1.1. NC Cardinal resources

Niche Academy

Training Exercises

The Simple Reporter Training Exercises cover the process of creating reports in the Simple Reporter. These exercises are made to be a hands-on walkthrough of the entire workflow, from setting display fields to accessing output. Staff who complete the exercise included in the module should be able to create nd run a Simple Report in their live production environment.

Videos

Recordings of Live Training Sessions

Over the course of the 2023-2024 fiscal year, NC Cardinal hosted "Evergreen Reports 101," a series of live training sessions covering the basics of creating and running reports. These webinars are built off previous live reports training. Watch the series via the NC Cardinal youtube playlist.

The individual videos from the most recent series include:

• Evergreen Reports 101: Set-Up and Navigation: This 1-hour 35-minute session covers the basics of setting up an account for running reports, including creating folders and setting sharing levels, as well as navigating the NC Cardinal Centralized Reports Templates folder. 
• Evergreen Reports 101: Deep Dive into Templates: This 1-hour 27-minute session covers the details of creating and cloning templates, including the process of creating a new template, selecting core sources and linking tables, choosing display fields and filters, adding transforms and operators, and a brief description of nullability.

Pre-Recorded Lessons

The videos below are short demonstrations of various functions within the reporter. They will help you see each function in action, so that you can replicate the steps when working in the module in Evergreen.

• Evergreen Reports 101: Setting up folders
• Evergreen Reports 101: Navigating NC Cardinal's Centralized Reports Templates
• Evergreen Reports 101: Cloning Templates
• Evergreen Reports 101: Transforming Display Fields
• Evergreen Reports 101: Sort and Display Order
• Evergreen 101: Applying Filters

1.2. Hopeless Holds Video and Instructions

Hopeless Holds in Evergreen Video and Instructions

The instructions for using the Hopeless Holds reports, as created and presented in the webinar by Lise Keppler (Forsyth County Public Library), are attached as a pdf to this page.

This process generates a list of holds on bibliographic records that no longer have copies eligible to fill the holds, using two Evergreen reports combined in MS Excel using the VLOOKUP function. Metarecord holds are ignored since they may be filled with items from more than one bibliographic record.

Utilizing this process, staff may be able to transfer patron holds to other bibliographic records that have viable copies or catalogers may be able to merge duplicate bibliographic records. Libraries may also consider purchasing requested items if that fits their collection development goals. If staff are unable to find or replace the items to fill patron holds, they can notify the patron and cancel the hold (in accordance with local policies and procedures).

1.3. External Resources

Training Resources from other Consortia

Sitka (BC Libraries Cooperative) video playlist

Training Resources from Evergreen Conferences

Making the Most of Evergreen Reports (Hosted by Chris Sharp, PINES System Administrator, Georgia Public Library Service, from Evergreen Conference 2022)

Understanding Evergreen Reports (Hosted by Chris Sharp, PINES System Administrator, Georgia Public Library Service, from Evergreen Conference 2020)

Thanks for Nothing: Nullability Selection in Evergreen Reports (Jessica Woolford, Evergreen Systems Manager, Bibliomation, Inc., from Evergreen Conference 2022)

2.1. Report Overview

2.2. Reports Overview Webinar Video

Evergreen Reports Training Videos

2023 Reports Training

2021 Reports Training

2.3. Reports Permission Group

Reports Permission Group

3.1. Differences between Simple Reports and Traditional Reports

Ease of Use versus Power and Complexity

The Simple Reports system is primarily focused on ease of use. The Simple Reports interface guides a user through a streamlined reports creation wizard and intentionally curtails the extensive options available in the main Reports interface.

Simple Reports Features

The following are aspects of the Simple Reports interface that are new:

• A completely tab-based interface with no folders or sub-folders.
• Two types of content: reports and output (no templates).
• No settings that allow users to share reports with others.
• A limited number of available fields related to the report type selected.
• Increased control over the ordering of fields and data.
• The ability to save reports without running, and edit the fields or filters.
• Suggested filters and common fields guide the user to create generally functional reports.

Traditional Reports Features

The following are key characteristics of the traditional reporter that are not available in Simple Reports:

• The ability to create folders and subfolders for enhanced organization of templates, reports, and output.
• Sharing settings, allowing users to clone others' templates and run reports off templates owned by others.
• All sources are available for use in any template, and all potential data points are available for use as a field or filter.

Recommended Uses for Each

The Simple Reports interface is intended to provide an alternate access point for running reports in Evergreen and is not intended to replace the main Reports interface. In particular, users in need of complex reports should still make use of the main Reports interface.

