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Circulation reports

All Checked Out Items Report

U.S. data history start date: Snapshot (current data only)

EMEA/TOR/ANZ data history start date: Snapshot (current data only)

Data refresh rate: Nightly

The All Checked Out Items Report provides a detailed list of items currently checked out. It provides details of item material format, item lending policy, and item status current status. You can use this report to identify items that require staff action (e.g. overdue reserves, overdue technology, etc.).

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

All Checked Out Items Report interface
All Checked Out Items Report
All Checked Out Items Report - Report objects
Prompts Input Controls Columns
There are no prompts defined on this report. To define a new prompt, switch the report to Design mode (only available with report authoring permission). Item Branch Name Item Branch Name
Item Material Format Item OCLC Number
Item Permanent Shelving Location Item Barcode
Item Temporary Shelving Location Item Title
Item Lending Policy Item Material Format
Patron Borrower Category Item Permanent Shelving Location
Patron Custom Category 1 Item Temporary Shelving Location
Patron Custom Category 2 Item Call Number
Patron Custom Category 3 Item Lending Policy
Patron Custom Category 4 Item Due Date
  Item Long Overdue Date
  Loan Checked Out Date
  Item Status Current Status
  Patron Barcode
  Patron Given Name
  Patron Family Name
  Patron Gender
  Patron Street Address 1
  Patron Street Address 2
  Patron City/Locality
  Patron State/Province
  Patron Postal Code
  Patron Phone Number
  Patron Email Address
  Patron Borrower Category
  Patron Expiration Date
  Patron Custom Category 1
  Patron Custom Category 2
  Patron Custom Category 3
  Patron Custom Category 4

Circulation Add-Delete Report

U.S. data history start date: Snapshot (current data only)

EMEA/TOR/ANZ data history start date: Snapshot (current data only)

Data refresh rate: Nightly

The Circulation Add-Delete Report displays items added or deleted in the last seven days.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Circulation Add-Delete Report interface
Circulation Add-Delete Report
Circulation Add-Delete Report - Report objects
prompts input controls columns
There are no prompts defined on queries in this document. Item Holding Location Item Holding Location
Item Material Format Item OCLC Number
Item Permanent Shelving Location Item Barcode
Item Temporary Shelving Location Item Title
  Item Material Format
  Item Permanent Shelving Location
  Item Temporary Shelving Location
  Item Call Number
  LHR Item Cost
  Item Record Type
  Item Last Modified Date/Time
  LHR Date Entered on File
  Item Issued Count
  Order Item Create Date
  Invoice Item Number
  Fund Code

Circulation Dashboard

U.S. data history start date

  • Historical Trends tab: Data since institution started using WMS Circulation (no patron PII data prior to June 1, 2015)
  • Current State tab: Snapshot (current data only)

EMEA/TOR/ANZ data history start date

  • Historical Trends tab: Data since institution started using WMS Circulation (no patron PII data prior to June 1, 2015)
  • Current State tab: Snapshot (current data only)

Data refresh rate: Nightly

This report provides an "at-a-glance" view of circulation activity at your institution using two sets of visualizations: Historical Trends (default) and Current State.

Historical Trends includes four components:

  • Monthly Circulation Activity: Stacked column chart to compare the number of items checked out, renewed, and soft checked out by month.
  • Circulation at Top 5 Shelving Locations: Stacked bar chart that presents the top five permanent shelving locations from which items have been checked out, renewed, and soft checked out.
  • Titles With Most Circulation Activity: List of the seven titles with the highest total number of check outs, renewals, and soft check outs.
  • Hold Pickup Activity by Borrower Category: Double column bar chart that compares the total number of holds picked up or expired by borrower category.

 Note: Report Designers – Data for the Historical Trends tab is sourced from the Circulation Events universe.

Current State, which displays data as of the end of the previous day, includes four components:

  • Circulation Items by Current Status: Donut chart that displays percentages of the circulating collection by item status.
  • Number of Items Currently On Loan: Count of items where item status is On Loan.
  • Titles with the Most Current Holds: List of the six titles that currently have the most holds.
  • Number of Items Currently On Hold: Count of items where item status is On Hold.

 Note: Report Designers – Data for the Current State tab is sourced from the Circulation Item Status and Circulation Hold Request universes.

