Standard reports A-Z
Note: Click a report name to view additional information about the report.
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A |
- Acquisitions Overview
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The Acquisitions Overview report contains key visualizations displaying statistics related to expenditures by various facets. These include the top 10 number of copies expended and the associated expended amount (in your institution's currency) by fund, vendor, material format, and classification.
- All Checked Out Items
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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.
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C |
- Circulation Events Detail
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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
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The Circulation Item Deletions report lists the items that have been withdrawn from circulation but not yet purged based on your institution's deleted items policy.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.
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D |
- Daily Payments
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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.
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F |
- Fiscal Detail
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The Fiscal Detail report lists detailed fiscal transactions within a specified date range. You can use this report to analyze financial transactions by type, staff name, bill reason, borrower category, or payment method.
- Fiscal Summary
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The Fiscal Summary report provides visualizations to summarize monthly billing counts and fiscal amounts within a specified date range. You can use this report to perform a quick analysis of fiscal activity at your circulation desk.
- Fund Balance
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The Fund Balance report summarizes fund balance activity for a specified budget period. It provides a snapshot of your funds and includes the details of the amount budgeted, encumbered, and expended. You can use this report for high-level analysis and management reporting.
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H |
- High Use Circulation Titles
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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
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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.
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I |
- Items in Transit
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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
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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.
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L |
- LHR Duplicate Barcodes
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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
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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.
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M |
- Monthly Circulation Statistics
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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.
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N |
- New Titles List
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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.
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O |
- Open Encumbrances
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The Open Encumbrances report displays a list of items ordered but not fully paid within a specified period. It provides information about outstanding orders, including bibliographic, fund, and order information. You can use this report as part of your fiscal close process to identify orders that are still open and need to be dealt with based on local workflows.
- Outstanding Fees and Bills
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The Outstanding Fees and Bills Report displays a detailed list of outstanding fees and bills. You can use this report to notify patrons about past-due bills.
- Overdue Items
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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.
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P |
- Paid Invoice Detail
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The Paid Invoice Detail report lists detailed information about a paid invoice. It provides details of the vendor, invoice number, invoice item quantity, and unit prices and charges. You can use this report to provide details of invoiced items to external departments that issue payments on behalf of the library.
- Paid Invoice Summary
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The Paid Invoice Summary report displays a summary of paid invoices within a specified period. It provides invoice numbers, vendor, date last paid, count of invoice items, and amount paid. You can use this report to review a summary of invoices that need to be paid and provide it to an external department that issues payments on behalf of the library.
- Patron Counts Summary
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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
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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.
- Payment Activity Analysis
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The Payment Activity Analysis report summarizes payment activity in seven different dimensions: Fund, Material Format, Vendor, Location, Processing Type, Classification, and Requestor. You can use this report to see how many items have been paid and the expenditures associated with each dimension.
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R |
- Recalled Items
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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.
- Receiving Activity by Location
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The Receiving Activity by Location report summarizes receiving activity by branch and shelving location within a specified period.
- Removed Titles List
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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.
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S |
- Serials Claimed Summary
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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
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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.
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T |
- Title Copy Payment Detail
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The Title Copy Payment Detail report lists detailed information about payment activity. It provides bibliographic details of the title, Knowledge Base, order, and invoice information. You can use this report to view the details of all the items paid.
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V |
- Vendor Performance
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The Vendor Performance report displays a summary of vendors and the average number of days to fulfill items within a specified period. You can use this report to identify the best and worst-performing vendors and tailor your future ordering preferences accordingly.