Circulation User Manual
NavigaSupportSetup Manual
  • Circulation User Manual
  • ❶ Introduction
    • Circulation Overview
      • The Basic Concept
      • Summary
    • Application Launcher
    • Navigating the Graphical Interfaces
    • Viewing and Printing Reports
      • The Report Viewer
      • Filtering and Other Options
    • Personalization
    • Mapping
  • ❷ Customer Service
    • Find
    • Documents
    • Alerts
    • Contacts
    • Mapping
    • Viewing Customer Information
      • Subscription
      • Address
      • Occupant
      • Contact
      • Demographics
      • Financial
      • Rate Changes
      • Rates
      • Miscellaneous
      • Transactions
      • Rewards
      • Merchandise
      • Subscriber Info
    • Address and Occupant
    • Transactions
      • Day Pass
      • New Start
      • Stop
      • Restart
      • Complaint
      • Billing Change
      • Delivery Schedule
      • Route/Mail Reassignment
      • Move
      • Temporary Address
      • End Temporary Address
      • Payment
      • Cancel Payment
      • Transfer
      • Refund
      • Refund Write-off
      • Grace WriteOff
      • Notes
      • Delivery Placement
      • Contact
      • Combo Change
      • End Combo
      • Modifying Transactions
      • A Note About Rerating Subscribers
    • Messages
    • Tasks
  • ❸ Route Service
    • Finding Routes
    • Mapping
    • Viewing Route Information
    • Transactions
    • Draw Management
    • Account Information
    • Messages
    • Route Service Reports
    • Setup
      • Route Sequence
      • Route Setup Utility
      • Router Utility
      • Rerouting
      • Substitute Draw
      • Truck Time
    • Account Services
    • Distribution Maintenance
    • Utilities
      • Suspend Route
      • Insert Base and Draw Exports
      • Burt Export
      • GMA/SAM Export
      • Draw Forecast Export
      • Drop Time Import
      • Truck Dock Import
      • Single Copy Draw Import
      • Router Import
      • Max Return
      • Drop Time Entry
      • Truck Validation
      • Truck Check
      • Deadline Override
      • Reseq Drop Order
      • Reseq Depart Order
      • Draw Change Lockout
  • ❹ Publishing
    • Introduction to Publishing
    • Edition Override
    • Multi-Pack Override
    • Edition List Setup
    • Import Bundle Sizes
    • Carrier Mail Export
    • Set Sub-Product Draw
    • Start Publishing Run
    • Press Room Report
    • Transaction Processing
    • Undo Final Tran Proc
    • Distribution Menu
      • Daily Draw Worksheet
      • Edition Drawsheet
      • Enter Bundle Info
      • Stacker Interface
      • Bundle Tops
      • Truck Manifest
      • Route Labels
      • Status/Collect Cards
      • Prev Delivery Labels
      • Adv Reconciliation
      • Single Copy Receipts
    • Mail Menu
      • Print Labels
      • Daily PO Report
      • Finnish Post Export
    • DM Report
    • End Publ Run
    • Press Room Entry
    • Press Room Import
    • Press Room Audit
    • Resupply Documents
    • Publishing Run Status
    • Advance Processing
  • ❺ Dispatching
    • What Is Dispatching?
    • Review Dispatch Items
    • Dispatching Items
    • Compliance
  • ❻ Reporting
    • The Reporting Module
    • AAM Menu
      • Daily
      • Daily Price Level
      • Paragraph 3 by Town
      • Paragraph 3 by Zip
      • Paragraph 3 by Zip/Town
      • Paid and Qualified History
      • History
      • History Price Level
      • Reduced Rates
      • Nth Factor
      • Other Paid Draw
      • Paid Draw by Rate
      • 4% Allowance
      • Subscriber Export
      • Billing Export
      • AAM Draw Export
      • Period Comparison
      • Restate AAM History
      • Digital Access Draw
      • Digital Analysis Report
      • Digital Subscription Audit Report
    • Account Menu
      • Account List
      • Status/Collect Cards
      • Charge/Credit
      • Bond Activity
      • Billed/Unbilled Draw
      • Past Due Letter
      • 1099 Forms
      • 1099 Audit
      • Vacation Pack Labels
      • Drop Credit Audit
    • Audit Menu
      • Transaction Audit Reports
      • Address Audit Reports
      • Occupant Audit Reports
      • Other Audit Reports
      • Setup Audit Reports
    • Churn Reports
    • Management Menu
      • Unearned Revenue
      • GL Interface Journal
      • Audit GL Journal
      • Summary Age Analysis
      • Detail Age Analysis
      • Daily Draw Impact
      • Start/Stop Analysis