Use the tabs at the bottom of the report to switch between views. Each tab can be exported separately.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Historical Trends interface
Circulation Dashboard - Historical Trends
Historical Trends tab - Report objects
Prompts Input Controls Report Attributes
    Monthly Circulation Activity Circulation at Top 5 Shelving Locations Titles with Most Circulation Activity Hold Pickup Activity by Borrower Category
Event Date Start (required) Event Date Start Event Year Month Item Permanent Shelving Location Circulation Events Event Borrower Category
Event Date End (required) Event Date End Items Checked Out Items Checked Out Item OCLC Number Holds Expired
  Event Branch Name Items Renewed Items Renewed Item Title Holds Picked Up
    Items Soft Checked Out Items Soft Checked Out    
Current State interface
Circulation Dashboard - Current State
Current State tab - Report objects
Report Attributes
Circulation Items By Current Status Number of Items Currently On Loan Titles with Most Current Holds Number of Items Currently On Hold
Count Items Count Items Hold Count On Hold Count
Item Status Current Status   Item OCLC Number  
    Item Title  

Circulation Data Last Refreshed

U.S. data history start date: Snapshot (current data only)

EMEA/TOR/ANZ data history start date: Snapshot (current data only)

Data refresh rate: 

The Circulation Data Last Refreshed displays when circulation data was last refreshed. It provides information about the reports affected, how often the data is refreshed, and the date last refreshed. You can use this report to see when the circulation data was last updated.

Circulation Data Last Refreshed interface
Circulation Data Last Refresh Date
Circulation Data Last Refreshed - Report objects
Prompts Input Controls Columns
    Source Data
    Last Data Refreshed Date
    Reports
    Data Frequency

Circulation Events Detail Report

U.S. data history start date: Data since institution started using WMS Circulation (no patron PII data prior to June 1, 2015)

EMEA/TOR/ANZ data history start date: Data since institution started using WMS Circulation (no patron PII data prior to June 1, 2015)

Data refresh rate: Nightly

The Circulation Events Detail Report lists the circulation event details within a specified date range. By default, this report displays data for all circulation event types. The Circulation Event Type prompt can be used to limit the results to specific circulation event types. You can use this report to analyze circulation transactions by date, loan policy, call number, material format or borrower category.

 Note: With Analytics infrastructure now in place in our global data centers, ongoing circulation event data after 01-Jun-2015 for non-U.S. institutions will contain patron barcode. However, circulation events prior to this date will not contain patron barcode, as that historical data had been previously cleansed of patron privacy data when stored in the Dublin data center. For U.S. based institutions, this data was put in place for the Beta reports rollout and is available beginning with circulation events after 22-Jun-2014.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Circulation Events Detail Report interface
Circulation Events Detail Report
Circulation Events Detail Report - Report objects
Prompts Input Controls Columns
Circulation Event Date Start (required) Circulation Event Name Event Branch Name
Circulation Event Date End (required) Circulation Event Branch Name Event Type
Circulation Event Branch Name Item Material Format Event Date
Circulation Event Type Item Branch Name Event Day Name of Week
  Item Permanent Shelving Location Event Due Date/Time
  Circulation Event Borrower Category Event Loan Policy
  Patron Custom Category 1 Item Barcode
  Patron Custom Category 2 Item Title
  Patron Custom Category 3 Item Call Number
  Patron Custom Category 4 Item Material Format
    Item Branch Name
    Item Permanent Shelving Location
    Item Temporary Shelving Location
    Item Renewal Count
    Event Borrower Category
    Patron Barcode
    Event Staff Full Name
    Patron Custom Category 1
    Patron Custom Category 2
    Patron Custom Category 3
    Patron Custom Category 4
Disassociate patron data from circulation events

 Note: This feature is offered on an opt-in basis.

With WorldShare Reports and Report Designer, you can disassociate patron data from circulation events in the Circulation Events universe, Circulation Events Detail Report, and Daily Payments Report. This action removes all Personally Identifiable Information (PII) associated with a patron (e.g., Patron Full Name, Patron Email Address, and Patron Phone Number) from the circulation event. The circulation event and non-PII data (e.g., Event Borrower Category and Event Branch Name) will remain in the system. Disassociating the PII data but maintaining the transaction allows you to continue to track activity trends and perform analysis based on historical circulation events.

