Standard reports A-Z

View all standard reports available in WorldShare Reports in Power BI. Click a report name to view additional information about the report.

Note: Click a report name to view additional information about the report.

All Checked Out Items: The All Checked Out Items report lists all items currently on loan in WMS circulation. A top-level KPI (key performance indicator) provides a quick statistic of the item count. You can use this report to identify items that may require staff action.

Circulation Events Detail: The Circulation Events Detail report lists the circulation event transactions within a specified date range. By default, this report displays data for all circulation event types for the last 30 days. This report can analyze detailed circulation transactions by date, loan policy, call number, material format, or borrower category.
Circulation Item Deletions: The Circulation Item Deletions report lists the items that have been withdrawn from circulation but not yet purged based on your institution's deleted items policy. This report defaults to items deleted in the last 7 days, but you may adjust the Item Deleted Date filter to enter a selected time frame as needed.

Daily Payments: The Daily Payments report displays details of payments by branch and payment method with a specified date range. The default date range is one day back. It provides a visual for the number of payments, the amount paid by the branch, and the payment method. There is also a list of payments received during the selected date range. You can use this report to reconcile a circulation cash drawer.

High Use Circulation Titles: The High Use Circulation Titles report lists titles identified as high use (based on circulation activity, such as checkouts, renewals, and holds) within a specified date range. By default, the range is the last six months of activity. It provides details of an item’s title, OCLC number, and the count of activity ranked. You can use this report to determine your institution’s most popular items.

Hourly Average Circulation Activity: The Hourly Average Circulation Activity report displays a chart of average circulation activity by hour within a specified date range for selected branch(es) for the selected day(s). The default date range is the last six months of activity. This chart is interactive, and after you select or deselect event types, the chart regenerates. You can use this chart to display busy and slow times at the circulation desk and provide decision support on staffing levels needed.

This report also allows you to personalize the report visual by selecting which metrics you want to use to evaluate hourly activity at your branches. For example, you may wish to include bills paid, bills created, etc., in your activity.

Items in Transit: The Items in Transit report lists the items that are in Transit or Dispatched statuses. This report is defaulted to items routed in the last 30 days, but you can adjust the filter to a different time frame as needed. A top-level KPI (key performance indicator) provides a quick statistic of the item count.
Item Status Statistics: The Item Status Statistics report is a dashboard-style set of visualizations to analyze the current makeup of your institution's circulation collection. Top-level KPIs (key performance indicators) provide quick statistics of item counts.

LHR Duplicate Barcodes: The LHR Duplicate Barcodes report displays where a single barcode value has been used in multiple LHR items to help your library clean up LHR and circulation data. KPIs are provided for a quick look at counts of barcodes that have duplicates and the number of groups of duplicate barcodes.
Lost or Missing Items: The Lost or Missing Items report lists the items that are in the Lost, Missing, Claimed Returned, or Claimed Never Had status. This report defaults to include all items with these statuses, but you may adjust the Item Date Declared Absent filter to enter a selected time frame as needed. A top-level KPI provides a quick statistic of the item count. You can use this report for collection development and to replace absent items.

Monthly Circulation Statistics: The Monthly Circulation Statistics report displays circulation statistics for items checked out, hold item consultations, items soft checked out, and circulation statistics total. You can view these events by year and month, material format, borrower category, permanent shelving location, and temporary shelving location. New to this report is the available reporting by call number classification. The default date range is the last 12 calendar months. It provides details at the month and year level. You can use this report to count items checked out, soft checked out, and items consulted.

New Titles List: The New Titles List report lists all new titles added to your collection for a given time frame. This report defaults to titles added via all methods except the Collection Manager knowledge base in the last 30 days, but you can adjust the filter to a different time frame and source application(s) as needed. A top-level KPI provides a quick statistic of the title count.

Overdue Items: The Overdue Items report lists all items currently past due in WMS circulation. A top-level KPI provides a quick statistic of the item count. You can use this report to notify patrons who don’t have email about overdue items.

Patron Counts Summary: The Patron Counts Summary report displays patron counts by branch, custom category (e.g., major, class year), borrower category, and postal code (zip code). It provides information about the number of borrower or custom category patrons. You can use this report to verify a patron load or analyze the registered borrowers' distribution by category. In addition, visuals are provided for counts of patrons recently registered and approaching expiration.
Patron Information Detail: The Patron Information Detail report lists detailed information that includes many data fields in the patron record. You can use this report for data cleanup (e.g. finding patrons with missing borrower category or home branch), projects, and troubleshooting.

Recalled Items: The Recalled Items report lists all items currently recalled in WMS circulation. A top-level KPI provides a quick statistic of the item count. You can use this report to follow up on recalled items not yet returned.
Removed Titles List: The Removed Titles List report lists all titles removed from your collection for a given time frame. This report defaults to titles removed via all methods except the Collection Manager knowledge base in the last 30 days, but you can adjust the filter to a different time frame and source application(s) as needed. A top-level KPI provides a quick statistic of the title count.

Serials Claimed Summary: The Serials Claimed Summary report displays a summary of serials claimed by publication frequency. This report defaults to serials claimed in the last 12 months, but you can adjust the filter to a different time frame as needed. You can use this report to provide statistics on claimed journal titles.
Serials Received Summary: The Serials Received Summary report displays a summary of serials received by publication frequency, including binding status. This report defaults to serials received in the last 12 months, but you can adjust the filter to a different time frame as needed. You can use this report to provide statistics on currently received journal titles.