Report Writer: Difference between revisions

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=Using Report Writer=
==Creating a Custom Report==
==Creating a Custom Report==
# On the Report Writer – Custom Reports screen, select the desired report type from the Create a New Report menu; User, Items, Bibliographic or Combination.  
# On the Report Writer – Custom Reports screen, select the desired report type from the Create a New Report menu; User, Items, Bibliographic or Combination.  
# Click the New Report button; the Report Writer – Select Parameters screen displays.  
# Click the New Report button; the Report Writer – Select Parameters screen displays.  
# 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 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.  
#* 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.   
#* 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.   
#* 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.   
#* 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.   
#* 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).  
#* 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.  
#* 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 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 ends with Christmas
## Title Like %Christmas% - This is interpreted as any title that contains the word 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
#* Title Like Christmas – This is interpreted the same as Title Equals Christmas
## Numbered list item
#* Numbered list item
# Enter the desired value in the Value text boxes.  
# Enter the desired value in the Value text boxes.  
## When specifying date values, select the desired date using the Date Entry Calendar.  
#* 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.  
#* 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.  
# If desired, click the Add Another Parameter button to add another report parameter.  
# 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.  
#* 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.  
#* Specify the desired search field and value as described in steps 4 and 5.  
## Repeat step 6 to add additional parameters as desired.  
#* Repeat step 6 to add additional parameters as desired.  
# 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.  
# 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.  
# Select the fields to be included in the report:  
# 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 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 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.  
#* 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.  
# Depending on the specific parameters selected for a given report, certain reports can include “duplicate” rows.
# 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 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.
#* If you do not want to allow duplicate rows in the report, select the Unique (distinct) fields radio button.
# When all desired output fields have been selected, click the Save Report button; the Save Report for Future Use dialog displays.   
# When all desired output fields have been selected, click the Save Report button; the Save Report for Future Use dialog displays.   
# Enter a name for the report in the Name of this report text box, then click the Save button; a confirmation dialog displays.  
# Enter a name for the report in the Name of this report text box, then click the Save button; a confirmation dialog displays.  
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# Select the frequency for which you wish the report to be generated from the Frequency to run menu; either Once, Daily, Weekly or Monthly.  
# Select the frequency for which you wish the report to be generated from the Frequency to run menu; either Once, Daily, Weekly or Monthly.  
# Specify the date and time at which you wish the report to run using the Start Time fields.  
# 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.  
#* Enter the “start date” using the Date Entry Calendar.  
# 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.  
# 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.  
# Click the Schedule button on the Scheduling Options screen to submit the report request.   
# Click the Schedule button on the Scheduling Options screen to submit the report request.   
== Editing a Custom Report ==
# 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.
# Add, edit or delete report parameters as desired, then click the Select Output Fields button; the Report Writer – Select Output Fields screen displays.
# Add, remove or re-sequence output fields as desired, then click the Save Report button; the Save Report for Future Use dialog displays.
# If desired, edit the name of the report, then click the Save button; a confirmation dialog displays.
# Click the Yes button if you wish to schedule the report; the Schedule This Report dialog displays.
# Change the report scheduling options as desired, and then click the Schedule button to save your changes.
==Scheduling and Running a Custom Report==
# 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.
# Select the frequency for which you wish the report to be generated from the Frequency to run menu; either Once, Daily, Weekly or Monthly.
# 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.
# 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.
# Click the Schedule button on the Scheduling Options screen to submit the report request.
==Deleting a Custom Report==
# On the Report Writer – Custom Reports screen, click the Delete button for the report you wish to delete; a confirmation dialog displays. 
# 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==
# 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).
# The Reports Directory screen lists all currently available reports.
# Click the name of the report you wish to view; the selected report displays in an additional browser window.
==Field Definitions==
The available search and output fields, as well as the fields available for modification, depend on the type of query (User, Items, Bibliographic¸ Combination, Acquisitions Orders). The following table provides definitions for search and output fields, by query type, and identifies the data entry method for each field (text box, date entry calendar, menu).


