This section guides the user through the menu options that are available under the AAM (Alliance for Audited Media) menu.

The Daily Circulation Report by Price Level is essentially the same as the Daily Circulation Report (described above), only the report is broken down by price level. See AAM Price Level in the Setup Manual for more information on price levels.

Example—Daily Circulation Report by Price Level

The Circulation History by Price Level report is essentially the same as the Daily Circulation Report (described above), only the report is broken down by price level. See AAM Price Level in the Setup Manual for more information on price levels.

Example—Circulation History by Price Level report

The Daily Circulation Report is one of the reports used for reporting to the AAM (Alliance for Audited Media), which verifies and guarantees newspaper circulation figures for advertisers. This report (and the other reports on the AAM menu) will assist you in submitting AAM documents. The Daily Circulation Report lists circulation figures by AAM report heading and AAM zone. Report headings are listed horizontally, while user-defined AAM zones are listed vertically along with bulk, paid, and unpaid complimentary circulation. A recap of paid complimentary draw is included at the bottom of the report so that you’ll know how much of the draw listed in the other sections is paid complimentary draw.

About AAM History

Circulation stores the route, mail and online draws for past publishing days by AAM zone, AAM column, ZIP Code, town of 25, distribution method and other criteria in order to report circulation figures to the AAM. This is known as AAM History, and includes draw adjustments, returns, and other transactions that affect the draw after the fact. In the case of route draw, the AAM numbers are stored by ZIP Code and town of 25 based on the AAM percentages defined in Route setup (see Route Setup Utility). AAM history is updated during End Publ Run (except for day pass subscriptions). In some cases, AAM history for digital draws is restated based on actual digital access by the subscribers (see Restate AAM History).

Data on AAM reports is based on AAM history. Therefore if you find an issue with your AAM numbers, it may be due to inaccurate AAM history records. Reset End Publ Run will also undo the AAM history for that publishing date.

You can close historical dates for AAM reporting, so that no further transactions that adjust AAM history can be entered (see Close Day for AAM) and purge AAM history (see History Purge). You can also update a route’s ZIP and town of 25 percentages based on the actual subscriber delivered by the route, by running Compare Update AAM % from the Utilities menu (see Compare/Update AAM %).

AAM History for Day Pass Subscriptions

If you offer day pass subscriptions, a day pass is counted as single copy digital sales for AAM purposes. You can count a day pass as a single day (copy), but because it is a 24-hour period and readers can typically access the website on two different days, AAM allows a day pass to be counted as two copies. The Business Rule— If a day pass is also valid for the next publishing day, should it count for both days in AAM history? determines whether day passes count as one or two days.

AAM history is created for day pass as soon as the day pass transaction is entered in Circulation. If the day pass date is a publishing day, it will be created for that day; otherwise it will be created for the most recent past publishing day. If creating history for two days, the other day (copy) will be created for the next publishing date. When creating AAM history, the customer’s address will determine the AAM zone, town of 25, and ZIP Code. The AAM column will be the day pass AAM column defined for the subscriber’s edition.

If a day pass is used on a date that happens to be closed for AAM history (via the Close Day for AAM option), the AAM draw for the day pass will be created for the same days in the next week. For example, if a single day pass is entered on Saturday, June 14 and June 14 is closed for AAM, the AAM history for the day pass will be created for Saturday, June 21. If the day pass counts for both June 14 and June 15, the AAM history will be created for June 21 and 22.

Daily Circulation Report

Follow the procedure below to produce the Daily Circulation report.

Generate the Daily Circulation Report:

• Select Daily from the AAM menu to display the Daily Circulation Report window.
• Click Add and complete the following fields.

  Field

  Type

  What to enter

  PRODUCT

  setup

  Enter the product for which you are producing the report (enter * for a multi-select window).

  DATE

  date

  Enter the publishing date to cover in the report.

  PRINT BY EDITION

  yes/no

  Indicate whether to create a separate report for each edition of the products specified in PRODUCT.

  INCLUDE LAST YEAR?

  yes/no

  If you select this checkbox, both the current year's and prior year's figures will be included on the report. “Last year” is defined as 52 weeks ago, which ensures that Sunday is compared to Sunday, Monday is compared to Monday, and so on.

