Objective: To export a spreadsheet of all your subscriptions per product, group of products, or vendor and calculate price increases in Excel.
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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 for the product / group of products / vendor in the left navigation sidebar
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| title | Expand for different ways to filter your report |
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Filter for a specific product Expand the PRODUCTS box in the left navigation side bar Type the whole or part of the product name in the search bar, e.g.
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Filter for a group of specific products Expand the list under “Name” Click on Show more
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Filter for all products from a vendor Expand the PUBLISHERS box in the left navigation side bar Type the whole or part of the vendor name in the search bar, e.g.
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Click the REFRESH button to preview
Click SAVE REPORT & GENERATE
You should receive a spreadsheet in your email shortly.
In Excel
After downloading and opening your spreadsheet, you may want to filter for a subset of fiscal years.
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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 + sign expand the start and end years of your reporting period
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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
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Otherwise, the spreadsheet will contain all subscriptions going back to 2012, if applicable.
To calculate price increases:
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Some renewals may have been registered as “new” subscription type in CM due to a data migration issue. The “Price last year” field will be empty for these. In such cases, please: Refer to the row with the previous year’s subscription Manually copy and paste the “Sales price (Original currency)” value into “Price last year”
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Move the “Price last year” column to the right of the “Sales price (Original currency)” column Perform data cleaning, if necessary (see note above) Insert a new column to the right of “Price last year” and name it “Price Increases” Insert the following formula =H4/I4-1 in cell J4 where column H is “Sales price (Original Currency)” where column I is “Price last year” where column J is “Price Increases”
Drag the formula in J4 down to fill the column Select the “Price Increases” column and apply the Percentage format to it
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