Purpose
Provides insight to student purchases leading up through course start.
Dashboard Notes
- The access filter will automatically filter the report to only show products that the institution distributed.
- Default view provides users with purchases related to courses starting in the next two months from the day you’re viewing the report.
- The “Order ID” filter only applies to the ‘Order Details’ tile.
Definition of filters
| Filter Name | Description | Usage Notes |
|---|---|---|
| Order ID | Unique identifier for the order | Only applies to the 'Order Details' tile within this report. |
| Order Date | Date the order was placed | |
| Student Name | Name of the student who purchased items | |
| Student Email | Email associated to the student who purchased items | |
| ISBN | ISBN of the item purchased | |
| Course Start Date | Date the course is expected to begin | Default value ‘is 0 days ago for 2 months’ Users see purchases for upcoming course starts over the next two months. |
| Institution Name | Name of the Institution (Manage Company Name) | |
| Program Model | Program for the material purchased: SC - Student Choice CA - Course Access TA - Total Access |
Definition of tiles
| Field Name | Description | ||
|---|---|---|---|
1 | Total Orders Placed | Total orders placed by students | |
2 | Total Items Purchased | Net total of items purchased across orders, excluding canceled, substituted, and returned items | |
3 | Purchases using Financial Aid | Percent of orders purchased using financial aid
| |
4 | Purchases by Content Type | Provides a breakdown of items purchased by content type | |
5 | Total Items Returned | Total number of items returned | |
6 | Total Order with Pending Returns | Total number of orders that have items with a return status of “pending” or “on hold”, indicating that the return has not yet been processed | |
7 | Purchases by Program Model | Provides the percentage of order placed by program model | |
8 | Purchases by Payment Method | Comparison of payment methods used to purchase materials | |
9 | Order Details | Detailed view of orders and materials purchased by students, including returns and shipping details. |
Definition of fields
| Field Name | Description | |
|---|---|---|
| Order ID | Unique identifier for the order | |
| Order Line | Unique identifier for the line item purchased | |
| Order Status | Delivery status of the item purchased
| |
| Order Date | Date the order was placed | |
| Student Name | Name of the student who purchased items | |
| Student Email | Email associated to the student who purchased items | |
| Course | Name of the course the for which materials were purchased
| |
| Section ID | Unique identifier for the section related to the course for which materials were purchased | |
| Course Start Date | Date the course is expected to begin | |
| ISBN | ISBN of the item purchased
| |
| Author(s) | Name of the author(s) associated to the item purchased | |
| Item Name | Title or description of the item purchased | |
| Edition | Edition of the item purchased (if applicable) | |
| Publisher | Name of the Publisher associated to the item | |
| Product Type | Type of product purchased
| |
| Content Type | Format for the material purchased | |
| Material Required | Indicates whether the material is required for the course based on the course adoption | |
| Purchase Price | Price the student paid for the material | |
| Payment Method | Method of payment the student used to purchase the material | |
| Shipping Date | Date the material shipped | |
| Shipping Service Level | Service level for the material purchased | |
| Shipping Tracking Numbers | Tracking number(s) for the shipped material
| |
| Fulfillment Provider | Name of who will deliver the material
| |
| Delivery Date | Date materials are delivered to the student | |
| Return Status | Process status if the material is returned, as applicable | |
| Return Reason | Reason for the return, if available | |
| Institution | Name of the Institution (Manage Company Name) |