  INCLUDE TOTAL CONSUMER COUNT

  yes/no

  If you select this checkbox, the report will include the total number of unique occupants who have subscription draw for the publication (i.e., received a paper) on this day. An occupant will be included more than once if he/she has multiple subscriptions that are not in a combo and for which the billing method of office pay or carrier collect.

  PRINT CONSUMER COUNT DETAIL

  yes/no

  This field opens only if Include Total Consumer Count is checked. Indicate whether occupant audit information should be included in the report. If Print Consumer Count Detail is checked, the report will list each subscription of each occupant that was counted as circulation, including the occupant name and subscription ID.

• Click OK and then Continue to produce the report.

Example—Daily Circulation Report

The Restate AAM History report identifies subscribers whose AAM history needs to be restated and creates a suspended batch of draw adjustments to change their AAM history. The restate type selected determines how the restating is done:

• If the restate type is “Qualified Requested,” the draw adjustments will subtract draw from the old AAM column and add it to the new AAM column. If a qualified/requested subscriber receives the paper for fewer than 12 calendar weeks before permanently stopping or requesting a billing change that moves them to a new AAM column, newspapers are required to change the AAM history associated with that subscriber and restate him/her as having been “qualified/targeted.”

• If the restate type is “Digital,” draw will be subtracted from the subscriber’s current AAM column and added to the Unpaid column. Digital/print hybrid and bundled subscriptions have different standards for restatement. See Circulation FAQ #104: ABC Rules for Digital/Print Hybrid and Bundled Subscriptions for information about how these subscriptions are counted by AAM.

• If the restate type is “Add Qualified Digital Access,” draw will be added for route or mail subscribers who also have digital access history. A Business Rule— Which delivery schedule should be used when running Restate AAM History to add qualified digital access draw? (AAM section), identifies the delivery schedule for which the draw will be added.

Digital draws will only be restated if the subscriber’s rate code has a Digital Restate Type of “All Digital” or “One Digital”. “All Digital” allows all digital subscriptions having the rate code to be restated for AAM. “One Digital” pertains only to combos and will track digital AAM history under a single digital edition. See FAQ #118: AAM Reporting for Combo Digital Draws for information on how digital draw for combos with multiple online editions can be reported under a single edition.

If you plan to use the Restate AAM History report, you should set up a draw adjustment code that will be used specifically for these draw adjust batches (set the Return? field to “no,” Authorized? to “no,” and Adjust AAM History? to “yes”), and then set the Business Rule, Which draw adjustment code should be used when creating draw adjustments to restate AAM history? (AAM section), to the new draw adjust code.

“Best Deal” AAM Restating

“Best deal” AAM restating is used when the restate type is “Digital.” To comply with AAM rules for paid/qualified circulation, three access intervals can be specified:

• Largest Access Interval—A subscriber must access the digital product at least once every 30 days to avoid having their draw restated. Only one digital product per subscriber, per calendar month, can be assigned to the largest access interval.

• Next Access Interval—Once in seven days. Only one digital product per subscriber, per calendar month, can be assigned to the next access interval.

• Smallest Access Interval—Once per day. The remainder of a subscriber’s digital subscriptions must meet this requirement.

Circulation uses a “best deal” methodology to assign digital products to these intervals in the way that requires the smallest number of days to be restated for each interval. The following example describes this methodology.

Example

A subscriber receives a combo that bundles two paid products with three free digital products, as follows:

• Tribune—Paid product that requires no restatement.

• Star—Costs an additional 10% over the cost of the Tribune. This product meets the incremental pricing requirement, and therefore is exempt from restatement.

• Tribune Online—Free digital access; must meet the digital access requirements.

• Star Online—Free digital access; must meet the digital access requirements.

• West End—Free digital access; must meet the digital access requirements.

The three free digital products must meet the access-interval requirements to be counted as paid/qualified circulation. For the months of June and July, let’s say the subscriber accessed them as follows:

• Tribune Online—6/20, 7/22, and 7/23. So there are two days in July, 7/20 and 7/21, that don’t meet the once in every thirty day rule for the largest access level (because the subscriber last accessed the website on 6/20).

• Star Online—7/2 and 7/21. So there is only one day in July, July 1, that does not meet the once in every thirty day rule (the subscriber did not access this website in June).

