Overview
The Codes by Distributor Report provides a distributor-level, pivoted summary of all Bookshelf code activity. It shows code creation and redemption counts broken out by code type (billable, comp, sample, add-drop, and other non-billable codes) for each distributor. Use this report to monitor code volume trends by distributor and reconcile high-level activity before drilling into transaction-level detail.
Key Questions This Report Answers
How many codes were created and redeemed for a given distributor in a selected date range, broken out by code type?
Which distributors are generating the most code activity, and how does that break down between billable and non-billable codes?
How does redemption volume compare to creation volume for a specific distributor over a given period?
How to Use This Report
Start with the filters — Set your Filter Criteria (defaults to codes created OR redeemed in range) and Date Range first; both are required. Narrow further with Code Status, Code Distributor (Parent), SKU, Item Name, Product Type, or Publisher as needed.
Interpret the results — Each row represents a distributor (by Code Distributor / Code Distributor (Parent)); columns show counts of codes created and redeemed for each code type (billable, P+E, comp, add-drop, sample, and other non-billable).
Take action — Use the totals to monitor code volume trends by distributor and reconcile high-level activity. If you need transaction-level detail behind any total, refer to the companion Code Detail Report (Distributor).
| 💡 Tip: Access is automatically scoped to the products your company owns in Manage, so you'll only see your own data. |
Filters
Filter Name | Description | Required? | Default Value | Example Values |
|---|---|---|---|---|
Filter Criteria | A multi-option filter that defines how the Date Range is applied to code activity (based on created date, redeemed date, or both). | Yes | Code Created (Date) OR Code Redeemed (Date) | Code Created (Date); Code Redeemed (Date); Code Created (Date) OR Code Redeemed (Date); Code Created (Date) AND Code Redeemed (Date) |
Date Range | Date range for when a code was created and/or redeemed, based on the Filter Criteria selected. | Yes | None specified | e.g., "Last 30 Days" or a specific date range |
Code Status | Current state of the code. | No | None | Values available in the report |
Code Distributor (Parent) | Name of the parent company that distributed the code (Manage company name). Relationship types include parent company to child company, distribution company to publisher, etc. | No | None | Parent distributor name |
Code Distributor | Name of the company that distributed the code (Manage company name). | No | None | Distributor name |
SKU | Item SKU the code was generated against. Supports multi-value search (up to 16,000 values pasted from a column or comma-separated list; semicolon-separated values are not supported). | No | None | One or more SKUs |
Item Name | Name of the product accessed using the code. | No | None | Product name |
Product Type | Format of the product the code was generated from. | No | None | Values available in the report |
Publisher | Publisher related to the distributed asset. | No | None | Publisher name |
Fields & Metrics
Field Name | Description | Data Type | Example Value |
|---|---|---|---|
Code Distributor (Parent) | Name of the parent company that distributed the code (Manage company name). Relationship types include parent company to child company, distribution company to publisher, etc. | Text | Example Distributor Group |
Code Distributor | Name of the company that distributed the code (Manage company name). | Text | Example Distributor Inc. |
Billable Codes Created | Count of standard, billable codes created based on selected filters. | Number | e.g., 1,204 |
Billable Codes Redeemed | Count of standard, billable codes redeemed based on selected filters. | Number | e.g., 980 |
P + E Codes Created | Count of e-book codes created alongside a physical copy based on selected filters. | Number | e.g., 150 |
P + E Codes Redeemed | Count of e-book codes redeemed alongside a physical copy based on selected filters. | Number | e.g., 120 |
Comp Codes Created | Count of free digital copy codes created based on selected filters. | Number | e.g., 40 |
Comp Codes Redeemed | Count of free digital copy codes redeemed based on selected filters. | Number | e.g., 35 |
Add Drop Codes Created | Count of temporary codes created for day-one content access based on selected filters. | Number | e.g., 25 |
Add Drop Codes Redeemed | Count of temporary codes redeemed for day-one content access based on selected filters. | Number | e.g., 22 |
Sample Codes Created | Count of sampling codes created through the VitalSource sampling platform based on selected filters. | Number | e.g., 10 |
Sample Codes Redeemed | Count of sampling codes redeemed through the VitalSource sampling platform based on selected filters. | Number | e.g., 8 |
Other Non-billable Codes Created | Count of other non-billable codes created based on selected filters. | Number | e.g., 5 |
Other Non-billable Codes Redeemed | Count of other non-billable codes redeemed based on selected filters. | Number | e.g., 4 |
Frequently Asked Questions
Q: Why don't my numbers match the Code Detail Report (Distributor)?
A: This report shows pivoted summary totals, while the Code Detail Report (Distributor) shows transaction-level detail. Make sure your Date Range and Filter Criteria selections match between the two reports before comparing totals.
Q: What's the difference between "Code Distributor" and "Code Distributor (Parent)"?
A: Code Distributor is the company that distributed the code directly. Code Distributor (Parent) is the parent company in that relationship (e.g., a distribution company to a publisher, or a parent company to a child company) — use it to roll up activity across related distributor entities.
Q: Why do I only see data for some of my distributors?
A: Access is automatically filtered to show only products and distributors your company owns or is associated with in Manage, so you'll only see totals relevant to your account.