Retail Activity

IBS 2.7 > Group Administrator: Transactions

As described in the Sales Orders article, you can view the Sales Orders report to see summary and detailed information about purchases that have been made by students in your Group (that is, purchases in which your Group is acting in an Academic role). Alternatively, you can view the Retail Activity report to see these academic sales purchases, as well as other types of transactions that involved your Group. These may include:

• Sales Purchases – Publisher: Purchases of items published by your Group that were sold by another Group
• Sales Refunds – Academic: Refunds to students in your Group who returned materials or canceled their enrollments
• Sales Refunds – Publisher: Refunds to students for returned items published by your Group
• Sales Refund shortfalls – Academic: Refunds to students of the portion of the PayPal fee that is not refunded by PayPal when a student-initiated refund occurs
• Group Refunds – Academic: Refunds to students resulting from action initiated by your Group, such as canceling a class after payment was received
• Group Refunds – Publisher: Refunds to students resulting from cancellation of a sale by an Academic Group that sold your published product
• Group Refund shortfalls – Academic:  Refund to students of the portion of the PayPal fee that is not refunded by PayPal when a Group-initiated refund occurs

To view the Retail Activity report, select Group Administrators > Transactions > Retail > Retail Activity.  Enter the start and end dates for the period you want to display, then click Submit. When the report appears, you may:

• Use the dropdown menus at the top to filter the table by any of several criteria, such as transaction type, product type, course name, publisher or academic Group.
• When you apply filters, the criteria you select appear under the dropdown menus. To remove a filter that you have applied, click the unwanted criteria to delete it.
• Search the table for any word, phrase, or number.
• Sort the table by clicking on any of the column headings.
• Choose to see more or fewer columns, by clicking the “column picker” (the small button just above the right-hand column of the table).
• Save or copy the data displayed so that you can work with it in a spreadsheet or your own application.
• Display the table in a printer-friendly view so you can print it using your browser’s Print function.