Patron data is still maintained and stored in Analytics. For example, patron data associated with current item status (e.g., what patron currently has an item checked out) is still present. So, reports from the Circulation Item Status universe, such as the All Checked Out Items Report and the Overdue Items Aging Report, will still have full patron data associated with the item records. The Circulation Patron Information universe is also not impacted, so the Patron Information Detail Report will still list patrons and their full details. There is also no impact to the Circulation Fiscal Transactions, Circulation Hold Request, and Circulation Scheduled Items universes, as well as the FTP reports.

If you would like to request this feature, contact analyticsfeedback@oclc.org with the information listed below. Upon receipt of your email, the Analytics product team will schedule a meeting with you to provide specific details.

Hello,

I would like to disassociate patron data from circulation events in WorldShare Reports and Report Designer. 

Institution information:

  • Institution name:
  • Library symbol:

Daily Payments Report

U.S. data history start date: Data since institution started using WMS Circulation (no branch name prior to January 18, 2015)

EMEA/TOR/ANZ data history start date: Data since institution started using WMS Circulation (no branch name prior to January 18, 2015)

Data refresh rate: Nightly

The Daily Payments Report displays details about daily payments by branch and payment method with a specified date range. It provides a list of payments received during the selected date range grouped by payment type. You can use this report to reconcile a circulation cash drawer.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Daily Payments Report interface
Daily Payments Report
Daily Payments Report - Report objects
Prompts Input Controls Columns
Circulation Event Date/Time Start (required) Circulation Event Branch Name Event Branch Name
Circulation Event Date/Time End (required)   Event Payment Method
Circulation Event Staff Name contains   Event Staff Full Name
    Patron Barcode
    Event Bill Reason
    Event Date/Time of Payment
    Event Fiscal Amount Paid
    Event Currency
Disassociate patron data from circulation events

 Note: This feature is offered on an opt-in basis.

With WorldShare Reports and Report Designer, you can disassociate patron data from circulation events in the Circulation Events universe, Circulation Events Detail Report, and Daily Payments Report. This action removes all Personally Identifiable Information (PII) associated with a patron (e.g., Patron Full Name, Patron Email Address, and Patron Phone Number) from the circulation event. The circulation event and non-PII data (e.g., Event Borrower Category and Event Branch Name) will remain in the system. Disassociating the PII data but maintaining the transaction allows you to continue to track activity trends and perform analysis based on historical circulation events.

Patron data is still maintained and stored in Analytics. For example, patron data associated with current item status (e.g., what patron currently has an item checked out) is still present. So, reports from the Circulation Item Status universe, such as the All Checked Out Items Report and the Overdue Items Aging Report, will still have full patron data associated with the item records. The Circulation Patron Information universe is also not impacted, so the Patron Information Detail Report will still list patrons and their full details. There is also no impact to the Circulation Fiscal Transactions, Circulation Hold Request, and Circulation Scheduled Items universes, as well as the FTP reports.

If you would like to request this feature, contact analyticsfeedback@oclc.org with the information listed below. Upon receipt of your email, the Analytics product team will schedule a meeting with you to provide specific details.

Hello,

I would like to disassociate patron data from circulation events in WorldShare Reports and Report Designer. 

Institution information:

  • Institution name:
  • Library symbol:

Fiscal Detail Report

U.S. data history start date: Data since institution started using WMS Circulation

EMEA/TOR/ANZ data history start date: Data since institution started using WMS Circulation

Data refresh rate: Nightly

The Fiscal Detail Report lists detailed fiscal transactions within a specified date range. It provides details of bills assessed, paid and waived. You can use this report to analyze financial transactions by type, staff name, bill reason, borrower category, or payment method.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Fiscal Detail Report interface
Fiscal Detail Report
Fiscal Detail Report - Report objects
Prompts Input Controls Columns
Transaction Original Bill Date Start (required) Fiscal Transaction Action Type Fiscal Transaction Original Bill Date/Time
Transaction Original Bill Date End (required) Fiscal Transaction Bill Reason Fiscal Action Type
Circulation Event Staff Name contains   Fiscal Bill Reason
    Item Barcode
    Item Title
    Settled Item Barcode
    Settled Item Title
    Fiscal Transaction Staff Full Name
    Patron Barcode
    Patron Borrower Category
    Fiscal Transaction Original Bill Amount
    Fiscal Currency
    Fiscal Payment Method

Fiscal Summary Report

U.S. data history start date: Data since institution started using WMS Circulation

