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 NotesDashboard Tab
Date Range (Required)Date range based on the latest sampling activityDefaulted to last 7 daysSampling Activity Report
RegionRegion categorization of the instructorNarrow to a specific regionSampling Activity Report
InstitutionName of the institution, supplied by the instructorNarrow to a specific InstitutionSampling Activity Report, Stuck Samples
Institution CountryCountry the institution is located, supplied by the instructor Stuck Samples
ISBNISBN that has been sampled to the instructorUse 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.Sampling Activity Report
Item NameName of the content sampled Stuck Samples
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.
Sampling Activity Report

Definition of tiles

Field NameDescriptionDashboard Tab
Samples by Status (Last 7 Days)Provides the percentage of samples in the last 7 days by their status. 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 deniedSampling Insights
Assets with Sampling AvailableProvides the percent of all assets where sampling is allowed v. not allowedSampling Insights
Count of Stuck SamplesCount of stuck samples between 0 and 3 monthsSampling Insights
# Instructors Engaged in Sampling (Last 7 Days)Count of instructors who've engaged in reviewing their sample in the last 7 daysSampling Insights
Stuck Sample RequestsProvides a detailed report of sample requests where the instructor has not yet been verified. This report is limited to stuck requests that are between 0 and 3 months old.Stuck Samples
Sampling Activity ReportProvides a data-set of instructor activity from the sampling portal. Publishers can easily identify whether instructors have accepted and engaged with samples.Sampling Activity Report


Definition of Fields

Field NameDescription
AnnotationsThe number of annotations the instructor made in the material
Author(s)Author name(s) of the sampled content
Campaign CodeName of the publisher campaign that the sample was sent under
CourseCourse name or code, as reported by the instructor
Course NameName of the course associated to the sample request
Course Start DateThe start date for the course
Creation DateDate the sample request was created
Days OldNumber of days the sample request has been aging
Estimated EnrollmentEstimated enrollment for the course
Estimated Revenue (USD)Calculated value based on the US DLP multiplied by the reported estimated enrollments to help with prioritization of instructor validation. This estimation is only to assist in prioritizing the validation of instructors to unblock sample requests. Final enrollments may not match the reported estimate and the final transaction price may differ dependent on final student purchase (i.e., rental options, currency, price types, etc.)
InstructorFirst and Surname for instructor
Instructor CountryCountry the institution is located, supplied by the instructor
Instructor CRM IDCRM ID for the instructor
Instructor EmailEmail address for the instructor
InstitutionName of the institution, supplied by the instructor
Institution CountryCountry the Institution is located (2-characters)
ISBNISBN that has been sampled to the instructor
Item NameName of the content sampled
Last Engagement DateDate of last engagement with content in Bookshelf
Last Sampling ActivityDate the instructor was last active in the sampling portal
Page Views (Overall)Total number of pages viewed
Pages Printed (Overall)Total account of pages printed
PublisherThe content owner (Manage company name) of the item requested to be sampled
RegionRegion categorization of the instructor. Limited to: Australia, United Kingdom, US/Canada
Sales Rep EmailEmail for the sales rep who requested the sample for the instructor
Sample StatusProvides 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
Sessions (Overall)Total number of unique sessions
SourceProvides 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
Term Start DateExpected start date for the course
Total Session LengthAmount of time instructor engaged with the content
USD DLP (Perpetual)Current Digital List Price (DLP) in US dollars (USD) for the perpetual duration of the item. If there is no US DLP for the perpetual duration, then the field will be null.
VBIDVitalSource ID associated with the requested sample
VST Promo Email Opt-InIndicates if a user opted-in for VitalSource's promotional emails
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