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This section guides the user through the menu options that are available under the Route menu.
In some cases, carriers deliver renewal notices and/or invoices to subscribers. If they receive credit for this delivery (Generate Credits field in Renewal Notices set to “y”), the credits will be applied to their balance during account billing, and they will show up on the Product Delivery Credit Report, produced here. This report shows how many notices/invoices a carrier delivered for credit; it can be generated immediately after renewal notices are printed or just once for the entire billing period.
Delivery credits are generated for carriers via Accounting | Subscriber | Renewal Notices.
Select Delivery Credit/Draw from the Route menu to display the Product Delivery Credit Report window.
Click Add and complete the following fields.
PRODUCT
setup
Enter the product for which renewal notices were given to carriers for delivery. Enter “*” to multi-select products.
START DATE END DATE
date
Enter the date range to be covered by the report.
Click OK and then Continue to produce the report.
This report lists total draw figures for routes in a specified date range. Both gross draw (the number of papers issued to the route) and net draw (gross draw minus returns and adjustments) are given for each route. The routes are organized by route type and all single copy type. You should be able to balance the gross draw to the net draw by subtracting returns and adding adjustments: gross draw - returns + adjustments = net draw
In the case where you have a credit draw adjustment, the draw will show up as a negative in the Adjustment column.
The report shows draws by what was billed during a date range. For example, you may use this report as an audit of what was billed during a billing period (by specifying the appropriate date range in Start Date and End Date).
Select Net Draw Report from the Route menu to display the Net Draw Report window.
Click Add and complete the following fields.
PRODUCT
setup
Enter the product to include in the report, or enter “*” to multi-select products.
START DATE END DATE
date
Enter the date range to be covered by the report.
PRINT BY EDITION
yes/no
Indicate whether the report should sort by edition.
SELECTION TYPE
predefined
Indicate whether this report should include particular districts, zones, regions, or areas. Enter All to include all areas.
SELECTION
setup
Enter the district, zone, region or area (depending on what type is entered above) to include, or enter “*” to multi-select. If you entered “All” above, this field will be skipped.
DISTRICT OPTION
predefined
If a district should be sorted by district manager, enter detail here. Otherwise enter summary. For example, if a new manager is assigned within a reporting period and “detail” is selected, information for the old and new district managers would be reported separately.
DELIVERY TYPE
predefined
Indicate whether the report should include single copy routes, home delivery routes, or both.
BY DRAW CLASS
yes/no
If the delivery type is “single copy” or “both”, indicate whether you want a Draw Class column to appear on the report.
CHECK DEMOGRAPHICS, DEMOGRAPHIC, DEMOGRAPHIC ANSWER
yes/no setup setup
If Delivery Type is “single copy”, you can include single copy routes based on single copy demographic answers. To do this, select CHECK DEMOGRAPHICS and enter the demographic and answer to include.
WEEKDAY
predefined
Enter the day of the week that should be included in the report, or enter “*” to multi-select days.
RETURN DATE TYPE
predefined
Indicate whether returns and draw adjustments should be included based on their adjust date (i.e. their transaction date) or the draw date.
INCLUDE UNPAID DRAW
yes/no
Indicate whether unpaid draw (samples, unpaid comp., and office draw) should be included in the report.
USE DRAW BAND
yes/no
Select this checkbox if you want to use draw bands (for net draw) in this report. The next three fields will become active.
DRAW BAND
setup
Select the draw band to use for this product. Enter “*” to multi-select.
DRAW BAND WEEKDAY
predefined
Select a weekday that determines if the draw is in the draw band.
PRINT BY DRAW BAND
yes/no
Select this checkbox if you want the report to be sorted by draw band.
Click OK and then Continue to produce the report.
The Route Delivery List is a definitive list of subscribers on a particular route. It can be used in a variety of situations—for example, when a new carrier begins delivering a route. If a TM product is delivered with the publication (see Deliverable in the Setup Manual), occupants receiving the TM product may also be listed. Route Lists can be generated here; they can also be set up to print on bundle tops.
Select Route Delivery List from the Route menu to display the Route Delivery List Report window.
Click Add and complete the following fields.
PRODUCT
setup
Enter the publication for which to generate the delivery list.
REPORT DATE
date
Enter the date for which to generate the delivery list. If a past publishing date is entered, subscribers will be listed as of that date, but only “active” and “active or additional product” subscriber types can be entered in the next field. See the note about input files below.
INCLUDE PENDING
yes/no
Indicate whether pending (unprocessed) starts, stops, moves, and other subscriber transactions should be taken into account.