EMEA/TOR/ANZ data history start date: Data since institution started using WMS Circulation

Data refresh rate: Nightly

The Fiscal Summary Report displays a summary of monthly billing counts and fiscal amounts by branch within a specified date range. It provides the quantity and amount of bills created, waived, and paid. You can use this report to perform a quick count of bills created, waived and paid.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Fiscal Summary Report interface
Fiscal Summary Report
Fiscal Summary Report - Report objects
Prompts Input Controls Columns
Transaction Original Bill Date Start (required) Level of Detail Fiscal Transaction Year
Transaction Original Bill Date End (required)   Fiscal Transaction Month Name
    Fiscal Currency
    Bills Created
    Bills Created Amount
    Bills Waived
    Bills Waived Amount
    Bills Paid
    Bills Paid Amount

Group All Checked Out Items Report

U.S. data history start date: Snapshot (current data only)

EMEA/TOR/ANZ data history start date: Snapshot (current data only)

Data refresh rate: Nightly

The Group All Checked Out Items Report provides a list of checked out items for a WMS Group where the patron's institution is different than the item's owning institution.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Group All Checked Out Items Report interface
Group All Checked Out Items Report
Group All Checked Out Items Report - Report objects
Prompts input controls columns
Item Owning Institution Name Item Owning Institution Name Item Owning Institution Name
  Patron Institution Name Item Branch Name
  Item Material Format Patron Institution Name
  Patron Borrower Category Item OCLC Number
    Item Barcode
    Item Title
    Item Material Format
    Item Status Current Status
    Item Permanent Shelving Location
    Item Temporary Shelving Location
    Item Call Number
    Item Lending Policy
    Item Due Date
    Item Long Overdue Date/Time
    Loan Checked Out Date
    Patron Barcode
    Patron Given Name
    Patron Family Name
    Patron Gender
    Patron Street Address 1
    Patron Street Address 2
    Patron City/Locality
    Patron State/Province
    Patron Postal Code
    Patron Phone Number
    Patron Email Address
    Patron Borrower Category
    Patron Expiration Date
    Patron Custom Category 1
    Patron Custom Category 2
    Patron Custom Category 3
    Patron Custom Category 4

Group Circulation Events Detail Report

U.S. data history start date: Data since institutions started using WMS Circulation (no patron PII data prior to June 1, 2015)

EMEA/TOR/ANZ data history start date: Data since institutions started using WMS Circulation (no patron PII data prior to June 1, 2015)

Data refresh rate: Nightly

The Group Circulation Events Detail Report provides a list of circulation events for a WMS Group where the patron's institution is different than the item's owning institution.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Group Circulation Events Detail Report interface
Group Circulation Events Detail Report
Group Circulation Events Detail Report - Report objects
Prompts input controls columns
Circulation Event Date Start (required) Circulation Event Name Event Type
Circulation Event Date End (required) Circulation Event Borrower Category Event Date/Time
Circulation Event Type Patron Institution Name Item Owner Institution Name
Circulation Event Institution Name Item Material Format Event Institution Name
Circulation Event Branch Name Event Institution Name Event Branch Name
    Patron Institution Name
    Event Borrower Category
    Event Hold Request Origin
    Event Hold Request Scope
    Event Loan Policy
    Item Barcode
    Item OCLC Number
    Item Title
    Item Material Format

Group Open Holds Request Report

U.S. data history start date: Snapshot (current data only)

EMEA/TOR/ANZ data history start date: Snapshot (current data only)

Data refresh rate: Nightly

The Group Open Holds Request Report provides a list of open hold requests for a WMS Group.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Group Open Holds Request Report interface
Group Open Holds Request Report
Group Open Holds Request Report - Report objects
prompts input controls columns
Hold Request Placed Date Start (required) Hold Institution Name Hold Institution Name
Hold Request Placed Date End (required)   Item Owner Institution Name
Hold Institution Name   Time to Fill
    Hold Request Placed Date
    Hold on Hold Date
    Hold Expiration Date
    Hold Earliest Needed Date
    Hold Needed Before Date
    Hold Request Origin
    Hold Request Scope
    Item OCLC Number
    Item Title
    Item Barcode
    Item Branch Name
    Item Material Format
    Patron Institution Name
    Patron Barcode

Group Overdue Items Report

U.S. data history start date: Snapshot (current data only)

