Patron Counts Summary
Learn more about the Patron Counts Summary report in WorldShare Reports in Power BI.
Overview
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.
| Dataset | Patron Information |
|---|---|
| Data refresh rate | This report's data is updated nightly. It will be updated by 6 a.m. your institution's data center time. The data will be "as of" the end of the previous day. |
| Data history start date | Snapshot (current data only) |
| Default date range | N/A |
| Report type | Interactive |
| Available filters |
Patron Counts Summary visuals
- Patron Counts Summary report interface - Image
| Visual | Description |
|---|---|
| Patron Expired Flag | Select Y, N, or both to change all of the visuals in the report.
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| Report Selection | Select one of the following options to change all visuals in the report.
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| Patron Count | Displays your institution's current patron count. |
| Patron Count by Patron Borrower Category | Displays your institution's patron count by patron borrower category.
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| Patrons Recently Registered | Displays the number of patrons registered within the last six months.
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| Patrons Nearing Expiration | Displays the number of patron accounts expiring within the next six months.
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| Patron Count by Postal Code | Displays your institution's patron count by postal code.
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