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Stock history entity

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Find information about the Stock history entity in Amlib OpenReports.

Class history of items read

The Borrower History within the Borrower Details window usually shows a combination of the Borrower History (Has Read) if kept and the Item History (Returned) details so that if the Borrower History does not give the information required, then the Stock History may be better for this purpose

  1. Access the Report Designer TAB
  2. Select New from the buttons
  3. The Edit Report Window will display
  4. Enter a Report Title in the Report Title section. For the sample we can give a Title of Items borrowed by Class
  5. Enter a Group since we want to find it later easily – for example History
  6. Enter a Sub Group – for example Class
  7. Choose Report Type from the Drop-down options (Table is default):
    • Table – set out in rows and columns (select for the sample)
  8. Select Orientation
    • Landscape (select for the sample)
  9. Leave Show sql
  10. Show details: For this sample Report we will leave as the Defaults
    • All: Shows the break-down of details within the Fields (Default) 11.Show Sub totals: leave this unticked
  11. Show total: leave this unticked
  12. Private: leave this unticked
  13. Show header on first page: For our sample tick this one
  14. Show header on next pages: This is your choice. But for now leave this unticked

Display Fields

  1. Highlight the required Entity from the Entities / Data Fields
  2. For our sample, select the Entity of Stock History
  3. Highlight the first Field for the History. This could be Stock History Date
  4. Drag and drop into the Display Field Table. Continue to drag other Data Fields as required

    For the Sample we would like to see the Stock History Date, Stock History Item (Barcode)
     
  5. Select the Entity of Stockitem
  6. Drag and drop Item Title, Item Form and Item Stats Code into the Display Field Column

Group

  1. Select the Entity of Borrower
  2. Drag and drop Borrower Class. We also added a Borrower Full Name – Surname, Given as a Group

Filter

  1. The Filter was Stock History Type of Return
  2. It is possible to choose one or several classes. To get all the Classes, it is possible to choose Not Empty
  3. We also included a Date range for the History. Modify as required
  4. For the Order by we included Stock History Item (Ascending) and Stock History Date (Descending)
  5. Preview the report. The Report is grouped by each Stock History Item

Save

Once the Report is successful it is useful to Save it to be available in the Report Viewer

Top 10 items borrowed by borrower type

Skills outlined in this Sample include– Use of the Top 10, Order by Descending, Using the Catalogue Reference to “combine items”, use of the Count Data Field from the Counter Entity, selecting dates from the calendar

  1. Access the Report Designer TAB
  2. Select New from the buttons
  3. The Edit Report Window will display
  4. Enter a Report Title in the Report Title section. For the sample Most Popular items by Borrower Type
  5. Enter a Group since we want to find it later easily – for example Stockitem
  6. Enter a Sub Group – for example Loans by History – top 10
  7. Choose Report Type from the Drop-down options (Table is default):
    • Table – set out in rows and columns (select for the sample)
  8. Select Orientation
    • Portrait (select for the sample)
  9. Leave Show sql
  10. Show details: For this sample Report enter
    • Top: Enter the Top value required – for example 10
  11. Show Sub totals: leave this unticked.
  12. Show total: leave this unticked.
  13. Private. Leave this unticked.
  14. Show header on first page: For our sample tick this one if required
  15. Show header on next pages: This is your choice. But for now leave this unticked

Display Fields

  1. Select the Stock History Entity
  2. Select any Data Field from the Entity and drag and drop to Display – this will set the Counter correctly so it knows to count from the History Table. For our sample we chose Stock History Type
  3. Select the Stockitem Entity
  4. Drag and drop Item Title to Display Fields
  5. Select the Entity of Counter
  6. Drag and drop Group detail count to the Display Fields
  7. Select Group detail count to Format
  8. Make the Function Sum so it adds the counts together
  9. Change the Header if required

Group Fields

  1. Decide how do you want the popular items displayed? We have had many requests to categorise the groupings by Borrower Type – for instance “What are the popular books of Year 11 and 12? What are the popular Titles by the Junior Readers etc.
  2. Drag and drop Borrower Type to the Group fields
  3. It is also wise to group the Items by Catalogue Reference number so that you get the multiple copies of a popular item combined as a Count. So to do this, drag and drop Item Catalogue Reference to the Group fields as well

Filter

The Filter can be selected to target exactly the data required. For example: filter the results to get ALL current Loans

  1. Select the Stock History Entity
  2. Drag and drop Stock History Date over to the Filter By Section
  3. Select Greater than from the Drop-down Options
  4. Enter a Date as appropriate using the Calendar. Note: A Date range could be set if required
  5. Drag and drop Stock History Type over to the Filter By Section
  6. Select the History Type to report on (likely to be ISSUE or RETURN)
  7. Drag and drop Borrower Type over to the Filter By Section
  8. Select the Borrower Type/s to report on , from to the drop-down options

Order by

It is useful to have an Order sequence of Group detail count to be Descending so it shows from the most read

  1. Select Group detail count from the Counter Entity and drag and drop to the Order by section
  2. Select Descending from the drop-down box

Preview

Select Preview to view the Report

Save

Once the Report is successful, select Save to be available in the Report Viewer

Note: Try adapting this Report but use Stats code or Form Code instead of Borrower Type

Item history by date range

Skills outlined in this Sample – Using Stockitem History Fields, setting Time in the Date format

  1. Access the Report Designer TAB
  2. Select New from the buttons
  3. The Edit Report Window will display
  4. Enter a Report Title in the Report Title section.. For the sample we can give a Title of “Item History report”
  5. Enter a Group since we want to find it later easily – for example Stockitem
  6. Enter a Sub Group – for example History
  7. Choose Report Type from the Drop-down options (Table is default):
    • Table – set out in rows and columns (select for the sample)
  8. Select Orientation
    • Landscape (select for the sample)
  9. Leave Show sql
  10. Show details: For this sample Report we will leave as the Defaults
    • All: Shows the break-down of details within the Fields (Default)
  11. Show Sub totals: leave this unticked.
  12. Show total: leave this unticked.
  13. Private: leave this unticked.
  14. Show header on first page: For our sample tick this one
  15. Show header on next pages: This is your choice. But for now leave this unticked

Display Fields

  1. Highlight the required Entity from the Entities / Data Fields
  2. For our sample, select the Entity of Stockitem History
  3. Highlight the first Field for the History. This could be Stock History Date
  4. Drag and drop into the Display Field Table. Continue to drag other Data Fields as required

    For the Sample we would like to see the Stock History Date, Stock History Borrower Barcode, Stock History Comments

  5. For the Date field we can add the time element to it as well – for example Hour and Minutes
  6. We added a Group field of Stock History Item. You could also add
  7. The Filter was Stock History Type of Issue but can be modified if required
  8. We also included a Date range for the History. Modify as required
  9. For the Order by we included Stock History Item (Ascending) and Stock History Date (Descending)
  10. Preview the report. The Report is grouped by each Stock History Item

Save

Once the Report is successful it is useful to Save it to be available in the Report Viewer