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Reports in Evergreen

• 1. Training and Learning Resources
  • 1.1. NC Cardinal resources
  • 1.2. Hopeless Holds Video and Instructions
  • 1.3. External Resources
• 2. Introduction to Reports
  • 2.1. Report Overview
  • 2.2. Reports Overview Webinar Video
  • 2.3. Reports Permission Group
• 3. Simple Reports
  • 3.1. Differences between Simple Reports and Traditional Reports
  • 3.2. Simple Reports Interface
  • 3.3. Types of Simple Reports
  • 3.4. Creating a Simple Report
  • 3.5. Editing a Simple Report
  • 3.6. Administration
• 4. Folders
  • 4.1. What Are Report Folders?
  • 4.2. Creating Folders
  • 4.3. Managing Folders
• 5. Pre-existing Templates
  • 5.1. Find Existing Templates
  • 5.2. Cloning Templates
  • 5.3. Transferring Report Templates
• 6. Editing and Creating Templates
  • 6.1. The Template Editor
  • 6.2. Creating Templates
• 7. Working with Reports
  • 7.1. Run a Report Template
  • 7.2. Viewing and Editing Report Parameters
  • 7.3. Recurring Reports
  • 7.4. Deleting Reports and their Output
• 8. Report Output
  • 8.1. Viewing Report Output
• 9. Resources and Example Reports
  • 9.1. General Troubleshooting Tips
  • 9.2. Choosing Core Sources
  • 9.3. Filtering on Future Dates in Recurring Reports
• Appendices
  • 1. Appendix A: Data Types
  • 2. Appendix B: Field Transforms
  • 3. Appendix C: Operators
  • 4. Appendix D: Item or Copy Status
  • 5. Appendix E: Reports with a Marc Field
  • 6. Appendix F: Shared Reports

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