Report Writer

Using Report Writer

Creating a Custom Report

1. On the Report Writer – Custom Reports screen, select the desired report type from the Create a New Report menu; User, Items, Bibliographic or Combination.
2. Click the New Report button; the Report Writer – Select Parameters screen displays.
3. Select the first parameter by which report content will be determined from the Select field to search menu; the screen refreshes to display the Value fields.
   • Select the desired “matching” type for the search field from the Value menu.
   • Equal – the report will include records in which the content of the search field is an exact match to the value specified.
   • NotEqual – the report will include records in which the content of the search field is not an exact match to the value specified.
   • GreaterThan – the report will include records in which the content of the search field is greater than the value specified.
   • LessThan – the report will include records in which the content of the search field is less than the value specified.
   • Between – the report will include records in which the content of the search field falls between the values specified (inclusive of the specified values).
   • Like – Used in conjunction with the "%" wildcard. The query will include records in which the content of the search field is similar to the value specified.
   • Title Like Christmas% - This is interpreted as any title that starts with Christmas
   • Title Like %Christmas – This is interpreted as any title that ends with Christmas
   • Title Like %Christmas% - This is interpreted as any title that contains the word Christmas
   • Title Like Christmas – This is interpreted the same as Title Equals Christmas
   • Numbered list item
4. Enter the desired value in the Value text boxes.
   • When specifying date values, select the desired date using the Date Entry Calendar.
   • When selecting values from a menu, click the desired value. To select multiple values, press and hold the Ctrl key, then click each desired value.
5. If desired, click the Add Another Parameter button to add another report parameter.
   • The screen refreshes to display an additional Select field to search menu.
   • Specify the desired search field and value as described in steps 4 and 5.
   • Repeat step 6 to add additional parameters as desired.
6. When all desired search parameters have been entered, click the Select Output Fields button to specify the fields to be included in the report; the Report Writer – Select Output Fields screen displays.
7. Select the fields to be included in the report:
   • To add a field to the report, highlight the desired field in the List of Available Fields list box, then click the Add button.
   • To remove a field from the report, highlight the desired field in the Selected Fields list box, then click the Remove button.
   • To reposition a field, highlight the desired field in the Selected Fields list box, then click the Move Up or Move Down button as necessary.
8. Depending on the specific parameters selected for a given report, certain reports can include “duplicate” rows.
   • If you do want to allow duplicate rows in the report, select the Allow duplicates radio button.
   • If you do not want to allow duplicate rows in the report, select the Unique (distinct) fields radio button.
9. When all desired output fields have been selected, click the Save Report button; the Save Report for Future Use dialog displays.
10. Enter a name for the report in the Name of this report text box, then click the Save button; a confirmation dialog displays.
11. Click the Yes button if you wish to schedule the report; the Schedule This Report dialog displays.
12. Select the frequency for which you wish the report to be generated from the Frequency to run menu; either Once, Daily, Weekly or Monthly.
13. Specify the date and time at which you wish the report to run using the Start Time fields.
    • Enter the “start date” using the Date Entry Calendar.
14. Select the time at which you wish the report to run using the Start Time “h” (hour) and “m” (minute) menus and the AM and PM radio buttons.
15. Click the Schedule button on the Scheduling Options screen to submit the report request.

Editing a Custom Report

1. On the Report Writer – Custom Reports screen, click the Edit button for the report you wish to edit; the Report Writer – Select Parameters screen displays.
2. Add, edit or delete report parameters as desired, then click the Select Output Fields button; the Report Writer – Select Output Fields screen displays.
3. Add, remove or re-sequence output fields as desired, then click the Save Report button; the Save Report for Future Use dialog displays.
4. If desired, edit the name of the report, then click the Save button; a confirmation dialog displays.
5. Click the Yes button if you wish to schedule the report; the Schedule This Report dialog displays.
6. Change the report scheduling options as desired, and then click the Schedule button to save your changes.

Scheduling and Running a Custom Report

1. On the Report Writer – Custom Reports screen, click the Schedule button for the report you wish to schedule/run; the Schedule This Report dialog displays.
2. Select the frequency for which you wish the report to be generated from the Frequency to run menu; either Once, Daily, Weekly or Monthly.
3. Specify the date and time at which you wish the report to run using the Start Time fields.
   • Enter the “start date” using the Date Entry Calendar.
4. Select the time at which you wish the report to run using the Start Time “h” (hour) and “m” (minute) menus and the AM and PM radio buttons.
5. Click the Schedule button on the Scheduling Options screen to submit the report request.

Deleting a Custom Report

1. On the Report Writer – Custom Reports screen, click the Delete button for the report you wish to delete; a confirmation dialog displays.
2. Click the Yes button on the confirmation dialog to delete the report; the screen refreshes with the selected report removed from the list.

Viewing Reports

1. From the Circulation Reports menu, select View Reports; the Reports Directory screen displays.
   • The Reports directory screen lists all currently available reports (reports you or other staff members have generated).
2. The Reports Directory screen lists all currently available reports.
3. Click the name of the report you wish to view; the selected report displays in an additional browser window.