• West End—Never accessed. This product would not meet any access levels.

When running Restate AAM History for 7/1 through 7/31, the system will assign each access interval in the way that requires the smallest number of days to be restated for that interval. See the following table.

The best-deal assignment for the largest access period is the Star Online with only one day of restatement. Since only one product can be assigned to each access period, the system then moves to the next access period. Between the two remaining products, the Tribune Online, with 23 days of restatement, is the best-deal assignment for the next access period. The West End, with all days needing to be restated, is assigned to the smallest access period.

Restatement is done on a per-subscriber, per-period basis, and can be performed monthly. For the most advantageous restatement, the Restate AAM History report should be run for each calendar month.

The different AAM restate scenarios are outlined in the diagram below.

Running the AAM History Report

To run the report:

• Select Restate AAM History from the AAM menu to display the Restate AAM History window.
• Click Add and complete the following fields.

• Click OK and then Continue to create the draw adjustments.

This report is a snapshot in time of each “nth” active office pay subscriber for the selected product and delivery type, beginning with a subscriber selected by number. Such sampling is required during an AAM audit.

To produce the report:

• Select Nth Factor from the AAM menu to display the Nth Factor Report window.

• Click Add and complete the following fields.

• Click OK and then Continue to process the report.

Example—Nth Factor Report

The Paragraph 3 Report by Zip by Town contains the same fields and a similar format to the Paragraph 3 by Zip report (described above), but each Town of 25 within a Zip code is listed separately. Use this report only if you store AAM history by Zip by Town (a Business Rules consideration).

Note that if the business rule Do you allow digital addresses? is set to “yes” and a subscriber has no zip code, DIGITAL will be displayed in the ZIP CODE column.

Example—Paragraph 3 Report by Zip by Town

The Circulation History Report resembles the Daily Circulation Report, but it can be run for a range of dates instead of a single day. For each AAM zone, plus bulk and unpaid, circulation figures are displayed for the specified AAM columns. The report includes returns and press room information. Also, while the Daily Circulation Report includes a recap of paid complimentary draw near the bottom of the report, this report does not.

To produce the report

• Select History from the AAM menu to display the Circulation History Report window.
• Click Add and complete the following fields.

  Field

  Type

  What to enter

  PRODUCT

  setup

  Enter the publication you are creating the report for (enter “*” to multi-select publications).

  START DATE END DATE

  date

  Enter the date range to cover in the report.

  USE BUSINESS RULE FOR SEPARATE DAYS

  yes/no

  Select this checkbox if you want the Business Rules, Does your circulation vary significantly from weekday to weekday requiring specific days to be reported separately? and Which day(s) of the week must be reported separately to AAM? (AAM section) to control which days are selected.

  SELECT SEPARATE DAYS

  yes/no

  If you did not select Use Business Rule, indicate in this field whether you want to select separate days.

  WEEKDAY

  predefined

  If you chose Select Separate Days, identify the individual days here.

  DETAIL OR SUMMARY

  predefined

  Indicate whether the report should include detail or summary information. The summary version will provide totals for each month specified in the date range and for any days of the week reported separately, plus bulk, unpaid, and press room. In the detail version, daily totals for each AAM Heading are also included.

  PRINT BY EDITION

  yes/no

  Indicate whether to create a separate report for each edition of the publication(s).

  INCLUDE ALL DATES

  yes/no

  Indicate with whether to exclude certain dates from the report. You may want to do this if, for example, there is low circulation due to a snowstorm. Specify excluded days by selecting Publishing | Press Room Entry.

• Click OK and then Continue to produce the report.

Example—Circulation History Report

When reporting circulation figures for AAM, it might be helpful to have a listing of circulation totals for a given date range by Zip code. The Paragraph 3 Report By Zip Code will provide you with this information.

To produce the report:

• Select Paragraph 3 By Zip from the AAM menu to display the Paragraph 3 Report By Zip Code window.
• Click Add and complete the following fields.

  Field

  Type

  What to enter

  PRODUCT

  setup

  Enter the publication you are creating the report for (enter “*” to multi-select publications).

  START DATE END DATE

  date

  Enter the date range to cover in the report.

  PAID/QUALIFIED VERSION

  yes/no

  Indicate if you want to produce the paid/qualified version (e.g., the new version) of this report.

