Template: Count of Items Added by Copy Location and Date Range: Month
Here’s the template called Count of Items Added by Copy Location and Date Range: Month. We need to make few choices and then run the report.
Top Part of the Template
- Template Name — Name of the template that you’re using
- Template Creator — Initials of the user who created the template
- Template Description — Description of the template
- 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 -> Creation Date/Time — This template lets you specify a range of days. You can either use Real Dates, choosing from the calendar widget (for example, June 1, 2012 to June 30, 2012) or Relative Dates, a range of number of “days ago.” To get a report of the items added yesterday, you would enter the range 1 Day Ago to 1 Day Ago. This template only works with dates in terms of days, but there are others that work with months. If you are doing a one-time report, it really doesn’t matter if you use real or relative dates, but if you want to make a recurring report, you’ll probably want to use relative dates.
- 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.
- Item -> Shelving Location -> Location ID — Click to select all the copy locations you want included in your report. You can hold down the Control key to select several lines, or the Shift key to select ranges of lines. Click on Add to send the locations to the bottom panel. If you change your mind, select one or more in the bottom panel and click Del to remove it from the selection.
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. In this example, the report criteria was for items entered one day ago, so it makes sense to run it once a day.
- 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. In this example, we’re going to run it every morning at 7 AM starting on July 18, 2012.
- 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