For example, if the Route Delivery List is being run for the future date of 8/7, and there is an unprocessed new start for 8/7, the subscriber will be listed if you select this checkbox.
SHOW BONUS DAY
yes/no
The report can include bonus day subscribers (subscribers that will receive the paper even if it is not a normal delivery day for them).
Enter yes if both bonus day and regular subscribers should appear, enter no if only regular subscribers should appear, and enter only if only bonus day subscribers should appear.
SUBSCRIBER TYPE
predefined
Enter the type subscriber that should appear on the delivery list. Choices are active subscribers, active or additional product, inactive subscribers, all subscribers, all households, and non-subscribers.
An inactive subscriber is a temporarily stopped subscriber.
A non-subscriber is an occupant with no subscription history.
If “active or additional product” is selected, occupants receiving a TM product being delivered with this publication will also be listed.
If “all households” is selected, Billing Method, Delivery Schedule, and Delivery Day are skipped.
REASSIGNED ROUTES
yes/no
INCLUDE ADDITIONAL PRODUCTS
yes/no
A TM product or another publication may be set up to print with this publication’s route list (see Deliverable in the Setup Manual).
In this case the route list would include both the subscribers for this publication and the TM addresses or subscribers for the other publication. Indicate whether additional products should be included in the route delivery list.
INCLUDE NON-DELIVERY DAYS
yes/no
Indicate whether you want to include a subscriber’s additional products that are not delivered on the selected report date.
ADDITIONAL PRODUCT
setup
TM products and other publications can be set up to “always” print with this publication, or to “ask”. If they are set to “ask”, you must enter the product in this field. Enter “*” to multi-select products.
PRINT ORDER
predefined
Indicate whether the report should be printed in order of address, carrier delivery sequence, or postal route.
BILLING METHOD
predefined
Specify the billing method to include in the report. Choices are office pay, carrier collect, paid complimentary, unpaid complimentary, or * (to multi-select billing methods).
PRINT RATE CODE
yes/no
Indicate whether rate codes should appear on the Route Delivery List for subscribers that have rates (i.e., office pay subscribers).
Because this is the subscriber’s current rate, this field is available only if running the report for a current or future publishing date.
DELIVERY SCHEDULE
setup
Specify the delivery schedule to include in the report or enter “*” to multi-select delivery schedules. You can leave this field blank if you want to run the report for a specific day.
DELIVERY DAY
predefined
If you left Delivery Schedule blank, specify the day of the week to cover in the report.
SELECTION TYPE
predefined
Indicate whether routes to be included in the report should be selected by area, region, zone, district, or route.
PRINT ALL
yes/no
Indicate whether all routes for the publication should be included in the report.
SELECTION
setup
If you entered “n” in Print All, specify the area, region, zone, district, or route to include in the report (based on what was entered in Selection Type).
Enter “*” to multi-select areas, regions or zones. In the case of districts and routes, there is no multi-select.
However, you can enter “*” or click the Find icon to the right of this field to add districts or routes one at a time in a separate maintenance window.
REPORT TYPE
predefined
Indicate whether a standard Delivery List or Throwoff List should print. The Throwoff List is a condensed version of the Delivery List, showing only the address, name, delivery schedule, number of copies and (optionally) delivery instructions for subscribers on a given route; it is only available when running the report for active subscribers. You may also choose to Export the Route Delivery List in the standard format or a file-mapped format. If exporting, totals for the Route Delivery List will still be displayed in the window.
USE FILE MAP
yes/no
If exporting data, indicate if you are using a file map that has a usage of “RouteData”.
FILE FORMAT
setup
In FILE FORMAT, identify the file map you will use (must be set up in advance).
If you are interfacing route data to RouteSmart, select the “RouteSmart” format here.
EXPORT FILE
open (14)
If Report Type is “export”, enter the name of the ASCII file that should be created by the export. The format for the file is given in Appendix B.
SPACING
predefined
Indicate whether the spacing should be single or double.
PRINT DELIVERY INSTRUCTIONS
yes/no
Indicate whether to include delivery instructions in the report.
PRINT TRUCK
yes/no
Indicate whether to include the truck, truck name, and supplying truck ID in delivery list.
ADDITIONAL REPORTS BY ROUTE
yes/no
Indicate whether to create a separate file for each route, as well as the full route delivery list. If you select this checkbox, a separate file will be created for each route, with the product ID and route ID appended to the file name entered in View/Print.
If you do not select this checkbox, only the full route delivery list will be produced.
