Subscriber Balances

The Subscriber Balances Export is used to export current subscription balances and other information for all subscribers except permanently stopped subscribers with a zero balance. The balance calculation used by this export is the same calculation used in the Show | Balance option in Customer Service. See Appendix B for the file format.

To export subscriber balances:

  • Select Subscriber Balances from the Export menu to display the Subscriber Balance Export screen.

  • Select Add and complete the following fields.

FieldTypeWhat to enter

PRODUCT

setup

Enter the publication for which subscriber balances should be exported, or enter “*” to multi-select publications.

EXPORT OPTION

predefined

Select either summary or detail.

FILE NAME

open (30)

Enter a file name for the export. Subscriber balances will be exported to this file in the /dti/exchange/cm directory.

  • Select Continue to export subscriber balances. When the export is complete, a processing report will display, listing how many records were exported. The standard view/print options will be available.

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