List of Key Reports #

The screen opens and is divided into two sections. On the right, there is a set of radio buttons for selection of the appropriate report, and on the left the ‘control panel’ associated with (and varying with) each report option.

Reserves Reserves – unsatisfied Reserves with no available items Reserves with in-progress items Reserves – notice counts per day Reserves – notice counts per method per day Reserves – ratio report	Loans Loans – Most by item format Loans – Most by user type Loans – Most by Statistical category 1 Loans – Most by Statistical category 2 Loans – within a specific period	eBooks eBook downloads – Most by title eBook downloads – By user Works Works – URL – all links validation Works – URL – image only validation Works – URL – all except image validation
Users Users – Failed SMS messages Users – Pending SMS Users – Follow-up required – by anyone Users – Follow-up required – by you Users – Loans this location this period Users – with charges Users – find by the lost item title Users – with invalid email addresses Users – with duplicate barcodes Users with most claimed returns	Items Items – call number list Items – purged after becoming long overdue Items – overdue Items – overdue now – with estimated charge Items – with duplicate barcodes items – recalled Items – Delivery (Library to your Door) Items – Pick up (Library to your Door)	Claims & Orders Claims – Summary Claims Monographs Claims Serials Order – Commitment per Month Orders – Commitment Per Supplier per month Order – Commitment per Location per month Suggestions Suggestions – action Inter-Library Loans – Suggestions with ILL Delivery rout map (from pick List)

Command button

•   A single command button is provided – to initiate the report process once the parameters have been set.

Control panels

For each report, a separate, report-specific control panel is provided. Each uses the following sub-sections:

• Location
• Limits
• Attributes
• Users
• Sort sequence

When the report is invoked, the results will be shown on the SQL query tab.

Reserves – unsatisfied #

Selections can be made using:

Location

• Council (in a Consortium system – defaults to the workstation’s Council)
• Location (i.e. Branch – defaults to ‘All’)

Limits

• Number of days – you can set the explicit number of days for the reservation to have been placed and not yet satisfied. When the number is set, the associated date reflects this and shows the actual date to be used as the limit: you cannot set the date and have the number of days follow.
• Include renewals – a checkbox is provided (set true by default) to include or not

Sort sequence

• Sort by – options are given for ‘Default’ and ‘User’
• Checkbox to set ascending (selected by default) or descending

Example result

Reserves with no available items #

Selections can be made using:

Location

• Council (in a Consortium system – defaults to the workstation’s Council)
• Location (i.e. Branch – defaults to ‘All’)

Sort sequence

• Sort by – only ‘Default’ is currently available: this sorts by number of reserves and then by title
• Checkbox to set ascending (selected by default) or descending

Example result

Reserves with in-progress items #

Selections can be made using:

Location

• Council (in a Consortium system – defaults to the workstation’s Council)
• Location (i.e. Branch – defaults to ‘All’)

Example result

Reserves – notice counts per day #

There are no filter options for this report. 

Example Results – To be included.

Reserves – notice counts per method per day #

There are no filter options for this report. 

Example Results – To be included.

Reserves – ratio report #

There are no filter options for this report. 

Example Results – To be included.

Items – call number list #

Selections can be made using:

Location

• Council (in a Consortium system – defaults to the workstation’s Council)
• Location (i.e. Branch – defaults to ‘All’)
• Sub-location – note that this can only be selected once a Location selection is made; the drop-down menu will then display all the physical locations associated with that selected location.

