Report fields D-H
View all report objects D-H available to retrieve data for standard reports in WorldShare Reports in Power BI.
| D E F H D |
| Report field | Description | Appears in |
|---|---|---|
Discount Amount
|
Monetary amount deducted from the retail price for a specific item. | Paid Invoice Detail Paid Invoice Summary |
| D E F H E |
| Report field | Description | Appears in |
|---|---|---|
Edition
|
A specific version of a work (e.g., the seventeenth edition of Webster's Dictionary). | New Titles List Open Encumbrances Payment Activity Analysis Removed Titles List Title Copy Payment Detail |
Encumbered Amount
|
Monetary amount held or reserved on a fund. Typically used when an item has been ordered but not yet invoiced or paid. | Open Encumbrances |
Encumbered Copies Received
|
Number of copies received for an acquisition order item still in an encumbered state. | Open Encumbrances |
Event Bill Reason
|
The reason that a bill was assessed for an event. Examples include: Overdue, Lost Item, Processing. | Daily Payments |
Event Borrower Category
|
The borrower category of the patron associated with an event. | Circulation Events Detail Monthly Circulation Statistics |
Event Branch Name
|
The branch name associated with an event. | Circulation Events Detail Daily Payments Hourly Average Circulation Activity Monthly Circulation Statistics |
Event Count
|
The total number of events.
Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS. |
Daily Payments |
Event Currency
|
The fiscal currency of an event. | Daily Payments |
Event Date
|
The date of an event. | Hourly Average Circulation Activity |
Event Date/Time
|
The date/time of an event. | Circulation Events Detail Daily Payments High Use Circulation Titles |
Event Day Name of Week
|
The day of the week (e.g., Wednesday) for an event. | Circulation Events Detail Hourly Average Circulation Activity |
Event Due Date/Time
|
The date and time of the due date for an item in an event. | Circulation Events Detail |
Event Fiscal Amount Paid
|
The monetary amount paid for a given bill.
Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS. |
Daily Payments |
Event Hour of Day 24
|
The hour of the day on a 24 hour clock for an event. | Hourly Average Circulation Activity |
Event Loan Policy
|
The name of the policy that specifies the conditions under which a library item is checked out to a patron in an event. The loan policy specifies whether a specific material format may be checked out to a specific patron borrower category and, if so, for what period of time. | Circulation Events Detail |
Event Month Name
|
The month name (e.g., November) for an event. | Monthly Circulation Statistics |
Event Patron Membership Expiration Date
|
The expiration date of the patron's membership period at the time of the event. | Circulation Events Detail |
Event Patron Membership Policy Name
|
The name of the library's membership policy that applies to the patron's membership at the time of the event. | Circulation Events Detail |
Event Patron Membership Start Date
|
The date when a patron's membership fee was fully paid or waived, and the membership period began at the time of the event. | Circulation Events Detail |
Event Patron Membership Status
|
The patron's membership status at the time of the event, e.g., Active, Pending, etc. | Circulation Events Detail |
Event Payment Method
|
The form of payment used to pay a bill transaction for an event. Payment methods are defined by the library and usually include categories such as cash, check and credit. | Daily Payments |
Event Pickup Branch Location
|
The service location at a library branch where an item is sent to fulfill a hold request. | Circulation Events Detail |
Event Pickup Branch Name
|
The branch where an item is sent to fulfill a hold request. | Circulation Events Detail |
Event Staff Full Name
|
The full name (given name and surname) of the staff member who performed an event. | Circulation Events Detail Daily Payments |
Event System Index Number
|
A system-generated value representing a unique circulation event transaction within the reporting system, for purposes of returning distinct records. This index value may change over time and should not be used as a filter for locating specific records. | Circulation Events Detail Daily Payments |
Event Transaction Source
|
The service or agent that originated the event. | Circulation Events Detail Daily Payments Hourly Average Circulation Activity Monthly Circulation Statistics |
Event Type
|
The kind of event that has occurred. Examples include checkout, place order, waive bill, etc. | Circulation Events Detail Monthly Circulation Statistics |
Event Year
|
The calendar year in which the event occurred. | Monthly Circulation Statistics |
Expended Amount
|
The monetary amount an institution has spent on acquired items. | Acquisitions Overview Paid Invoice Detail Paid Invoice Summary Payment Activity Analysis Title Copy Payment Detail |
| D E F H F |
| Report field | Description | Appears in |
|---|---|---|
Fiscal Action Type
|
The kind of fiscal transaction. Examples include: ASSESS, CANCEL, PAY, PEND, REFUND, WAIVE.
