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Circulation reports

View all available Circulation standard reports in WorldShare Reports.

 Note:

  • Deleted patrons will display as ‘N/A’ in WorldShare Circulation reports. In the case of deleted patrons whose fines were waived just prior to deleting, the fine will appear in perpetuity as outstanding in the Outstanding Fees and Bills Report, with the associated patron data displaying ‘N/A’, as there is no longer patron information to associate with the transaction.

    To avoid this occurring, waive the patron fine and wait until the following day before deleting the patron account.
     
  • To preserve the ability to perform historical circulation counts, the following data points are not removed from WorldShare Reports when a patron account is deleted from WorldShare Circulation:

All Checked Out Items Report

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.).

 Note: Any title that is overdue, but not long overdue, will display an Item Long Overdue Date/Time of 9999-01-01.

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

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 this report. To define a new prompt, switch the report to Design mode (only available with report authoring permission). 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

Historial Trends tab data history start date: Data since institution started using WMS Circulation (no patron PII data prior to June 1, 2015)

Current State tab data history start date: 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 Hold Item Consultations Items Checked Out Item OCLC Number Holds Expired
Event Branch Name Items Checked Out Items Renewed Item Title Holds Picked Up
Items Renewed 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

Data history start date: Snapshot (current data only)

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
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).   Source Data
Last Data Refreshed Date
Reports
Data Frequency

Circulation Events Detail Report

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/Time
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 OCLC Number
Patron Custom Category 3 Item Title
Patron Custom Category 4 Item Call Number
Item Call Number (Normalized)
Item Material Format
Item Branch Name
Item Permanent Shelving Location
Item Temporary Shelving Location
Item Renewal Count
Event Borrower Category
Event Patron Membership Start Date
Event Patron Membership Expiration Date
Event Patron Membership Policy Name
Event Patron Membership Status
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

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 n 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

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
Fiscal Transaction Date Start (required) Fiscal Transaction Action Type Fiscal Transaction Date/Time
Fiscal Transaction 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 Amount
Fiscal Currency
Fiscal Payment Method

Fiscal Summary Report

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
Fiscal Transaction Date Start (required) Level of Detail Fiscal Transaction Year
Fiscal Transaction 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

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

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

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

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

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.

In order to appear in the report, a title must have an OCLC number and a count of at least 1 for one of the measures in the report (Items Checked Out, Items Renewed, Holds Fulfilled, or Items Soft Checked Out).

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
Circulation Event Branch Name Totals Greater Than Item Branch Name
Item Material Format Items Checked Out
Item Permanent Shelving Location Items Renewed
Circulation Activity Count Greater than Holds Fulfilled
Items Soft Checked Out
Hold Item Consultations
Totals

Holds List Report

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 this report. To define a new prompt, switch the report to Design mode (only available with report authoring permission). 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

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 this report. To define a new prompt, switch the report to Design mode (only available with report authoring permission). 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

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) There are no input controls defined on this report. To define a new input control, switch the report to Design mode (only available with report authoring permission).  
Circulation Event Date End (required)
Circulation Event Day Name of Week (required)
Circulation Event Branch Name (required)

Hourly Average Circulation Activity Summary Report

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

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
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 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

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

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

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.

Work with relative dates

The Monthly Circulation Statistics Report allows you to enter relative dates in the Prompts dialog window. A relative date is a period of time that is relative to the current date (e.g., last week, last month, etc.).

By default, the prompt values are set to:

  • Begin Date (YYYY-MM-DD): 12 Months Ago
  • End Date (YYYY-MM-DD): Beginning of this month

You can select a new relative date by double-clicking a value in the list, or you can override the relative dates by entering a date in YYYY-MM-DD format.

Monthly Circulation Statistics Report interface

Monthly Circulation Statistics Report

Monthly Circulation Statistics Report - Report objects
Prompts Input Controls Columns
Begin Date (YYYY-MM-DD)

Select a relative date or enter a date in YYYY-MM-DD format
Report

Select one of the following methods to limit report data:
  • By Branch (default)
  • By Borrower Category
  • By Material Format
  • By Permanent Shelving Location
  • By Temporary Shelving Location
Event Branch Name
End Date (YYYY-MM-DD)

Select a relative date or enter a date in YYYY-MM-DD format
Level of Detail

Select a level of detail for report data:
  • Month (default)
  • Year
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

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

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
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). 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 Date/Time
Fiscal Transaction Amount
Fiscal Transaction Outstanding Amount
Fiscal Currency

Overdue Items Aging Report

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
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
Patron Borrower Category Item Barcode
Item Days Overdue is Item OCLC Number
Value Item Title
Item Call Number 
Item Enumeration and Chronology
Item Material Format
Item Permanent Shelving Location
Item 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

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

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 On Or After Patron Verified Flag Patron Family Name
Patron Registration Date On Or Before Patron Membership Status Patron Gender
Patron Last Modified Date On Or After Patron Date of Birth
Patron Last Modified Date On Or Before Patron Barcode
Patron Last Activity Date On Or After Patron Borrower Category
Patron Last Activity Date On Or Before Patron Street Address 1
Patron Membership Expiration Date On Or After Patron Street Address 2
Patron Membership Expiration Date On Or Before 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 Suspended Until Date
Patron Membership Start Date
Patron Membership Expiration Date
Patron Membership Policy Name
Patron Membership Status
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
Patron ILL Approved Flag
Patron ILL Blocked Flag
Patron ILL Identifier
Patron ILL Patron Type
Patron ILL Pickup Location

Recalled Items Report

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
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 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