Limits

• Number of days – you can set the explicit number of days to set the selection [the default is 365 dyas]. When the number is set, the associated date reflects this and shows the actual date to be used as the limit: you cannot set the date and have the number of days follow.
• Minimum loans – this control allows you to specify the number of loans to use in the argument for selecting items to be listed. Associated radio buttons allow you to specify that the selections returned in the report must have a tally of loans:
  • > greater than the specified number
  • >= greater than or equal to the specified number
  • = equal to the specified number
  • < less than the specified number
  • <= less than or equal to the specified number
• Include renewals – a checkbox is provided (set true by default) to include or not

Attributes

• Item format – provides for selection of a specific item format. The default is All
• Item statistical category 1 – provides for selection of a specific statistical category; or none. The default is All
• Item statistical category 2 – provides for selection of a specific statistical category; or none. The default is All
• Call number start
• This has an associated checkbox ‘Exact’ – selected by default.
  • Call number end
  • Publication year range
  • Date added range

Sort sequence

• Sort by – only ‘Default’ is currently available: this sorts by call number.
• Checkbox to set ascending (selected by default) or descending.

Example result

The results include date the item was added, and the date the item was last noted as ‘seen’

Items – purged after becoming long overdue #

Selections can be made using:

Limits

• Number of days – you can set the explicit number of days to set the selection [the default is 90 days]. When the number is set, the associated date reflects this and shows the actual date to be used as the limit: you cannot set the date and have the number of days follow.

Attributes

• Item format – provides for selection of a specific item format. The default is All
• Publication year range

Example result

To be provided

Items – overdue #

Limits

Radio buttons are available to select date periods

• all
• 0-30 days
• 31-60 Days
• 61-90 Dats
• 90+ days

Example

Items – overdue now – with estimated charge #

To be added

NOTE – Requires Daily scheduled task – ‘Reports – Overdues to have been run

Items – with duplicate barcodes #

There are no filter options for this report. – This report is displayed in the Log tab

Items – recalled #

Location filter

• Council (in a Consortium system – defaults to the workstation’s Council)

Example

Example to be provided in future

Items – Delivery (library to your door) #

To be added

Items – Pick up (Library to your door) #

To be added

Users – Failed SMS messages #

Selections can be made using:

Limits

• Number of days – you can set the explicit number of days to set the selection [the default is 1 day]. When the number is set, the associated date reflects this and shows the actual date to be used as the limit: you cannot set the date and have the number of days follow.

Example result

To be provided

Users – Pending SMS #

There are no filter options for this report. 

Example Results – To be included.

Users – Follow-up required – by anyone #

Selections can be made using:

Limits

• Number of days – you can set the explicit number of days to set the selection [the default is 1 day]. When the number is set, the associated date reflects this and shows the actual date to be used as the limit: you cannot set the date and have the number of days follow.

Example result

Users – Follow-up required – by you #

Selections can be made using:

Limits

• Number of days – you can set the explicit number of days to set the selection [the default is 1 day]. When the number is set, the associated date reflects this and shows the actual date to be used as the limit: you cannot set the date and have the number of days follow.

Example result

To be provided

Users – Loans this location this period #

Location

• Council (in a Consortium system – defaults to the workstation’s Council)
• Location (i.e. Branch – defaults to ‘All’)
• Sub-location – note that this can only be selected once a Location selection is made; the drop-down menu will then display all the physical locations associated with that selected location
• Workstation – note that this can only be selected once a Location selection is made; the drop-down menu will then display all the workstations associated with that selected location

Limits

• Date – you may select a specific date for analysis

Example result

Users – with charges #

PLEASE NOTE that this report can be quite time consuming.

Selections can be made using:

Users

• Type – an individual user type may be selected, or the default ‘All’ used.
• Amount of charge threshold. You can use the control provided to set the threshold for minimum charge to be reported. The default is $50, and the upward and downward arrows increment or decrement this in whole dollars; if a very specific amount including cents should be required, this may be entered, overwriting the displayed value.
• Charge qualifier. The charge value can be set so that only users with charge amounts greater than (>) the selected amount will be displayed; or (default) those with amounts greater than or equal to (>=) the selected amount.

Example result

This report is primarily displaying user’s details, so this example (initially of real users) is heavily edited to disguise personal details:

Note that for the purposes of consortium reporting, the final two columns show the totals:

• of charges ‘owed total’, i.e. throughout the system, from whatever branch or council.
• of charges ‘owed here’, i.e. only those charges incurred at this council.