      • Retention Analysis
      • Stop Analysis
      • Subscriber Payment Analysis
      • Formal Complaint
      • Complaint Rate
      • Rate by 100
      • District Summary
      • Dispatch Report
      • Address Duplicates
      • Taxable Revenue
      • Draw and Revenue
      • Revenue Comparison Report
      • CC Success Report
    • Market Penetration Reports
    • Postal Menu
      • Financial PO
      • Walk Sequence Cards
    • Route Menu
      • Route Delivery List
      • Route Walk Sequence
      • Complaint
      • Home Deliv Compare
      • Draw Variance
      • Delivery Credit/Draw
      • Draw Analysis
      • Net Draw
      • Pending Messages Report
      • Future Starts Report
      • Router List
    • Single Copy Menu
      • Return Draw Analysis
      • Pilferage
      • Weekly Manifest
      • Single Copy by Day
    • Subscriber Menu
      • Active Mail
      • Active Online
      • Available Refunds
      • Refunds Written Off
      • Refund Cards
      • Grace Due
      • Grace Balance
      • Receivables Aging
      • Writeoff Analysis
      • Grace Written Off
      • End Grace
      • Fee Analysis
      • Fee WriteOff
      • Office Pay Expires
      • Stopped Subscribers
      • Throwoff Subscribers
      • Paid/Unpaid Starts
      • Discount Prediction
      • Subscriber Info Export
      • Balance Forward Bill
      • Undo Balance Forward
      • Subscriber Activity Export
      • Subscriber Activity Import
    • Taxing Menu
      • Tax Exclusion
      • Tax Liability
      • Trans Cost Remit Tax
      • BAS Reconciliation
      • Tax Export
  • ❼ Targeted Marketing
    • Introduction to Targeted Marketing
    • Setup
      • 1. Create a New TM Product
      • 2. Define Selection Criteria for the TM Product
      • 3. Specify the Output Formats for the TM Product
      • Creating New Formats
      • Other Setup Options
    • Processing
    • Undo Processing
    • Selection Summary
    • Copy
    • Campaigns
      • Campaign Setup
      • Canvass Board
      • iServices Campaign Module
      • Business Rules for the iServices Campaign Module
      • Using a Campaign in iServices Subscriber
  • ❽ Tasks
    • Introduction
    • Setup Menu
      • Task Group
      • User Notification
      • Activity Code
      • Task Type
      • Task
      • Alert
    • Tasks Menu
      • My Tasks
      • All Tasks
    • Generating Tasks
    • Tasks in Targeted Marketing and Reports
    • Reports Menu
      • User Statistics Report
      • User Audit Report
    • Utilities Menu
      • Overdue Tasks
  • ❾ Dashboard
    • Introduction
    • Activity by Time
    • Department Activity by Transaction Type
    • User Activity
    • Activity by Source
    • Activity by Reason
    • Activity by Delivery Schedule
    • Complaint Types
    • Task Types
    • Donations
  • ❿ Accounting
    • Introduction
      • Accounting and the General Ledger
      • About Subscriber Rating
      • About Account Rates
      • Subscriber and Account Rating Examples
      • About Payment Authorization
      • About Credit Card Surcharges
      • When to Use Accounting Options
    • Account Billing Menu
      • Selection
      • Processing
      • Billing Journal
      • Invoices
      • Deposit Slips
      • Trans Exclusion
      • Invoice Export
      • Close
      • Invoices on Bundle
      • Missed Invoices
      • Statement Export
      • Undo Processing
      • Billing Run Status
      • Undo Close
      • Interest Calculation
      • Create Bond Charges
      • Create Drop Credits
      • Undo Drop Credits
      • Trial Billing
    • Accruals
    • Account Payments Menu
      • Payment Entry
      • Lockbox Processing
      • Bank Draft Payments
      • Payments to GL
      • Cancel Payment
      • Cancel Credit Payment
      • Payment Journal
      • Cash Batch Audit Journal
      • Apply Unapplied
      • Apply All Unapplied
      • Applied Journal
      • BACS Pre-Notify
      • Proof of Sale Adj
    • Misc. Charge/Credit Menu
      • Miscellaneous Charge
      • Balance Writeoff
      • Cancel Miscellaneous Charge
      • Charges Journal
      • Charge for Complaints
      • Misc. Charges Export
      • Misc. Chg/Cr Import
    • AP/Direct Deposit Menu
      • Interface to AP
      • Midmonth Pmt Export
      • Direct Deposits
      • Credit Journal
      • Vendor Import
      • Vendor Export
      • Vendor Change Report
    • Subscriber Payments Menu
      • Auto Payments
      • Lockbox Processing
