Whenever a report is pulled in BI or CallTrax NEXT and a line item displays the word “Default” as a branch, this represents all accounts/households not assigned to a branch.
In ExecuTrax, these records would simply show up as an empty/blank record line whenever you run a HH or ACCT distribution by Branch Report.
Typically, this is caused when the key account is missing a branch and many times it stems from the credit card file missing a branch number.
Resolution
It can be fixed by adding a daily replace to DataPro that looks for the blank branch households, isolates the key account and replaces that account’s branch with a specific branch. During the HH update, the HH branch will be assigned the designated branch from the key account record.
For those who’d prefer a little more tweaking of this logic, you can also add a zip code variable that further isolates the records that coincides with each branch and replace with the appropriate branch code. This will require logic and replaces for each branch but remember, once it’s built, it automates daily.