Outline
1. Log into ProQuest Administrator Module (PAM)
2. Reports
3. Invoice report
4. Usage report
5. Scheduled report
Slide 1
You can retrieve ProQuest usage reports that provide account-specific details such as usage summaries by account, site or user, search mode, time or database. This information lets you see usage patterns, popular searching mechanisms and databases. You can use this information to make sure that your ProQuest account meets the needs of your searchers — providing the right databases, supplying searchers with the correct access, and ensuring that the default settings are configured properly.
Slide 2
ProQuest Administrator Module provides administrators tools to analyze and plan for the future. They can follow usage patterns, analyze which databases have the most impact and monitor searching activities by departments. They can pull down invoices, create usage reports and schedule delivery of reports on a regular basis.
Slide 3
Log in at http://admin.proquest.com/login
Slide 4
From the Getting Started screen, click on Reports in the left-hand panel.
Slide 5
The Reports page displays links to Invoice Detail Reports, Request Usage Reports and Scheduled Usage Reports. You can download an invoice in CSV, Microsoft® Excel compatible format. You can generate usage statistics and you can set up regular delivery of a variety of reports right to your email. For help on ProQuest Administrator Module reports, click Help at the top right of the screen.
Slide 6
Detailed Help descriptions provide additional insight and review.
Slide 7
The Invoice Detail Report lets you select and download a detailed list of your transactions in CSV (Excel compatible) format. Use the drop-list to find the invoice you want and press Download report.
Slide 8
Follow the Web browser dialog box to save or open an invoice in CSV format.
Slide 9
Request Usage Reports allows you to generate usage statistics in a variety of formats.
Slide 10
First, choose the report type you wish to run, such as Database Activity — Detail. The Counter reports show the total number of searches run, broken down by month and service, database or journal or group. As you choose a report type, a description appears below the drop-list and you can view a sample report.
Slide 11
Select date ranges for your report using the pop-up lists.
Slide 12
Choose the way you want to display the report or have it delivered. If you choose to email or download a report, options for delivery format, including HTML. CSV or Tilde (delimited file) appear, and in the case of email, a prompt for your email address. You can enter up to 10 email addresses. This session shows the option to view a report on a Web page.
Slide 13
The Database Activity — Detail report shows searches and documents usage by location, database and login name and includes which format was provided, such as citation/abstract or full text. To navigate back to the Reports page, click Reports in the left panel or use the back key.
Slide 14
Use the Scheduled Usage Reports page to review reports you have scheduled for regular delivery. The first time you link to Scheduled Usage Reports PAM indicates you have no reports and provides a link to schedule a report.
Slide 15
You can schedule delivery of reports on a regular basis. Use the drop-lists to set up usage time period, delivery method and delivery dates.
Slide 16
Specify delivery format. Enter your email address. You can enter up to 10 email addresses.
Slide 17
Once you have scheduled usage reports PAM will display your specifications on the Scheduled Usage Reports page. You can edit or delete them.
Slide 18
Remember, after logging on to ProQuest Dialog, link to Reports on the left-hand panel. Choose the kind of report you wish to run, whether it’s an Invoice Report, a Usage Report or you want to manage your scheduled reports or create a new one.
Follow the instructions on the page, using drop-lists to choose the type of report and delivery options. View sample reports and click on Help for additional information.