Create a Price increases report

Owned by Michelle Ng (Unlicensed)
Last updated: Oct 16, 2023 by Aura Hill
3 min read

Objective: To export a spreadsheet of all your subscriptions per product, group of products, or vendor and calculate price increases in Excel.

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

Steps

  1. Go to the Reports Module

  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 for the product / group of products / vendor in the left navigation sidebar

Filter for a specific product

  1. Expand the PRODUCTS box in the left navigation side bar

  2. Type the whole or part of the product name in the search bar, e.g.

  1. Hit the Enter key to apply the filter

Filter for a group of specific products

  1. Expand the list under “Name”

  2. Click on Show more

  1. In the pop-up, look for and check off the products you want in the export

  1. Click outside the box to close it

Filter for all products from a vendor

  1. Expand the PUBLISHERS box in the left navigation side bar

  2. Type the whole or part of the vendor name in the search bar, e.g.

 

  1. Hit the Enter key to apply the filter

  1. Click the REFRESH button to preview

  2. 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.

  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 + sign expand the start and end years of your reporting period

  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.

  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

  1. Clear the filter

 

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

Otherwise, the spreadsheet will contain all subscriptions going back to 2012, if applicable.

To calculate price increases:

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:

  1. Refer to the row with the previous year’s subscription

  2. Manually copy and paste the “Sales price (Original currency)” value into “Price last year”

  1. Move the “Price last year” column to the right of the “Sales price (Original currency)” column

  2. Perform data cleaning, if necessary (see note above)

  3. Insert a new column to the right of “Price last year” and name it “Price Increases”

  4. Insert the following formula =H4/I4-1 in cell J4

    1. where column H is “Sales price (Original Currency)”

    2. where column I is “Price last year”

    3. where column J is “Price Increases”

  5. Drag the formula in J4 down to fill the column

  6. Select the “Price Increases” column and apply the Percentage format to it