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 of the Institution (Manage Company Name) |
|
Access Program | Program for the material purchased:
|
|
Definition of tiles
Tiles will be numbered in the chart below. Numbering is based on navigation from top to bottom, left to right.
Tile 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 | Items At-Risk for Fulfillment | Provides a count of items ordered that are at-risk for fulfillment (see: At-Risk Adoptions Report) | |
| 5 | Purchases by Content Type | Provides a breakdown of items purchased by content type | |
| 6 | Total Items Returned | Total number of items returned | |
| 7 | 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 | |
| 8 | Average Student Spend | Provides the average total spend by students across orders | |
| 9 | Average Item Price | Provides the average price for all items purchased | |
| 10 | Purchases by Access Model | Provides the percentage of order placed by Day One Access model | |
| 11 | Purchases by Payment Method | Comparison of payment methods used to purchase materials | |
| 12 | Order Details | Detailed view of orders and materials purchased by students, including returns and shipping details. |
Definition of fields
All fields on dashboard are included here, in alphabetical order.
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 | |
Split Payment (Y/N) | Indicates whether the purchase price was paid for by multiple payment methods | |
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 | |
Picked Up Date | Date materials were picked up by the student (when delivered to campus) | |
Return Initiated Date | Date return was initiated by the student | |
Amount Refunded | Total amount refunded 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) | |
Campus | Name of the Campus supplied by the Institution, if applicable |