WorldShare Reports in Power BI release notes, June 2025

Search and locate COUNTER 5 reports in All reports page

The new COUNTER 5 reports can be located with quick and easy searches based on report title, description, and keywords. The below example is a simple search for Title contains "counter".  Notice each report contains keywords for each specific COUNTER report type, which could also be used for searching.

COUNTER 5 E-Journal/E-Book Usage Summary

This report is a summary of COUNTER 5 usage and denial counts of licensed eJournal and eBook titles for all vendors, utilizing the COUNTER TR_J1, TR_J2, TR_B1, and TR_B2 file types. Additionally, you can drill through to the detail of each summary vendor line (see below).

To assist with yearly review, this report defaults to the last 13 calendar months, but can be filtered (and bookmarked) to apply any date period, vendor, COUNTER source, or platform.

This report also offers a feature to drill through to detailed rows. To enact the feature, simply hover over the detailed listing and allow the tooltip to appear. After a split second, the "Drill through" option will appear. Select the magnifying glass to drill through to the details of the selected row you are on. The drill through can also be enacted by right-clicking on the row you want to interrogate, then selecting the magnifying glass to drill through.

Once you land on the detail for the selected vendor, you will see a monthly visual representation of your COUNTER data. This will allow you to easily view any months that may be missing data, where you can then make the necessary adjustments in WorldShare License Manager to ensure all months are error-free.

Detailed data in the table below can be exported for your further investigative needs.

 Visit COUNTER 5 E-Journal/E-Book Usage Summary for additional information and workflows.

COUNTER 5 Database Usage Summary

This report is a summary of COUNTER 5 database usage by vendor, utilizing the COUNTER DR_D1 file type. Additionally, you can drill through to the detail of each summary vendor line (see below).

To assist with yearly review, this report defaults to the last 13 calendar months, but can be filtered (and bookmarked) to apply any date period, vendor, or database.

This report also offers a feature to drill through to detailed rows. To enact the feature, simply hover over the detailed listing and allow the tooltip to appear. After a split second, the "Drill through" option will appear. Select the magnifying glass to drill through to the details of the selected row you are on. The drill through can also be enacted by right-clicking on the row you want to interrogate, then selecting the magnifying glass to drill through.

Once you land on the detail for the selected vendor, you will see a monthly visual representation of your COUNTER data. This will allow you to easily view any months that may be missing data, where you can then make the necessary adjustments in WorldShare License Manager to ensure all months are error-free.

Detailed data in the table below can be exported for your further investigative needs.

Expanding the hierarchy allows you to view each month's usage by database, for easy month-to-month comparison.

 Visit COUNTER 5 Database Usage Summary for additional information and workflows.

COUNTER 5 Platform Usage

This report is a summary and monthly trends of COUNTER 5 platform usage, utilizing the PR_P1 file type. Additionally, you can drill through to the detail of each summary platform line (see below).

To assist with yearly review, this report defaults to the last 13 calendar months, but can be filtered (and bookmarked) to apply any date period or platform.

This report also offers a feature to drill through to detailed rows. To enact the feature, simply hover over the detailed listing and allow the tooltip to appear. After a split second, the "Drill through" option will appear. Select the magnifying glass to drill through to the details of the selected row you are on. The drill through can also be enacted by right-clicking on the row you want to interrogate, then selecting the magnifying glass to drill through.

Once you land on the detail for the selected platform, you will see a monthly visual representation of your COUNTER data. This will allow you to easily view any months that may be missing data, where you can then make the necessary adjustments in WorldShare License Manager to ensure all months are error-free.

Detailed data in the table below can be exported for your further investigative needs.

This report also introduces a new tree map visualization of your platforms by your selected metric type. Select the "Tree Map" view, then adjust the Metric Selector to visualize your data by platform usage counts. This data can be exported for your further investigative needs.

 Visit COUNTER 5 Platform Usage for additional information and workflows.

COUNTER 5 Multimedia/Journal Usage Summary

This report is a summary and detail of COUNTER 5 usage counts of IR_M1 multimedia items and IR_A1 journal articles. Additionally, you can drill through to the detail of each summary vendor line (see below).

