| Table of Contents |
|---|
| minLevel | 1 |
|---|
| maxLevel | 2 |
|---|
| outline | false |
|---|
| type | list |
|---|
| printable | false |
|---|
|
Overview
This how-to guide contains instructions on exporting data from CM to help answer various questions.
...
Please contact OCLS if you would like want the raw data for a pro forma Deposit Account Balance Statement.
Report Field Terms
| Expand |
|---|
| title | Expand for a glossary of terms |
|---|
|
Some price fields are distinguished by (Original currency) VS (Local currency). Field Name | Report | Notes |
|---|
List price | Subscriptions | Only recorded for Full Service subscriptions | Sales Price | Price, Subscriptions | 12 month price / annual rate | Publisher Adjustments | Subscriptions | The amount added/subtracted from Sales Price when there’s prorating or a one-time credit / discount. | Price last year | Subscriptions | The previous year’s 12 month price | Product category | Subscriptions | Type of product e.g. book/journal/multimedia | Publisher name | Subscriptions, Price | Vendor name; we do not distinguish | Status | Subscriptions | Active/inactive - whether the subscription is ongoing or has expired | Start Date/End Date | Subscriptions, Price | When the subscription starts and ends | Total price | Subscriptions | Sales Price + Publisher Adjustments.
If Total price (Local currency), it includes exchange rate. | Price type | Price | If a subscription is New or a Renewal | Price status | Price | If a price has been Accepted, Rejected, or is Waiting for a decision.
“Not Sent” - these are either not ready, or we don’t have pricing on hand. | Discounts | Price | Publisher Adjustments that are subtracted | Fees | Price | Publisher Adjustments that are added | Final price | Subscriptions | Ignore. Sales price with exchange rate applied. | Group start/end date | Subscriptions, Agreements | The start and end date for multi-year agreements | Account | Subscriptions | Paid out of Deposit Account or not |
A little on system logic All subscription records are price records, but not all price records are subscriptions. Subscriptions are specifically price records with a status of “Accepted”, and only “Accepted”. Renewals are price records with a type of “Renewal”, and can have different statuses.
|
Get to the Reports Module
| Excerpt |
|---|
|
In the top navigation bar, hover over MORE In the drop down, click on REPORTS
 |
...