EMEA/TOR/ANZ data history start date: Snapshot (current data only)

Data refresh rate: Nightly

The Group Overdue Items Report provides a list of overdue items for a WMS Group where the patron's institution is different than the item's owning institution.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Group Overdue Items Report interface
Group Overdue Items Report
Group Overdue Items Report - Report objects
prompts input controls columns
There are no prompts defined on this report. To define a new prompt, switch the report to Design mode (only available with report authoring permission). Item Owning Institution Item Owning Institution Name
Patron Institution Name Item Branch Name
Item Material Format Patron Institution Name
Patron Borrower Category Item Barcode
  Item OCLC Number
  Item Title
  Item Call Number
  Item Material Format
  Item Permanent Shelving Location
  Item Temporary Shelving Location
  Item Status Current Status
  Patron Barcode
  Patron Given Name
  Patron Family Name
  Patron Borrower Category
  Patron Custom Category 1
  Patron Custom Category 2
  Patron Custom Category 3
  Patron Custom Category 4
  Loan Checked Out Date
  Loan Notification Count
  Item Days Overdue
  Item Long Overdue Date/Time

High Use Circulation Titles Summary Report

U.S. data history start date: Data since institution started using WMS Circulation

EMEA/TOR/ANZ data history start date: Data since institution started using WMS Circulation

Data refresh rate: Nightly

The High Use Circulation Titles Summary Report lists titles identified as high use (based on circulation activity, such as checkouts, renewals and holds) within a specified date range. It provides details of an item’s title, material format and branch name. You can use this report to determine your institution’s most popular items.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

High Use Circulation Titles Summary Report interface
High Use Circulation Titles Summary Report
High Use Circulation Titles Summary Report - Report objects
Prompts Input Controls Columns
Circulation Event Date Start (required) Circulation Event Branch Name  Item OCLC Number
Circulation Event Date End (required) Item Material Format Item Title
Item Title Keyword Item Permanent Shelving Location Item Material Format
  Totals Greater Than Item Branch Name
    Items Checked Out
    Items Renewed
    Holds Fulfilled
    Items Soft Checked Out
    Totals

Holds List Report

U.S. data history start date: Data since institution started using WMS Circulation

EMEA/TOR/ANZ data history start date: Data since institution started using WMS Circulation

Data refresh rate: Nightly

This report provides a list of items currently on hold. You can use this report to identify holds that currently could be fulfilled (i.e., the item that could fulfill the open hold request is in Available or In Processing status). This report is based on a combined query across the Circulation Item Status and Hold Request universes.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Holds List Report interface
Holds List Report
Holds List Report - Report objects
Prompts Input Controls Columns
There are no prompts defined on the queries in this document. Item Holding Location Item Holding Location
Item Material Format Item OCLC Number
Item Permanent Shelving Location Item Barcode
Item Temporary Shelving Location Item Title
  Item Material Format
  Item Permanent Shelving Location
  Item Call Number

Holds Ready for Pickup Report

U.S. data history start date: Data since institution started using WMS Circulation

EMEA/TOR/ANZ data history start date: Data since institution started using WMS Circulation

Data refresh rate: Nightly

This report provides a list of items that are currently on hold and are ready for pickup by a patron. You can use this report to identify fulfilled hold requests that are on the hold shelf ready for patrons to pick up.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Holds Ready for Pickup Report interface
Holds Ready for Pickup Report
Holds Ready for Pickup Report - Report objects
Prompts Input Controls Columns
There are no prompts defined on the queries in this document. Item Holding Location Item Holding Location
  Item Material Format Item OCLC Number
  Hold Pickup Branch Name Item Barcode
    Item Title
    Item Material Format
    Item Call Number
    Hold Pickup Branch Name
    Item Current Status
    Hold Expiration Date
    Hold Needed Before Date
    Patron Barcode
    Patron Given Name
    Patron Family Name
    Patron Email Address
    Patron Phone Number
    Patron Home Branch Name

Hourly Average Circulation Activity Daily Chart

U.S. data history start date: Data since institution started using WMS Circulation

EMEA/TOR/ANZ data history start date: Data since institution started using WMS Circulation