The Simple Reports interface includes a shortened list of report types. The initial set was selected as representative of what most frontline staff would need. Recommended reports include:

• Circulation lists and counts
• Collection reports by library, shelving location, circ modifier, and/or item status.
• Shelf lists by shelving location or call number
• Title lists by last circulation date or total number of circulations
• Lists or counts of patrons by library and/or patron type
• Lists of patrons with upcoming or recent expiration dates
• Lists of bills or payments

For more complex reports, staff should utilize the traditional reports system. For help, staff can start by cloning any of the report templates included in the Centralized Reports Templates sub-folder, found in the shared Admin folder.

3.2. Simple Reports Interface

Simple Reports Interface

To access the Simple Reports interface, select Administration → Simple Reports. You will see an interface with two tabs, My Reports and My Outputs.

My Reports

The My Reports tab shows reports that you have created. Reports created in this interface are tied to user accounts regardless of workstation, and cannot be shared at this time. Actions available from this tab include:

• New - creates a new Simple Report

• Clone - clones a Simple Report. You will need to save the new report with a new name. This will clone the report format including basic scheduling and output options. When you use the Clone action, your cloned report will open in the Report editor.

• Delete - deletes a Simple Report and all of its associated outputs. You can select and delete multiple reports.

• Edit - edits a Simple Report. This will overwrite the original report but not change any existing outputs. Exception: if you edit the Report name, this name change will be reflected on past outputs as well.

  • If you edit the report recurrence interval, all report runs from that point forward will use the new recurrence interval.

The My Reports tab defaults to sorting by Date Created (descending). To sort differently, click on either the Report Name or Date Created column header. Filters are also available for the Report Name and Date Created columns. Filters are case-sensitive.

The My Reports tab includes these columns:

• Report Name (displayed by default) - the name given to a report when it was created or edited

• Date Created (displayed by default) - the date and time a report was created

• Last Edited (displayed by default) - the date and time of the most recent edit to a report

• Last Run (displayed by default) - the date and time of the most recent run of the report

• Next Run (displayed by default) - the date and time of the next scheduled run of the report (recurring reports only)

• Recurring? (displayed by default) - whether or not a report is recurring

• Simple Report Template ID (not displayed by default) - the database ID associated with the Simple Report

My Outputs

The My Outputs tab shows outputs from your reports. Outputs are tied to user accounts regardless of workstation. Actions available from this tab include:

• Refresh - manually refreshes the tab to check for new report outputs

• Delete Output - deletes the selected output(s)

The My Outputs tab defaults to sorting by Finish Time (descending). To sort differently, click on either the Report or Finish Time column header. Filters are also available for the Report Name and Finish Time columns. Filters are case-sensitive.

The My Outputs tab includes these columns:

• Report (displayed by default) - the name given to a report when it was created or edited

• Finish Time (displayed by default) - the date and time a report output was completed

• Output (displayed by default) - shows hyperlinked button(s) which will fetch the report output. Output options are chosen during report creation.

  • Output types CSV and Excel will download a file containing the output.

  • Output types HTML, Line Chart, and Bar Chart will open a new browser tab displaying the report output.

    • HTML output will generate a table. Column headers can be clicked to change sorting of the table. The table can be printed via your browser’s printing options.

    • Line Chart and Bar Chart outputs will generate an image that can be downloaded by right-clicking and saving the image.

• Error Text (not displayed by default) - the full text of a report error. This information can help an administrator track down the source of a report error. Hover over the error text to see the full error. Sorting and filtering are available on this column.

• Run ID (not displayed by default) - the database ID associated with the Simple Report’s output

3.3. Types of Simple Reports

3.4. Creating a Simple Report

How to Create a Simple Report

The process for creating a Simple Report is much more guided and prescriptive than the Standard Reporter. To create a report using the Simple Reports Interface:

1. Click the New button from the My Reports tab.
   
2. Select a report type from the drop-down menu in the first field. Please refer to the Types of Simple Reports section for details on the types available.
3. Name your report in the second field. You must give your report a unique name in order to save it. 
   
4. Set your Display Fields, Output Order, Filters, and Output Options. See the relevant sections below for further details on each of these.
5. You can save an in-progress report at any time by clicking Save and Close, and then go back to finish it later.
6. Reports will not run until output options are set and Save and Schedule Report is selected. 

Setting up a Report: Display Fields

The Display Fields tab lets you select the fields/columns in your reports and their display order (column order). Depending on which report type you select, a specified set of fields will be available to add to the report.

