| Table of Contents |
|---|
| minLevel | 1 |
|---|
| maxLevel | 2 |
|---|
| outline | false |
|---|
| type | list |
|---|
| printable | false |
|---|
|
Overview
Explanation of different records and use scenarios (in a table)
This how-to guide contains instructions on exporting data from CM to help answer various questions.
Listed in the table below are the relevant report types.
CM Report Types | Possible Uses | Limitations |
|---|
...
|
|---|
Prices | List past and current subscriptions, and future renewals
List cancellations | No Deposit Account metadata
Doesn’t show subscription notes |
Subscriptions | List past and current subscriptions |
...
n.b. “subscriptions” in CM does not include cancellation records.
Heading 3: Then steps per scenario.
Type of report to choose
...
Use to calculate price increases
| Doesn’t show upcoming renewals
Doesn’t show cancellations |
Please contact OCLS if you would like 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
In the top navigation bar, hover over MORE
In the drop down, click on REPORTS
...
List All past and current subscriptions
Objective: To export a spreadsheet of all your past and currently active subscriptions.
This will not include cancellation records or upcoming potential subscriptions that aren’t Accepted.
Steps
Go to the Reports Module
In the main menu, 📖 copy the report titled “Subscriptions Report Template”
In the “Edit the report” interface, you can further customize this report.
Filter the report using the facets in the left navigation sidebar as you desire
Filter options
| Excerpt |
|---|
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
|
Click the REFRESH button to preview
Click SAVE REPORT & GENERATE
You should receive a spreadsheet in your email shortly.
Price increases report
All current and future renewals
n.b. can also include past subscription in this report
Steps
<screenshot of nav bar >
<choose report type>
...
List cancellations
Steps
...