Create Reports in CM: Overview

Overview

This how-to guide contains instructions on exporting data from CM to help answer various questions.

Report Types	Possible Uses	Limitations
Prices	List past and current subscriptions, and all future renewals List cancellations	No Deposit Account metadata Doesn’t show subscription notes
Subscriptions	List past and current subscriptions, and any future renewals that have been accepted Use to calculate price increases	Doesn’t show upcoming renewals that aren’t accepted Doesn’t show cancellations

Please contact OCLS if you want the raw data for a pro forma Deposit Account Balance Statement.

Expand for a glossary of terms

Some price fields are distinguished by (Original currency) VS (Local currency).

Field Name	Report	Notes
Account	Subscriptions	Paid out of Deposit Account or not
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
List price	Subscriptions	Only recorded for Full Service subscriptions
Price last year	Subscriptions	The previous year’s 12 month price
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.
Price type	Price	If a subscription is New or a Renewal
Product category	Subscriptions	Type of product e.g. book / journal / multimedia
Publisher Adjustments	Subscriptions	The amount added/subtracted from Sales Price when there’s prorating or a one-time credit / discount.
Publisher name	Subscriptions, Price	Vendor name; we do not distinguish between vendor and publisher
Sales Price	Price, Subscriptions	12 month price / annual rate
Start Date/End Date	Subscriptions, Price	When the subscription starts and ends
Status	Subscriptions	Active - a subscription term is ongoing Inactive - a subscription term has ended or yet to start
Total price	Subscriptions	Sales Price + Publisher Adjustments. If Total price (Local currency), it includes exchange rate.

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”.
Renewals are price records with a type of “Renewal”, and can have different statuses.