If you are familiar with the way the regular Reporter works in Evergreen, you will notice that there are several fields that are new in the Simple Reports interface. Some of these include:

• Circ or Renew? (Circulation type reports) - this displays whether a circulation transaction was an original checkout or a renewal checkout

• Circulate? and Holdable? (Weeding and Collection type reports) - these use a combination of several pieces of item-level information that calculate “circulatability” and “holdability”

• Date fields will often have several built-in display options such as Copy Create Date/Time, Copy Create Year, etc. These fields will display the date as described in the field name without needing to use a Transform. You can use multiple kinds of these date fields in a single Simple Report if needed.

Selecting Display Fields

On the left of the Simple Reports Interface is an accordion menu that groups types of fields. This list will change depending on the type of report you've selected in the first field. All report types have menu options for Common Fields and All Fields, as well as groups of fields relevant to each report type. 

1. Select an option from the left-hand menu to expand its list of fields.
2. Click the checkbox next to each field that you want to display as a column in your report. 
   
3. As you select fields from the left, they will appear on the right under Field Display Order.
   
4. You can remove a field by clicking the minus button on the left of this area. You can also remove a field by unchecking it from the accordion menu on the far left.
5. You can adjust the display name of a field by clicking in the Name box and typing in a new name. The original field name will show below the Name box.
6. You can adjust the way certain data will display by using the Transform dropdown. Transform options will vary depending on the fields you have selected, and in some cases will default to a specific recommended transform value (e.g., fields that total payments will default to a transform of “Sum”). Many fields are constructed to avoid needing to use a transform, in particular date-related fields.
7. You can use the arrows on the right to move fields up and down the list. In tabular outputs, the list order top to bottom will determine the order of column display from left to right.

Determining Output Order

The order of the columns in your final report can be set in the Display Fields tab or in the Output Order tab. In addition to setting the Field Display Order, the Output Order tab also has options for changing the sort order. This allows you to determine both the order of the sorting (ascending or descending), and the priority order in which this sorting happens. For example, if a report will have three columns (Circulation Start Date/Time, Checkout Library Name, and Item Barcode), there are three different sorting/order options you can manipulate:

• First, which column will be on the left, which will be in the middle, and which will be on the right. This is the Field Display order.
• Next, the direction the data in each column will be sorted in the output for each column. The Circulation Start Date/Time could be sorted in ascending order, from oldest date/time to newest, while the Checkout Library Name could be sorted in descending order alphabetically, and barcodes of the books sorted in descending order numerically.
• Finally, you can determine which columns to prioritize. Do you want all dates in order, with library names sorted within each date and barcodes sorted within each library? 

To set up your Output Order:

1. Once you have selected your display fields, click on the Output Order tab. This tab allows you to assign individual column sort orders.
   
2. On the left side of the screen you can rename columns, adjust transforms, and reorder your columns in this tab in the same way you can in the Field Display Order tab.
3. On the right side of the screen, select the Direction dropdown for each column. Choose Ascending or Descending for each column. Sort order will typically default to Ascending.
   
4. Determine which column should sort first, second, third, etc. The sorting is independent of the column display order, which is an important difference from the standard Evergreen Reports interface. Use the up and down arrows to put the columns into their sort order.

Setting Filters

Once you have established your sort orders, select the Filters tab. This tab allows you to apply filters to your report. Note that some fields are hidden from display but available for filtering, and vice-versa. For some types of data, such as library names, there may be multiple display fields (i.e. various names, shortnames, etc.) but only one field for filtering.

As in the Display Fields tab, the Filters tab has an accordion menu on the left which groups types of fields. Note that Suggested Filters are those suggested for the report type generally, not the specific columns you selected. On the right, the columns you have selected for display in your report will show under Fields Selected for Display. As you select filters, they will show under Filter Fields and Values with options for changing the Transform, Operator, and Value. 

To set your filters: 

1. Select an option from the left-hand menu to expand its list of fields, and select the checkbox next to each field that you want to use as a filter.
   
2. You can remove a filter field by clicking the minus button on the left of this area. You can also remove a field by unchecking it from the accordion menu on the far left.
3. You can adjust the way certain data will filter by using the Transform dropdown. An example of using a filter transform is using the “Age” transform on a Date field. Using this filter transform will give you a widget to enter a number and select a time interval.
4. You can choose a filter operator using the Operator dropdown.

