Objective: To export a spreadsheet of all your past and currently active subscriptions. 
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This will not include cancellation records or upcoming potential subscriptions that aren’t Accepted. |
Steps
Go to the Reports Module
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| title | Expand for details on navigating to Reports |
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| Consortia Manager Reports Overview |
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| Consortia Manager Reports Overview |
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| name | Go to Reports |
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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
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| title | Expand for different ways to filter your report |
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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” Filter by Currency under “SUBSCRIPTIONS” 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
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| title | If you would like more guidance, expand this box for suggested steps. |
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Select all cells with data Apply a filter Click on the grey square button in the “Start Date” column header In the drop down, click on the + 田 sign expand next to the start and end years of your reporting period
 Image Removed Image Added All months with subscription records will show up. 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.
 Image Removed Image AddedClick Ok to close the drop down and see your filtered results.
Alternatively, to delete all unwanted records: Follow steps 1-3 above Click the box next to the year to unselect everything Expand the start and end years of your reporting period Check all the months that you don’t want Click ok Select all displayed rows and delete them
 Image Removed Image AddedClear the filter
 Image Removed Image AddedOnly the subscription records that fall within your reporting period should remain. |
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