{| class="wikitable"
|-
! Field Name !! Definition (Entry Type)
|-
!colspan="2"| USER
|-
| Address1 || The value specified in the Address 1 field of the User Record. (Text box)
|-
| Address2 || The value specified in the Address 2 field of the User Record. (Text box)
|-
| AltAddress1 || The value specified in the Alternate Address 1 field of the User Record. (Text box)
|-
| AltAddress2 || The value specified in the Alternate Address 2 field of the User Record. (Text box)
|-
| AltCityStateZip || The value specified in the Alternate Address 3 field of the User Record. (Text box)
|-
| BlockedIndicator || The one-character abbreviation for the value specified in the Blocked field of the User Record; Y = Yes  N = No. (Text box) <br>
When entering a value as a search parameter, use the one-character abbreviation for the desired status. <br>
DO NOT enter the full name of the status.
|-
| Block Reason || The value contained in the Block Reason field of the User Record. (Text box)
|-
| BorrowerCategory || The value contained in the Patron Category field of the User Record. (Menu)
|-
| BorrowerID || The value specified in the Username or Barcode field of the User Record. (Text box)
|-
| BorrowerType || One- or two-character code for the selected User Type(s) in the User Record as follows:<br>
'''A''' = PAC Staff<br>
'''C''' = CAT Staff<br>
'''CS''' = Customer SuperUser<br>
'''I''' = ILL Staff<br>
'''LS''' = Library SuperUser<br>
'''P''' = Patron<br>
'''RA''' = Reports Staff<br>
'''S''' = Staff User<br>
'''SA''' = User Administrator<br>
'''ST''' = Statistics<br>
'''VA''' = Circulation Admin<br>
'''VC''' = Circulation Staff<br>
'''VQ''' = Acquisitions Staff<br>
'''VS''' = Serials Staff<br>
When entering a value for a single User Type enter the code followed by a comma (e.g. VC ). <br>When entering a value of two or more User Types as a search parameter select Like as the "matching" type for the parameter and enclose each User Type with the "%" wildcard (e.g. %S% %VC%).
|-
| CellPhone || The value specified in the Mobile Phone field of the User Record. (Text box)
|-
| City || The value specified in the City field of the User Record. (Text box)
|-
| Comment || The value specified in the Comment field of the User Record. (Text box)
|-
| Country || The value specified in the Country field of the User Record. (Text box)
|-
| Date Added || The date (MM/DD/YYYY) on which the User Record was initially added to the database. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.
|-
| Date Updated || The date (MM/DD/YYYY) on which the User Record was last edited. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was edited.
|-
| DateOfBirth || The value specified in the Date of Birth field of the User Record. (Date entry calendar)
|-
| DateRegistered || The date (MM/DD/YYYY) on which the User Record was initially added to the database. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.
|-
| EmailAddress || The value specified in the E-Mail field of the User Record. (Text box)
|-
| ExpireDate || The value specified in the Expiration Date field (MM/DD/YYYY) of the User Record. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the user's borrowing/access privileges will expire.
|-
| Fax Phone || The value contained in the FAX field of the User Record. (Text box)
|-
| FirstName || The value specified in the First Name field of the User Record. (Text box)
|-
| [Patron+Group] || The value contained in the Patron Group field of the User Record. (Menu)
|-
| HasImage || The one-character abbreviation for the value indicating whether or not content is entered in the Patron Image Name field of the User Record; '''Y''' = Yes or '''N''' = No. (Text box)
|-
| HomeBranch || The value contained in the Home Location field of the User Record. (Menu)
|-
| Home Phone || The value specified in the Home Phone field of the User Record. (Text box)
|-
| LastChargeOutDate || The date (MM/DD/YYYY) on which a checkout transaction was most recently logged for the user. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the checkout transaction occurred.
|-
| LastFineDepositDate || The date (MM/DD/YYYY) on which a deposit of funds was most recently logged for the user. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the deposit occurred.
|-
| LastHoldDate || The date (MM/DD/YYYY) on which a Checkout Reserve transaction was most recently logged for the user. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the Checkout Reserve transaction occurred.
|-
| LastName || The value specified in the Last Name field of the User Record. (Text box)
|-
| LastPaidDate || The date (MM/DD/YYYY) on which a payment for fines assessed was most recently logged for the user. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the payment occurred.
|-
| LastRenewalDate || The date (MM/DD/YYYY) on which a renewal transaction was most recently logged for the user. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the renewal transaction occurred.
|-
| LastUsageDate || The date (MM/DD/YYYY) on which the user most recently logged into the system. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.
|-
| [Library Defined Field 1] || The value contained in the Library Defined Field 1 of the User Record. (Text box)<br>
When a local label has been specified for Library Defined Field 1, the "Search" and "Output" field menus will show the local label for the field.
|-
| [Library Defined Field 2] || The value contained in the Library Defined Field 2 of the User Record. (Text box)<br>
"When a local label has been specified for Library Defined Field 2, the "Search" and "Output" field menus will show the local label for the field.
|-
| [Library Defined Field 3] || The value contained in the Library Defined Field 3 of the User Record. (Text box)<br>
When a local label has been specified for Library Defined Field 3, the "Search" and "Output" field menus will show the local label for the field.
|-
| [Library Defined Field 4] || The value contained in the Library Defined Field 4 of the User Record. (Text box)<br>
When a local label has been specified for Library Defined Field 4, the "Search" and "Output" field menus will show the local label for the field.
|-
| [Library Defined Field 5] || The value contained in the Library Defined Field 5 of the User Record. (Text box)<br>
When a local label has been specified for Library Defined Field 5, the "Search" and "Output" field menus will show the local label for the field.
|-
| Message || The value contained in the Message field of the User Record. (Text box)
|-
| MiddleInitial || The value specified in the Initial field of the User Record. (Text box)
|-
| Notes || The value specified in the Notes field of the User Record. (Text box)
|-
| NumberOfClaimsReturn || "The total number of items registered as ""claimed returned"" against the users account. (Text box)"
|-
| NumberOfItemsOut || The total number of items currently checked out to the user. (Text box)
|-
| NumberOfLost || "The total number of items registered as ""lost"" against the users account. (Text box)"
|-
| NumberOfOverdues || The total number of items currently checked out to the user for which the due date has expired. (Text box)
|-
| Phone2 || The value specified in the Phone 2 field of the User Record. (Text box)
|-
| Sponsor || The value contained in the Sponsor field of the User Record. (Text box)
|-
| State || The two-character abbreviation for the value specified in the State field of the User Record. (Text box)<br>
When entering a value as a search parameter, use the two-character abbreviation for the desired state. DO NOT enter the full name of the state.
|-
| TotalNumberOfCircs || The total number of checkout transactions made to the user over the life of the account. (Text box)
|-
| Work Phone || The value contained in the Work Phone field in the User Record. (Text box)
|-
| Zip || The value specified in the Zip field of the User Record. (Text box)
|-
!colspan="2"|ITEMS
|-
! Bibliographic
|-
| Author || The author of the title (usually derived from MARC Tag 100). (Text box)
|-
| DateBibRecordAdded || The date (MM/DD/YYYY) on which the bibliographic record was initially added to the database. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.
|-
| DateOfPublication || The data of the title's publication (usually derived from MARC Tag 260$a). (Text box)
|-
| ISBN || The first International Standard Book Number for the title (usually derived from MARC Tag 020). (Text box)
|-
| ISSN || The first International Standard Serial Number for the title (usually derived from MARC Tag 022). (Text box)
|-
| Control Number (001) || The system Control Number for the title (taken from MARC Tag 001). (Text box)
|-
| Title || The title of the item (usually derived from MARC Tag 245$a). (Text box)
|-
! Items
|-
| AlternateItemID || The value contained in the Alternate ID field of the Item Record. (Text box)
|-
| Barcode || The value contained in the Barcode field of the Item record. (Text box)
|-
| CallNumber || The value contained in the Item Call Number field of the Item Record.
|-
| CallNumberPrefix || The value contained in the Prefix field of the Item Record. (Text box)
|-
| CallNumberSuffix || The value contained in the Suffix field of the Item Record. (Text box)
|-
| Comments || The value contained in the Comment field of the Item Record. (Text box)
|-
| CurrentBranchLocColl || The value contained in the Current Location field of the Item Record. (Menu)
|-
| Current Library Branch Loc || The value contained in the Current Location field of the Item Record, truncated to "branch" level only (Menu)
|-
| Current Library Loc || The value contained in the Current Location field of the Item Record, truncated to "library" level only (Menu)
|-
| DateItemAdded || The date (MM/DD/YYYY) on which the Item Record was initially added to the database. (Date entry calendar)<br>