The first row shows that there may be a difference between these values.

Users – find by the lost item title #

Part of title – Text search filter. 

Examples

Users – with invalid email addresses #

Location filter

• Council (in a Consortium system – defaults to the workstation’s Council)

Example

Results to be displayed in the Log tab. 

Users – with duplicate barcodes #

There are no filter options for this report. 

Example Results 

Results displayed in the log tab

Users – Most claimed returns #

Location filter

• Council (in a Consortium system – defaults to the workstation’s Council)

Example

Loans – Most by item format #

Selections can be made using:

Works

• Language
• A combo box allows the selection of the language the work is written in.

Location

• A radio button selection offers:
• All (default) – this will give a report on all locations within a Consortium or independent system.
• Home. In a Consortium system, when this option is selected, a location drop-down menu will be displayed allowing selection of a specific Council for the report. The default selects loans for items with their home location in the Council associated with the workstation and loaned from that Council.
• Other. In a Consortium system, this presents the inverse of the Home selection, i.e. it will report on loans recorded at the selected Council of items with home locations NOT at the selected council.

Limits

• Number of days – you can set the explicit number of days to set the selection [the default is the absolute number of days since the start of this financial year]. When the number is set, the associated date reflects this and shows the actual date to be used as the limit: you cannot set the date and have the number of days follow.
• Show top. This control lets you set the number of titles to be reported: the default is 100
• Include renewals – a checkbox is provided (set true by default) to include or not

Attributes

• Item format – provides for selection of a specific item format. The default given is All – but an explicit selection must be made. If you try to run the report with All, you will receive an error message:

Example result

Loans – Most by user type #

Selections can be made using:

Works

• Language
• A combo box allows the selection of the language the work is written in.

Users

• All (default)
• Home. In a Consortium system, when this option is selected, a location drop-down menu will be displayed allowing selection of a specific Council for the report. The default selects users in the Council associated with the workstation.
• Other. In a Consortium system, this presents the inverse of the Home selection, i.e. it will report on loans recorded to users who are NOT registered at the selected council.
• Type – an individual user type must be selected. Note: The default given is All – but an explicit selection must be made. If you try to run the report with All, you will receive an error message:

Location

• A radio button selection offers:
• All (default) – this will give a report on loans from all locations within a Consortium or independent system.
• Home. In a Consortium system, when this option is selected, a location drop-down menu will be displayed allowing selection of a specific Council for the report. The default selects loans for items with their home location in the Council associated with the workstation and loaned from that Council.
• Other. In a Consortium system, this presents the inverse of the Home selection, i.e. it will report on loans recorded at the selected Council of items with home locations NOT at the selected council.

Limits

• Number of days – you can set the explicit number of days to set the selection [the default is the absolute number of days since the start of this financial year]. When the number is set, the associated date reflects this and shows the actual date to be used as the limit: you cannot set the date and have the number of days follow.
• Show top. This control lets you set the number of titles to be reported: the default is 100
• Include renewals – a checkbox is provided (set true by default) to include or not

Example result

Loans – Most by Statistical category 1 #

Selections can be made using:

Works

• Language
• A combo box allows the selection of the language the work is written in.

Location

A radio button selection offers:

• All (default) – this will give a report on all locations within a Consortium or independent system.
• Home. In a Consortium system, when this option is selected, a location drop-down menu will be displayed allowing selection of a specific Council for the report. The default selects loans for items with their home location in the Council associated with the workstation and loaned from that Council.
• Other. In a Consortium system, this presents the inverse of the Home selection, i.e. it will report on loans recorded at the selected Council of items with home locations NOT at the selected council

Limits

• Number of days – you can set the explicit number of days to set the selection [the default is the absolute number of days since the start of this financial year]. When the number is set, the associated date reflects this and shows the actual date to be used as the limit: you cannot set the date and have the number of days follow.
• Show top. This control lets you set the number of titles to be reported: the default is 100
• Include renewals – a checkbox is provided (set true by default) to include or not

Attributes

• Item Statistical category 1 – provides for selection of a specific statistical category. The default given is All – but an explicit selection must be made. If you try to run the report with All, you will receive an error message:

Example result

Loans – Most by Statistical category 2 #

Selections can be made using:

Works

• Language
• A combo box allows the selection of the language the work is written in.

