Last modified by Rayaan Ahmed on 2024/12/30 03:27
From version 16.1
edited by shravya@one-count_com
on 2020/05/11 13:18
Change comment: There is no comment for this version
To version 18.1
edited by caterina
on 2021/10/09 15:35
Change comment: There is no comment for this version

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Author
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1 -XWiki.shravya@one-count_com
1 +XWiki.caterina
Content
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10 10  
11 11  === OPEN THE LIST WIZARD MAIN WINDOW ===
12 12  
13 -**Select LISTS AND REPORTS from the main menu.**
13 +**Select DATA MANAGEMENT from the main menu.**
14 14  
15 -[[image:attach:media_1433865702013.png||align="center"]]
16 -
17 17  \\
18 18  
17 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy.png||thumbnail="true" height="250"]]
18 +
19 19  **Select List Wizard from the sub-menu.**
20 20  
21 -[[image:attach:media_1433865752359.png||align="center"]]
21 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2).png||thumbnail="true" height="250"]]
22 22  
23 23  This will bring you to the List Wizard main window. (See below.)
24 24  
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39 39  **Available Filters** - Filters are used to generate counts/lists based on selected criteria. Available Filters are:
40 40  
41 41  **Package Selection**
42 -**Include in List-** Allows you to select users/subscribers based upon what packages they are subscribed to, have renewed, and/or unsubscribed from during a specific date range. These users will be included in the count/list.
43 -**Exclude from List -** Further, allows you to filter out those users who subscribed, renewed, or unsubscribed from the same set of packages as selected in **Include in List** in a different date range. These users will not be included in the count/list.
42 +**Include in List-** Allows you to select users/subscribers based upon what packages they are subscribed to, have renewed, and/or unsubscribed from during a specific date range. These users will be included in the count/list. The selected date range will query on Request Date (Not Transaction Date). 
43 +**Exclude from List -** Further, allows you to filter out those users who subscribed, renewed, or unsubscribed from the same set of packages as selected in **Include in List** in a different date range. These users will not be included in the count/list.
44 44  
45 -**Exclude Packages** - Allows you to filter out users/subscribers to a different set of packages than those selected in Package Selection during a specified date range. These users will not be included in the count/list.
45 +**Exclude Packages** - Allows you to filter out users/subscribers to a different set of packages than those selected in Package Selection during a specified date range. These users will not be included in the count/list. The selected date range will query on Request Date (Not Transaction Date).
46 46  
47 47  **Package Expiration** - Allows you to filter users/subscribers by expiration date for a specified package(s).
48 48  
49 49  **Product Selection**
50 -**Include in List-** Allows you to select users/subscribers based upon what products they are subscribed to, and/or unsubscribed from during a specific date range. These users will be included in the count/list.
50 +**Include in List-** Allows you to select users/subscribers based upon what products they are subscribed to, and/or unsubscribed from during a specific date range. These users will be included in the count/list. The selected date range will query on Request Date (Not Transaction Date). 
51 51  **Exclude from List -** Further, allows you to filter out those users who subscribed, renewed, or unsubscribed from the same set of products as selected in **Include in List** in a different date range. These users will not be included in the count/list.
52 52  
53 -**Exclude Products** - Allows you to filter out users/subscribers to a different set of products than those selected in Product Selection during a specified date range. These users will not be included in the count/list.
53 +**Exclude Products** - Allows you to filter out users/subscribers to a different set of products than those selected in Product Selection during a specified date range. These users will not be included in the count/list. The selected date range will query on Request Date (Not Transaction Date).
54 54  
55 55  **Demographics** - Allows you to filter users/subscribers by selecting certain demographic criteria. All of your database fields/questions are available for selection.
56 56  
Confluence.Code.ConfluencePageClass[0]
id
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1 -45187075
1 +62521352
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/45187075/List Wizard - Run Queries and Generate Lists
1 +https://info.onecount.net//wiki/spaces/OD/pages/62521352/List Wizard - Run Queries and Generate Lists