Operator Values

Operator values can vary for different filter fields, but common operators include:

• Equals - the report output will include rows exactly matching the filter value

• Does Not Equal - the report output will exclude rows exactly matching the filter value

• Is Null - the report output will include rows for which the filter value is null (empty)

• In List - the report output will include rows which are selected and added to a list

  • Certain In List filter options, such as Library Short Names, will populate a dropdown for selection

• Contains Matching Substring - the report output will include rows matching the substring listed in the filter value

In the example above, there are three filters on the report:

• Owning Library | In List | BR1, BR2 - the report will only show items owned at BR1 and BR2

• Shelving Location | Equals | Fiction (SYS1) - the report will only show items with the Fiction (SYS1) Shelving Location

• Item Deleted? | Equals | False - the report will exclude all deleted items

Some other notes on filters in Simple Reports:

• Where possible, filters and filter values will show user-friendly names rather than database IDs.

• If you are filtering on an Organizational Unit-related field like Shelving Location, you will only see options which are visible to your workstation location and its ancestors and descendants.

• Some Boolean filters (TRUE / FALSE) include a “Both” option which will return results containing either value.

• To use a relative date filter (“X days ago”), select a date field with Date/Time in its name, use the Age transform, and then choose your interval (hours, days, weeks, months, years):

 

Output Options

Once you have chosen your filters, select the Output Options tab. The Output Options tab contains the familiar Evergreen options for report output, including recurrence and scheduling options, as well as an option to email the report output. Schedule times default to 15-minute intervals but can be typed over if a different time is desired.

Once you click Save and Schedule Report, your report will be saved and either run immediately or scheduled to be run, and you will be taken back to the main Simple Reports interface.

If you choose Run Report Now, your report output will be available in the My Outputs tab once the report is completed. Scheduled report output will be available in the My Outputs tab.

3.5. Editing a Simple Report

3.6. Administration

4.1. What Are Report Folders?

Report Components

4.2. Creating Folders

How to Create a Folder

Whether you are creating a report from scratch or working from a shared template you must first create at least one folder in each of the three functional components in My Folders.

The steps for creating folders are the same within each component. It is easier to create folders with the same name for Templates, Reports, and Output at one time, though it is possible to do so at any time.

Creating a Template Folder

This example demonstrates creating a template folder.

The folders you just created will now be visible by clicking the arrows in My Folders. Bracketed after the folder name is the org unit the folder is shared with. For example, if you share with your library branch or system, the short code name for the branch or system will appear in parentheses after the folder name. If you share with the consortium, (CARDINAL) will appear after the folder name. If it is not a shared folder, there will be nothing after the folder name. You may create as many folders and sub-folders as you like.

Note: Using a parallel naming scheme for folders in Templates, Reports, and Output helps keep your reports organized and easier to find. We recommend naming folders based on function, not date.

4.3. Managing Folders

How to Manage a Folder

Once a folder has been created you can change the name, delete it, create a new sub-folder, or change the sharing settings. This example demonstrates changing a folder name:

 If you choose one of the other options, you will follow similar steps:

Selecting Delete this folder will delete anything contained in the folder, such as templates, report instances, or output data, so be sure that is what you intend to do.

Select Create a new sub-folder to create a sub-folder that is tiered within the folder you choose. You can create as many sub-folders within sub-folders as you find useful.

Select Share this folder to share a folder that is not currently shared or Hide (unshare) this folder to hide a shared folder or share it with a different organizational unit (e.g. from branch to system).

5.1. Find Existing Templates

Centralized Report Templates

The NC Cardinal team has developed an extensive array of report templates that provide the data that most libraries need. These reports are organized in the Centralized Report Templates under Shared Folders for your use, so please look here first for a suitable existing template. Read the descriptions carefully, as some reports are similar but use different filtering options. 

Working from Centralized Templates

In order to ensure the templates can be kept organized and up to date, it's important that library staff do not build reports off the centralized templates. Instead, follow these steps to clone the templates into your own account and build your reports off the cloned versions.

1. Navigate to the Centralized Report Template folder in the Shared Folder section of the reports interface. You can find it under Admin.
   
2. Locate the template you plan to use within the appropriate subfolder. A detailed list is available in Appendix F of this book. 
3. When exploring template folders, be sure to select All instead of the default of 10 to see every option available in each folder.
   
4. Check the box next to the template you plan to use.
5. Choose Clone Selected template from the dropdown menu at the top of the list.
   
6. You will be directed to a list of available folders in your account. Select the folder in your account you will save the new template to.
7. You will be directed to a new template interface. If you wish to make changes, such as adding or removing display fields, you may do so here. 
8. Save Template.

After completing these steps, follow the general instructions for running reports off of the templates as outlined in the Run a Report Template chapter of this Knowledge Book.

If you are unable to find what you are looking for, please submit a help ticket and the NC Cardinal support team will find or create a suitable template for you. 