      • Batch Payments
        • Business Rules for Subscriber Payments
        • Entering Subscriber Payments
        • How Circulation Determines Term and Length
        • Payments and Discounted Rates
        • Paying for Premium Days
        • Entering Group Payments
        • Generating Rewards
      • Payment Journal
      • Payment Processing
      • Batch Audit Journal
      • Resolve Payments
      • Resolve Journal
      • Pymt Authorization
      • Vindicia Report
      • ACH Status Update
    • Vindicia Payments
    • Subscriber Menu
      • Renewal Notices
      • Undo Renewal Notices
      • Auto Notice Export
      • Send eBills
      • Batch Refunds
      • Refund Journal
      • Refund Writeoff
      • Avail Refund Export
      • Grace Owed Export
      • Grace Writeoff
      • CC Invoice Export
      • Credit Card Expires
      • Trans Cost Export
    • Fiscal Close Menu
      • Close Period (Account)
      • Close Period (Subscriber)
      • Fiscal Close - GL Submenu
        • Export GL
        • Audit GL Transactions
  • ⓫ Utilities
    • Introduction
    • Account Menu
      • Rate Check
      • Draw Export
      • Compare/Update AAM %
      • Update # Households
      • Update Census Tract %
      • Balances
      • Change Recur Charge
      • Holiday Draw
      • Holiday Edition
      • Change Bill Source
      • Change Account ID
      • Rate Change
    • Audience Menu
      • Audience Sync
      • Reset Audience Sync
    • Subscription/Address Menu
      • Batch Addr Hygiene
      • Router Addr Hygiene
      • Change Credit Status
      • Extend Grace Days
      • Dupl Address Edit
      • Dupl Address Report
      • Subscription Purge
      • Address Demographics
      • Product Change Setup
      • Product Change
      • ACS Update
      • Bonus Day Setup
      • Copy Bonus Day Setup
      • Bonus Day Delivery
      • Bonus Day Adjustment
      • Delivery Schedule Change
      • Extend Expire Dates
      • Stop Utility
      • Batch Transactions
      • Sub Length Pricing
      • Auto Accept Batches
    • System Menu
      • Batch Setup
      • Check Disk Space
      • Check Date & Time
      • View/Print
      • Who’s Logged In
      • Process Log Report
      • Purge Process Log
      • Find Fields
      • Purge Session Data
      • Performance Analysis Tools
    • History Purge
    • Setup Menu
      • Bulk Route Changes
      • Bulk Router Updates
      • Truck Validation
      • Route Delivery Sequence
      • Route Delivery Sequence Update
      • Trip Delivery Sequence
      • Trip Delivery Sequence Import
      • Postal Walk Sequence
      • Route Type Change
      • Route ID Change
      • Copy Publ Info
      • GMA/SAM Account Type
      • One Day Rate Change
    • Tools Menu
      • Check Single Copy and Check Home Delivery
      • Move Truck Drop
      • Change Area Code
      • Rerate Subscribers
      • Unlock/Clear Batches
      • Undo Draw Adj Batch
      • Re-Export Interface to AP
      • Re-Export Direct Deposits
      • Re-Export Subscriber Payment Batch
      • Re-Export Direct Debit
      • Find CC Transactions
      • Comboizer
    • Export Menu
      • Subscriber Activity
      • Collectech
      • Subscriber Balances
      • mass2one
      • Rewards
      • Update Cleanse Flag
      • Subscriber Info
      • Draw Impact Export
      • Addresses
      • Subscribe Extract Export
    • Import Menu
      • Billing Change
      • Do Not Call List
      • Subscriber Activity
      • Reward Response
      • Address Information
      • Update Cleanse Flag
      • Communication Hist
      • Auth Import
      • Note Transaction Import
      • Single Copy Demographic Answers
      • Token Account Updater
    • Close Day for AAM
    • Reset End Publ Run
    • Remove End Publ Lock
    • Custom Menu
    • Handheld Export
    • Newsvendor Invoice
    • Weekly Sales Order (WSO) Report
    • Vaulting Service
  • ⓬ Options
    • Introduction
    • Bellatrix Interface
  • ⓭ Appendix A—Glossary
    • A-B
    • C
    • D
    • E-L
    • M-O
    • P-R
    • S
    • T-Z
  • ⓮ Appendix B—File Formats
    • File Formats: An Introduction
    • “Secure” Directory for Private Information
    • 1099 File Format
    • AAM 4% Report Export
    • AAM Billing Export
    • AAM Draw Export
    • AAM Paragraph 3 by ZIP Export
    • AAM Subscriber Export
    • Account Credit Card Payment Formats
    • Account Invoice Scan Line Format
    • ACS Update Format