Click OK and then Continue to produce the report.
If you intend to use an input file with a date parameter for the Route Delivery List, you must follow a specific procedure when building the input file to prevent certain date-related validation issues.
Select the Route Delivery List option from the menu.
Click Add and select the Product.
In the Report Date field, press Ctrl-P to display the input parameter dialog box.
Enter the Parameter Name (e.g., TODAY + 1) and click OK.
Back in the Report Date field, enter a date that is many years into the future (e.g., 01/01/2050).
Complete the rest of the fields on the window as appropriate and click OK.
Click Save, enter a name for the input file, and click OK. The input file is now saved and can be used the next time you run the Route Delivery List.
On the Route Delivery List Report window, click Cancel.
Select the Route Delivery List option from the menu.
Click Find, enter the input file name, and click OK.
Use the Route Walk Sequence report to print the walk sequences set up using the Route Sequence option (see Route Sequence).
Select Route Walk Sequence from the Route menu to display the Route Walk Sequence Report window.
Click Add and complete the following fields:
PRODUCT
setup
Enter the product or products to include in the report.
REPORT DATE
date
Specify the date for the report.
SHOW BONUS DAYS
yes/no
Indicate whether bonus days should be included (bonus days are identified with a (B) in the report).
SUBSCRIBER TYPE
predefined
Select Active Subscribers, All Households, or Non-Subscribers. Note: Non-Subscribers will not be an option if show bonus day is selected.
INCLUDE ADDITIONAL PRODUCTS ADDITIONAL PRODUCT
yes/no
Indicate whether additional products should be included in the report. If so, select the product or products in the Additional Product field.
DELIVERY SCHEDULE
setup
If the subscriber type is “Active Subscribers,” you must select one or more delivery schedules.
SELECTION TYPE
predefined
Indicate which selection type should be used (area, region, zone, district, or route).
PRINT ALL
yes/no
Indicate if all of the selections should be included in the report. For example, if “route” is the selection type, then selecting this checkbox will indicate that all routes should be included in the report.
SELECTION
predefined
If you did not select print alL, indicate which selection or selections (i.e., route, district, etc.) should be included in the report.
Click OK and then Continue to produce the report. An example is shown below.
The Draw Variance Report is a useful tool for locating problems in your draw figures; it can be run for a particular day of the week or all days. Inaccurate draws can be corrected with draw changes. Run this report periodically to make sure the route’s draw balances with the number of active subscribers.
The report shows only discrepancies. If a draw balances to the number of subscribers on a route with that billing method, it is not included in the report. A separate line will be printed for each delivery schedule, billing method, and rate code combination (rate codes will be displayed only if you have Business Rules set to store draw by rate code).
Note: If you have hybrid route/mail subscriptions for a publication, the Draw Variance report should be generated outside of the publishing run for that publication (after End Publ Run is run for one day and before Start Publ Run is run for the next day).
Select Draw Variance Report from the Route menu to display the Draw Variance Exception Report window.
Click Add and complete the following fields.
Click OK and then Continue to produce the report.
Use this report to analyze customer complaints. If complaints are dispatched, this will be reflected in the Dispatch column, and if a compliance time has been entered it will be shown in the Compliance column. The Days column displays the number of days, if any, that the subscription was extended because of the complaint. The Digital field indicates whether digital access was offered to resolve the complaint, and the Access field indicates if the digital edition was actually accessed by the subscriber.
Complaints can also be exported (via the export checkbox). The export format is defined in File Map. You can define a detail format or a summary format. You must create a file map before you can export complaints.
Select Complaint from the Route menu to display the Complaint Report window.
Click Add and complete the following fields.
Click OK and then Continue to produce the report.
Indicate whether to include subscribers whose subscription route is different from their address route (see for a discussion of subscription routes versus address routes).
PRODUCT
setup
Enter the product to include in the report (enter “*” to multi-select products).
SELECTION TYPE
predefined
Indicate whether this report should include a particular route, district, zone, region, or area.
SELECTION
setup
Enter a particular route, district, zone, region, or area (depending on the selection type entered above) to include in the report, or enter “*” to multi-select. If the selection type is “route”, you multi-select by adding routes on the Route List Maintenance window.
DRAW TYPE
predefined
Indicate whether draw variance should be reported between a route’s overall route draw, between each subscriber rate code within the route (by rate code), or for both types of draw.
ALL WEEK DAYS, DAY OF WEEK
predefined
Indicate whether the report should include draw information for all week days and, if not, specify the day of the week to include.