5.2. Cloning Templates

How to Clone Templates

The steps below assume you have already created at least one Templates folder. If you haven’t done this, please see Creating Folders.

5.3. Transferring Report Templates

How to Transfer Report Templates

Report templates used by staff members who may have left the library or changed work responsibilities can be cloned for use by different staff members by first logging into the old accounts and sharing the template folders to the system level. The System Login Access Manager for your library system should be able to perform this action for you. To share a report folder, just go into that report folder, select Manage Folder, select Share this folder from the dropdown menu, and select your system.

Then, the folder is shared with anyone logging in from any workstation in your system (rather than with any particular login account). Log into the new login access account, find the old account name under Shared Folders, and open. Check the box beside the report you want and choose Clone selected template from the dropdown menu. Then, select the new folder to clone the template into (note— you have to create folders in your new login account first).

One of the things that does not share well are Output folders. Instead, save any relevant Excel spreadsheets from the old login access account directly onto your hard drive. 

6.1. The Template Editor

Using the Template Editor

All reports within Evergreen begin with creating a template.  Templates identify a report’s:

• data source
• fields selected from the data source
• how information appears, for example date formats
• criteria used to run the report

Name Field

The Name field must contain a name that is unique to the template folder in order to save the template.

You can add a link to local documentation that can help staff create a report template. To add documentation to a report template, click Admin → Local Administration → Reports, and create a new report template. A new field, Documentation URL, appears in the Template Configuration panel. Enter a URL that points to relevant documentation.

The link to this documentation will also appear in your list of report templates.

Description Field

The ‘Description’ field is optional, but it is a good practice to describe the display fields, filters, transforms, and operators used in the template for ease of reference. 

Folder

Select the folder you will save this template to in the folder hierarchy. Subfolders will show up when you click the caret.

Adding Fields

Choosing a Core Source

The Core Source list displays all the data sources available in the Evergreen database. You must choose a core source before you can select fields which will display as columns within a report.

Once you've selected your core source, a tree view of the source database table and its links to other tables will populate below. If the linked database table contains references to other tables, then those can also be expanded in the tree view.

Fields, Filters, and Sorting

When a source is selected from the source tree menu, tabs will populate in the right-hand pane. These tabs allow you to navigate between setting display fields, selecting fields to filter on, and adjusting the sort and display order.

Displays and Values

Once you have selected fields to display or filter on, they will show up in the right-most pane. In this pane, you can set transforms and operators, supply hints, and hardcode filter values.

6.2. Creating Templates

How to Create Templates

Once you have created a folder, the next step in building a report is to create or clone a template. Templates allow you to run a report more than once without building it anew every time, by changing definitions to suit current requirements. For example, you can create a shared template that reports on circulation at a given library. Then, other libraries can use your template and simply select their own library when they run the report.

It may take several tries to refine a report to give the output that you want. It can be useful to plan out your report on paper before getting started with the reporting tool. Group together related fields and try to identify the key fields that will help you select the correct source.

It may be useful to create complex queries in several steps. For example, first add all fields from the table at the highest source level. Run a report and check to see that you get results that seem reasonable. Then clone the report, add any filters on fields at that level and run another report. Then drill down to the next table and add any required fields. Run another report. Add any filters at that level. Run another report. Continue until you’ve drilled down to all the fields you need and added all the filters. This might seem time consuming and you will end up cloning your initial report several times. However, it will help you to check the correctness of your results, and will help to debug if you run into problems because you will know exactly what changes caused the problem. Also consider adding extra fields in the intermediate steps to help you check your results for correctness.

This example illustrates creating a template for circulation statistics. This is an example of the most basic template that you can create. The steps required to create a template are the same every time, but the tables chosen, how the data is transformed and displayed, and the filters used will vary depending on your needs.

Navigating to a blank template

To create a new template, you will need to start from a template folder. 

1. Click on the My Folder template folder where you want the template to be saved.
2. Click on the New Template button at the top.
   
3. In the blank template, start by adding the Name and Description following NC Cardinal's suggested naming guidelines. Names must be unique. Descriptions should include information about the fields and filters applied. 

Choosing Report Fields

The key to creating a report template is in selecting the appropriate fields to collect the information you are looking for in your report. This is done in the three field selection panes in the middle of the page.

The following steps provide an example for creating a standard Circulation Report.

