. Specifically, it allows you to print a report which will identify duplicate readers by using the Duplicate Checking of Individuals option, or report on copies to a site by using the Duplicate Checking of Copies into One Location option.