  PRINT BY EDITION

  yes/no

  Indicate whether to create a separate report for each edition of the publication(s).

  PRINT BY PRICE LEVEL

  yes/no

  If you keep AAM draw figures by price level, indicate whether draw for each Zip code should be broken out into price levels. See AAM Price Level in the Setup Manual for more information on price levels.

  PRINT DIGITAL NON-REPLICA DETAIL

  yes/no

  Indicate whether the detail for digital non-replica copies should be included in the report.

  CREATE EXPORT FILE

  yes/no

  Flag this field if the Paragraph 3 by ZIP Code report should be exported to a file. For example, you would use the export option if you are filing your AAM reports electronically.

  Create Export File will be active only if the start and end date entered are the same and the Paid/Qualified Version field is flagged.

  The file will be exported to the /dti/exchange/cm directory. See Appendix B for the file format.

  FILE NAME

  open (30)

  If exporting a file, enter the file name. Note that you can use the <P> and <p> tokens in the File Name field to include the product ID in the file name (in upper or lower case, respectively).

  If one of these tokens is used, multiple products will be exported to separate files. If one of these tokens is not used, the report will be exported to a single file, even if multiple products are selected.

  FILE OPTION

  predefined

  If exporting a file, indicate whether the file should append or replace the current file, if a file with the same name exists.

• Click OK and then Continue to process the report. The report lists the average daily draw figures by Zip (the total draw is divided by the date range and rounded).

Example—Paragraph 3 Report by Zip Code

The Paragraph 3 by Town Report assists in your AAM reporting by listing circulation for each Town of 25. Information is broken down by city within county within state within country. You can also print this information by AAM zone.

To produce the Paragraph 3 by Town Report:

• Select Paragraph 3 By Town from the AAM menu to display the Paragraph 3 Report window.
• Click Add and complete the following fields.

  Field

  Type

  What to enter

  PRODUCT

  setup

  Enter the publication you are creating the report for (enter “*” to multi-select publications).

  START DATE END DATE

  date

  Enter the date range to cover in the report.

  PAID/QUALIFIED VERSION

  yes/no

  Indicate if you want to produce the paid/qualified version (e.g., the new version) of this report.

  PRINT BY EDITION

  yes/no

  Indicate whether the report should have separate sections for each edition within a publication.

  PRINT BY ZONE

  yes/no

  Indicate whether the report should have separate sections for each AAM zone within a publication (or edition).

  PRINT BY PRICE LEVEL

  yes/no

  If you keep AAM draw figures by price level, indicate whether draw for each town should be broken out into price levels. See AAM Price Level in the Setup Manual for more information on price levels.

  PRINT ROUTE DETAIL

  yes/no

  Indicate whether route-level detail should appear under each Town of 25 on the report.

  PRINT DIGITAL NON-REPLICA DETAIL

  yes/no

  Indicate whether the detail for digital non-replica copies should be included in the report.

• Click OK and then Continue to produce the report. The report lists the average daily draw figures by Town of 25 (the total draw is divided by the date range and rounded).

Example—Paragraph 3 Report by Town

Rates are defined as either normal, promotional (temporarily discounted), or reduced (permanently discounted). For details, see Rate Code in the Setup Manual.

AAM requires the reporting of reduced subscription rates. This includes reduced and promotional rates, as well as discount amounts for subscribers whose payment did not exactly match a rate term, and so were given the closest matching rate term.

The “Payment Amount” column shows the portion of the payment used to determine the rate term and duration. The “Total Payment for ‘XXX’ Rate Code” column includes calculated taxes.

To produce the report:

• Select Reduced Rates from the AAM menu to display the AAM Reduced Rate Report window.
• Click Add and complete the following fields.

  Field

  Type

  What to enter

  PRODUCT

  setup

  Enter the publication you are creating the report for (enter “*” to multi-select publications).

  START DATE END DATE

  date

  Enter the date range to cover in the report.

  DATE TYPE

  predefined

  Indicate whether the date range should be based on when a payment became effective or when the payment was entered. The distinction is that a payment might be entered by an associate on, say, 3/15, but take effect on 4/1.

• Click OK and then Continue to process the report.

Example—Reduced Rates Report

This option creates an output file containing a snapshot of all subscribers on a predetermined audit date.

