Appendix C. Report Definition Examples

Table of Contents

Circulation Related Statistics
Collection Management
Collection Promotion
Patron Management
Local Administration

Circulation Related Statistics

LIBRARY: Inbound ILC holds count for selected month

Found under Shared Folders → Templates → Sitka_templates → Intra-federation ILL.

Recommended Recurrence Interval: Monthly

  1. Enter a name that doesn’t include a specific date as this report will run every month. For example, "Monthly Inbound ILC", not "January Inbound ILC".

    images/report/appendix/name-your-report.png
  2. On the Filters tab, enter values for the filters.

    1. Destination Library = select your library.

      images/report/appendix/library-inbound-ilc-holds-count-monthly-2.png
    2. Send Date/Time = check the box for Relative time value and enter 1 Month(s) ago.

      images/report/appendix/library-inbound-ilc-holds-count-monthly-3.png
  3. Check the box for Recurring Report.

    1. Set the Recurrence Interval to 1 Month(s).
  4. Check the radio button for Schedule Report For Later.

    1. Set the date to the first of the next month and the time to between 1:00am PT and 4:00am PT.

      images/report/appendix/recurring-report-monthly.png

LIBRARY: Outbound ILC holds count for selected month

Found under Shared Folders → Templates → Sitka_templates → Intra-federation ILL.

Recommended Recurrence Interval: Monthly

  1. Enter a name that doesn’t include a specific date as this report will run every month. For example, "Monthly Outbound ILC", not "January Outbound ILC".

    images/report/appendix/name-your-report.png
  2. On the Filters tab, enter values for the filters.

    1. Circulating Library = select your library.

      images/report/appendix/filter-in-list-circ-library.png
    2. Send Date/Time = check the box for Relative time value and enter 1 Month(s) ago.

      images/report/appendix/library-inbound-ilc-holds-count-monthly-3.png
  3. Check the box for Recurring Report.

    1. Set the Recurrence Interval to 1 Month(s).
  4. Check the radio button for Schedule Report For Later.

    1. Set the date to the first of the next month and the time to between 1:00am PT and 4:00am PT.

      images/report/appendix/recurring-report-monthly.png

Monthly Circulation by Circulation modifier

Found under Shared Folders → Templates → Sitka_templates → Circulation → Monthly Circulation Stats.

Recommended Recurrence Interval: Monthly

  1. Enter a name that doesn’t include a specific date as this report will run every month. For example, "Monthly Circulation by Circ Modifier", not "January Circulation by Circ Modifier".

    images/report/appendix/name-your-report.png
  2. On the Filters tab, enter values for the filters.

    1. Checkout Date/Time = check the box for Relative time value and enter 1 Month(s) ago.

      images/report/appendix/monthly-circ-by-circ-mod-1.png
    2. Checkout / Renewal Library = select your library and/or your branch(es)

      images/report/appendix/monthly-circ-by-circ-mod-1.png
  3. Check the box for Recurring Report.

    1. Set the Recurrence Interval to 1 Month(s).
  4. Check the radio button for Schedule Report For Later.

    1. Set the date to the first of the next month and the time to between 1:00am PT and 4:00am PT.

      images/report/appendix/recurring-report-monthly.png

Monthly Circulation by Shelving Location

Found under Shared Folders → Templates → Sitka_templates → Circulation → Monthly Circulation Stats.

Recommended Recurrence Interval: Monthly

  1. Enter a name that doesn’t include a specific date as this report will run every month. For example, "Monthly Circulation by Shelving Location", not "January Circulation by Shelving Location".

    images/report/appendix/name-your-report.png
    1. Checkout Date/Time = check the box for Relative time value and enter 1 Month(s) ago.

      images/report/appendix/monthly-circ-by-circ-mod-1.png
    2. Checkout / Renewal Library = select your library and/or your branch(es)

      images/report/appendix/monthly-circ-by-circ-mod-1.png
  2. Check the box for Recurring Report.

    1. Set the Recurrence Interval to 1 Month(s).
  3. Check the radio button for Schedule Report For Later.

    1. Set the date to the first of the next month and the time to between 1:00am PT and 4:00am PT.

      images/report/appendix/recurring-report-monthly.png

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