Payment Activity Analysis
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.
| 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 |
| Available filters |
Payment Activity Analysis views, slicers, visuals, and columns
- Payment Activity Analysis report interface - Image
Report views
The Payment Activity Analysis report offers seven different views. To switch between views, select a different view type from above the slicers.
| View | Description |
|---|---|
| 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 and amount expended as well as average expenditure. Click the Vendor button to switch the visuals to the Vendor view |
| Locatie | 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 amount expended as well as 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 amount expended as well as 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 and the amount expended as well as 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 amount expended as well as average expenditure per copy. Click the Requestor button to switch the visuals to the Requestor view |
Report 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.
| Slicer | Values |
|---|---|
| Order Type | Select one or more of the following values to update the report visuals.
|
| Acquisitions Type | Select one or more of the following values to update the report visuals.
|
| Processing Type | Select one or more of the following values to update the report visuals.
|
| Invoice Item Product Type | Select one or more of the following values to update the report visuals.
|
| 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. |
Report visuals
Each report view contains the same three visuals. Use the report slicers to change the visual values.
| Visual | Description |
|---|---|
| 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. |
Report columns
Click a column name to change the column sort.
- The first click sorts the column in ascending order.
- The second click sorts the column in descending order.
- The third click restores 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. The 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 (
) 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 () 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 () 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 () in the pop-out menu.
Report columns
Click a column name to change the column sort.
- The first click sorts the column in ascending order.
- The second click sorts the column in descending order.