Objective: To export a spreadsheet of all your subscriptions per product, group of products, or vendor and calculate price increases in Excel.
| Note |
|---|
This will not include cancellation records or upcoming potential subscriptions that aren’t Accepted. |
...
| Expand |
|---|
| title | Expand for details on navigating to Reports |
|---|
|
| Insert excerpt |
|---|
| ~701215fabffec6aa0411ab8db0d6154e2c779:Create Reports in CM: Overview | ~701215fabffec6aa0411ab8db0d6154e2c779:Create Reports in CM: Consortia Manager Reports Overview |
|---|
| Consortia Manager Reports Overview |
|---|
| name | Go to Reports |
|---|
| nopanel | true |
|---|
|
|
In the main menu, 📖 copy the report titled “Price Increases “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
...
| Expand |
|---|
| title | If you would like more guidance, expand this box for suggested steps. |
|---|
|
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
 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.
 Click 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 Ok Select all displayed rows and delete them
 Clear the filter
 Only the subscription records that fall within your reporting period should remain. |
...
To calculate price increases:
...
| panelIcon | :| Info |
|---|
:bgColor | #79E2F2 |
|---|
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”
|
...