Page Comparison

• Filter by Period:

  • Click on the “Start year” facet under “SUBSCRIPTIONS” to filter to specific years

  • This means the calendar year in which the subscription started

  • i.e. for FY 22/23 subscriptions, check 2022 and 2023

  • Leave blank for all years up to the latest facet

• Filter by Subscription Type under “SUBSCRIPTIONS”

  • Check “New” for only New* subscriptions

  • Check “Renewal” if you only want to see renewals

  • Leave blank for all

• Filter by Currency under “SUBSCRIPTIONS”

  • Check the relevant box if you only want to see subscriptions paid in a certain currency

• Filter by Publishers under “PUBLISHERS”

  • Search by the vendor’s name, or part of the name, e.g. “Criterion”; “EBSCO”

  • Click on “Name” to use checkbox options

• Filter by Products under “PRODUCTS”

  • Search by a product name, or part of the name, e.g. “Psyc”; or “Science”

  • Click on “Name” to use checkbox options

1. Select all cells with data

2. Apply a filter

3. Click on the grey square button in the “Start Date” column header

4. In the drop down, click on the + 田 sign expand next to the start and end years of your reporting period

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All months with subscription records will show up.

5. Uncheck the months that fall outside the fiscal year. For example, if the reporting period is FY22/23 and FY 23/24, I will uncheck all months before April 2022 and after March 2024.

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6. Click Ok to close the drop down and see your filtered results.

Alternatively, to delete all unwanted records:

1. Follow steps 1-3 above

2. Click the box next to the year to unselect everything

3. Expand the start and end years of your reporting period

4. Check all the months that you don’t want

5. Click ok

6. Select all displayed rows and delete them

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7. Clear the filter

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Only the subscription records that fall within your reporting period should remain.