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This how-to guide contains instructions on exporting data from Consortia Manager (CM) to help answer various questions.

For a video overview, see Consortia Manager Reports Webinar.

Relevant Report Types

Report Types

Possible Uses

Limitations

Prices

  • List past and current subscriptions, and all future renewals

  • List cancellations

  • No Deposit Account metadata

  • Doesn’t show subscription notes

Subscriptions

  • List past and current subscriptions, and any future renewals that have been accepted

  • Use to calculate price increases

  • Doesn’t show upcoming renewals that aren’t accepted

  • Doesn’t show cancellations

Please contact OCLS if you want the raw data for a pro forma Deposit Account Balance Statement.

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