|
Fiscal Detail |
Fiscal Bill Note
|
Note associated with a fiscal transaction that provides additional information for other library staff (e.g., the reason that the bill was waived, canceled, or refunded, the interlibrary loan request associated with the bill, etc.). | Outstanding Fees and Bills |
Fiscal Bill Reason
|
The reason for the fiscal transaction. Examples include: Overdue, Lost Item, Processing. | Fiscal Detail Outstanding Fees and Bills |
Fiscal Currency
|
The three-character code (e.g., CAD, EUR, USD) that designates the monetary unit in which the fiscal transaction is recorded. The currency code is based on the ISO-4217 standard. | Fiscal Summary Outstanding Fees and Bills |
Fiscal Payment Method
|
The form of payment used to pay a fiscal transaction. Payment methods are defined by the library and usually include categories such as cash, check and credit. | Fiscal Detail |
Fiscal Transaction Amount
|
The monetary amount of a fiscal transaction, inclusive of taxes and other related charges. | Fiscal Detail Outstanding Fees and Bills |
Fiscal Transaction Date
|
The date of a fiscal transaction. | Fiscal Detail Fiscal Summary Outstanding Fees and Bills |
Fiscal Transaction Outstanding Amount
|
The remaining monetary amount of a bill, inclusive of taxes and other related charges, after any payment has been applied. | Outstanding Fees and Bills |
Fiscal Transaction Staff Full Name
|
The full name (given name and surname) of the staff member that performed a fiscal transaction. | Fiscal Detail |
Fund Balance
|
=[Budgeted Amount]-[Fund Encumbered Amount]-[Fund Expended Amount] | |
Fund Code
|
Identifier provided by the institution for a specific fund on a budget. Each fund code must be unique per budget. | Open Encumbrances Paid Invoice Detail Paid Invoice Summary Payment Activity Analysis Title Copy Payment Detail |
Fund Encumbered Amount
|
The summary monetary amount held or reserved on a fund. Typically used when an item has been ordered but not yet invoiced or paid. | Fund Balance |
Fund Expended Amount
|
The summary monetary amount an institution has spent on acquired items for a fund. | Fund Balance |
Fund Name
|
Name provided for a fund. Used to provide an internal way to reference the fund by the institution. | Acquisitions Overview Open Encumbrances Paid Invoice Detail Paid Invoice Summary Payment Activity Analysis Title Copy Payment Detail |
Fund Name Level 1
|
Fund name of the top level fund in the fund hierarchy. | Fund Balance Payment Activity Analysis Title Copy Payment Detail |
Fund Name Level 2
|
Fund name of the second level fund in the fund hierarchy. | Fund Balance Payment Activity Analysis Title Copy Payment Detail |
Fund Name Level 3
|
Fund name of the third level fund in the fund hierarchy. | Fund Balance Payment Activity Analysis Title Copy Payment Detail |
Fund Name Level 4
|
Fund name of the fourth level fund in the fund hierarchy. | Fund Balance Payment Activity Analysis Title Copy Payment Detail |
Fund Name Level 5
|
Fund name of the fifth level fund in the fund hierarchy. | Fund Balance Payment Activity Analysis Title Copy Payment Detail |
| D E F H H |
| Report field | Description | Appears in |
|---|---|---|
Hold Item Consultations
|
The number of times that a staff user issued a requested item to a patron for in-house use.
Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS. |
High Use Circulation Titles Monthly Circulation Statistics |
Hold Item Consultations (Avg)
|
=Round (([Hold Item Consultations]/[Day Count]);2) | Hourly Average Circulation Activity Monthly Circulation Statistics |
Holds Fulfilled
|
The number of holds fulfilled.
Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS. |
High Use Circulation Titles Hourly Average Circulation Activity |
Holds Fulfilled (Avg)
|
=Round (([Holds Fulfilled]/[Day Count]);2) | Hourly Average Circulation Activity |