To assist with yearly review, this report defaults to the last 13 calendar months, but can be filtered (and bookmarked) to apply any date period or platform.

This report also offers a feature to drill through to detailed rows. To enact the feature, simply hover over the detailed listing and allow the tooltip to appear. After a split second, the "Drill through" option will appear. Select the magnifying glass to drill through to the details of the selected row you are on. The drill through can also be enacted by right-clicking on the row you want to interrogate, then selecting the magnifying glass to drill through.

Once you land on the detail for the selected platform, you will see a monthly visual representation of your COUNTER data. This will allow you to easily view any months that may be missing data, where you can then make the necessary adjustments in WorldShare License Manager to ensure all months are error-free.

Detailed data in the table below can be exported for your further investigative needs.

 Visit COUNTER 5 Multimedia/Journal Usage Summary for additional information and workflows.

COUNTER 5 E-Journal/E-Book Open Access Usage Summary

This report is a summary and detail of COUNTER 5 open access usage by vendor and access type, utilizing the COUNTER TR_J3 and TR_B3 file types. Additionally, you can drill through to the detail of each summary vendor line (see below).

To assist with yearly review, this report defaults to the last 13 calendar months, but can be filtered (and bookmarked) to apply any date period or platform.

This report also offers a feature to drill through to detailed rows. To enact the feature, simply hover over the detailed listing and allow the tooltip to appear. After a split second, the "Drill through" option will appear. Select the magnifying glass to drill through to the details of the selected row you are on. The drill through can also be enacted by right-clicking on the row you want to interrogate, then selecting the magnifying glass to drill through.

Once you land on the detail for the selected platform, you will see a monthly visual representation of your COUNTER data. This will allow you to easily view any months that may be missing data, where you can then make the necessary adjustments in WorldShare License Manager to ensure all months are error-free.

Detailed data in the table below can be exported for your further investigative needs.

 Visit COUNTER 5 E-Journal/E-Book Open Access Usage Summary for additional information and workflows.

COUNTER 5 Database Denials Summary

This report is a Summary of COUNTER 5 database denials by vendor, utilizing the COUNTER DR_D2 file type.

To assist with yearly review, this report defaults to the last 13 calendar months, but can be filtered (and bookmarked) to apply any date period or platform.

 Visit COUNTER 5 Database Denials Summary for additional information and workflows.

Search and locate collection holdings reports

The new collection holdings eports can be located with quick and easy searches based on report title, description, and keywords. The below example is a simple search for Title contains "holdings".  Notice each report contains keywords for such as IPEDS and trends, which could also be used for searching.

Title Holdings Insights

A report that summarizes counts of your title holdings by month, material format, and OCLC conspectus, utilizing monthly snapshots of data to view your title counts for selected historical months. This report may be helpful when completing your yearly IPEDS/ACRL reporting.

This report defaults to the last 2 calendar months, but can be filtered (and bookmarked) to apply any date period, material format, material subformat, or OCLC Conspectus subject values. It provides collection analysis by month for easy month-to-month comparisons. Your data can also be viewed by OCLC Conspectus subject values by clicking the "Conspectus" button.

Note: Larger date ranges may require additional processing time (1-3 minutes) to complete.

You can easily expand and contract the material format/subformats by clicking the plus sign on an individual material format, or clicking the down the hierarchy button () on the context menu of the visualiation.

 Visit Title Holdings Insights for additional information and workflows.

Item Holdings Insights

A report that summarizes counts of your item holdings (LHRs) by month, branch, material format, and shelving location, utilizing monthly snapshots of data to view your item counts for selected historical months. This report may be helpful when completing your yearly IPEDS/ACRL reporting.

This report defaults to the last calendar month, but can be filtered (and bookmarked) to apply any particular month, material format, or material subformat. Clicking the "Branch" or "Shelving Location" buttons provides you with a view of your collection by these respective dimensions.

Note: When applying longer date ranges, please select one particular month at a time when viewing the report, to avoid aggregation of data across all months. This report is intended for viewing individual months.

 Visit Item Holdings Insights for additional information and workflows.