To produce this file:

1. Select Subscriber Export from the AAM menu to display the AAM Subscription Export window.
2. Click Add and complete the following fields.

   Field

   Type

   What to enter

   PRODUCT

   setup

   Enter the product.

   AUDIT DATE

   date

   Enter the audit date for which to produce this file.

   FILE NAME

   open

   Enter the name of the export file.

   FILE OPTION

   predefined

   If an existing file exists with the same file name, indicate whether you want to append or replace that file.

3. Click OK and then Continue to export the information.

4. The file format is described in Appendix B.

The Alliance for Audited Media has certain rules regarding office paid subscriptions. One of these is the “4% rule”, which states that no more than four percent of a newspaper’s net office pay draw can be made up of unpaid papers (i.e., grace papers that were not paid for and therefore were written off). The 4% Allowance Report calculates the percentage of office pay draw that was written off within a certain date range.

The report can list individual subscriber detail, and contains subtotals by AAM zone. The report can be run to include or not include “excluded” subscriptions—written off subscriptions that had more than the allowable number of grace days or a particular stop reason code (as entered at run time).

The 4% calculation is:

copies written off / (total office pay copies - copies written off - excluded copies)

Note that “copies written off” does not include excluded copies, although they also were written off.

To run this report:

• Select 4% Allowance from the AAM menu to display the 4% Allowance Report window.
• Click Add and complete the following fields.

  Field

  Type

  What to enter

  PRODUCT

  setup

  Specify the publication to include in the report, or enter “*” to multi-select.

  WRITEOFF TYPE

  predefined

  Indicate whether the report should consider grace written off by Customer Service or the general ledger (it is possible to write grace off for the GL yet retain grace in Customer Service).

  START DATE, END DATE

  date

  Enter the date range of the report. Only grace written off between these dates will be considered, and the total office pay draw for these dates will be used in the four percent calculation.

  BREAK OUT DAYS

  yes/no

  Days of the week can be reported separately on AAM reports.

  For example, Monday - Thursday may be reported as one group, Friday and Saturday as another, and Sunday as a third.

  Indicate whether this report should separate draw by the day groupings, as defined in Business Rules (AAM section).

  GRACE DAY LIMIT

  integer (3)

  Specify the number of grace days that must be written off for in order to consider the subscription “excluded” from the four percent rule. The default is 90 days.

  Note that this is cumulative grace days; so, for example, if the limit is 90 days and a subscriber had 60 grace days written off, and then 40 grace days were written off three months later, and both writeoffs were within the report date range, the total grace days for the subscriber would be 100, exceeding the limit.

  STOP REASONS

  setup

  Subscribers with grace written off can be considered excluded based on the reason code of the stop that created their grace owed (grace owed are created when a subscription expire-stops at the end of the grace period).

  Enter or multi-select the stop reason codes that should be used to determine excluded subscriptions. For example, you may want to exclude subscribers who stopped with a “Did not order” reason code.

  Note that if the subscriber’s grace days exceed the limit above, they will be excluded regardless of the stop reason code. Also note that subscribers with selected stop reason codes that have no grace written off will not be excluded. If no stop reasons should be selected, leave this field blank.

  REPORT TYPE

  predefined

  Indicate whether the detail or summary version of the report should be generated.

  The detail version lists individual subscribers and the grace amounts written off; the summary version will contain only totals at the AAM and publication level.

  SHOW EXCLUDED

  yes/no

  If the report is being run in detail mode, indicate whether excluded subscriptions should appear on the report. Excluded copies will be subtracted from the gross office pay draw regardless.

  CREATE EXPORT

  yes/no

  Indicate whether the report information should be exported. If so, the file will be exported to the /dti/exchange/cm directory. The export format is shown in Appendix B in the User Manual.

  FILE NAME

  open (30)

  If Create Export is selected, enter the export file name.

• Click OK and then Continue to generate the report and export.

Example—4% Allowance Report

This option creates an output file containing billing information by route by AAM zone, for a selected company, product and date range.

To produce this file:

• Select Billing Export from the AAM menu to display the AAM Billing Export window.
• Click Add and complete the following fields.

  Field

  Type

  What to enter

  COMPANY

  setup

  Enter the company

  PRODUCT

  setup

  Enter the product.

