WorldShare Reports in Power BI release notes, December 2025
Release Date: 11 December 2025
Introduction
This release of WorldShare Reports in Power BI provides new features and enhancements. These features will help you manage more complex workflows, including:
- View updated acquisitions reports to support branch-based acquisitions features
Recommended actions
For this release, we recommend that you review the following checklists and complete the relevant tasks to adjust your policies and workflows and train your staff. These checklists identify updates that we have determined as significant for most institutions. We encourage you to review all of the items in the release notes to determine whether other items might require additional action or follow-up by your institution.
Administrative actions
These items require immediate action or decisions.
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If your institution is utilizing the branch-based acquisitions features introduced in the Acquisitions module in December 2025, these report changes will assist you with your payment analysis. We encourage you to review all materials carefully before enabling this feature. Once enabled, branch-based acquisitions cannot be disabled. Therefore, libraries wishing to use this feature must be certain of what is involved before enabling the feature. |
Follow-up actions
In an effort to keep your staff informed of new features and changes, you may also want to consider these items.
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Reporting staff may want to refer to the 30 January 2025 release notes and the OCLC help documentation to familiarize themselves with the Power BI reports and general features, including exporting, bookmarking, and report favoriting. |
New features and enhancements
Updated acquisitions reports to support branch-based acquisitions
If your institution is utilizing the branch-based acquisitions features introduced in December 2025, these report changes will assist you with your payment analysis.
Payment Activity Analysis
You can now filter your Payment Activity Analysis report to a more specific granularity, particularly if you are utilizing the branch-based acquisition feature.
New filters:
- Invoice Acquisitions Branch Name: The institution branch optionally associated with an acquisitions invoice, indicating the source or owning branch of the invoiced materials.
- Invoice Acquisitions Department: The specific department within an institution branch, optionally associated with an acquisitions invoice, indicating where the invoiced materials will be processed.
Additionally, when you drill through to the Title Copy Detail, you will view new columns for Invoice Acquisitions Branch Name and Invoice Acquisitions Department.
Title Copy Payment Detail
You can also now view the new Invoice Acquisitions Branch and Invoice Acquisitions Department columns in the detailed rows of the standalone Title Copy Payment Detail report. Filters for these new fields have been added to allow for quick and easy payment analysis.
Important links
Support website(s)
Support information for this product and related products can be found at: