Route Service Reports

The Reports menu contains a number of key route-related reports, such as the Draw Change Journal and Route Delivery List.

All reports except the Draw Change Journal, Compare Draw, and Historical Invoices also appear in the Reports section, and are documented here.

Draw Change Journal

The Draw Change Journal can be used as a draw change audit report. It lists all draw changes entered within a date range or batch. If run for a date range, both draw changes entered individually and in batches will be included.

To produce the Draw Change Journal:

• Select Draw Change Journal from the Reports menu to display the Draw Change Journal window.

• Click Add and complete the following fields.

Field	Type	What to enter
REPORT TYPE	predefined	Indicate whether the report should include draw changes based on the batch, the date of entry, or the effective date of the draw change. If “Batch” is selected, all the remaining fields will be inactive except for Print Order and Include Reversals.
BATCH	open (10)	If “batch” is the Report Type, enter the name of the batch that should be included in the report.
PRODUCT	setup	If the report is being run for a date range, enter the product that should be included in the report. Enter “*” to multi-select products.
START DATE, END DATE	date	If the report is being run for a date range, enter the date range here. If you entered “date of entry” in Report Type, all draw changes entered within this date range will be included. If you entered “effective date”, all draw changes that go into effect within this date range will be included.
SELECTED WEEKDAY	predefined	Select the day of the week for which you are running the journal, or select All.
ALL EDITIONS, EDITION	yes/no setup	Indicate whether you want to include all editions in the Draw Change Journal. If All Editions is unchecked, you will need to specify one or more editions in the Edition field (enter “*” to multi-select).
ALL SOURCES, SOURCE	yes/no setup	If only draw changes entered with specific source codes should be included in the report, select the source codes in the Source field. Otherwise check All Sources.
ROUTE TYPE	setup	Select the type of route to include in the report: home delivery or single copy.
SUSPENDED ONLY?	yes/no	Indicate whether only draw changes from suspended batches should be included in the report. You should periodically run this report with Suspended Only selected. This will tell you whether there are any suspended batches that should be reviewed.
PRINT ORDER	predefined	Indicate whether the report should list draw changes by route or by district (in route order by district).
INCLUDE REVERSALS?	yes/no	Indicate whether draw reversals should appear in the Draw Change Journal. For example, if a route’s draw change has a reversal date, the reversal transaction will print on the report if this checkbox is selected.

• Click OK and then Continue to produce the journal. A sample Draw Change Journal is shown below.

  

Compare/Update Draw

The Compare/Update Draw option compares the single copy draw from an historical draw date to the draw for a future, unprocessed delivery date, and allows you to replace the future draw with the gross or net draw from the historical date, plus or minus a specified percentage.

To use this option:

• Select Compare/Update Draw from the Reports menu to display the Compare Draw window.

  
• Click Add and complete the following fields.

  Field	Type	What to enter
  PRODUCT	setup	Enter the product ID.
  EDITION	setup	Select the edition ID.
  HISTORICAL DRAW DATE	date	Enter the date of the previous draw you want to compare.
  HISTORICAL BASE	predefined	Select gross draw or net draw.
  INCLUDE ZERO DRAW?	yes/no	Indicate whether you want to include zero draw in the comparison.
  PERCENTAGE CHANGE	decimal (8)	If desired, enter the percentage by which you want the historical draw to be increased or decreased before it replaces the future draw. Indicate a decrease by entering a negative percentage (e.g., “-10”) in this field.
  FUTURE DRAW DATE	date	Enter the date of the future draw you want to compare. This date must have draw but be unprocessed.
  FUTURE DRAW TYPE	predefined	Indicate if you want to compare Actual draw, Advance draw, or Pending draw.
  DRAW CLASS	setup	Enter the draw class of the draw you want to compare.
  SINGLE COPY TYPE	setup	Enter the single copy type of the draw you want to compare (e.g., “dealer,” “rack,”)
  CREATE DRAW CHANGES	yes/no	Indicate whether you want to create a batch of draw changes that replaces the future draw with the historical draw. The batch-related fields at the bottom of the window become active when this checkbox is selected.
  OVERRIDE SETUP	yes/no	Select this checkbox if single copy routes that are set up not to allow draw changes (i.e., draw changes = “no” in Route Setup) should be selected anyway. Note: The availability of this checkbox is controlled by the “AllowDrwChgOvrd” Transaction Security item.
  INCLUDE PENDING	yes/no	Indicate if you want to include pending draw in the report.
  BATCH	open	If you are creating draw changes, enter a name for the batch of draw changes that will be created.
  DESCRIPTION	open	Enter a description of the batch.
  SOURCE	setup	Enter a source code to be used with the draw changes.
  REASON	setup	Enter a reason code to be used with the draw changes.
  REVERSAL DATE	date	Enter the date on which the draw change will be reversed.

