Versions Compared

Old Version 2

changes.mady.by.user Michelle Ng (Unlicensed)

Saved on

compared with

New Version Current

changes.mady.by.user Michelle Ng (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Objective: To export a spreadsheet of all your past and currently active subscriptions. (warning)

Note

This will not include cancellation records or upcoming potential subscriptions that aren’t Accepted.

Steps

  1. Go to the Reports Module

Expand
titleExpand for details on navigating to Reports

Insert excerpt
Consortia Manager Reports Overview
Consortia Manager Reports Overview
nameGo to Reports
nopaneltrue

  1. In the main menu, 📖 copy the report titled “Subscriptions Report Template”

  2. In the “Edit the report” interface, you can further customize this report.

  3. Filter the report using the facets in the left navigation sidebar as you desire

Filter options

Expand
titleExpand for different ways to filter your report

  • 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 2023Leave 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

...

Expand
titleIf you would like more guidance, expand this box for suggested steps.

  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

Image RemovedImage Added

All months with subscription records will show up.

  1. 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 RemovedImage Added

  1. 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

Image RemovedImage Added

  1. Clear the filter

Image RemovedImage Added

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

...