When selected as an output field ||  includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.
|-
| Date Item Modified || The date (MM/DD/YYYY) on which the Item Record was last edited. (Date entry calendar)<br>
When selected as an output field ||  includes the time of day (HH:MM:SS AM/PM) at which the record was edited.
|-
| Date Inventoried || The date (MM/DD/YYYY) on which the item was most recently inventoried. (Date entry calendar)<br>
When selected as an output field ||  includes the time of day (HH:MM:SS AM/PM) at which the item was inventoried.
|-
| ItemExceptionType || The value contained in the Status field of the Item Record. (Menu)
|-
| ItemNotes || The value contained in the Circ Note field of the Item Record. (Text box)
|-
| LastActivityDate || The date (MM/DD/YYYY) on which the most recent Cataloging or Circulation activity for the Item Record or the associated item occurred. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the activity occurred.
|-
| Last Checkout Date || The date (MM/DD/YYYY) on which a checkout transaction was most recently logged for the item. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the checkout transaction occurred.
|-
| MaterialType || The value contained in the Material Type field of the Item Record. (Menu)
|-
| NumberOfCircAllItemsThisYear || The number of times all items associated with a specified title have been checked out during the current fiscal year. (Text box)
|-
| NumberOfCircThisItemThisYear || The number of times a specified item has been checked out during the current fiscal year. (Text box)
|-
| NumberOfInHouseAllItemsThisYear || The number of times all items associated with a specified title have been shelved during the current fiscal year. (Text box)
|-
| NumberOfInHouseThisItemThisYear || The number of times a specified item has been shelved during the current fiscal year. (Text box)
|-
| PermanentBranchLocColl || The value contained in the Permanent Location field of the Item Record. (Menu)
|-
| Price || The value contained in the Cost field of the Item Record. (Text box)
|-
| SerialsDay || The value contained in the Chronology - Day field of the Item Record. (Text box)
|-
| SerialsIssue || The value contained in the Enumeration - Issue field of the Item Record. (Text box)
|-
| SerialsMonth || The value contained in the Chronology - Month field of the Item Record. (Text box)
|-
| SerialsNumber || The value contained in the Enumeration - Other field of the Item Record. (Text box)
|-
| SerialsPart || The value contained in the Enumeration - Part field of the Item Record. (Text box)
|-
| SerialsSeason || The value contained in the Chronology - Season field of the Item Record. (Text box)
|-
| SerialsSupp || The value contained in the Enumeration - Supplement field of the Item Record. (Text box)
|-
| SerialsVolume || The value contained in the Enumeration - Volume field of the Item Record. (Text box)
|-
| SerialsYear || The value contained in the Chronology - Year field of the Item Record. (Text box)
|-
| Status || The value contained in the Status field of the Item Record. (Menu)
|-
| StatusItemDate || The date (MM/DD/YYYY) on which the Item Record was last edited. (Date entry calendar)<br>
When selected as an output fiel, includes the time of day (HH:MM:SS AM/PM) at which the record was edited.
|-
!colspan="2"|BIBLIOGRAPHIC
|-
| Author || The author of the title (usually derived from MARC Tag 100). (Text box)
|-
| DateBibRecordAdded || The date (MM/DD/YYYY) on which the bibliographic record was initially added to the database. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.
|-
| DateBibRecordModified || The date (MM/DD/YYYY) on which the bibliographic record was most recently edited/modified. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.
|-
| DateOfPublication || The data of the title's publication (usually derived from MARC Tag 260$a). (Text box)
|-
| ISBN || The first International Standard Book Number for the title (usually derived from MARC Tag 020). (Text box)
|-
| ISSN || The first International Standard Serial Number for the title (usually derived from MARC Tag 022). (Text box)
|-
| Control Number (001) || The system Control Number for the title (taken from MARC Tag 001). (Text box)
|-
| Title || The title of the item (usually derived from MARC Tag 245$a). (Text box)
|-
!colspan="2"|COMBINATION
|-
!Bibliographic
|-
| Author || The author of the title (usually derived from MARC Tag 100). (Text box)
|-
| DateBibRecordAdded || The date (MM/DD/YYYY) on which the bibliographic record was initially added to the database. (Date entry calendar)<br>
When selected as an output field ||  includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.
|-
| DateOfPublication || The data of the title's publication (usually derived from MARC Tag 260$a). (Text box)
|-
| ISBN || The first International Standard Book Number for the title (usually derived from MARC Tag 020). (Text box)
|-
| ISSN || The first International Standard Serial Number for the title (usually derived from MARC Tag 022). (Text box)
|-
| Control Number (001) || The system Control Number for the title (taken from MARC Tag 001). (Text box)
|-
| Title || The title of the item (usually derived from MARC Tag 245$a). (Text box)
|-
!Borrower
|-
| Address1 || The value specified in the Address 1 field of the User Record. (Text box)
|-
| Address2 || The value specified in the Address 2 field of the User Record. (Text box)
|-
| AltAddress1 || The value specified in the Alternate Address 1 field of the User Record. (Text box)
|-
| AltAddress2 || The value specified in the Alternate Address 2 field of the User Record. (Text box)
|-
| AltCityStateZip || The value specified in the Alternate Address 3 field of the User Record. (Text box)
|-
| BlockedIndicator || The one-character abbreviation for the value specified in the Blocked field of the User Record; '''Y''' = Yes or '''N''' = No. (Text box)<br>
When entering a value as a search parameter, use the one-character abbreviation for the desired status. DO NOT enter the full name of the status.
|-
| Block Reason || The value contained in the Block Reason field of the User Record. (Text box)
|-
| BorrowerCategory || The value contained in the Patron Category field of the User Record. (Menu)
|-
| BorrowerID || The value specified in the Username or Barcode field of the User Record. (Text box)
|-
| BorrowerType || One- or two-character code for the selected User Type(s) in the User Record as follows: (Text box)<br>
'''A''' = PAC Staff <br>
'''C''' = CAT Staff<br>
'''CS''' = Customer SuperUser <br>
'''I''' = ILL Staff<br>
'''LS''' = Library SuperUser <br>
'''P''' = Patron<br>
'''RA''' = Reports Staff <br>
'''S''' = Staff User<br>
'''SA''' = User Administrator <br>
'''ST''' = Statistics<br>
'''VA''' = Circulation Admin <br>
'''VC''' = Circulation Staff<br>
'''VQ''' = Acquisitions Staff <br>
'''VS''' = Serials Staff<br>
When entering a value for a single User Type, enter the code followed by a comma (e.g. VC ). <br>
When entering a value of two or more User Types as a search parameter, select Like as the "matching" type for the parameter and enclose each User Type with the "%" wildcard (e.g. %S% %VC%).
|-
| CellPhone || The value specified in the Mobile Phone field of the User Record. (Text box)
|-
| City || The value specified in the City field of the User Record. (Text box)
|-
| Comment || The value specified in the Comment field of the User Record. (Text box)
|-
| Country || The value specified in the Country field of the User Record. (Text box)
|-
| Date Added || The date (MM/DD/YYYY) on which the User Record was initially added to the database. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.
|-
| Date Updated || The date (MM/DD/YYYY) on which the User Record was last edited. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was edited.
|-
| DateOfBirth || The value specified in the Date of Birth field of the User Record. (Date entry calendar)
|-
| DateRegistered || The date (MM/DD/YYYY) on which the User Record was initially added to the database. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.
|-
| EmailAddress || The value specified in the E-Mail field of the User Record. (Text box)
|-
| ExpireDate || The value specified in the Expiration Date field (MM/DD/YYYY) of the User Record. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the user's borrowing/access privileges will expire.
|-
| Fax Phone || The value contained in the FAX field of the User Record. (Text box)
|-
| FirstName || The value specified in the First Name field of the User Record. (Text box)
|-
| [Patron+Group] || The value contained in the Patron Group field of the User Record. (Menu)
|-
| HasImage || The one-character abbreviation for the value indicating whether or not content is entered in the Patron Image Name field of the User Record; '''Y''' = Yes or '''N '''= No. (Text box)
|-
| HomeBranch || The value contained in the Home Location field of the User Record. (Menu)
|-
| Home Phone || The value specified in the Home Phone field of the User Record. (Text box)
|-
| LastChargeOutDate || The date (MM/DD/YYYY) on which a checkout transaction was most recently logged for the user. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the checkout transaction occurred.
|-
| LastFineDepositDate || The date (MM/DD/YYYY) on which a deposit of funds was most recently logged for the user. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the deposit occurred.
|-
| LastHoldDate || The date (MM/DD/YYYY) on which a Checkout Reserve transaction was most recently logged for the user. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the Checkout Reserve transaction occurred.
|-
| LastName || The value specified in the Last Name field of the User Record. (Text box)
|-
