Set for Success: Operational Reports in Manage

Operational Reports in Manage

Video and Instructions: Operational Reports in Manage

Transcript:

In this video, we will look at the VitalSource Operational Reports available via Analytics or Manage.

There are 4 operational reports available.

1. Code Detail Report: This report allows you to review the details of each code that was created and/or redeemed during a specified timeframe for content your organization owns. This is not a financial report and does not provide total code counts.
2. Code by Distributor Detail Report: This report allows you to see the total number of codes created and/or redeemed by each of your content’s distributors during a specified time- frame. Filter to view code activity as it relates to content owners by each of your organization’s child companies. This report shows the total code count, but not the number of codes per title.
3. Code By Product Report: This report allows you to review the total number of codes created or redeemed for content you own during a specified timeframe. This report also lists the number of codes created or redeemed per title.
4. Code By Supplier Report: This report allows you to view how many codes were created and/or redeemed for your content, including a breakdown of code activity for each of your organization’s child companies, if applicable.

If you are part of an Inclusive Access program, you can access two more reports:

1. Publisher IA Adoption and Pricing: This report allows you to View IA adoptions and current prices for content. This report is used to understand IA adoptions leading up to Rush. Note: This report is only scoped to items that are delivered by VitalSource.
2. Publisher IA Enrollment Activity Report: This report allows you to view IA enrollment and participation metrics by institution, course, and product. This report will help publisher sales admins to understand VitalSource IA activity during rush, using real-time data.
   
   

Accessing Reports

There are two ways to access the VitalSource Operational Reports.

1. Log in to analytics.vitalsource.com using your Manage or Bookshelf credentials. Within the Operational menu, you will find a list of available reports.
   
   
   
   
2. Go to manage.vitalsource.com. Log in with your Manage credentials, then open the three-line menu, go to Reporting & Analytics, and select the Operational Report of your choice.
   
   

Global Filters

Global filters are extremely helpful while navigating through various reports.

As you navigate back and forth, the filters remain in place across all reports until you apply new filters or utilize the Clear All option to reset the selected ones.

The first filter is the Calendar Filter, where you can select a date range for your report.

The Created Codes and Redeemed Codes buttons allow you to filter between codes created and/or redeemed in the specified timeframe.

You can also easily set the date range using the Year to Date, Quarter to Date, and Previous Months buttons.

Alternatively, you can manually select a start and end date on the calendar or input a custom date range in the fields at the bottom of the menu.

Remember to click Apply after selecting your dates to activate the filter. Without clicking Apply, the filter won't take effect.

The Product Filter shows all the titles distributed by your organization through VitalSource.

Utilize the search bar to find specific titles, mark the items you wish to filter or select the titles you want to include in the report.

Once your selections are made, simply click Apply to view the results.

The final option is the Suppliers Filter, a valuable tool for users with multiple Manage accounts.

With this filter, you can choose specific companies from the list and simply click Apply to promptly update the results of the report.

Reports Filters

Report Filters vary based on the selected report from the operational menu. Even though they are specific for each report, their behavior is similar.

When a report filter is applied, it impacts available data and the other filter options. For example, once a distributed company filter is selected, the product and code types will only populate with data that is relevant to that distributor.

Identical to Global filters, Report Filters will persist across all reports until either new filters are selected or the Clear All option is chosen.

Each column of results has a pair of arrows for adjusting the sorting order.

Finally, you can always download a CSV file to work offline with your results. We strongly recommend using this option if you have a large list of items in your report.

To learn more about VitalSource Operational Reports, visit success.vitalsource.com.