Core Sources Pane

The top left hand pane contains the database Core Sources drop-down list. This is the list of tables available as a starting point for your template. Commonly used sources are:

• Circulation (contains circulation records that may be used for circulation statistics and overdue reports)
• ILS User (contains patron records that may be used for patron reports)
• Item (contains copy records that may be used for reports on collection or items with special status)

Note: The checkboxes in the sources list is for advanced reporting and should be left unchecked by default.

Select the source you plan to use from the drop down menu. In this example, we will be creating a circulation report. To do this, we will select Circulation in the Sources dropdown menu. Note that the Core Sources for reporting are listed first, however it is possible to access all available sources at the bottom of this dropdown menu. You may only specify one source per template.

After selecting your source, a tree menu will populate underneath the drop down menu. In our example, we will click on the top option in this menu, Circulation.

Field Name Pane

Clicking on Circulation will retrieve all the field names in the pane underneath the tabs. The icon in front of each option on that list indicates the data type of the value in the field. To finish creating your field, select the specific field you are interested in adding to your report from the middle Field Name pane. To make this circulation report, we will select Circ ID. 

Selecting the field name will populate the field in the right hand pane. You can change the label for this field by editing it directly in the Name field.

Field Transforms

Next to the name field, there is also a drop-down menu for transforms. This is where you choose how to manipulate the data from the selected fields. For the circulation report we're creating, we want to count the number of circulations, so we will select Count from the Transforms list.

Field Transforms have either an Aggregate or Non-Aggregate output type. See the section called Field Transforms for more about Count, Count Distinct, and other transform options.

Continue to build your template

Add other data to your report by going back to the Sources pane and selecting the desired fields. In this example, we are going to add Circulating Item → Shelving Location to further refine the circulation report.

Adding a new field

Shelving Location is listed in the Circulation table. To access it, click on the arrow next to Circulation in the Core Source pane This will expand the tree.

Note: When you are creating a template take the shortest path to the field you need in the left hand Sources pane. Sometimes it is possible to find the same field name further in the file structure, but the shortest path is the most efficient.

When we select Shelving Location from the tree menu, it will populate a list of field names related to Shelving Locations. For this report template, we really just want to know the number of circulations for each shelving location, so this field exists to tell us the shelving location names. So let's select "Name" from the list of available fields.

 

Re-Labeling the column

Since Name is a rather generic header for this field, we need to change the Column Label again. Edit it to something more meaningful in the Name field.

Changing column order

In our report, we want to see the Shelving locations first and then the count for all circulations from that shelving location in the next column. To change this order, click on the up/down arrows next to the Shelving Location field to move it up.

Adding dates

When you run a report, you will have the opportunity to set the date frame contained in the report. However, if you want to add the specific dates as a field that will be visible in your report output, you can add it just like any other field.

For this example report, we specifically want to add the circulation date. Return to the Sources pane and click Circulation to populate the Fields pane with those same original Field options we saw when we selected Circ ID for our first field. This time, select Check Out Date/Time from the middle Field Name pane.

In the Transform drop-down, you will see a very long list of options. Many of them are date related. The one you choose will be dependent on the purpose of your report. For this report, we don't want to get too granular by looking at the individual dates. Since we are looking for a count of circulation by shelving location, an aggregation of that count by month and year will work. Let's select Month from the list of options.

Finally, we'll change the Column Label for Checkout Date/Time to Checkout Month and move the field up to the top, making it the first column in the final report. Now the report will be sorted in the following order:

1. Month of checkout
2. Shelving location (alphabetically by name)
3. Number of circulations for shelving location in each month included in the report

Note: The Field Transform you selected can be changed after adding the field to your list by clicking on i and selecting Change Transform from the Actions drop down menu.

Saving Your Template

In order to save your template to run reports, make sure you have given the template a unique name, and click the Save Template button at the top of the page.

7.1. Run a Report Template

How to Run a Report from a Template

Now you are ready to run a report from your template.

Note: Be sure you select a template from one of your own template folders. DO NOT run reports from a shared folder. 

7.2. Viewing and Editing Report Parameters

How to View and Edit Report Parameters

To view the parameters of a report, right click on the report that you want to view from the Reports folder, and click View Report. This will enable you to view the report, including links to external documentation and field hints. However, you cannot make any changes to the report.

To edit the parameters of a report, right click on the report that you want to edit in the Reports folder, and choose Edit Report from the drop-down menu. After making changes, click the Save Report button. Any subsequent report outputs that are generated from this report will reflect the changes that you have made.

If there is a pending (scheduled, but not yet started) report output, the interface will warn you that the pending output will be modified. 