| LastPaidDate || The date (MM/DD/YYYY) on which a payment for fines assessed was most recently logged for the user. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the payment occurred.
|-
| LastRenewalDate || The date (MM/DD/YYYY) on which a renewal transaction was most recently logged for the user. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the renewal transaction occurred.
|-
| LastUsageDate || The date (MM/DD/YYYY) on which the user most recently logged into the system. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.
|-
| [Library Defined Field 1] || The value contained in the Library Defined Field 1 of the User Record. (Text box)<br>
When a local label has been specified for Library Defined Field 1, the "Search" and "Output" field menus will show the local label for the field.
|-
| [Library Defined Field 2] || The value contained in the Library Defined Field 2 of the User Record. (Text box)<br>
When a local label has been specified for Library Defined Field 2, the "Search" and "Output" field menus will show the local label for the field.
|-
| [Library Defined Field 3] || The value contained in the Library Defined Field 3 of the User Record. (Text box)<br>
When a local label has been specified for Library Defined Field 3, the "Search" and "Output" field menus will show the local label for the field.
|-
| [Library Defined Field 4] || The value contained in the Library Defined Field 4 of the User Record. (Text box)<br>
When a local label has been specified for Library Defined Field 4,  the "Search" and "Output" field menus will show the local label for the field.
|-
| [Library Defined Field 5] || The value contained in the Library Defined Field 5 of the User Record. (Text box)<br>
When a local label has been specified for Library Defined Field 5, the "Search" and "Output" field menus will show the local label for the field.
|-
| Message || The value contained in the Message field of the User Record. (Text box)
|-
| MiddleInitial || The value specified in the Initial field of the User Record. (Text box)
|-
| Notes || The value specified in the Notes field of the User Record. (Text box)
|-
| NumberOfClaimsReturn || The total number of items registered as "claimed returned" against the users account. (Text box)
|-
| NumberOfItemsOut || The total number of items currently checked out to the user. (Text box)
|-
| NumberOfLost || The total number of items registered as "lost" against the users account. (Text box)
|-
| NumberOfOverdues || The total number of items currently checked out to the user for which the due date has expired. (Text box)
|-
| Phone2 || The value specified in the Phone 2 field of the User Record. (Text box)
|-
| Sponsor || The value contained in the Sponsor field of the User Record. (Text box)
|-
| State || The two-character abbreviation for the value specified in the State field of the User Record. (Text box)<br>
When entering a value as a search parameter, use the two-character abbreviation for the desired state. DO NOT enter the full name of the state.
|-
| TotalNumberOfCircs || The total number of checkout transactions made to the user over the life of the account. (Text box)
|-
| Work Phone || The value contained in the Work Phone field in the User Record. (Text box)
|-
| Zip || The value specified in the Zip field of the User Record. (Text box)
|-
!Items
|-
| AlternateItemID || The value contained in the Alternate ID field of the Item Record. (Text box)
|-
| Barcode || The value contained in the Barcode field of the Item record. (Text box)
|-
| CallNumber || The value contained in the Item Call Number field of the Item Record.
|-
| CallNumberPrefix || The value contained in the Prefix field of the Item Record. (Text box)
|-
| CallNumberSuffix || The value contained in the Suffix field of the Item Record. (Text box)
|-
| Comments || The value contained in the Comment field of the Item Record. (Text box)
|-
| CurrentBranchLocColl || The value contained in the Current Location field of the Item Record. (Menu)
|-
| Current Library Branch Loc || The value contained in the Current Location field of the Item Record, truncated to "branch" level only (Menu)
|-
| Current Library Loc || The value contained in the Current Location field of the Item Record, truncated to "library" level only (Menu)
|-
| DateItemAdded || The date (MM/DD/YYYY) on which the Item Record was initially added to the database. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.
|-
| Date Item Modified || The date (MM/DD/YYYY) on which the Item Record was last edited. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was edited.
|-
| Date Inventoried || The date (MM/DD/YYYY) on which the item was most recently inventoried. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the item was inventoried.
|-
| ItemExceptionType || The value contained in the Status field of the Item Record. (Menu)
|-
| ItemNotes || The value contained in the Circ Note field of the Item Record. (Text box)
|-
| LastActivityDate || The date (MM/DD/YYYY) on which the most recent Cataloging or Circulation activity for the Item Record or the associated item occurred. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the activity occurred.
|-
| Last Checkout Date || The date (MM/DD/YYYY) on which a checkout transaction was most recently logged for the item. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the checkout transaction occurred.
|-
| MaterialType || The value contained in the Material Type field of the Item Record. (Menu)
|-
| NumberOfCircAllItemsThisYear || The number of times all items associated with a specified title have been checked out during the current fiscal year. (Text box)
|-
| NumberOfCircThisItemThisYear || The number of times a specified item has been checked out during the current fiscal year. (Text box)
|-
| NumberOfInHouseAllItemsThisYear || The number of times all items associated with a specified title have been shelved during the current fiscal year. (Text box)
|-
| NumberOfInHouseThisItemThisYear || The number of times a specified item has been shelved during the current fiscal year. (Text box)
|-
| PermanentBranchLocColl || The value contained in the Permanent Location field of the Item Record. (Menu)
|-
| Price || The value contained in the Cost field of the Item Record. (Text box)
|-
| SerialsDay || The value contained in the Chronology - Day field of the Item Record. (Text box)
|-
| SerialsIssue || The value contained in the Enumeration - Issue field of the Item Record. (Text box)
|-
| SerialsMonth || The value contained in the Chronology - Month field of the Item Record. (Text box)
|-
| SerialsNumber || The value contained in the Enumeration - Other field of the Item Record. (Text box)
|-
| SerialsPart || The value contained in the Enumeration - Part field of the Item Record. (Text box)
|-
| SerialsSeason || The value contained in the Chronology - Season field of the Item Record. (Text box)
|-
| SerialsSupp || The value contained in the Enumeration - Supplement field of the Item Record. (Text box)
|-
| SerialsVolume || The value contained in the Enumeration - Volume field of the Item Record. (Text box)
|-
| SerialsYear || The value contained in the Chronology - Year field of the Item Record. (Text box)
|-
| Status || The value contained in the Status field of the Item Record. (Menu)
|-
| StatusItemDate || The date (MM/DD/YYYY) on which the Item Record was last edited. (Date entry calendar)<br>
When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was edited
|-
!colspan="2"|ACQUISITIONS ORDERS
|-
| Author || The value contained in the Author field of the order. (Text box)
|-
| Branch Distribution List || The value contained in the Select Distribution List field of the order. (Menu)
|-
| Default Fund || The value contained in the Default Fund field of the order. (Menu)
|-
| Create Bib || The one-character abbreviation indicating whether or not a bibliographic record was created for the ordered item; '''Y''' = Yes or  '''N''' = No. (Text box)
|-
| Create Item || The one-character abbreviation indicating whether or not an item record was created for the ordered item; '''Y''' = Yes or  '''N''' = No. (Text box)
|-
| Fiscal Year || The value contained in the Fiscal Year field of the order. (Menu)
|-
| Material Type || The value contained in the Material Type field of the order. (Menu)
|-
| Order Number || The value contained in the Order Number field of the order. (Text box)
|-
| Transmit Mechanism || The value contained in the Order Transmission Method field of the order. (Menu)
|-
| Order Type || The value contained in the Type of Order field of the order. (Menu)
|-
| Price || The value contained in the Price field of the order. (Text box)
|-
| Quantity || The value contained in the Item Detail – Quantity field of the order for a given location for which items are ordered. (Text box)
|-
| Requestor || The value contained in the Item Detail – Requestor field of the order for a given location for which items are ordered. (Text box)
|-
| Title || The value contained in the Title field of the order. (Text box)
|-
| Total Quantity || The sum of the values contained in the Item Detail – Quantity fields of the order for all locations for which items are ordered. (Text box)
|-
| Unit Destination Branch || The value contained in the Item Detail – Branch field of the order for a given location for which items are ordered. (Menu)
|-
| Unit Destination Location Collection || The value contained in the Item Detail – Location field of the order for a given location for which items are ordered. (Menu)
|-
| Unit Fiscal Year || The value contained in the Item Detail – Fiscal Year field of the order for a given location for which items are ordered. (Menu)
|-
| Unit Fund || The value contained in the Item Detail – Fund field of the order for a given location for which items are ordered. (Menu)
|-
| Vendor || The value contained in the Vendor field of the order. (Menu)
|-
|}