  START DATE END DATE

  date

  Enter the date range for which you want to export billing information.

  FILE NAME

  open

  Enter the name of the export file.

  FILE OPTION

  predefined

  If an existing file exists with the same file name, indicate whether you want to append or replace that file.

• Click OK and then Continue to export the information. The file format is described in Appendix B.

This option creates an output file containing draw and return information for a date range.

The Business Rule— Do you want to store AAM circulation history by ZIP Code or by ZIP by town? (AAM section), determines whether Zip codes and AAM zones are exported when this option is run.

If this Business Rule is set to:

• By Zip, the export will include Zip codes, but AAM zone will be blank.

• By Zip By Town, the export will include AAM zone and Zip codes.

• Neither, the export will include AAM zone, but Zip code will be blank.

To produce this file:

1. Select AAM Draw Export from the AAM menu to display the AAM Draw Export window.
2. Click Add and complete the following fields.

   Field

   Type

   What to enter

   PRODUCT

   setup

   Enter the product

   START DATE END DATE

   date

   Enter the date range for which you want to export billing information.

   The dates selected here must already have been processed through End Publ Run (otherwise, no information will be exported).

   INCLUDE ALL DATES

   yes/no

   Select this checkbox if you want to include all dates, including dates that are to be excluded from AAM in Press Room Entry (i.e., Exclude From AAM = “y”).

   FILE NAME

   open

   Enter the name of the export file.

   FILE OPTION

   predefined

   If an existing file exists with the same file name, indicate whether you want to append or replace that file.

3. Click OK and then Continue to export the information. See Appendix B for the file format.

Digital draw totals can be reported by product, date range, access type, edition and other selection criteria using the Digital Analysis report. The report can be compared to the Daily Circulation report or the Circulation History report in order to prove out digital circulation figures. Use the Digital Subscription Audit report if you require additional detail at the subscription level.

Run the Digital Analysis report

• Select Digital Analysis from the AAM menu in the Reporting module. The Digital Analysis screen displays.
• Click Add and enter the report selection fields, described in the table below.

  Field

  Type

  What to enter

  PRODUCT

  setup

  Select the product that digital draw should be reported for, or choose “*” to multi-select products.

  START DATE, END DATE

  date

  Enter the date range for reporting digital draw.

  ACCESS TYPE

  predefined

  Select the access type to consider for the report, or choose “*” to multi-select access types. The available access types are:

  • Combo Best Digital. AAM draw recorded under a single edition of a combo when the rate code has a Digital Restate Type of “One Digital”

  • Combo Incremental. AAM draw for combos recorded under separate editions and not restated

  • Combo Restate. AAM draw for combos that are restated

  • Day Pass. Draw for day pass subscriptions

  • Digital Only. Digital non-combo subscription draw

  • Hybrid Online. The digital portion of a hybrid subscription

  • Hybrid Print. The print portion of a hybrid subscription

  • Not Digital. A print subscription with digital access

  • Vacation. Digital access during a temp stop vacation period

  Naviga recommends running the report for all access types (“*”) so that all digital draw is included. Access types with no digital draw will display at the end of the report with a note that there were not matches.

  EDITION TYPE

  predefined

  Select the edition type (print, digital replica or digital non-replica) to include, or choose“*” to multi-select edition types.

  If a product does not have an edition with a particular edition type, the edition type will not be listed.

  EDITION

  setup

  Select the edition that digital draw should be reported for, or enter “*” to multi-select editions.

  Only editions for the product and edition type selected above will be available.

  WEEKDAY

  predefined

  Select the day of week (Monday, Tuesday, etc.) to report digital draw for, or choose “*” to multi-select days.

  DRAW TYPE

  predefined

  Select the draw type (paid, qualified, or unpaid) to include in the report, or choose “*” to multi-select draw types.

  DETAIL OR SUMMARY

  predefined

  Indicate whether the detail or summary version of the report should be generated. The detail version lists separate draws for each day of the week.

  PRINT BY ACCESS TYPE

  yes/no

  Check this field if the Digital Analysis report should be broken out by access type.

  PRINT BY ZONE

  yes/no

  Check this field if the Digital Analysis report should be broken out by AAM zone.

