Reports to Save Time

Presented byJessie Goodwin and Amy Marchwick

Reports

Session Settings

• Application to Fields – designate what program you want to view Finished Reports In

• Browse to the correct path using Gadget

Session Settings

• You can turn off the log and toggle the Format Popup – remember that Count reports results are all in the log though

• Format page – this is how you fix the page breaks on your Overdue notices etc

• Decent settings for Word : 63, 83, 2, 2 with .5 margins and size 10 font

• With different programs you’ll need to physically count!

Schedule Reports

• Templates – saved by you for reuse!– Or we can make you a template

• Tabs – grouped by library function (mostly they match the Modules across the top)

Finished Reports

• Use the Rabbit icon to Refresh – if you ran a report and it doesn’t show up right away – no need to re-run. Just wait!

• Reports only stay on server for 14 days – if you’re going to need the info – save it to your computer

Good Practices

• Always limit to your library

• Name things well (this doesn’t count as limiting)

• Always use Gadgets

Useful Things

• Including and Excluding

• Print Tab – full vs brief vs list

Item Statistics Report

• If you need counts of a bunch of sections – try this!

• Transactions Statistics Tab Column = Total Row = What you need

numbers for!

Average Date of Publication

• Serial Records in the MSC often only have 2 digits in the date field (19–) but the report reads this as 0019

• Put a lower limit on thePublication Year to help alleviate this!

Ways we can help!

• Batch removals of inactive patrons• Overdue notices!

Do you have call lists that don’t include phone numbers?

• Move items from Missing to Discard in one fell swoop

• Regular lists of items for collection maintenance