[[Category:Verso]]
[[Category:Verso]]
[[Category:Statistics_And_Reports]]

Latest revision as of 20:06, 25 June 2020

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.

Field Definitions

The available search and output fields, as well as the fields available for modification, depend on the type of query (User, Items, Bibliographic¸ Combination, Acquisitions Orders). The following table provides definitions for search and output fields, by query type, and identifies the data entry method for each field (text box, date entry calendar, menu).

Field Name Definition (Entry Type)
USER
Address1 The value specified in the Address 1 field of the User Record. (Text box)
Address2 The value specified in the Address 2 field of the User Record. (Text box)
AltAddress1 The value specified in the Alternate Address 1 field of the User Record. (Text box)
AltAddress2 The value specified in the Alternate Address 2 field of the User Record. (Text box)
AltCityStateZip The value specified in the Alternate Address 3 field of the User Record. (Text box)
BlockedIndicator The one-character abbreviation for the value specified in the Blocked field of the User Record; Y = Yes N = No. (Text box)

When entering a value as a search parameter, use the one-character abbreviation for the desired status.
DO NOT enter the full name of the status.

Block Reason The value contained in the Block Reason field of the User Record. (Text box)
BorrowerCategory The value contained in the Patron Category field of the User Record. (Menu)
BorrowerID The value specified in the Username or Barcode field of the User Record. (Text box)
BorrowerType One- or two-character code for the selected User Type(s) in the User Record as follows:

A = PAC Staff
C = CAT Staff
CS = Customer SuperUser
I = ILL Staff
LS = Library SuperUser
P = Patron
RA = Reports Staff
S = Staff User
SA = User Administrator
ST = Statistics
VA = Circulation Admin
VC = Circulation Staff
VQ = Acquisitions Staff
VS = Serials Staff
When entering a value for a single User Type enter the code followed by a comma (e.g. VC ).
When entering a value of two or more User Types as a search parameter select Like as the "matching" type for the parameter and enclose each User Type with the "%" wildcard (e.g. %S% %VC%).

CellPhone The value specified in the Mobile Phone field of the User Record. (Text box)
City The value specified in the City field of the User Record. (Text box)
Comment The value specified in the Comment field of the User Record. (Text box)
Country The value specified in the Country field of the User Record. (Text box)
Date Added The date (MM/DD/YYYY) on which the User Record was initially added to the database. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.

Date Updated The date (MM/DD/YYYY) on which the User Record was last edited. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was edited.

DateOfBirth The value specified in the Date of Birth field of the User Record. (Date entry calendar)
DateRegistered The date (MM/DD/YYYY) on which the User Record was initially added to the database. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.

EmailAddress The value specified in the E-Mail field of the User Record. (Text box)
ExpireDate The value specified in the Expiration Date field (MM/DD/YYYY) of the User Record. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the user's borrowing/access privileges will expire.

