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Select a report

I want to. . .  Report
Analyze circulation statistics Circulation Events Detail Report
Analyze fiscal transactions Fiscal Detail Report
Analyze full text usage activity across vendors Merged COUNTER E-Journal/E-book Usage Summary
Analyze search activity across vendors Merged COUNTER Database Usage Summary
Analyze the distribution of registered borrowers by category Patron Counts Summary Report
Analyze what is unique and shared between collections at the title level

WorldCat Knowledge Base - Collection Overlap Detail Report

WorldCat Knowledge Base - My Collection Overlap Detail Report

Clean up patron records Patron Information Detail Report
Compare how the distribution of my collection has changed over time Title Holdings by Material Format and Publish Date
Compare title counts by month broken out by OCLC Subject Conspectus Title Holdings by OCLC Subject Conspectus
Create new titles lists for library staff and end users New Titles List
Create packing lists for branch shipments Items in Transit Report
Create removed titles lists for library staff Removed Titles List
Determine busy and slow times at the circulation desk

Hourly Average Circulation Activity Daily Chart

Hourly Average Circulation Activity Summary Report

Determine how unique a collection in the Knowledge Base is in comparison to my library's collection WorldCat Knowledge Base - My Collection Overlap Summary Report
Determine the status of all institutional funds Fund Balance
Determine the status of items in my institution Item Status Statistics Chart
Determine my institution's most circulated items Item Status Statistics Chart
Determine my institution's most popular items High Use Circulation Titles Summary Report
Determine recalled items not yet returned Recalled Items Report
Determine what is unique to an electronic collection WorldCat Knowledge Base - Collection Overlap Summary Report
Determine where an electronic collection overlaps with other collections WorldCat Knowledge Base - Collection Overlap Summary Report
Generate title-level counts by format for external reporting purposes Title Holdings by Material Format
Identify fulfilled hold requests that are on the hold shelf ready for patrons to pick up Holds Ready for Pickup Report
Identify high-use electronic titles in my collection Top 100 Title Usage
Identify high-use titles in my collection based on circulation activity, such as checkouts, renewals, and holds High Use Circulation Titles Summary Report
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) Holds List Report
Identify items that require staff action All Checked Out Items Report
Identify open holds not yet fulfilled Open Holds Report
Identify orders that are still open Open Encumbrances Report
Identify the best performing vendors Vendor Performance
Identify the worst performing vendors Vendor Performance
Notify patrons who don't have email about overdue items Overdue Items Aging Report
Notify patrons who don't have email about past due bills Outstanding Fees and Bills Report
Perform a quick count of bills created, waived, and paid Fiscal Summary Report
Perform a quick count of items checked in, checked out, and renewed Monthly Circulation Statistics Report
Predict staffing levels needed at the circulation desk

Hourly Average Circulation Activity Daily Chart

Hourly Average Circulation Activity Summary

Provide a detailed view by vendor by month of your institution's C4DB1 COUNTER data Merged COUNTER Vendor Usage Detail
Provide a summary of invoices that need to be paid to an external department that issues payments on behalf of the library Paid Invoice Summary Report
Provide a summary of serials received by publication frequency within a specified period of time Serials Received Summary Report
Provide an "at-a-glance" view of acquisition activity at your institution Acquisitions Dashboard
Provide an "at-a-glance" view of circulation activity at your institution Circulation Dashboard
Provide details of invoiced items to an external department that issues payments on behalf of the library Paid Invoice Item Detail Report
Provide details of the titles from C4BR1 and C4JR1 files where COUNTER Report Total (i.e., ft_total) was equal to zero for the selected time period Titles with Zero Usage Detail
Reconcile a circulation cash drawer Daily Payments Report
Replace absent items Lost or Missing Items Report
Track changes to title-level holdings for your collection over time Title Holdings by Material Format
Verify a patron load Patron Counts Summary Report
View a detailed listing of document delivery requests for a given period of time Document Delivery Request Detail
View a list of circulation events for a WMS Group where the patron's institution is different than the item's owning institution. Group Circulation Events Detail Report
View a list of open hold requests for a WMS Group. Group Open Holds Request Report
View a list of overdue items for a WMS Group where the patron's institution is different than the item's owning institution. Group Overdue Items Report
View a monthly heatmap of the distribution of my collection based on format and publication decade Title Holdings by Material Format and Publish Date
View a summary by month of your institution's C4DB1 COUNTER data Merged COUNTER Database Usage Summary
View a summary of activity for document delivery requests and fulfillments Document Delivery Activity Overview
View a summary of purchases made at the request of a specific library user Payment Activity by Requestor Report
View amount paid by classification Payment Activity by Classification Report
View amount paid by material format Payment Activity by Material Format Report
View amount paid by vendor Payment Activity by Vendor Report
View amount paid for eproducts, serials, and single-volume works. Payment Activity by Processing Type Report
View collection changes over time based on subject holdings Title Holdings by OCLC Subject Conspectus
View how many items have been ordered on a fund and the associated expenditures Payment Activity by Fund Report
View details for a specific fund expenditure Payment Activity by Fund Report
View details of all the items purchased based on fund, location, or processing type Title Copy Detail Report
View details of copies received by branch Receiving Activity by Location
View details of copies received by shelving location Receiving Activity by Location
View document delivery statistics for a given period of time by patron status, patron department, or material format. Document Delivery Request Statistics
View item holdings quantity by branch

Branch Item Holdings by Material Format

Branch Item Holdings by Shelving Location

View item holdings quantity by material format Branch Item Holdings by Material Format
View item holdings quantity by shelving location Branch Item Holdings by Shelving Location
View search statistics for a specific provider by collection Merged COUNTER Database Usage Detail
View statistics on currently received journal titles Serials Received Summary Report
View the number of copies purchased and the amount paid for each location in my library Payment Activity by Location Report
View the number of items purchased by classification Payment Activity by Classification Report
View the number of items purchased by material format Payment Activity by Material Format Report
View the number of items purchased by vendor Payment Activity by Vendor Report
View the number of items purchased Payment Activity by Processing Type Report
View title-level statistics for e-books and e-journals for a specific provider Merged COUNTER E-Journal/E-book Usage Detail
View when report data was last updated

Acquisitions Data Last Refresh Date

Cataloging Data Last Refresh Date

Circulation Data Last Refresh Date

E-Resources Data Last Refresh Date

 

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