Data refresh rate: Nightly

The Hourly Average Circulation Activity Daily Chart displays a chart of average circulation activity by hour within a specified date range for one selected branch for one selected day. This chart is interactive and after you select or deselect event types, the chart regenerates. You can use this chart to display busy and slow times at the circulation desk and predict staffing levels needed.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Hourly Average Circulation Activity Daily Chart interface
Hourly Average Circulation Activity Daily Chart
Hourly Average Circulation Activity Daily Chart - Report objects
Prompts Input Controls Columns
Circulation Event Date Start (required)    
Circulation Event Date End (required)    
Circulation Event Day Name of Week (required)    
Circulation Event Branch Name (required)    

Hourly Average Circulation Activity Summary Report

U.S. data history start date: Data since institution started using WMS Circulation

EMEA/TOR/ANZ data history start date: Data since institution started using WMS Circulation

Data refresh rate: Nightly

The Hourly Average Circulation Activity Summary Report lists circulation activity (checkouts, renewals and holds) by hour and day of the week within a specified date range. It provides the average amount of bills created, paid, and waived. You can use this report to determine busy and slow times at the circulation desk and predict staffing levels needed.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Hourly Average Circulation Activity Summary Report interface
Hourly Average Circulation Activity Summary Report
Hourly Average Circulation Activity Summary Report - Report objects
Prompts Input Controls Columns
Circulation Event Date Start (required) Circulation Event Branch Name Event Branch Name
Circulation Event Date End (required) Circulation Event Day Name of Week Circulation Event Day Name of Week
    Circulation Event Hour of Day
    Total (Avg)
    Bills Created (Avg)
    Bills Paid (Avg)
    Bills Waived (Avg)
    Holds Fulfilled (Avg)
    Items Checked In (Avg)
    Items Checked Out (Avg)
    Items Received (Avg)
    Items Renewed (Avg)
    Items Soft Checked Out (Avg)

Item Status Statistics Chart

U.S. data history start date: Snapshot (current data only)

EMEA/TOR/ANZ data history start date: Snapshot (current data only)

Data refresh rate: Nightly

The Item Status Statistics Chart displays a bar chart that shows the distribution of current statuses for items owned in the institution. It provides item status details, such as available, claimed returned and in transit. You can use this report to determine the status of items in your institution by permanent shelving location, temporary shelving location, and material format.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Item Status Statistics Chart interface
Item Status Statistics Chart
Item Status Statistics Chart - Report objects
Prompts Input Controls Columns
  Item Permanent Shelving Location Available
  Item Temporary Shelving Location Claimed Never Had
  Item Material Format Claimed Returned
    Dispatched
    In Container
    In Processing
    Lost
    Missing
    On Hold
    On Loan
    Recalled
    Scheduled
    Transit
    Unavailable
    Withdrawn

Items in Transit Report

U.S. data history start date: Snapshot (current data only)

EMEA/TOR/ANZ data history start date: Snapshot (current data only)

Data refresh rate: Nightly

The Items in Transit Report displays details about items that are currently in transit by branch within a specified date range. It provides details of an item’s origin branch, destination branch, and current branch location. You can use this report to create packing lists for branch shipments.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Items in Transit Report interface
Items in Transit Report
Items in Transit Report - Report objects
Prompts Input Controls Columns
Item Transfer Routed Date Start (required) Item Branch Name Item Branch Name
Item Transfer Routed Date End (required) Item Permanent Shelving Location Item Permanent Shelving Location
  Item Material Format Item Title
  Item Origin Branch Item Barcode
  Item Destination Branch Item OCLC Number
  Items Days in Transit Greater Than Item Call Number
    Item Material Format
    Item Status Origin Branch
    Item Status Destination Branch
    Item Transfer Routed Date
    Item Days in Transit

Lost or Missing Items Report

U.S. data history start date: Snapshot (current data only)

EMEA/TOR/ANZ data history start date: Snapshot (current data only)

Data refresh rate: Nightly

The Lost or Missing Items Report lists details about items that are currently lost or missing. It provides details of items declared claimed returned, claimed never had, and lost or missing within a specified date range. You can use this report for collection development and to replace absent items.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Lost or Missing Items Report interface
Lost or Missing Items Report
Lost or Missing Items Report - Report objects
Prompts Input Controls Columns
Item Date Declared Absent Start (required) Item Current Status Item Branch Name
Item Date Declared Absent End (required) Item Branch Name Item Permanent Shelving Location
  Item Permanent Shelving Location Item Temporary Shelving Location
  Item Temporary Shelving Location Item Title
  Item Material Format Item OCLC Number
    Item Material Format
    Item Call Number
    Item Status Current Status
    Item Barcode
    Item Declared Absent Date
    Item Enumeration and Chronology