Fax Phone The value contained in the FAX field of the User Record. (Text box)
FirstName The value specified in the First Name field of the User Record. (Text box)
[Patron+Group] The value contained in the Patron Group field of the User Record. (Menu)
HasImage The one-character abbreviation for the value indicating whether or not content is entered in the Patron Image Name field of the User Record; Y = Yes or N = No. (Text box)
HomeBranch The value contained in the Home Location field of the User Record. (Menu)
Home Phone The value specified in the Home Phone field of the User Record. (Text box)
LastChargeOutDate The date (MM/DD/YYYY) on which a checkout transaction was most recently logged for the user. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the checkout transaction occurred.

LastFineDepositDate The date (MM/DD/YYYY) on which a deposit of funds was most recently logged for the user. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the deposit occurred.

LastHoldDate The date (MM/DD/YYYY) on which a Checkout Reserve transaction was most recently logged for the user. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the Checkout Reserve transaction occurred.

LastName The value specified in the Last Name field of the User Record. (Text box)
LastPaidDate The date (MM/DD/YYYY) on which a payment for fines assessed was most recently logged for the user. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the payment occurred.

LastRenewalDate The date (MM/DD/YYYY) on which a renewal transaction was most recently logged for the user. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the renewal transaction occurred.

LastUsageDate The date (MM/DD/YYYY) on which the user most recently logged into the system. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.

[Library Defined Field 1] The value contained in the Library Defined Field 1 of the User Record. (Text box)

When a local label has been specified for Library Defined Field 1, the "Search" and "Output" field menus will show the local label for the field.

[Library Defined Field 2] The value contained in the Library Defined Field 2 of the User Record. (Text box)

"When a local label has been specified for Library Defined Field 2, the "Search" and "Output" field menus will show the local label for the field.

[Library Defined Field 3] The value contained in the Library Defined Field 3 of the User Record. (Text box)

When a local label has been specified for Library Defined Field 3, the "Search" and "Output" field menus will show the local label for the field.

[Library Defined Field 4] The value contained in the Library Defined Field 4 of the User Record. (Text box)

When a local label has been specified for Library Defined Field 4, the "Search" and "Output" field menus will show the local label for the field.

[Library Defined Field 5] The value contained in the Library Defined Field 5 of the User Record. (Text box)

When a local label has been specified for Library Defined Field 5, the "Search" and "Output" field menus will show the local label for the field.

Message The value contained in the Message field of the User Record. (Text box)
MiddleInitial The value specified in the Initial field of the User Record. (Text box)
Notes The value specified in the Notes field of the User Record. (Text box)
NumberOfClaimsReturn "The total number of items registered as ""claimed returned"" against the users account. (Text box)"
NumberOfItemsOut The total number of items currently checked out to the user. (Text box)
NumberOfLost "The total number of items registered as ""lost"" against the users account. (Text box)"
NumberOfOverdues The total number of items currently checked out to the user for which the due date has expired. (Text box)
Phone2 The value specified in the Phone 2 field of the User Record. (Text box)
Sponsor The value contained in the Sponsor field of the User Record. (Text box)
State The two-character abbreviation for the value specified in the State field of the User Record. (Text box)

When entering a value as a search parameter, use the two-character abbreviation for the desired state. DO NOT enter the full name of the state.

TotalNumberOfCircs The total number of checkout transactions made to the user over the life of the account. (Text box)
Work Phone The value contained in the Work Phone field in the User Record. (Text box)
Zip The value specified in the Zip field of the User Record. (Text box)
ITEMS
Bibliographic
Author The author of the title (usually derived from MARC Tag 100). (Text box)
DateBibRecordAdded The date (MM/DD/YYYY) on which the bibliographic record was initially added to the database. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.

DateOfPublication The data of the title's publication (usually derived from MARC Tag 260$a). (Text box)
ISBN The first International Standard Book Number for the title (usually derived from MARC Tag 020). (Text box)
ISSN The first International Standard Serial Number for the title (usually derived from MARC Tag 022). (Text box)
Control Number (001) The system Control Number for the title (taken from MARC Tag 001). (Text box)
Title The title of the item (usually derived from MARC Tag 245$a). (Text box)
Items
AlternateItemID The value contained in the Alternate ID field of the Item Record. (Text box)
Barcode The value contained in the Barcode field of the Item record. (Text box)
CallNumber The value contained in the Item Call Number field of the Item Record.
CallNumberPrefix The value contained in the Prefix field of the Item Record. (Text box)
CallNumberSuffix The value contained in the Suffix field of the Item Record. (Text box)
Comments The value contained in the Comment field of the Item Record. (Text box)
CurrentBranchLocColl The value contained in the Current Location field of the Item Record. (Menu)
Current Library Branch Loc The value contained in the Current Location field of the Item Record, truncated to "branch" level only (Menu)
Current Library Loc The value contained in the Current Location field of the Item Record, truncated to "library" level only (Menu)
DateItemAdded The date (MM/DD/YYYY) on which the Item Record was initially added to the database. (Date entry calendar)

When selected as an output field || includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.

Date Item Modified The date (MM/DD/YYYY) on which the Item Record was last edited. (Date entry calendar)

When selected as an output field || includes the time of day (HH:MM:SS AM/PM) at which the record was edited.

Date Inventoried The date (MM/DD/YYYY) on which the item was most recently inventoried. (Date entry calendar)

When selected as an output field || includes the time of day (HH:MM:SS AM/PM) at which the item was inventoried.

ItemExceptionType The value contained in the Status field of the Item Record. (Menu)
ItemNotes The value contained in the Circ Note field of the Item Record. (Text box)
LastActivityDate The date (MM/DD/YYYY) on which the most recent Cataloging or Circulation activity for the Item Record or the associated item occurred. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the activity occurred.

Last Checkout Date The date (MM/DD/YYYY) on which a checkout transaction was most recently logged for the item. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the checkout transaction occurred.

MaterialType The value contained in the Material Type field of the Item Record. (Menu)
NumberOfCircAllItemsThisYear The number of times all items associated with a specified title have been checked out during the current fiscal year. (Text box)
NumberOfCircThisItemThisYear The number of times a specified item has been checked out during the current fiscal year. (Text box)
NumberOfInHouseAllItemsThisYear The number of times all items associated with a specified title have been shelved during the current fiscal year. (Text box)
NumberOfInHouseThisItemThisYear The number of times a specified item has been shelved during the current fiscal year. (Text box)
PermanentBranchLocColl The value contained in the Permanent Location field of the Item Record. (Menu)
Price The value contained in the Cost field of the Item Record. (Text box)
SerialsDay The value contained in the Chronology - Day field of the Item Record. (Text box)
SerialsIssue The value contained in the Enumeration - Issue field of the Item Record. (Text box)
SerialsMonth The value contained in the Chronology - Month field of the Item Record. (Text box)
SerialsNumber The value contained in the Enumeration - Other field of the Item Record. (Text box)
SerialsPart The value contained in the Enumeration - Part field of the Item Record. (Text box)
SerialsSeason The value contained in the Chronology - Season field of the Item Record. (Text box)
SerialsSupp The value contained in the Enumeration - Supplement field of the Item Record. (Text box)
SerialsVolume The value contained in the Enumeration - Volume field of the Item Record. (Text box)
SerialsYear The value contained in the Chronology - Year field of the Item Record. (Text box)
Status The value contained in the Status field of the Item Record. (Menu)
StatusItemDate The date (MM/DD/YYYY) on which the Item Record was last edited. (Date entry calendar)

When selected as an output fiel, includes the time of day (HH:MM:SS AM/PM) at which the record was edited.