Location

• A radio button selection offers:
• All (default) – this will give a report on all locations within a Consortium or independent system.
• Home. In a Consortium system, when this option is selected, a location drop-down menu will be displayed allowing selection of a specific Council for the report. The default selects loans for items with their home location in the Council associated with the workstation and loaned from that Council.
• Other. In a Consortium system, this presents the inverse of the Home selection, i.e. it will report on loans recorded at the selected Council of items with home locations NOT at the selected council.

Limits

• Number of days – you can set the explicit number of days to set the selection [the default is the absolute number of days since the start of this financial year]. When the number is set, the associated date reflects this and shows the actual date to be used as the limit: you cannot set the date and have the number of days follow.
• Show top. This control lets you set the number of titles to be reported: the default is 100
• Include renewals – a checkbox is provided (set true by default) to include or not

Attributes

• Item Statistical category 2 – provides for selection of a specific statistical category. The default given is All – but an explicit selection must be made. If you try to run the report with All, you will receive an error message:

Example result

Note that this report requires Schema version 176 to be in place, and records of loans made prior to the database update will not be available.

  #

Loans – within a specific period #

Location

• Council (in a Consortium system – defaults to the workstation’s Council)
• Location (i.e. Branch – defaults to ‘All’)
• Sub-location – note that this can only be selected once a Location selection is made; the drop-down menu will then display all the physical locations associated with that selected location
• Workstation – note that this can only be selected once a Location selection is made; the drop-down menu will then display all the workstations associated with that selected location

Attributes

• Item format – provides for selection of a specific item format. The default given is All – but an explicit selection must be made. If you try to run the report with All, you will receive an error message:
• Item Statistical category 1 – provides for selection of a specific statistical category. The default given is All – but an explicit selection must be made. If you try to run the report with All, you will receive an error message:
• Item Statistical category 2 – provides for selection of a specific statistical category. The default given is All – but an explicit selection must be made. If you try to run the report with All, you will receive an error message:
• Call number start
• Call number end
• Exact check box
• Date range entry boxes 

Examples

Suggestions – action #

Selections can be made using:

Users

• All (default)
• Home. In a Consortium system, when this option is selected, a location drop-down menu will be displayed allowing selection of a specific Council for the report. The default selects users in the Council associated with the workstation.
• Other. In a Consortium system, this presents the inverse of the Home selection, i.e. it will report on loans recorded to users who are NOT registered at the selected council.
• Type – an individual user type may be selected. Note: The default given is All

Limits

• Periods. A radio button selection allows selection of the period in which the Suggestion was added:
  • All
  • 0-30 days [default]
  • 31-60 days
  • 61-90 days
  • 90+ days

Example results

Inter-Library Loans – Suggestions with ILL #

Location filter

• Council (in a Consortium system – defaults to the workstation’s Council)

Limits

• Number of days text box 

Examples

Works – URL – All Links #

To be added

Works – URL – Image only validation #

To be added

Works URL – All Except image validation #

To be added

Delivery rout map (from pick List) #

Limits

A Delivery route Drop down option

Example

eBook downloads – Most by title #

Limits

• Number of days – text box
• Date – text box 

Example

Book downloads – By user #

Limits

• Number of days – text box
• Date – text box 

Example

Claims – Summary #

To be added

Claims Monographs #

To be added

Claims  Serials #

To be added

Order – Commitment per Month #

To be added

Orders – Commitment Per Supplier per month #

To be added

Order – Commitment per Location per month #

To be added