7.3. Recurring Reports

How to Set Up Recurring Reports

Recurring reports are a useful way to save time by scheduling reports that you run on a regular basis, such as monthly circulation and monthly patron registration statistics. When you have set up a report to run on a monthly basis you’ll get an email informing you that the report has successfully run. You can click on a link in the email that will take you directly to the report output. You can also access the output through the reporter interface as described in Viewing Report Output.

To set up a monthly recurring report follow the procedure in Run a Report Template but make the changes described below.

After following these instructions, you will get an email on the 1st of each month with a link to the report output. By clicking this link it will open the output in a web browser. It is still possible to login to the staff client and access the output in Output folder.

Note: If your report includes date filters, those filters need to be set as Relative Dates in recurring reports.

How to stop or make changes to an existing recurring report

Sometimes you may wish to stop or make changes to a recurring report, such as the recurrence interval, generation date, email address to receive completion email, output format/folder or even filter values (such as the number of days overdue). To make changes to an existing report, follow the instructions in Viewing and Editing Report Parameters. Or, if no longer needed, delete the recurring report from the report folder.

Please note that deleting a report also deletes all output associated with it.

7.4. Deleting Reports and their Output

How to Delete Reports and Their Output

Sometimes you may find it valuable to clean up older reports that you've run that no longer have up to date output associated with them. 

In the Reporter, find My Folders in the top left. You should see Templates, Reports and Output under that. You can either click on Reports, or if there is an arrow to the left of Reports, you can click on that arrow to see the folders within the Reports folder.

Open the Reports folder and check the checkbox next to the reports you wish to delete. Choose “Delete selected report(s)” from the actions menu, or right-click and choose the same option from the drop-down. 

A pop-up box will confirm if you are sure you want to delete both the report and it's output. Click the Confirm button.

Note: Deleting reports will delete ALL relevant output. Make sure you have saved any output you need to keep.

8.1. Viewing Report Output

How to View Report Output

Once a report definition has been saved, the output is stored in the specified Output folder and will remain there until manually deleted. If the report was set for a future date or as a recurring report, the report instance will show under Pending Items. Once the report has finish, it will show under Completed Items.

Note: While waiting for a report to run, you can click the Refresh Grids button to see if a pending report has completed.

9.1. General Troubleshooting Tips

General Tips

• For count reports, run a report without the ‘count’ field – i.e. look at the ‘raw’ date that is being counted.
• For circulation modifiers, use the ‘code’ data type for Base Filters; Use the ‘name’ field for field display.
• For shelving locations, use Location IDs for Base Filters; Location ID is an integer field.
• If a report is blank, i.e. no rows display in a report, take out any Base Filters and re-run the report to see if your criteria is not what you were expecting.
• Something looks funny? Submit a help ticket to the State Library staff and ask for help.

Example:  Counting Discarded Items at various levels

9.2. Choosing Core Sources

Choosing the Best Core Source

Tip 1: Don’t go too far down the data source tree to select fields. If you have a choice in data sources, choose the one that has the LEAST number of tree branches.

For example, both the Item and Bibliographic Record sources contain title and author information. Yet if the report to be created must include circulation modifier in addition to title, the Item data source is the better choice. To obtain the circ modifier, one must go down six (6) branches within the Bibliographic Record data source. For Item, only two (2) branches are necessary.

Tip 2: Stick to the recommended core sources, rather than choosing tables from the "Other Sources" section of the list.

Tip 3: The most common core sources are ILS User, Item, and Circulation. Try to start from one of these tables if you're not sure where to start.

9.3. Filtering on Future Dates in Recurring Reports

Future Relative Dates

Occasionally you may need to run a report that generates a list or count of items or people by future dates, such as a list of patrons whose accounts will expire in the next three months. This is straightforward when running a one-off report on which you can set a specific date range. However, when setting up a recurring report, you will need to use relative dates. 

The default setting for relative dates includes a drop-down menu of numbers up to 90, with a field label of "days ago."

Set the Field Transform

To create a report that will function using relative dates in the future, you have to create the filters in the template. The first step of this is to add your date filter in the template, then edit the field transform. Rather than using Date, Month, or any of the more common transforms, select Months Ago or Quarters Ago.

Set Your Filter

After selecting the appropriate transform, you need to set your filter. When working with past dates, this step can be done in the report set-up. However, the report filter parameters only allow you to choose positive integers. In this case, we need to create double negative: A negative integer combined with the "Months Ago" transform will function like a "Months in the Future" transform. 

When setting up the template, after selecting the appropriate transform, right click on the filter line and select Change Filter Value. 

In the pop-up box, fill in the field with a negative integer equivalent to the length of time in the future you want to capture. For example, if you want a list of patrons whose accounts will expire over the course of the next month, set the field transform to Months Ago and the filter value to -1. 