BIBLIOGRAPHIC
Author The author of the title (usually derived from MARC Tag 100). (Text box)
DateBibRecordAdded The date (MM/DD/YYYY) on which the bibliographic record was initially added to the database. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.

DateBibRecordModified The date (MM/DD/YYYY) on which the bibliographic record was most recently edited/modified. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.

DateOfPublication The data of the title's publication (usually derived from MARC Tag 260$a). (Text box)
ISBN The first International Standard Book Number for the title (usually derived from MARC Tag 020). (Text box)
ISSN The first International Standard Serial Number for the title (usually derived from MARC Tag 022). (Text box)
Control Number (001) The system Control Number for the title (taken from MARC Tag 001). (Text box)
Title The title of the item (usually derived from MARC Tag 245$a). (Text box)
COMBINATION
Bibliographic
Author The author of the title (usually derived from MARC Tag 100). (Text box)
DateBibRecordAdded The date (MM/DD/YYYY) on which the bibliographic record was initially added to the database. (Date entry calendar)

When selected as an output field || includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.

DateOfPublication The data of the title's publication (usually derived from MARC Tag 260$a). (Text box)
ISBN The first International Standard Book Number for the title (usually derived from MARC Tag 020). (Text box)
ISSN The first International Standard Serial Number for the title (usually derived from MARC Tag 022). (Text box)
Control Number (001) The system Control Number for the title (taken from MARC Tag 001). (Text box)
Title The title of the item (usually derived from MARC Tag 245$a). (Text box)
Borrower
Address1 The value specified in the Address 1 field of the User Record. (Text box)
Address2 The value specified in the Address 2 field of the User Record. (Text box)
AltAddress1 The value specified in the Alternate Address 1 field of the User Record. (Text box)
AltAddress2 The value specified in the Alternate Address 2 field of the User Record. (Text box)
AltCityStateZip The value specified in the Alternate Address 3 field of the User Record. (Text box)
BlockedIndicator The one-character abbreviation for the value specified in the Blocked field of the User Record; Y = Yes or N = No. (Text box)

When entering a value as a search parameter, use the one-character abbreviation for the desired status. DO NOT enter the full name of the status.

Block Reason The value contained in the Block Reason field of the User Record. (Text box)
BorrowerCategory The value contained in the Patron Category field of the User Record. (Menu)
BorrowerID The value specified in the Username or Barcode field of the User Record. (Text box)
BorrowerType One- or two-character code for the selected User Type(s) in the User Record as follows: (Text box)

A = PAC Staff
C = CAT Staff
CS = Customer SuperUser
I = ILL Staff
LS = Library SuperUser
P = Patron
RA = Reports Staff
S = Staff User
SA = User Administrator
ST = Statistics
VA = Circulation Admin
VC = Circulation Staff
VQ = Acquisitions Staff
VS = Serials Staff
When entering a value for a single User Type, enter the code followed by a comma (e.g. VC ).
When entering a value of two or more User Types as a search parameter, select Like as the "matching" type for the parameter and enclose each User Type with the "%" wildcard (e.g. %S% %VC%).

CellPhone The value specified in the Mobile Phone field of the User Record. (Text box)
City The value specified in the City field of the User Record. (Text box)
Comment The value specified in the Comment field of the User Record. (Text box)
Country The value specified in the Country field of the User Record. (Text box)
Date Added The date (MM/DD/YYYY) on which the User Record was initially added to the database. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.

Date Updated The date (MM/DD/YYYY) on which the User Record was last edited. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was edited.

DateOfBirth The value specified in the Date of Birth field of the User Record. (Date entry calendar)
DateRegistered The date (MM/DD/YYYY) on which the User Record was initially added to the database. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.

EmailAddress The value specified in the E-Mail field of the User Record. (Text box)
ExpireDate The value specified in the Expiration Date field (MM/DD/YYYY) of the User Record. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the user's borrowing/access privileges will expire.

Fax Phone The value contained in the FAX field of the User Record. (Text box)
FirstName The value specified in the First Name field of the User Record. (Text box)
[Patron+Group] The value contained in the Patron Group field of the User Record. (Menu)
HasImage The one-character abbreviation for the value indicating whether or not content is entered in the Patron Image Name field of the User Record; Y = Yes or N = No. (Text box)
HomeBranch The value contained in the Home Location field of the User Record. (Menu)
Home Phone The value specified in the Home Phone field of the User Record. (Text box)
LastChargeOutDate The date (MM/DD/YYYY) on which a checkout transaction was most recently logged for the user. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the checkout transaction occurred.

LastFineDepositDate The date (MM/DD/YYYY) on which a deposit of funds was most recently logged for the user. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the deposit occurred.

LastHoldDate The date (MM/DD/YYYY) on which a Checkout Reserve transaction was most recently logged for the user. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the Checkout Reserve transaction occurred.

LastName The value specified in the Last Name field of the User Record. (Text box)
LastPaidDate The date (MM/DD/YYYY) on which a payment for fines assessed was most recently logged for the user. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the payment occurred.

LastRenewalDate The date (MM/DD/YYYY) on which a renewal transaction was most recently logged for the user. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the renewal transaction occurred.

LastUsageDate The date (MM/DD/YYYY) on which the user most recently logged into the system. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.

[Library Defined Field 1] The value contained in the Library Defined Field 1 of the User Record. (Text box)

When a local label has been specified for Library Defined Field 1, the "Search" and "Output" field menus will show the local label for the field.

[Library Defined Field 2] The value contained in the Library Defined Field 2 of the User Record. (Text box)

When a local label has been specified for Library Defined Field 2, the "Search" and "Output" field menus will show the local label for the field.

[Library Defined Field 3] The value contained in the Library Defined Field 3 of the User Record. (Text box)

When a local label has been specified for Library Defined Field 3, the "Search" and "Output" field menus will show the local label for the field.