• Click OK and then Continue to compare draw. A sample report is shown below.

  

Historical Invoice

Carriers sometimes ask the newspaper to reprint an invoice that they lost or did not receive. Historical Invoice provides an easy method to reprint individual invoices without having to access the old invoice spool file. A historical invoice is simply a reprint of the original invoice for a given billing date. Historical invoices are created for specific accounts (not the entire billing run) and can be created only for closed billing runs.

To produce a historical invoice:

• Select Historical Invoice from the Reports menu.

  
• Click Add and enter the company, bill source, bill date, and account ID for the invoice.

• Click OK and then Continue to reprint the invoice. The current bill format will be used for the invoice.

Truck Delivery Time

This report identifies drops occurring outside of the standard delivery times for a selected truck sequence.

To produce the report:

• Select Reports | Truck Delivery Time to display the Truck Delivery Time Report window.

  
• Click Add and complete the following fields.

Field	Type	What to enter
PRODUCT	setup	Enter the product.
START DATE / END DATE	date	Specify the date range to be covered by the report.
DEPARTURE	setup	Enter the truck departure sequence.
TRUCK SEQUENCE	setup	Enter the truck sequence
ALL TRUCKS	yes/no	Select this checkbox if you want to include all trucks for the selected departure and truck sequence.
TRUCK	setup	Enter the truck ID, enter “*” to multi-select trucks to include in the report.
SORT OPTION	predefined	Indicate whether the report should be sorted by departure order, run date, or truck.
SHOW TRUCK SUMMARY SHOW DROP DETAIL EXCEPTIONS ONLY	yes/no	Select one or more of these options to further define what will appear on the report. You can include a summary and/or drop detail. Additionally, you can have the report include only the exceptions.

• Click OK and then Continue to run the report.

Truck Weight Audit

This report displays all trucks that will exceed their maximum weight on a selected day. The weight of each product is included, along with a total weight for all products.

To produce the report:

• Select Reports | Truck Weight Audit to display the Truck Weight Audit Report window.

  
• Click Add and complete the following fields.

  Field	Type	What to enter
  RUN DATE	date	Enter the publishing date.
  DRAW TYPE	predefined	Specify the draw type: actual or advance.
  DEPARTURE	setup	Enter the truck departure sequence.
  TRUCK SEQUENCE	setup	Enter the truck sequence
  PRODUCT	yes/no	Enter the product or “*” to multi-select. Products can be publications and TM products.
  WEIGHT/PAGE OPTION	predefined	Indicate if you want to use actual or default weights in the report. • Actual weight is the average copy weight from Press Room Entry plus the combined weight of the inserts in the route’s package for the mix (identified in MIX NAME). • Default weight is the average copy weight from Press Room Entry. Defaults can be overridden on the Weight And Page Detail window, which you can access by clicking the yellow arrow next to this field. Notes: • The Weight And Page Detail window also allows you to exclude selected editions from the weight calculation. • To include the weight of a mix, you must be using InsertPlus and have insert mixes set up in advance.
  MIX NAME	setup	Specify the mix name to include in the weight calculations. InsertPlus must be connected for this field to be active.
  SORT OPTION	predefined	Indicate whether the report should be sorted by departure order or truck.
  REPORT TYPE	predefined	Select detail or summary. Detail will show product, section/edition, and relay truck information for each truck. Summary will show one line of information per truck.
  EXCEPTIONS ONLY	yes/no	If this checkbox is selected, only trucks that are overweight will be listed on the report.

• Click OK and then Continue to run the report.