PRODUCT
setup
Enter the publication or TM product that should be included in the report (enter “*” to multi-select products).
DATE TYPE
predefined
Specify whether the date range that will be entered refers to the incident date, entry date, or process date of the complaints.
START DATE END DATE
date
Define the period the report should cover.
ALL COMPLAINT CODES
yes/no
Indicate if all complaint codes should be included in the report.
COMPLAINT TYPE
predefined
Indicate if you want normal, formal, or both complaint types to appear on the report.
COMPLAINT CODE
setup
If you did not select All Complaint Codes, enter the complaint code to include in the report. Enter “*” to multi-select codes.
DELIVERY TYPE
predefined
Indicate which delivery types should be included in the report: route, mail, unassigned (for example, complaints from non-subscribers), or all.
SELECTION TYPE
predefined
If you entered route in Delivery Type, this and the following two fields will open. Indicate whether the report should include specific areas, regions, zones, districts, or routes. Enter all to include all routes.
DISTRICT OPTION
predefined
If a district should be sorted by district manager, enter detail here. Otherwise enter summary. For example, if a new manager is assigned within a reporting period and “detail” is selected, information for the old and new district managers would be reported separately.
SELECTION
setup
Enter a particular route, district, zone, region, or area (depending on the selection type entered above) to include in the report, or enter “*” to multi-select.
INCLUDE DISTRICT RECAP
yes/no
Enter “y” to include a district recap at the end of the report.
EXPORT
yes/no
Indicate if you want to export complaints. If you select this checkbox, the remaining fields will become active.
FILE FORMAT
setup
Select the file map to use for this export. A file map must be set up previously.
FILE NAME
open
You can accept the default file name or modify it.
FILE OPTION
predefined
Select append (add to an existing file with the same name) or replace (replace the existing file).
The Home Delivery Compare Draw report compares the total draw of home delivery routes on two dates. This may be useful in discovering circulation trends at the route level.
Select Home Deliv Compare from the Route menu to display the Home Delivery Compare Draw Report window.
Click Add and complete the following fields.
PRODUCT
setup
Enter the product that should be included in the report (enter “*” to multi-select products).
RUN DATE
date
Enter the later of the two dates that you are comparing.
COMPARE DATE
date
Enter the earlier of the two dates that you are comparing.
DRAW TYPE
predefined
Indicate which draw type should be used for the run date: actual, advance (created as part of an advance publishing run), or pending (includes unprocessed transactions).
Note that the report will always use actual draw for the compare date.
ALL ROUTES
yes/no
Indicate whether the report should contain all routes for the publication(s) above. If you do not select this checkbox, only routes that have a difference in draw between the two dates will be listed.
Click OK and then Continue to produce the report.
The Future Starts Report lists subscribers that will start on a given future date. Subscribers will only be listed, however, if their route has a number of starts equal to or exceeding the user-defined minimum on that date. For example, if the report is run for 10/02/09 and the threshold is 3, only subscribers on routes with three or more starts on October 2nd will be listed on the report.
Select Future Starts from the Route menu to display the Future Starts Report window.
Click Add and complete the following fields.
PRODUCT
setup
Enter the publication for which future starts should be listed.
REVIEW DATE
date
Enter the date for which to list future starts. This must be a future date.
THRESHOLD
integer (3)
Enter the minimum number of starts a route must have on the date above in order to have its starts listed.
Click OK and then Continue to process the report.
The Draw Analysis report allows you to analyze which routes (home delivery or single copy) are gaining or losing subscribers. The report compares draw by route for two specified date ranges; daily (Monday - Saturday) and Sunday draw is listed separately, and the draw variance percentage is calculated.
Select Draw Analysis from the Route menu to display the Draw Analysis window.
Click Add and complete the following fields.
PRODUCT
setup
Enter the product for which to run the report, or enter “*” to multi-select products.
PERIOD 1 PERIOD 2
date
In the four date fields, specify the two ranges of dates to compare.
REPORT TYPE
predefined
Indicate whether the report should reflect average draw figures or total draw figures for the comparison periods.
SELECTION TYPE
predefined
Indicate whether this report should include a particular district, zone, region, or area.
SELECTION
setup
Enter a particular district, zone, region, or area (depending on the selection type entered above) to include in the report, or enter “*” to multi-select.
DISTRICT OPTION
predefined
If a district should be sorted by district manager, enter detail here. Otherwise enter summary. For example, if a new manager is assigned within a reporting period and “detail” is selected, information for the old and new district managers would be reported separately.
