Title Copy Payment Detail
Learn more about the Title Copy Payment Detail report in WorldShare Reports in Power BI.
Overview
The Title Copy Payment Detail report lists detailed information about payment activity. It provides bibliographic details of the title, Knowledge Base, order, and invoice information. You can use this report to view the details of all the items paid.
This report defaults to your current budget period, but can be filtered (and bookmarked) to apply any date period, fund, vendor, invoice, classification, requestor, and budget. Slicers allow filtering for material format, order type, etc.
| Dataset | Acquisitions |
|---|---|
| Data refresh rate | This report's data is updated nightly. It will be updated by 6 a.m. your institution's data center time. The 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 |
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Title Copy Payment Detail slicers and columns
- Title Copy Payment Detail report interface - Image
Report slicers
The Title Copy Payment Detail report visuals have four slicers that can be applied to them. By default, each slicer is set to All.
| Slicer | Description |
|---|---|
| Acquisitions Type | Select one or more of the available values to update the report visuals. The available values will depend on your institution's holdings. |
| Order 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.
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| Invoice Item Product Type | Select one or more of the available values to update the report visuals. The available values will depend on your institution's holdings. |
| 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 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.