Template: Count Circulation by Library and Date: Month
Here’s the template called Count Circulation by Library and Date: Month. This report gives us a count of all the checkouts and renewals that occurred at Wakefield workstations. It does not include web renewals.
Top Part of the Template
- Template Name — Count Circulation by Library and Date: Month
- Template Creator — noble (Initials of the user who created the template)
- Template Description — Breakdown of circulations by workstation library and the day of the week.
- Report Name — Name for your report
- Report Description — More information about the report you’re running — it’s a good idea to enter information about what options you’re choosing, because there’s no other way to see this information later.
- Report Columns — A list of the data elements that will be included in the report output
- Pivot Label Column — Optional
- Pivot Data Column — Optional
- Choose a folder to store this report definition — Click on one of your Reports folders. This is required even if you only have one reports folder.
Middle Part of the Template
The middle part of the template shows information about the query that’s being used to create the report, and may ask you to enter or select filters to use in the report.
- Item -> Call Number/Volume -> Owning Library — This template shows you a list of libraries. Your library’s shortname (BEV, DAN, etc.) should already be selected; click on Add to move it into the bottom list panel. If your library has branches or multiple campuses, you can select more than one.
Bottom Part of the Template
- Output Options — Select the output options for your report. Be sure to select either CSV or Excel if you want to bring open the output in Excel or a similar program.
- Recurring Report — Check here if you want to create a recurring report.
- Recurrence Interval — If you check the option for recurring report, you can select the interval between reports: 1 Week, 1 Month, etc.
- Run as soon as possible — Check here if you want the report to run immediately. If you uncheck this option, you can specify a date and time to run the report.
- Send completion notification to this Email address — You can enter an e-mail address if you want to be notified when a report has been run. This is mostly used for recurring reports. The e-mail message will have a secure link to the report output/ Whoever gets this e-mail message will be able to access the report output page in the browser after they login using their Evergreen username and password.
- Choose a folder to store this report’s output — Click on the output folder where you want your output to go