PRINT TYPE
predefined
Indicate whether a summary or detail version of the report should be generated. The summary version will contain only totals by route type, district, zone, etc.
DRAW CLASS
setup
Indicate the draw class for single copy routes.
DELIVERY TYPE
predefined
Specify the delivery type for the report (a valid route type or single copy type). Enter “*” to multi-select delivery types.
WEEKDAY
predefined
Enter the day of the week that should be included in the report, or enter “*” to multi-select days.
SORT BY EDITION
yes/no
Indicate whether the report should sort by edition within each publication selected above.
SCHEDULE DETAIL
yes/no
Indicate whether the draw should be reported by delivery schedule.
CHECK DEMOGRAPHICS, DEMOGRAPHIC, DEMOGRAPHIC ANSWER
yes/no setup setup
If at least one single copy type was selected in DELIVERY TYPE, you can include single copy routes based on single copy demographic answers.
To do this, select CHECK DEMOGRAPHICS and enter the demographic and answer to include.
Only single copy routes with this demographic answer will be included in the report.
USE DRAW BAND
yes/no
Select this checkbox if you want to use draw bands (for net draw) in this report. The next three fields will become active.
DRAW BAND
setup
Select the draw band for this product. Enter “*” to multi-select.
WEEKDAY
predefined
Select a weekday that determines if the draw is in the draw band.
ORT BY DRAW BAND
yes/no
Select this checkbox if you want the report to be sorted by draw band
Click OK and then Continue to produce the report.
A route is a geographical area made up of addresses. The router is a catalogue of address ranges, and determines what route an address should be assigned to. The Router Report is a useful tool to consult when working with routers: it lays out the address ranges that make up the router by Zip code, city, or route.
Select Router List from the Route menu to display the Router Report window.
Click Add and complete the following fields.
Click OK and then Continue to produce the report.
The Pending Subscription Messages report lists future subscription messages that will be created for processed transactions (i.e., it lists reminder messages). The report lists messages for the following subscriber transactions:
Starts
Stops
Restarts
Delivery Schedule Changes
Billing Changes
Route Reassignments
Expires
Expire date changes
Begin Grace
Vacation Pack (start and stop)
Previous Delivery
Note: In order for the message to appear on the report, the associated transaction must be processed. Messages for unprocessed (pending) transactions will not appear on the report. Therefore, only reminder messages for processed transactions will be listed.
Messages for each route will be listed separately.
Select Pending Messages from the Route menu to display the Pending Subscription Messages Report window.
Click Add and specify the product and date for the report.
Click OK and then Continue to create the report. Routes will be sorted by area, region, distribution zone, and district.
IGNORE PRODUCT
yes/no
If the report should include router segments regardless of the product they are defined for, select this checkbox.
PRODUCT
setup
If the Ignore Product is unchecked, enter the product which this report should cover. Or, enter an asterisk (*) to print all selected router segments regardless of publication.
REPORT DATE
date
Enter the date to cover in this report. The router will be listed as of this date.
RANGE OPTION
predefined
Indicate whether the report should list all address ranges, only ranges that are assigned to a route, or only those ranges unassigned to a route and publication.
SELECT BY
predefined
Indicate whether router information should be listed by route, Zip code or city. Router address ranges defined by city will not be listed if you run the report by Zip code, and router address ranges defined by Zip code will not be listed if you run the report for city.
ALL ZIPS
yes/no
If you are listing router information by Zip code, indicate whether to include all Zip codes.
ZIP CODE
open (5)
If you are not including all Zip codes in the report, enter the Zip code for which to create the route list. Enter “*” to add Zip codes to the include list on the Zip code Selection window.
ALL CITIES
yes/no
If you are listing route information by city, indicate whether to include all cities.
CITY
setup
If you are not including all cities in the report, enter the city for which to create the router list. Enter “*” multi-select cities.
ALL ROUTES
yes/no
If you are listing router information by route, indicate whether all routes should be included.
ROUTE
setup
If you are not including all routes, enter the route to include, or enter “*” and add routes to the include list on the Route List Maintenance window.
ALL STREETS
yes/no
Indicate whether all streets should be included in the report. Do not select this checkbox if you want to add streets to the include list individually on the Street List Maintenance window.
SORT OPTION
predefined
Indicate whether segments should sort by route or Zip code within the Zip, city, or routes defined above.
SPACING
predefined
Indicate whether this report should be printed single or double spaced.
PRODUCT
setup
Enter the publication or TM product for which messages should be listed (enter “*” to multi-select products).
DATE
date
Enter the future date for which subscription messages should be listed.
