Skip to main content
OCLC Support

WorldShare Reports videos

Find all available training videos on WorldShare Reports and WorldShare Report Designer.

WorldShare Reports

Start here: Standard reports

Run time: 9:55

In this video you’ll learn about WorldShare Reports, specifically standard or pre-defined reports. You’ll learn how to access the reports, and how to use user prompts and input controls to select data for the report, and view or filter that data.

 

Scheduling reports

Run time: 8:13

In this video, you'll learn how to schedule reports (including selecting a destination), and how to retrieve scheduled reports.

 

Export options

Run time: 2:23

In this video, you'll learn about exporting reports in specific file formats that can be used outside WorldShare Reports.

WorldShare Report Designer

Create a report

Run time: 7:38

Learn how to use WorldShare Report Designer to create a simple report.

 

Sort and format a report

Run time: 7:34

This video demonstrates how to sort and format reports, including switching between portrait and landscape modes, aligning and wrapping text, and repeating a table header on each page.

 

Calculations and formulas

Run time: 6:31

This video demonstrates using functions to calculate sums, counts, or averages in a report; inserting breaks to calculate subtotals; and creating simple formulas.

 

Input controls

Run time: 5:32

In this video you will learn why and how to add input controls to a report in WorldShare Report Designer.

 

Charts

Run time: 5:58

After watching this video, you will be able to select a chart type, add a chart to a report and format it, and turn a table into a chart.

 

Multiple universe reports 

Run time: 12:46

In this video, you’ll learn how to create multiple universe reports in WorldShare Report Designer. People also refer to this task as making cross-universe reports, or merging data from different universes.

 

Variables

Run time: 8:30

After watching this video, you will be able to determine when to use a variable, differentiate three kinds of variables, and create and use variables in reports.

 

Saving and retrieving reports

Run time: 6:26

Learn about saving and retrieving reports in WorldShare Report Designer.

 

Modify an existing report

Run time: 10:10

In this video you’ll learn how to modify existing reports, which could be standard reports, or reports that you have previously created in Report Designer.