Category Summary Report

  • This report identifies the type of record in the file – either qualified or un-qualified. It is an overview of the type of records included in the subscription file.
  • When a subscriber record comes in, it is coded as to the type of record that it is. The subscriber information is based on Audit standards and the list of codes is below.
    10 - Individual Qualified Free Subscriber
    11 - Bulk Qualified Free Subscriber
    17 - Individual Free Association Subscriber
    20 - Individual Qualified Paid
    21 - Bulk Qualified Paid
    22 - Group Qualified Paid
    23 - Gift Qualified Paid
    24 - Subscribing Donor/Single Qual Paid
    25 - Subscribing Donor/Bulk Qual Paid
    27 - Association Individual
    28 - Association Bulk
    29 - Association Group
    30 - Individual Non Qualified Paid
    31 - Bulk Non Qualified Paid
    32 - Group Non Qualified Paid
    33 - Gift Non Qualified Paid
    34 - Subscribing Donor/Single Non Qualified Paid
    35 - Subscribing Donor/Bulk Non Qualified Paid
    50 - Individual Non Qualified
    51 - Bulk Non Qualified
    52 - Individual Office Non Qualified
    53 - Bulk Office Non Qualified
    54 - Exchange Non Qualified
    55 - Complimentary Individual Non Qualified
    56 - Complimentary Bulk Non Qualified
    57 - Seed Names
    58 - Seed Names
    61 - Advertiser Individual
    62 - Advertiser Bulk
    63 - Agency Individual
    64 - Agency Bulk
    70 - Verified Prospect
    71 - Unverified Prospect
    72 - Expired Associate
    74 - Black List
  • The report displays a count by each code and then a subtotal for each of the categories (Qualified Non-Paid, Qualified Paid, Non-Qualified Non-Paid, Non-Qualified Paid, and Inactive Records).  In addition, There is an overall total count for all codes.
  • One use case for this report is to remove the filters (highlight within the cat code box or highlight cat code = 70) and run the report to get the verified prospect (code 70) count.  These are the records that could be added to the sub file to receive the subscription. These are the “add bank” records, so they are not currently getting the subscription, but the publisher could choose to add them so they get the subscription.
  • The publisher can use this report to see how many qualified vs non-qualified records there are, as well as how many paid vs non-paid records. 
Below is the same report, but with the category and cat code filters removed to get all records for the title. It shows a breakout of all records that are included for the publication, which includes 25,036 verified prospects that are available in the “add bank” and records from this category code could be added to get the subscription. Records from the verified prospects could also be removed if the publisher does not want to approve certain records to get the subscription.