  TOTALS ONLY

  yes/no

  Check this field if only totals (rather than totals and averages) should display for each report category.

• Click OK and then Continue to produce the report. Digital draws will be displayed by edition, zone and access type (based on selection criteria). Categories that have no digital draw will be listed at the bottom of the report.

Example—Digital Analysis report

The Paid Route Circulation by Rate Code lists draw by AAM zone, AAM column, and selected rate codes. The report is useful for listing AAM figures for discount rates (AAM has paid circulation reporting categories for discounted subscriptions).

To create the report:

• Select Paid Draw By Rate from the AAM menu.
• Click Add and complete the following fields.

  Field

  Type

  What to enter

  PRODUCT

  setup

  Enter the publication for which to list AAM figures by rate code.

  DATE

  date

  Enter the date for which to list AAM figures by rate code. Only dates that have been published by the product above can be entered.

  RATE CODE

  setup

  Enter the subscriber rate code for which to list AAM figures, or enter “*” to multi-select. Only the draw stored at these rate codes will appear on the report.

  INCLUDE BLANK RATE CODES

  yes/no

  Indicate whether draw with no subscriber rate code should be included in the report. Draw for paid complimentary and carrier collect subscribers (if they are not rated) is stored with a blank rate code.

• Click OK and then Continue to produce the report.

Example—Paid Circulation by Rate Code Report

One of the AAM price levels is “other paid” circulation. Examples of other paid circulation include NIE, bulk copies, and event sales. The Other Paid Draw report lists other paid circulation by Zip code. Routes can be designated as “other paid” based on AAM column or single copy type.

To run the report:

• Select Other Paid Draw from the AAM menu to display the Other Paid Draw window.
• Click Add and complete the following fields.

  Field

  Type

  What to enter

  PRODUCT

  setup

  Enter the product for which to create the report.

  DATE

  date

  Enter the date for which to create the report. Other paid circulation figures will be listed for this date. This must be a date that has been published.

  PRINT BY EDITION

  yes/no

  Indicate whether the report should be sorted by edition.

  OTHER PAID OPTION

  predefined

  Indicate how “other paid” single copy routes should be identified: by AAM Column or Single Copy Type.

  AAM COLUMN, SINGLE COPY TYPE

  setup

  Depending on what is entered in Other Paid Option, enter the AAM column or single copy type that identifies “other paid” single copy routes. Enter “*” to multi-select columns or types.

  INCLUDE PAID COMP

  yes/no

  Indicate whether subscriber paid complimentary draw should be included in the report.

• Click OK and then Continue to create the report.

Example—Other Paid Draw Report

This report is used to report AAM paid and qualified history according to AAM reporting rules. The AAM reporting parameters are:

• Paid (individual, business/traveler)

• Branded editions

• Qualified (home delivery and single copy)—previously called “verified” by AAM

• Print versus digital (replica or non-replica)

This report can be used independently of other AAM reports and operates based Paid/Qualified Row setup (see Paid/Qualified Row in the Setup manual).

Calculating Averages

The AAM Paid and Qualified History report calculates averages using the number of publishing days in the report period, not the number of days with AAM history. Also, net draw values (not gross) are used. Returns and draw adjustments have been subtracted from the draw.

A Note About Excluded Editions

If some editions (but not all) are excluded from AAM on a given day, the average draw reported in Paragraph 1A and the Unpaid section will be lower than if all editions in the section were excluded. This is because the draw (the numerator in the calculation) is reduced by the excluded amount, but the number of publishing days (the denominator) is left unchanged.

So, if you wish to exclude a day from AAM, make sure that all editions are entered in Press Room Entry with the Exclude from AAM checkbox selected. The numbers in each paragraph are calculated as follows:

• Paragraph 1A and the Unpaid section: These are “all or nothing” groups that include or exclude all editions. The day will be excluded only if all print editions of the publication on that day are marked as excluded. If even one edition is not selected for exclusion, then the day will be included in the number of publishing days (the denominator).

• All other paid draw paragraphs (such as 1B, 1C, etc.): These paragraphs are calculated differently, because each one includes only a single edition. An edition is either included or excluded based on the Exclude from AAM checkbox. If the checkbox is selected, the edition is excluded. If the checkbox is not selected, the edition is included.

