Sampling Activity Report

Purpose

Provides a data-set of instructor activity from the sampling portal. Publishers can easily identify whether instructors have accepted and engaged with samples.

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
Date Range (Required)Date range based on the latest sampling activityDefaulted to last 7 days
RegionRegion categorization of the instructorNarrow to a specific region
InstitutionName of the institution, supplied by the instructorNarrow to a specific Institution
ISBNISBN that has been sampled to the instructor

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 VBIDs from an excel-like document or copying ISBNs or VBIDs separated by commas.

🔵 Multi-search can support up to 16,000 values
⚠️ Copying ISBNs or VBIDs separated by semi-colon does not work.
PublisherThe content owner (Manage company name) of sampled material

Narrow to a specific publisher company (if applicable)

⚠️ Note, filter is limited to companies that the system user is associated to.

Definition of fields

Field NameDescription
Region

Region categorization of the instructor. Limited to:

  • Australia
  • United Kingdom
  • US/Canada
Sample Status

Provides the sample status when Source is “Recommendation” or “Unverified Instructor Request”

Recommendation Values include:

  • Accepted - instructor accepted the sample
  • Pending - instructor has yet to accept or decline the sample
  • Declined - instructor has declined the sample

Unverified Instructor Request values include:

  • Approved - instructor has been verified and approved for sampling
  • Pending - instructor’s request is awaiting approval
  • Denied - instructor’s request for sampling has been denied
📄 View the Stuck Sample Requests Report to review instructors waiting on sampling approval
Sales Rep EmailEmail for the sales rep who requested the sample for the instructor
ISBNISBN that has been sampled to the instructor
Item NameName of the content sampled
Author(s)Author name(s) of the sampled content
InstructorFirst and Surname for instructor
Instructor EmailEmail address for the instructor
Instructor CRM IDCRM ID for the instructor
InstitutionName of the institution, supplied by the instructor
Instructor CountryCountry the institution is located, supplied by the instructor
Last Sampling ActivityDate the instructor was last active in the sampling portal
Creation DateDate the sample request was created
Course NameName of the course associated to the sample request
Estimated EnrollmentEstimated enrollment for the course
Term Start DateExpected start date for the course
Sessions (Overall)Total number of unique sessions
Total Session LengthAmount of time instructor engaged with the content
Page Views (Overall)Total number of pages viewed
Pages Printed (Overall)Total account of pages printed
AnnotationsThe number of annotations the instructor made in the material
Last Engagement DateDate of last engagement with content in Bookshelf
VST Promo Email Opt-InIndicates if a user opted-in for VitalSource’s promotional emails
Campaign CodeName of the publisher campaign that the sample was sent under
Source

Provides the source of sample activity

  • Recommendation - a sample sent to the instructor from the publisher
  • Self-Sampling - a sample an instructor requested access to
  • Unverified Instructor Request - a stuck sample request pending instructor approval
📄 View the Stuck Sample Requests Report to review instructors waiting on sampling approval
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