Reporting and Analytics

The circulation management system provides a number of reports and analytics utilities. Key amongst those are the marketing automations, the earned income, renewal statistics and duplicates reports, and a custom report generator.

Marketing Automations

The marketing automations drive the renewal marketing campaigns. They utilise complex SQL queries to ensure rapid generation of CSV reports.

Handles multiple report formats for different marketing scenarios:

  • Self renewals (subscriber renewing their own subscription)
  • Recipient renewals (gift subscription recipients)
  • Donor reports (people who give gift subscriptions)

Support the journal marketing campaign categories:

  • Series 1.x Reports: Active/On-hold subscriptions with up to 1 copy owed
  • Series 2.x Reports: On-hold subscriptions with 0 copies owed
  • Series 3.x Reports: Various status combinations for renewal tracking
  • Card Reports: Address-focused reports for mailing campaigns
  • AR Fail Letters: Reports for failed auto-renewal attempts

Earned Income Report

The Earned Income Report system tracks and calculates revenue earned from subscriptions, issue sales, and redemptions. It provides detailed breakdowns by region (US vs International), issue numbers, and subscription types.

Renewal Statistics Report

The Renewal Statistics Report tracks and analyzes subscription renewal patterns and outcomes across different issue groups. It provides detailed breakdowns of subscription statuses, renewal rates, and conversion metrics across various dimensions.

Duplicates Report

The Duplicate Report system identifies potential duplicate subscriptions by analyzing shipping addresses and customer data. It processes subscriptions asynchronously and logs potential duplicates for review.

Custom Report Generator

The custom report system is a flexible, reporting framework for our subscriptions. It provides:

  • Multiple filter conditions
  • Support for various comparison operators
  • Filter by:
    • Shipping basis (Annual/Monthly)
    • Copies owed
    • Deferred amounts
    • Start/Expiry issues
    • Subscription status

Secondary Reports

Developer Notes