    • Admail Export File
    • Advance Reconciliation Export Format
    • Audience Sync
    • Auto Notice Export Format
    • Auto Renew Statement Export
    • Available Refund Export
    • Bank Draft Formats
    • Bellatrix Import and Export
    • Bill Format Export Elements (Used for Invoice Export)
    • Bonus Day Adjustment Export Format
    • Bundle Sizes Import Format
    • Burt Address Manager
    • Burt Export Formats
    • Burt Export Formats for TM
    • Cancel Credit Card Payment Format
    • Carrier Collect Invoice Format
    • Chart of Accounts Import
    • Collectech Export Format
    • Desktop Mailer Export
    • District Manager Export
    • Draw Export Format
    • Draw Impact Export
    • Draw Import Format
    • eBill Export Format
    • E-mail Templates
      • General Variables
      • eBill Templates
      • New Password template
      • Digital Vacation Pack template
      • Digital Complaint Template
      • Day Pass Template
      • Start Template
      • Temp Stop - Restart Template
      • Payment Template
      • Tip Donation Template
    • Export/Import Account Rates
    • Export/Import Subscription Rates
    • File Mapping Data Elements
      • 1099 Export
      • 1099 Forms Printing Export
      • Account Lockbox
      • Account Statement Export
      • Address Export and Address Import
      • Alternate Format for Draw Adjustments
      • Alternate Single Copy Draw Change Import
      • Audit GL Transactions
      • Authentication Import
      • Balance Forward Billing Export
      • BAS Reconciliation (Detail)
      • BAS Reconciliation (Summary)
      • Bundle Top Export
      • Campaign Import
      • Carrier Mail Export
      • Cleanse Flag Export
      • Cleanse Flag Import
      • Communication History Import
      • Complaint Export (Detail)
      • Complaint Export (Summary)
      • Credit Card Expires
      • Dispatch Export
      • Do Not Call Import
      • Do Not Call List
      • Draw Adjustments and Returns Import
      • Draw Change Import
      • Draw Forecast Export
      • Drop Credit Audit
      • Drop Time Import
      • GL Audit (Audit GL Journal)
      • GL Export
      • GL Interface Journal
      • Merchandise Report
      • Misc Chg/Credit Import
      • Note Import
      • Office Pay Audit Report
      • Past Due Letter
      • Payment Authorization
      • Postal Billing Export
      • Postal Subscriber Audit
      • Postal Subscriber Full Audit
      • Proof of Sale
      • Renewal Notice
      • Returns Journal
      • Route Data (Route Delivery List Export)
      • Route Labels
      • Router Import
      • Route Smart
      • Single Copy By Day Report
      • Sold Import
      • Stacker Interface
      • Status/Collection Cards
      • Subscriber Activity Export
      • Subscriber Activity Import
      • Subscriber Billing
      • Subscriber Export
      • Subscriber Lockbox
      • Subscriber Payment Journal
      • Subscriber Refund Journal
      • Subscriber Tax Export
      • Subscriber Tran Import
      • Targeted Marketing
      • TM Draw Change Import
      • Token Account Updater
      • Truck Sequence Export
      • Truck Sequence Import
    • General Ledger Interface Format
    • Grace Owed Export
    • Import Vendor Format
    • Insert Base and Draw Export Formats
    • Interface to AP Formats
    • Mail Mart Labels in Targeted Marketing
    • mass2one Export Format
    • Refund Export Formats
    • Refund Writeoff Export
    • Renewal Notice Export Formats
    • Rewards Export Format
    • Rewards Import Format
    • Route Delivery List Export
    • Route Delivery Sequence Update
    • Route ID Change Format
    • Route Type Change Export File
    • Sam Export Formats
    • Single Copy Demographic Import
    • Stacker Interface
    • Subscriber Activity Import Format
    • Subscriber Activity Output Format
    • Subscriber Balances Export Format
    • Subscriber Credit Card Expires Format
    • Subscriber Lockbox File Format (Standard)
    • Subscriber Payment Cancel Export Format
    • Subscriber Payment Formats (Credit Card)
    • Teledirect Formats
    • TM Output File
    • Transportation Cost Export
    • Trip Sequence Import File
    • Truck Manifest Export
    • Vac Pack Label Export
    • Vendor Change Export
    • Vendor Export
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  • View/Print Options
  • File name variables
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  1. ❶ Introduction