To produce this report:

• Select Pd/Qualified History from the AAM menu to display the AAM Paid and Qualified History Report window.
• Click Add and complete the following fields.

  Field

  Type

  What to enter

  PRODUCT

  setup

  Enter the publication for which you are creating the report (enter “*” to multi-select publications).

  START DATE END DATE

  date

  Enter the date range to cover in the report.

  USE BUSINESS RULE FOR COMBINED DAYS

  yes/no

  Select this checkbox if you want the Business Rules, Which day(s) of the week should be combined on the AAM Paid and Qualified History report? (AAM section) to control which days are combined.

  COMBINE DAYS WEEKDAY

  yes/no predefined

  If the above checkbox is not selected, you can identify which days should be combined by selecting this checkbox and then, in WEEKDAY, identifying the individual days to combine. Enter “*” and select the days to combine.

  PRINT BY AAM ZONE

  yes/no

  Indicate whether to print the report by AAM zone.

  INCLUDE ALL DATES

  yes/no

  Indicate whether all dates should be included. If you do not select this checkbox, dates that are set up to be excluded in Press Room Entry will be excluded.

• Click OK and then Continue to produce the report. A sample is shown below.

Example—Paid and Qualified History Report

Use this report to compare week-to-date, month-to-date, and year-to-date AAM totals with the same periods from a year ago. The report will print the information in the same order as the AAM daily and history reports do.

To produce this report:

• Select Period Comparison from the AAM menu to display the AAM Period Comparison Report window.
• Click Add and complete the following fields.

  Field

  Type

  What to enter

  PRODUCT

  setup

  Enter the product.

  DATE

  date

  Enter the date for which you want to compare AAM totals from one year ago.

  PRINT BY EDITION

  yes/no

  Indicate whether to create a separate report for each edition of the product specified in Product.

  INCLUDE WEEK TO DATE INCLUDE MONTH TO DATE INCLUDE YEAR TO DATE

  yes/no

  Indicate if you want the report to include week-to-date, month-to-date, and/or year-to-date AAM totals:

  • Include Week To Date will show AAM totals from the beginning of the week through the report date. The first day of the week is defined in Business Rules.

  • Include Month To Date will show AAM totals from the beginning of the month through the report date.

  • Include Year To Date will show AAM totals from the beginning of the year through the report date.

• Click OK and then Continue to run the report.

Example—Period Comparison Report

If you have combos with rate codes that have Digital Restate Type set to “One Digital” and Digital Draw Type set to “None” or “Unpaid”, AAM draw figures will not be created during End Publ Run (in the former case) or will be created with an AAM column of “Unpaid” (in the latter case). In order to create or move the AAM draw to have the correct AAM column, you must run this option, Digital Access Draw. As with Restate AAM History, Digital Access Draw creates draw adjustments for digital draw, which will create AAM history when the batch of adjustments is accepted. See for more information on restating AAM history.

A Business Rule in the AAM section determines the draw adjustment code to use for adjustments created by Digital Access Draw. Another Business Rule determines whether Digital Access Draw counts accesses by a subscriber for the same product and date on multiple platforms as multiple copies, rather than one copy.

Run Digital Access Draw

• Select Digital Access Draw from the AAM menu in the Reporting module. The Digital Access Draw screen displays.
• Click Add and specify the product, start/end date, and entry date for the process.

• Click OK and Continue to start the process.

• Subscriber digital access records will be reviewed for the product and start/end date range entered. On days when a subscriber has digital access, draws will be recorded for the digital edition that has the highest priority in the Authentication Control Publication records.

• Draw adjustments will be created for the digital draws, in a suspended draw adjustment batch with a batch type of “Digital Access Draw”. This batch must be accepted in Route Adjust.

You can run the Digital Subscription Audit report to list digital access at a subscription level. The report can be run to provide additional information for the Digital Analysis report.

Run the Digital Subscription Audit report

• Select Digital Subscr Audit from the AAM menu in the Reporting module. The Digital Subscription Audit screen displays.
• Click Add and enter the report selection fields, described in the table below.

  Field

  Type

  What to enter

• Click OK and then Continue to produce the report. Subscribers who have had digital access for the product and date (and match the other report criteria) will be listed, including the subscription ID, name, phone, address, rate code and delivery schedule.

Example—Digital Subscription Audit report