Now you are ready to run the report from the template you have created.
In the My Folders section click the arrow next to to expand this folder and select .
Select the box beside Circulations by month for one library. Select from the dropdown menu. Click .
Complete the first part of report settings. Only Report
Name and Choose a folder...
are required
fields.
Template Name, Template Creator, and Template
Description are for informational purposes only. They are hard
coded when the template is created. At the report definition stage it is not
possible to change them.
Report Name is required. Reports stored in the same folder
must have unique names.
Report Description is optional but may help distinguish
among similar reports.
Report Columns lists the columns that will appear in the
output. This is derived from the template and cannot be changed during report
definition.
Pivot Label Column and Pivot Data
Column are optional. Pivot tables are a different way to view
data. If you currently use pivot tables in MS Excel
it is better to select an Excel output and continue
using pivot tables in Excel.
You must choose a report folder to store this report
definition. Only report folders under My Folders are
available. Click on the desired folder to select it.
Select values for the Circulation > Check Out Date/Time. Use the calendar widget or manually enter the desired dates, then click to include the date on the list. You may add multiple dates.
The Transform for this field is Year + Month, so even if you choose a specific date (2009-10-20) it will appear as the corresponding month only (2009-10).
It is possible to select relative dates. If you select a relative date 1 month ago you can schedule reports to automatically run each month. If you want to run monthly reports that also show comparative data from one year ago, select a relative date 1 month ago, and 13 months ago.
Select a value for the Circulating Library.
Complete the bottom portion of the report definition interface, then click
.
Select one or more output formats. In this example the
report output will be available as an Excel
spreadsheet, an HTML table (for display in the staff client or browser), and as
a bar chart.
If you want the report to be recurring, check the box and
select the Recurrence Interval as described in Recurring Reports. In this
example, as this is a report that will only be run once, the Recurring
Report box is not checked.
Select Run as soon as possible for
immediate output. It is also possible to set up reports that run automatically
at future intervals.
It is optional to fill out an email address where a
completion notice can be sent. The email will contain a link to
password-protected report output (staff login required). If you have an email
address in your Local System Administrator account it will automatically appear
in the email notification box. However, you can enter a different email address
or multiple addresses separated by commas.
Select a folder for the report's output.
You will get a confirmation dialogue box that the Action Succeeded. Click .
Once saved, reports stay there forever unless you delete them.