Monthly Circulation Statistics Report

U.S. data history start date: Data since institution started using WMS Circulation

EMEA/TOR/ANZ data history start date: Data since institution started using WMS Circulation

Data refresh rate: Nightly

The Monthly Circulation Statistics Report displays circulation statistics for items checked out, checked in, renewed, and soft checked out. You can view these events by event branch, patron category, permanent shelving location, temporary shelving location, or material format within a specified date range. It provides details at the month and year level. You can use this report to perform a quick count of items checked in, checked out and renewed.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Monthly Circulation Statistics Report interface
Monthly Circulation Statistics Report
Monthly Circulation Statistics Report - Report objects
Prompts Input Controls Columns
Begin Date (YYYY-MM) Report Event Branch Name
End Date (YYYY-MM) Level of Detail Event Year
  Circulation Event Branch Name Event Month Name
  Item Material Format Items Checked Out
  Circulation Event Borrower Category Items Checked In
  Item Permanent Shelving Location Items Renewed
  Item Temporary Shelving Location Items Soft Checked Out
    Totals

Open Holds Report

U.S. data history start date: Snapshot (current data only)

EMEA/TOR/ANZ data history start date: Snapshot (current data only)

Data refresh rate: Nightly

This report displays the current detailed list of items with holds placed on them. It provides details of a hold’s request placed, expiration and loan due date as well as patron information. You can use this report to identify open hold requests that are not yet filled.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Open Holds Report interface
Open Holds Report
Open Holds Report - Report objects
Prompts Input Controls Columns
Hold Request Placed Date Start (required) Item Branch Name Item Branch Name
Hold Request Placed Date End (required)   Item OCLC Number
    Item Title
    Item Call Number 
    Item Permanent Shelving Location
    Item Temporary Shelving Location
    Item Material Format
    Item Barcode
    Hold Request Placed Date
    Hold Expiration Date
    Hold Needed Before Date
    Patron Given Name
    Patron Family Name
    Patron Gender
    Patron Date of Birth
    Patron Barcode
    Patron Borrower Category
    Patron Home Branch Name
    Patron Street Address 1
    Patron Street Address 2
    Patron City/Locality
    Patron State/Province
    Patron Postal Code
    Patron Phone Number
    Patron Email Address
    Patron Verified Flag
    Patron Created Date
    Patron Expiration Date

Outstanding Fees and Bills Report

U.S. data history start date: Snapshot (current data only)

EMEA/TOR/ANZ data history start date: Snapshot (current data only)

Data refresh rate: Nightly

The Outstanding Fees and Bills Report displays the current detailed list of fees and bills that are outstanding. You can use this report to notify patrons who don’t have email about past due bills by postal mail or phone.

For the ID at Source and the Source System form fields that appear in this report, if a user has more than one value for the ID at Source, then those values (up to 10 values) will appear in the field and be separated by a pipe (|) character for easy parsing. If there is more than one value for Source System, then the values will be displayed in the same manner.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Outstanding Fees and Bills Report interface
Outstanding Fees and Bills Report
Outstanding Fees and Bills Report - Report objects
Prompts Input Controls Columns
  Patron Borrower Category Patron Given Name
  Fiscal Transaction Bill Reason Patron Family Name
  Fiscal Transaction Outstanding Amount is Patron Home Branch Name
  Value Patron Street Address 1
    Patron Street Address 2
    Patron City/Locality
    Patron State/Province
    Patron Postal Code
    Patron Email Address
    Patron Barcode
    Patron User ID At Source
    Patron Source System
    Patron Phone Number
    Patron Borrower Category
    Fiscal Bill Reason
    Item Barcode
    Item Title
    Fiscal Transaction Original Bill Date/Time
    Fiscal Transaction Original Bill Amount
    Fiscal Transaction Outstanding Amount
    Fiscal Currency

Overdue Items Aging Report

U.S. data history start date: Snapshot (current data only)

EMEA/TOR/ANZ data history start date: Snapshot (current data only)

