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Reports and Report Designer authorization roles

You must have either ANALYTICS_REPORT_ADMIN or ANALYTICS_REPORT_STAFF assigned to view the Reports tab in the Analytics module. For more information on roles and permissions, including how to create, edit, and delete accounts, see the WorldShare Admin online help.

Acquisition reports

This table outlines the additional roles needed to view individual Acquisitions reports. You must have one of the identified roles assigned.

Acquisitions reports roles

  Roles
Report ACQUISITIONS_ADMIN ACQ_SENIOR_STAFF SERIALS_ADMIN
Acquisitions Dashboard x x x
Acquisitions Data Last Refresh Date x x x
Fund Balance x x  
Open Encumbrances x x  
Paid Invoice Summary Report x x  
Paid Invoice Item Detail Report x x  
Payment Activity by Classification x x  
Payment Activity by Fund x x  
Payment Activity by Location x x  
Payment Activity by Material Format x x  
Payment Activity by Processing Type x x  
Payment Activity by Requestor x x  
Payment Activity by Vendor x x  
Received Activity by Location x x  
Serials Received Summary Report x x x
Title Copy-Level Detail Report x x  
Vendor Performance x    

Cataloging reports

This table outlines the additional roles needed to view individual Cataloging reports. You must have one of the identified roles assigned.

Cataloging reports roles

  Roles
Report Cataloging Agent Cataloging Full Cataloging INST Admin
Cataloging Data Last Refresh Date x x x
Branch Item Holdings by Material Format x x x
Branch Item Holdings by Shelving Location x x x
New Titles List x x x
Removed Titles List x x x
Title Holdings by Material Format x x x
Title Holdings by Material Format and Publish Date x x x
Title Holdings by OCLC Subject Conspectus x x x

Circulation reports

This table outlines the additional roles needed to view individual Circulation reports. You must have one of the identified roles assigned.

Circulation reports roles

  Roles  
Report CIRCULATION_ADMIN CIRCULATION_DESK wms_group_circulation_admin
All Checked Out Items x x  
Circulation Dashboard x x  
Circulation Data Last Refresh Date x x  
Circulation Events Detail Report x x  
Daily Payments Report x x  
Fiscal Detail Report x x  
Fiscal Summary Report x x  
Group Circulation Events Detail Report     x
Group Open Holds Request Report     x
Group Overdue Items Report     x
High Use Circulation Titles Summary Report x x  
Holds List Report x x  
Holds Ready for Pickup x x  
Hourly Average Circulation Activity Daily Chart x x  
Hourly Average Circulation Activity Summary Report x x  
Item Status Statistics Chart x x  
Items in Transit Report x x  
Lost or Missing Items Report x x  
Monthly Circulation Statistics Report x x  
Open Holds Report x x  
Outstanding Fees and Bills Report x x  
Overdue Items Aging Report x x  
Patron Counts Summary Report x x  
Patron Information Detail Report x x  
Recalled Items Report x x  

E-Resources reports

This table outlines the additional roles needed to view individual E-Resources reports. You must have one of the identified roles assigned.

E-Resources reports roles

  Roles
Report ERM_ADMIN ERM_STAFF KB_ADMIN KB_SUPERVISOR KB_STAFF
E-Resources Data Last Refreshed x x x x x
Merged COUNTER E-Journal/E-Book Usage Detail x x      
Merged COUNTER E-Journal/E-Book Usage Summary x x      
Merged COUNTER Database Usage Detail x x      
Merged COUNTER Database Usage Summary x x      
Top 100 Title Usage Detail x x      
WorldCat knowledge base - Collection Overlap Detail Report x x x x x
WorldCat knowledge base - Collection Overlap Summary Report x x x x x
WorldCat knowledge base - My Collection Overlap Detail Report x x x x x
WorldCat knowledge base - My Collection Overlap Summary Report x x x x x

Interlibrary Loan Reports

Only libraries using Tipasa can view Interlibrary Loan reports. You must have the WORLDSHARE_ILL_ADMIN role to view the Reports tab and Interlibrary Loan Reports.

Metadata reports

This table outlines the additional roles needed to view individual Metadata reports. You must have one of the identified roles assigned.

Metadata reports roles

  Roles
Report ANALYTICS_REPORT_ADMIN ANALYTICS_REPORT_STAFF ANALYTICS_USER
Daily Record Manager Actions x x x
Daily WorldCat Metadata API Actions x x x
Monthly Local Holdings Record Maintenance Detail Report x x x
Monthly Local Holdings Record Maintenance Summary Report x x x
Monthly Record Manager Actions x x x
Monthly WorldCat Metadata API Actions x x x
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