Viewing and Printing Reports

PreviousNavigating the Graphical InterfacesNextThe Report Viewer

Last updated 1 year ago

The View/Print Options and the Report Viewer can both be used to view, print and save reports. They are described in the following sections.

View/Print Options

Viewing, printing, and saving options are displayed in the View & Print Options window.

Access this window by clicking the View/Print button on the report window, before you click Continue to process the report. The fields in the View & Print Options window are described in the following table.

Field
Description

WHEN

Indicate whether the report should be created now or deferred until a later date. You can view and print the report only if this field is set to now . Deferred and saved reports can be printed using the View/Print Utility (see View/Print in the Utilities chapter of the User Manual).

VIEW*

Indicate whether the report should be displayed after processing.

PRINT*

Indicate whether the report should be printed after processing.

PRINTER

If the report is to be printed, enter the device name of the printer.

COPIES

If the report is to be printed, enter the number of copies.

SAVE*

Indicate whether the report should be saved. Always save reports containing information that will otherwise be lost, such as the Unearned Revenue Report and all publishing and billing reports.

The reports will be saved to one of three directories, depending on the output format:

  • Text (normal) reports are saved in /dti/spool/cm/normal.

  • PDF reports are saved in /dti/spool/cm/pdf.

  • Delimited files are saved in /dti/spool/cm/delimited.

Note: If you have additional database sets, the directory used will be /dti/spool/<dblist>. For example, if you have a separate set of Circulation databases called “cmtest”, PDF reports will be saved to /dti/spool/cmtest/pdf directory. Likewise, if you have specific spool directories defined for your companies in Company setup, the company directory will be between the “spool” and “cm” folder in the report path.

FILE

If the report is to be saved to a file on the disk, enter a file name, or press Enter to accept the default file name shown. The default file name is the report name plus the day of the month as a suffix. For example, the Nth Factor report run for April 9 defaults as “NFACTOR.09”.

You can change the default file name in Report Configuration (see Report Configuration in the Setup manual).

The file name field must contain at least one alphabetic character; otherwise, an error message, "In file name, at least one alpha character is required", will be displayed.

Note: The following characters cannot be used in file names: |`@#$^&*(){},?\/~;" .

ARCHIVE*

Indicate whether to append or replace the report to an archive file, or whether the report should not be archived ( none )

FILE

Enter the name of the archive file.

SECURITY

If the report is to be saved to a file on the disk, enter the security ID to place on the file.

OUTPUT

If you selected SAVE checkbox, you can select an output option in this field. Your options are Normal , Adobe PDF or, for selected reports, a pipe- Delimited format to import into a spreadsheet. The reports that can be saved as pipe-delimited are AAM History, Paragraph 3, Grace Due, Unearned Revenue, Net Draw, Return Draw Analysis, Summary Age Analysis, and Subscriber Receivables Aging.

* You must select at least one of these options: View, Print, Save, or Archive.

If you have the Print checkbox selected, the report will be sent to the printer identified in the Printer field. If you have the View checkbox selected, the report appears in your default browser window once processing is complete. Use your browser’s controls to modify the text size if desired, and scroll through the report to view it.

Note: The default view/print settings are set up for a user using the User Profile option in Setup. Settings for individual reports can also be specified using the Report Configuration option in Setup.

File name variables

The following variables can be used in file names. Add variables in brackets (<>). For example, if report settings for bundle tops are set up to name the file “BUNDLE.<C>,” and bundle tops are run on April 1 2022, the resulting file name will be “BUNDLE.040122.”

Variable

Description

M

Current month name (for example, OCT if the report is run in October).

O

Current month of the year as two digits (for example, 10 if the report is run in October).

D

Current day name (for example, MON if the report is run on a Monday).

N

Current day (for example, 14 if report is run on the 14th of the month).

J

Current day number in the year, 1 through 366. For example, the day number would be 33 if the report is run on February 2. “J” stands for “Julian”, although it refers to the Julian day rather than the Julian calendar. The day numbers actually follow the modern (Gregorian) calendar.

W

Current week number in the year, 0 through 53 (the first week is week 0 unless it begins on a Sunday, in which case it is week 1).

C

Calendar date, format MMDDYY.

F

Calendar date, format YYMMDD.

Y

The last two digits of the current year (for example, 13 if the report is run in 2013).

S

Sequence number indicating the number of times the report has been run on the current day.

U

User ID of user running the report.

P

User’s default product ID (from User Profile CR).

A number of variables can also be used in file names, as described . Variables allow you to define a default file name incorporating the day name, the day of the month, the month name, or other values.

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