Circulation reports

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 - 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 - 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

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	Items Soft Checked Out

Current State interface

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 Status Current Status		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 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 - 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 - 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 - 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 - 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 - 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 - 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 - 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 - 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 - 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 - 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 - 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 - 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 - 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 - 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 - 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 - 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 - 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
	Item Temporary Shelving Location	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 - 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 - 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 - 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 - 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 - 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 - 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