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Payment Activity Analysis

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Learn more about the Payment Activity Analysis report in WorldShare Reports in Power BI.

Overview

The Payment Activity Analysis report summarizes payment activity in seven dimensions: Fund, Material Format, Vendor, Location, Processing Type, Classification, and Requestor. It provides details of copies and amount expended, with an option to drill through to the specific payment details. Top-level KPI  provides a quick statistics of the expenditures. This report also offers the ability to drill through to detailed rows in each dimension. You can use this report to see how many items have been paid and the expenditures associated with each dimension.

This report defaults to the fund-level view of your current budget period but can be filtered (and bookmarked) to select other budgets, payment date time periods, material format, order type, acquisitions type, processing type, branch, shelving location, vendor, and call number classification.

Report details

  • Dataset: Acquisitions
  • Data refresh rate: This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
  • Data history start date: Data since institutions started using WMS Acquisitions
  • Default date range: Your current budget period
  • Report type: Interactive

Report interface

Screenshot of the Payment Activity Analysis report in WorldShare Reports in Power BI

Views

The Payment Activity Analysis report offers seven different views. To switch between views, select a different view type from above the slicers.

  • Fund - The Payment Activity by Fund view displays a summary of payment activity by fund within a specified budget period. It provides details of copies and amount expended and is the default view of the Payment Activity Analysis report. Click the Fund button to return to this view.
  • Material Format - The Payment Activity by Material Format view displays a summary of payment activity by material format within a specified period of time. It provides details of copies and amount expended as well as average expenditure per copy. Click the Material Format button to switch the visuals to the Material Format view.
  • Vendor - The Payment Activity by Vendor view displays a summary of payment activity by vendor and material format within a specified period of time. It provides details of copies, the amount expended, and the average expenditure. Click the Vendor button to switch the visuals to the Vendor view.
  • Location -The Payment Activity by Location view displays a summary of payment activity by branch and shelving location within a specified period of time. It provides details of copies and amounts expended, as well as the average expenditure. Click the Location button to switch the visuals to the Location view.
  • Processing Type - The Payment Activity by Processing Type view displays a summary of payment activity by processing type within a specified period of time. It provides details of copies and the amount expended, as well as the average expenditure per copy. Click the Processing Type button to switch the visuals to the Processing Type view.
  • Classification - The Payment Activity by Classification view displays a summary of payment activity by classification within a specified budget period. It provides details of copies, the amount expended, and the average expenditure. Click the Classification button to switch the visuals to the Classification view.
  • Requestor - The Payment Activity by Requestor view displays a summary of payment activity by requestor within a specified period of time. It provides details of copies and amounts expended, as well as the average expenditure per copy. Click the Requestor button to switch the visuals to the Requestor view.

Slicers

The Payment Activity Analysis report visual has the same five slicers that can be applied to each view. Each slicer is set to All by default.

Order Type

Select one or more of the following order types to update the report visuals.

  • Select all (default)
  • (Blank) - Do not use.
  • Approval plan
  • Blanket Order
  • DDA Plan
  • Gift /Donation list
  • Legal Deposit List
  • Purchase order
  • Standing Order
  • Template

Acquisitions Type

Select one or more of the following acquisition types to update the report visuals.

  • Select all (default)
  • (Blank)  - Do not use.
  • One-time
  • Subscription

Processing Type

Select one or more of the following processing types to update the report visuals.

  • Select all (default)
  • (Blank)  - Do not use.
  • Electronic Product
  • Local
  • Monograph
  • Monographic series
  • Serial

Invoice Item Product Type

Select one or more of the following invoice item product types to update the report visuals.

  • Select all (default)
  • (Blank)  - Do not use.
  • Bibliographic Invoice Item
  • Non Bibliographic Invoice Item

Material Format

Select one or more of the available values to update the report visuals. The available values will depend on your institution's holdings.

Visuals

The Payment Activity Analysis report contains the same three visuals. Use the report slicers to change the visual values.

  • Expended Amount - The monetary amount an institution has spent on acquired items.
  • Copies Expended - The number of copies expended for a specific budget transaction.
  • Institution Currency - The amount (in the institution's currency) of the payment.

Columns

The Payment Activity Analysis report contains the following columns. Click on a column name for more information.

Payment Activity by Material Format view columns

Payment Activity by Requestor view

You can click a column name to change the column sort.

  • Click once to sort the column in ascending order.
  • Click twice to sort the column in descending order.
  • Click three times to restore the column to its original order.

Title Copy Detail drill-through report

Each view of the Payment Activity Analysis report contains a Title Copy Detail drill-through report. 

To launch the Title Copy Detail drill-through report from the Fund, Material Format, and Requestor views:

  • Hover over a row in the report, hover over Drill through from the pop-up dialog, and click the Magnifying glass button (Screenshot of the Magnifying glass button in the Payment Activity Analysis drill-through report in WorldShare Reports in Power BI) in the pop-up menu.
    Or
  • Right-click a row in the report, hover over Drill through from the pop-up menu, and click the Magnifying glass button (Screenshot of the Magnifying glass button in the Payment Activity Analysis drill-through report in WorldShare Reports in Power BI) in the pop-out menu.

To launch the Title Copy Detail drill-through report from the Vendor, Location, Processing Type, and Classification views:

  • Hover over a row in the Copies Expended column, hover over Drill through from the pop-up dialog, and click the Magnifying glass button (Screenshot of the Magnifying glass button in the Payment Activity Analysis drill-through report in WorldShare Reports in Power BI) in the pop-up menu.
    Or
  • Right-click a row in the Copies Expended column, hover over Drill through from the pop-up menu, and click the Magnifying glass button (Screenshot of the Magnifying glass button in the Payment Activity Analysis drill-through report in WorldShare Reports in Power BI) in the pop-out menu.