Purpose
Enables institutions to view charges made to student voucher accounts and monitor bookstore spending associated with student vouchers. This dashboard provides users with two views:
- Voucher Payments by Transaction – Provides a detailed, line-item view of all transactions that meet the selected filter criteria.
- Daily Transactions by Voucher – Displays a summarized version of all transactions that meet the selected filter criteria, grouped by voucher and aggregated by day.
Dashboard Notes
- Scholarship payments are not included.
- Pending and Cancelled Returns are not included.
- The Voucher Balance is updated when the payment is fully processed, so the listed transactions may not be included in the balance total if they are still pending.
Definition of filters
| Filter Name | Description | Usage Notes |
|---|---|---|
| Transaction Date | Date of the transaction | Defaulted to “Last 7 Days” |
| Voucher Code | Unique identifier for the voucher supplied by the Institution | Use to search for a specific voucher |
| Student ID | Unique identifier for the student associated with the voucher | Use to narrow results to a specific student by ID number |
| Student Name | Name of the student associated with the voucher | Use to narrow results to a specific student by name |
| Term Name (Institution) | Name of the term supplied by the Institution (Connect Catalog Name) | Use to narrow results to a specific term |
Definition of tiles
| Tile Name | Description | |
|---|---|---|
| 1 | Daily Transactions by Voucher | Provides a summarized view of voucher transactions, aggregated by day |
| 2 | Voucher Payments by Transaction | Provides a detailed report of all orders and specific lines that the voucher was used to purchase materials. |
Definition of fields
| Field Name | Description | |
|---|---|---|
| Transaction Date | Date of the transaction | |
| Voucher ID | Unique identifier for the voucher in the VitalSource Voucher Tool | |
| Voucher Code | Unique identifier for the voucher supplied by the Institution | |
| Voucher Expiration Date | Date the voucher funds will expire | |
| Student ID | Unique identifier for the student associated with the voucher | |
| Student Name | Name of the student associated with the voucher | |
| Order ID | Unique identifier for the order processed by VitalSource | |
| Line Item ID | Unique identifier for the line item processed in the order by VitalSource | |
| Quantity | Number of items purchased for the specific line item | |
| Course Code | Name of the course for purchased material | |
| Section ID | Name of the section for purchased material | |
| Purchased Item | Unique identifier for the purchased material | |
Transaction Amount (Voucher Payments by Transaction only) | Amount paid for that line item | |
Daily Transaction Amount (Daily Transactions by Voucher only) | Total transacted amount for that specific day | |
| Voucher Balance | Current balance of the voucher (excluding any pending transactions)
| |
| Term Name (Institution) | Name of the term supplied by the Institution (Connect Catalog Name) | |
| Term Name (Normalized) | Standardized term name, based on term start date:
|