Data refresh rate: Nightly

The Overdue Items Aging Report displays a list of titles based on the number of days overdue. It provides details of days overdue and loan notification count. You can use this report to notify patrons who don’t have email about overdue items.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Overdue Items Aging Report interface
Overdue Items Aging Report
Overdue Items Aging Report - Report objects
Prompts Input Controls Columns
  Item Branch Name Item Branch Name
  Patron Borrower Category Item Barcode
  Item Days Overdue is Item OCLC Number
  Value Item Title
    Item Call Number 
    Material Format
    Permanent Shelving Location
    Temporary Shelving Location
    Patron Given Name
    Patron Family Name
    Patron Barcode
    Patron Borrower Category
    Patron Custom Category 1
    Patron Custom Category 2
    Patron Custom Category 3
    Patron Custom Category 4
    Loan Checked Out Date
    Item Due Date
    Loan Notification Count
    Item Days Overdue
    Item Long Overdue Date

Patron Counts Summary Report

U.S. data history start date: Snapshot (current data only)

EMEA/TOR/ANZ data history start date: Snapshot (current data only)

Data refresh rate: Nightly

The Patron Counts Summary Report displays counts of patrons by branch, custom category (e.g. major, class year), patron type, and postal code (zip code). It provides information about the number of patrons in a borrower or custom category. You can use this report to verify a patron load or to analyze the distribution of registered borrowers by category.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Patron Counts Summary Report interface
Patron Counts Summary Report
Patron Counts Summary Report - Report objects
Prompts Input Controls Columns
Patron Expired Flag Patron Count Patron Home Branch Name
  Patron Home Branch Patron Borrower Category
  Patron Borrower Category Total (CountDistinct)
  Patron Postal Code  
  Patron Custom Category 1  
  Patron Custom Category 2  
  Patron Custom Category 3  
  Patron Custom Category 4  

Patron Information Detail Report

U.S. data history start date: Snapshot (current data only)

EMEA/TOR/ANZ data history start date: Snapshot (current data only)

Data refresh rate: Nightly

The Patron Information Detail Report lists detailed information that includes many of the data fields in the patron record. It provides detailed information from patron records. You can use this report for data cleanup (e.g. finding patrons with missing borrower category or home branch), projects, and troubleshooting.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Patron Information Detail Report interface
Patron Information Detail Report
Patron Information Detail Report - Report objects
Prompts Input Controls Columns
Patron is User Expired Patron Borrower Category Patron Given Name
Patron Registration Date Start Patron Verified Flag Patron Family Name
Patron Registration Date End   Patron Gender
Patron Last Modified Date Start   Patron Date of Birth
Patron Last Modified Date End   Patron Barcode
    Patron Borrower Category
    Patron Street Address 1
    Patron Street Address 2
    Patron City/Locality
    Patron State/Province
    Patron Postal Code
    Patron Address Type
    Patron Phone Number
    Patron Phone Type
    Patron Email Address
    Patron Email Address Type
    Patron Home Branch Name
    Patron User ID At Source
    Patron Source System
    Patron Created Date
    Patron Registration Date
    Patron Last Modified Date
    Patron Last Activity Date
    Patron Last Modified User
    Patron Expiration Date
    Patron Expired Flag
    Patron Verified Flag
    Patron Blocked Flag
    Patron Custom Category 1
    Patron Custom Category 2
    Patron Custom Category 3
    Patron Custom Category 4

Recalled Items Report

U.S. data history start date: Snapshot (current data only)

EMEA/TOR/ANZ data history start date: Snapshot (current data only)

Data refresh rate: Nightly

The Recalled Items Report displays a detailed list of recalled items by branch. It provides details of items recalled before the original due date. You can use this report to follow up on recalled items not yet returned.

This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.

Recalled Items Report interface
Recalled Items Report
Recalled Items Report - Report objects
Prompts Input Controls Columns
  Item Branch Name Item Branch Name
  Item Material Format Item Barcode
  Patron Borrower Category Item OCLC Number
  Patron Custom Category 1 Item Title
  Patron Custom Category 2 Item Call Number 
  Patron Custom Category 3 Item Material Format
  Patron Custom Category 4 Item Permanent Shelving Location
    Item Due Date
    Item Recalled Date
    Item Recall Due Date
    Patron Given Name
    Patron Family Name
    Patron Borrower Category
    Patron Custom Category 1
    Patron Custom Category 2
    Patron Custom Category 3
    Patron Custom Category 4