[Library Defined Field 4] The value contained in the Library Defined Field 4 of the User Record. (Text box)

When a local label has been specified for Library Defined Field 4, the "Search" and "Output" field menus will show the local label for the field.

[Library Defined Field 5] The value contained in the Library Defined Field 5 of the User Record. (Text box)

When a local label has been specified for Library Defined Field 5, the "Search" and "Output" field menus will show the local label for the field.

Message The value contained in the Message field of the User Record. (Text box)
MiddleInitial The value specified in the Initial field of the User Record. (Text box)
Notes The value specified in the Notes field of the User Record. (Text box)
NumberOfClaimsReturn The total number of items registered as "claimed returned" against the users account. (Text box)
NumberOfItemsOut The total number of items currently checked out to the user. (Text box)
NumberOfLost The total number of items registered as "lost" against the users account. (Text box)
NumberOfOverdues The total number of items currently checked out to the user for which the due date has expired. (Text box)
Phone2 The value specified in the Phone 2 field of the User Record. (Text box)
Sponsor The value contained in the Sponsor field of the User Record. (Text box)
State The two-character abbreviation for the value specified in the State field of the User Record. (Text box)

When entering a value as a search parameter, use the two-character abbreviation for the desired state. DO NOT enter the full name of the state.

TotalNumberOfCircs The total number of checkout transactions made to the user over the life of the account. (Text box)
Work Phone The value contained in the Work Phone field in the User Record. (Text box)
Zip The value specified in the Zip field of the User Record. (Text box)
Items
AlternateItemID The value contained in the Alternate ID field of the Item Record. (Text box)
Barcode The value contained in the Barcode field of the Item record. (Text box)
CallNumber The value contained in the Item Call Number field of the Item Record.
CallNumberPrefix The value contained in the Prefix field of the Item Record. (Text box)
CallNumberSuffix The value contained in the Suffix field of the Item Record. (Text box)
Comments The value contained in the Comment field of the Item Record. (Text box)
CurrentBranchLocColl The value contained in the Current Location field of the Item Record. (Menu)
Current Library Branch Loc The value contained in the Current Location field of the Item Record, truncated to "branch" level only (Menu)
Current Library Loc The value contained in the Current Location field of the Item Record, truncated to "library" level only (Menu)
DateItemAdded The date (MM/DD/YYYY) on which the Item Record was initially added to the database. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was added to the database.

Date Item Modified The date (MM/DD/YYYY) on which the Item Record was last edited. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was edited.

Date Inventoried The date (MM/DD/YYYY) on which the item was most recently inventoried. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the item was inventoried.

ItemExceptionType The value contained in the Status field of the Item Record. (Menu)
ItemNotes The value contained in the Circ Note field of the Item Record. (Text box)
LastActivityDate The date (MM/DD/YYYY) on which the most recent Cataloging or Circulation activity for the Item Record or the associated item occurred. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the activity occurred.

Last Checkout Date The date (MM/DD/YYYY) on which a checkout transaction was most recently logged for the item. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the checkout transaction occurred.

MaterialType The value contained in the Material Type field of the Item Record. (Menu)
NumberOfCircAllItemsThisYear The number of times all items associated with a specified title have been checked out during the current fiscal year. (Text box)
NumberOfCircThisItemThisYear The number of times a specified item has been checked out during the current fiscal year. (Text box)
NumberOfInHouseAllItemsThisYear The number of times all items associated with a specified title have been shelved during the current fiscal year. (Text box)
NumberOfInHouseThisItemThisYear The number of times a specified item has been shelved during the current fiscal year. (Text box)
PermanentBranchLocColl The value contained in the Permanent Location field of the Item Record. (Menu)
Price The value contained in the Cost field of the Item Record. (Text box)
SerialsDay The value contained in the Chronology - Day field of the Item Record. (Text box)
SerialsIssue The value contained in the Enumeration - Issue field of the Item Record. (Text box)
SerialsMonth The value contained in the Chronology - Month field of the Item Record. (Text box)
SerialsNumber The value contained in the Enumeration - Other field of the Item Record. (Text box)
SerialsPart The value contained in the Enumeration - Part field of the Item Record. (Text box)
SerialsSeason The value contained in the Chronology - Season field of the Item Record. (Text box)
SerialsSupp The value contained in the Enumeration - Supplement field of the Item Record. (Text box)
SerialsVolume The value contained in the Enumeration - Volume field of the Item Record. (Text box)
SerialsYear The value contained in the Chronology - Year field of the Item Record. (Text box)
Status The value contained in the Status field of the Item Record. (Menu)
StatusItemDate The date (MM/DD/YYYY) on which the Item Record was last edited. (Date entry calendar)

When selected as an output field, includes the time of day (HH:MM:SS AM/PM) at which the record was edited

ACQUISITIONS ORDERS
Author The value contained in the Author field of the order. (Text box)
Branch Distribution List The value contained in the Select Distribution List field of the order. (Menu)
Default Fund The value contained in the Default Fund field of the order. (Menu)
Create Bib The one-character abbreviation indicating whether or not a bibliographic record was created for the ordered item; Y = Yes or N = No. (Text box)
Create Item The one-character abbreviation indicating whether or not an item record was created for the ordered item; Y = Yes or N = No. (Text box)
Fiscal Year The value contained in the Fiscal Year field of the order. (Menu)
Material Type The value contained in the Material Type field of the order. (Menu)
Order Number The value contained in the Order Number field of the order. (Text box)
Transmit Mechanism The value contained in the Order Transmission Method field of the order. (Menu)
Order Type The value contained in the Type of Order field of the order. (Menu)
Price The value contained in the Price field of the order. (Text box)
Quantity The value contained in the Item Detail – Quantity field of the order for a given location for which items are ordered. (Text box)
Requestor The value contained in the Item Detail – Requestor field of the order for a given location for which items are ordered. (Text box)
Title The value contained in the Title field of the order. (Text box)
Total Quantity The sum of the values contained in the Item Detail – Quantity fields of the order for all locations for which items are ordered. (Text box)
Unit Destination Branch The value contained in the Item Detail – Branch field of the order for a given location for which items are ordered. (Menu)
Unit Destination Location Collection The value contained in the Item Detail – Location field of the order for a given location for which items are ordered. (Menu)
Unit Fiscal Year The value contained in the Item Detail – Fiscal Year field of the order for a given location for which items are ordered. (Menu)
Unit Fund The value contained in the Item Detail – Fund field of the order for a given location for which items are ordered. (Menu)
Vendor The value contained in the Vendor field of the order. (Menu)
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