Purpose

Provides a distributor level view for all Bookshelf code activities. This report provides a pivoted summary view of 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 NameDescriptionUsage 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 search to only codes based on Created (Date)
  • Code Redeemed (Date) - narrows 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 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 StatusCurrent state of the Bookshelf codeNarrow results based on 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 results by parent distributor.
Code DistributorName of the company that distributed the code (Manage company name)Narrow results by distributor.
SKUItem 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 through copying a column of ISBNs or SKU from an excel-like document or copying ISBNs or SKU separated by commas.

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

⚠️ Copying ISBNs or SKU separated by semi-colon does not work.

Item NameName of the product accessed using the Bookshelf codeNarrow results based on a specific name for the code-generating item.
Product Type Indicates the product type the code was accessed fromNarrow results based on a specific format for the code-generating item.
PublisherName of the publisher related to the distributed assetNarrow results based on a specific publisher.

 

Definition of fields

Field NameDescription
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 DistributorName of the company that distributed the code (Manage company name)
Billable Codes CreatedCount of standard, billable codes created based on selected filters
Billable Codes RedeemedCount of standard, billable codes redeemed based on selected filters
P + E Codes CreatedCount of e-book codes created alongside a physical copy based on selected filters
P + E Codes RedeemedCount of e-book codes redeemed alongside a physical copy based on selected filters
Comp Codes CreatedCount of free digital copy codes created based on selected filters
Comp Codes RedeemedCount of free digital copy codes redeemed based on selected filters
Add Drop Codes CreatedCount of temporary codes created for day-one content access based on selected filters
Add Drop Codes RedeemedCount of temporary codes redeemed for day-one content access based on selected filters
Sample Codes CreatedCount of sampling codes created through the VitalSource sampling platform based on selected filters
Sample Codes RedeemedCount of sampling codes redeemed through the VitalSource sampling platform based on selected filters
Other Non-billable Codes CreatedCount of other non-billable codes created based on selected filters
Other Non-billable Codes RedeemedCount of other non-billable codes redeemed based on selected filters

 

Was this article helpful?