Select a report
Identify the standard report(s) to run in WorldShare Reports in order to meet your needs.
| I want to. . . | Report |
|---|---|
| Analyze circulation statistics | Circulation Events Detail Report |
| Analyze fiscal transactions | Fiscal Detail Report |
| Analyze full-text usage activity across vendors | COUNTER 4 Merged E-Journal/E-book Usage Summary |
| Analyze search activity across vendors | COUNTER 4 Merged 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 LHR and circulation data | LHR Duplicate Barcodes |
| Clean up patron records | Patron Information Detail Report |
| Compare eBook title usage across various content platforms | COUNTER 5 E-Book Title Usage Comparison |
| Compare eJournal title usage across various content platforms | COUNTER 5 E-Journal Title Usage Comparison |
| 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 a single barcode value has been used in multiple LHR items | LHR Duplicate Barcodes |
| Determine where an electronic collection overlaps with other collections | WorldCat knowledge base - Collection Overlap Summary Report |
| Determine which items were added or deleted in the last seven days | Circulation Add-Delete 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 | COUNTER 4 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 | COUNTER 4 Merged Vendor Usage Detail |
| Provide a detailed view of your library's C5DR_D1 data by database by month | COUNTER 5 Database Vendor Usage Detail |
| Provide a detailed view of your library's C5TR_J1 and C5TR_B1 COUNTER data by title | COUNTER 5 Merged E-Journal/E-book Usage Detail |
| Provide a list of checked out items for a WMS Group where the patron's institution is different than the item's owning institution | Group All Checked Out Items Report |
| Provide a summary by month of your library's C5PR_P1 COUNTER data | COUNTER 5 Platform Usage Summary |
| Provide a summary by month of your library's C5TR_J1 and C5TR_B1 COUNTER data | COUNTER 5 Merged E-Journal/E-book Usage Summary |
| 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 a summary of your library's C5DR_D1 data for a specific period of time | COUNTER 5 Database Usage Summary |
| Provide a summary of your library's C5DR_D2 data for a specific period of time | COUNTER 5 Database Denials Summary |
| 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 | COUNTER 4 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 |
| View a count of titles held by individual members of a WMS Group by month, year | Title Holdings Count by Institution |
| View a list of titles uniquely held by a specified member institution of a WMS Group | Titles Held by a Single Institution |
| 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 | COUNTER 4 Merged Database Usage Summary |
| View a summary by month of your library's C5TR_J1 and C5TR_B1 COUNTER data | COUNTER 5 Merged E-Journal/E-book Usage Summary |
| View a summary by platform by month of your library's C5TR_J1 and C5TR_B1 COUNTER data | COUNTER 5 E-Journal/E-book Platform Usage |
| 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 | COUNTER 4 Merged Database Usage Detail |
| View statistics on currently received journal titles | Serials Received Summary Report |
| View the combined count of new and removed titles for a WMS Group | Count of New and Removed Group Titles |
| View the combined count of titles held by a WMS Group by month, year, and material format | Title Counts for Group Catalog Report |
| View the net change in title holdings activity for a WMS Group by month, year | Count of New and Removed Group Titles |
| 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 | COUNTER 4 Merged E-Journal/E-book Usage Detail |
| View when report data was last updated | Acquisitions Data Last Refreshed Cataloging Data Last Refreshed Circulation Data Last Refreshed E-Resources Data Last Refreshed Interlibrary Loan Data Last Refreshed |
| View when cataloging report data was last updated for a WMS Group | Group Cataloging Data Last Refreshed |