| □ | This Subscriber Listing dialog may appear simple, but it actually contains several powerful features that will serve you well as you get to better understand its many uses. |
| • | The basic purpose is to create a List of Subscribers that you may view or print (to paper or a file) at will. |
| • | In its more advance format, it provides several tools to help you manage your database, discover potentially lost revenues, and create customized lists based on your own specifications. |
| • | To print a Subscriber Listing, on the Main Menu Select Reports, and Choose Subscriber Listing. |
| □ | Subscriber Listing tabs - There are three tabs on the Subscriber Listing dialog. |
| • | Options - Initially only the Options tab is shown (until you Choose your Options and Select Print). |
Subscriber Listing - Options
| • | Order By - Subscriber Name is the default. Use the Drop-Down Selection List provided to Choose the order of the listed data. |
Order By Selections
| • | Filter - None is the default. |
| • | Use the Drop-Down Selection List provided to Choose a Predefined Subscriber Filter, if required. |
| • | Also, see "Print Special Filters" below. |
| • | By Dealer? - To restrict the list to those Subscriber Accounts assigned to a specified Dealer, ordering those Subscriber Accounts based on the Order By selection chosen above, Check this box. |
| • | Select Dealer - Use the Drop-Down Selection List provided to Choose that Dealer. |
| • | Right-Click the Select Dealer field to Choose whether the Drop-Down Selection List will be listed in Dealer Code or Dealer Name order. |
| • | By Division? - To restrict the list to those Subscriber Accounts assigned to a specified Division, ordering those Subscriber Accounts based on the Order By selection chosen above, Check this box. |
| • | Select Division - Use the Drop-Down Selection List provided to Choose that Division. |
| • | Right-Click the Select Division field to Choose whether the Drop-Down Selection List will be in Division Code or Division Name order. |
| • | Show Deleted Subscribers - If you would like to include Deleted Subscribers in the list, Check this box. Otherwise, they will not be included. |
| • | Subscribers w/CSID but NO Recurring Revenue - See "Subscribers w/CSID but NO Recurring Revenue" below. |
| • | Short List? - Provides a one-line-per Subscriber listing with Name, CSID and Telephone number. |
| • | Print Special - See "Print Special Filters" below. |
| • | Print - Click the Print button to Preview or Print (to a File or a Printer) this report. |
| □ | Preview - The Preview tab presents the Subscriber Listing which resulted from the Options you've selected. |
Subscriber Listing Preview
| • | Home -  - Using either the screen or your Keyboard's Home key, moves the report to the top of the first page. |
| • | End -  - Using either the screen or your Keyboard's End key, moves the report to the bottom of the last page. |
| • | Arrows - The arrows allow you to move back and forth, from page to page. |
| • | Number - Indicates the page number you are viewing. |
| • | You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately. |
| • | If you enter an invalid page number, it will be ignored. |
| • | Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen. |
| • | Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view). |
| • | Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen. |
| • | Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage. |
| • | When you Click the Zoom To Percentage button, the Percentage selector will be displayed. |
| • | You may then Click the Up or Down ‚ arrows to set the exact amount of Zoom you want. |
| • | Print - Click the Print button to Print (to a File or a Printer)  the displayed Subscriber Listing. |
| • | Email - Click the Email button  to send the Report to an Email Address of your choosing.To Exit the Preview tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Preview tab. |
| □ | Data View - This view provides a tabular (spreadsheet style) presentation of the selected data. |
Subscriber Listing - Data View
| • | Arrows - Click the arrows to move through the record. |
| • | Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons): |
| • | Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format. |
| • | Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format. |
| • | Export To Html - Click the third button after the arrows to export the data to an HTML formatted file. |
| • | To Exit the Data View tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Data View tab. |
| □ | Subscribers w/CSID but NO Recurring Revenue |
| • | Although this Subscriber Listing is not generally thought of as a Recurring Revenue and Sales Analysis tool, there is a particularly critical feature provided in this report that will be find extremely useful. |
| • | This critical feature is activated with the Subscribers w/CSID but NO Recurring Revenue question. |
| • | In the course of the data entry process: interruptions, task shift, and personnel changes all lead to errors. |
| • | This is because that mistake will continue to cost money month after month - actually forever - until this error of omission is discovered. |
| • | Errors of omission are always the hardest to find. |
| • | The Subscriber Listing Report will locate and list all Monitored Subscribers who have No Recurring Revenue Defined - but almost certainly should have - as follows: |
Subscriber Listing - No Recurring Option
| • | Order By - Using the Drop-Down Selection List provided, Choose Subscriber Name. |
| • | Subscribers w/CSID but NO Recurring Revenue - Check the Subscribers w/CSID but NO Recurring Revenue box. |
| • | Short List? - Check the Short List? box. |
| • | Print - Click the Print button to Preview or Print (to a File or a Printer) this report. |
| ▪ | The report will list every Account that must be reviewed, and perhaps with updated with the appropriate Recurring Revenue rules. |
| ▪ | If so identified, it is suggested that you create an Auto Billing record, with a zero (0.00) payment rate, for those Subscribers who are correctly receiving these services at no charge. |
| ▪ | By doing so, they will no longer appear on this list in the future. |
Subscriber Listing Preview - Subscribers w/CSID but NO Recurring Revenue
| • | If the predefined Subscriber Filters will not produce the list you need, you may create a Special Selection for the Subscriber Listing. |
| • | Click the Print Special button. |
Special Selection for Subscriber Listing dialog
