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About Reports

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Find an overview of the Analytics module and learn how to access reports in WorldShare Reports.

Overview

You can use the tools available in Reports to monitor your institution's activity within the WorldShare application, including reports on WMS activity and cataloging work in Record Manager.

 Note: What you see in the WorldShare interface may vary depending on your roles.

Within the WorldShare interface, navigate to Analytics > Reports.

In this area, you can open:

Screenshot displays the Report navigation in WorldShare.

 

 

 

  1. Reports: to run and export standard WorldShare Reports
  2. Report Launch Pad (Report Designer only): to run standard reports, design custom reports, and/or save, edit, export, or schedule reports

 

 

 

 

 

Open and close reports

Open a new standard report

  1. In the left navigation, click Reports.
  2. Click a report category accordion to expand the menu.
  3. Click the name of the report you wish to run. The report will open in a new browser tab.

Open a new standard report (report authoring permission)

Note: With report authoring permission, you can access metadata reports from Reports in the left navigation.

  1.  In the left navigation, click Report Launch Pad.
  2. Click a report category folder.
  3. Double-click the name of the report you wish to run. The report will open in a new tab in the Report Launch Pad.

Open a saved custom or standard report

  1. Open a new report
  2. Close the Prompts window.
  3. Click the Open button (Screenshot of the Open button. Button is a file folder with a arrow curving downward above it.) in the main toolbar.
  4. Select the report you want to open from the Choose a document dialog.
  5. Click Open. The saved report will open in the same browser tab.

Close a standard report

To close a standard report, click the x on the open browser tab.

Screenshot of a browser with a standard report open and a red square around the x in the browser tab.

Close a Metadata report

To close a Metadata report, click the x in the Open report tab in the left navigation.

Screenshot of the WorldShare Reports UI with a red square around the x that closes a Metadata report.

Close a custom or standard report (report authoring permission)

With report authoring permission, click the x in the report title tab to close a custom or standard report. When you are finished working with reports in the Report Launch Pad, click Log off > Leave Page.

Screenshot of a custom report with a red square around the x that closes the report tab and a red rectangle around the Log off link.

View Reports and Report Designer in French

Select French language for Reports and Report Designer interface - Example
Screenshot of the WorldShare UI with Language submenu open and a red rectangle around Francais.
  1. In your browser, enter the WorldShare URL for your library. Your library's WorldShare URL will have the following format: https://yourlibrary.share.worldcat.org/wms. Replace yourlibrary with your library's identifier.
  2. On the Sign in screen, enter your User Name and Password.
  3. Click Sign In.
  4. Click your user name and hover over Language.
  5. Click Français.