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Codes by Distributor Report

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Brook Mecham

Purpose

Provides a distributor level view for all Bookshelf code activities. This report provides a pivoted summary view of the Code Detail Report.

Report Notes

  • The access filter will automatically filter the report to only show products that the user’s company (in Manage) owns, and this filter will only show available values.

Definition of filters

Filter Name Description Usage Notes

Filter Criteria

(Required)

 A multi-versatile filter used to define the scope for viewing code details.

Defaulted to ‘Code Created (Date) OR Code Redeemed (Date)‘.

Select how you want to view the code details. Options include:

  • Code Created (Date) - narrows down the search to only codes based on Created (Date)
  • Code Redeemed (Date) - narrows down the search to only codes based on Redeemed (Date)
  • Code Created (Date) OR Code Redeemed (Date) - comprehensive search that includes all codes where the Created (Date) or Redeemed (Date) are in the same range.
  • Code Created (Date) AND Code Redeemed (Date) - narrows down the search to include only codes where the Created (Date) and Redeemed (Date) are in the same range (i.e. matching)

Date Range

(Required)

 Date range for when a code was created and/or redeemed based on the Filter Criteria selected. Use to set a date range, relative date (e.g. “last month”) or specific dates.
Code Status Current state of the Bookshelf code Narrow down the results based on the code status.
Code Distributor (Parent) Name of the parent company that distributed the Bookshelf code. (Manage company name).
📄 Relationship types include: parent company to child company, distribution company to publisher, etc.

Narrow down the results by parent distributor.
Code Distributor Name of the company that distributed the code (Manage Company Name) Narrow down the results by distributor.
SKU Item SKU the Bookshelf code is generated against

Use to search for a specific asset or for many assets. You can easily copy/paste multiple values. This can be completed by copying a column of ISBNs or SKUs from an Excel-like document or copying ISBNs or SKUs separated by commas.

🔵 Multi-search can support up to 16,000 values

⚠️ Copying ISBNs or SKUs separated by semicolons does not work.
Item Name Name of the product accessed using the Bookshelf code Narrow down the results based on a specific name for the code-generating item.
Product Type  Indicates the product type that the code was accessed from Narrow down the results based on a specific format for the code-generating item.

Publisher

Name of the publisher related to the distributed asset

Narrow down the results based on a specific publisher.

 

Definition of fields

Field Name Description
Code Distributor (Parent)

Name of the parent company that distributed the Bookshelf code. (Manage Company Name).

📄 Relationship types include: parent company to child company, distribution company to publisher, etc.
Code Distributor Name of the company that distributed the code (Manage Company Name)

Billable Codes Created

 Count of standard, billable codes created based on selected filters

Billable Codes Redeemed

 Count of standard, billable codes redeemed based on selected filters

P + E Codes Created

 Count of e-book codes created alongside a physical copy based on selected filters

P + E Codes Redeemed

 Count of e-book codes redeemed alongside a physical copy based on selected filters

Comp Codes Created

 Count of free digital copy codes created based on selected filters

Comp Codes Redeemed

 Count of free digital copy codes redeemed based on selected filters

Add/Drop Codes Created

 Count of temporary codes created for day-one content access based on selected filters

Add/Drop Codes Redeemed

 Count of temporary codes redeemed for day-one content access based on selected filters

Sample Codes Created

 Count of sampling codes created through the VitalSource sampling platform based on selected filters

Sample Codes Redeemed

 Count of sampling codes redeemed through the VitalSource sampling platform based on selected filters

Other Non-Billable Codes Created

 Count of other non-billable codes created based on selected filters

Other Non-Billable Codes Redeemed

 Count of other non-billable codes redeemed based on selected filters

 

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