Setting up Recurrence

After you have set your template and saved it, you'll need to set up the recurrence schedule. 

1. In the Reporter interface, select your template. Choose Create a New Report from Selected Template from the drop-down menu.
2. Check the box next to Recurring Report.
3. Set your recurrence interval to the same amount of time your transform covers. For example, if you created your template for -1 Months Ago, set your recurrence interval to 1 Month.
   
4. Uncheck the box for "Run as soon as possible." This will automatically check the date box.
5. Set the date to the last day of the current month. For example, if you wanted a monthly recurrence starting in September, and you were creating the report in mid-July, you would schedule it to run for the first time on Jul1 31st.
6. Fill in your email address.

Note: setting up recurrence like this will always provide output for the month or quarter following the month you are in. So if it's July and you run the report, you will get the data for August. If you need current month data as well as future month data, you will have to set up two separate reports for this.

1. Appendix A: Data Types

What is a Data Type?

A Data type is the format that determines how a field is stored within Evergreen. For example, dates are stored in a timestamp format and the title of an item is stored as text. Both timestamp and text are specific data types which tell Evergreen what can be done with the field.

The central column of the Database Source Browser lists Field Name and Data Type for the selected database table.

Each data type has its own characteristics and uses:

When to use what?

• Select the org_units data type when working with Base Filters;
• Select text, money when working with selecting columns for a report;
• Select id when working with counts and aggregate filters; Also use id when working with circulation modifier selection within the Base Filters pane.
• Select bool when working with true/false fields for example Active? Or Deleted?
• Links are not selectable for display or report inclusion; A link field means you MUST find your data field in another part of the data source tree.

2. Appendix B: Field Transforms

What is a Field Transform?

A Field Transform tells the reporter how to process a field for output. Different data types have different transform options.

Raw Data. To display a field exactly as it appears in the database use the Raw Data transform, available for all data types.

Count and Count Distinct. These transforms apply to the id data type and are used to count database records (e.g. for circulation statistics). Use Count to tally the total number of records. Use Count Distinct to count the number of unique records, removing duplicates.

To demonstrate the difference between Count and Count Distinct, consider an example where you want to know the number of active patrons in a given month, where "active" means they borrowed at least one item. Each circulation is linked to a Patron ID, a number identifying the patron who borrowed the item. If we use the Count Distinct transform for Patron IDs we will know the number of unique patrons who circulated at least one book (2 patrons in the table below). If instead, we use Count, we will know how many books were circulated, since every circulation is linked to a patron ID and duplicate values are also counted. To identify the number of active patrons in this example the Count Distinct transform should be used.

Output Type. Note that each transform has either an Aggregate or Non-Aggregate output type.

Selecting a Non-Aggregate output type will return one row of output in your report for each row in the database. Selecting an Aggregate output type will group together several rows of the database and return just one row of output with, say, the average value or the total count for that group. Other common aggregate types include minimum, maximum, and sum.

When used as filters, non-aggregate and aggregate types correspond to Base and Aggregate filters respectively. To see the difference between a base filter and an aggregate filter, imagine that you are creating a report to count the number of circulations in January. This would require a base filter to specify the month of interest because the month is a non-aggregate output type. Now imagine that you wish to list all items with more than 25 holds. This would require an aggregate filter on the number of holds per item because you must use an aggregate output type to count the holds.

Non-Aggregate Types

Most transforms are more likely to be used as non-aggregate; non-aggregate output types display each field as a single row of information.

Aggregate Types

When to use what?

• Use ‘raw data’ for general display of field information.
• Use ‘date’ for most date-based reports.
• Be careful with the ‘age’ transform; it might not provide you with what you want.

3. Appendix C: Operators

What are Operators?

Operators describe the ways two pieces of data can be compared to one another. Operators are used when creating filters to determine which database records should be included in a report. Different data types have different transform options.

When to use what?

• Use In List to select from a list of branch libraries or a list of circulation modifiers.
• Between is date-inclusive. For example, the date range Jan 1, 2012 – Jan 30,2012 includes the dates Jan 1 and Jan 30.
• Use Contains Matching Substring (Ignore Case) when possible.

4. Appendix D: Item or Copy Status

List of Item/Copy Statuses in NC Cardinal

Here are the current item/copy statuses in NC Cardinal. Some reports give the ID vs the name.

5. Appendix E: Reports with a Marc Field

Overview

Sometimes you will want your report to include Marc fields outside of the typical fields that are in the simple record extracts data source. This is possible by joining onto the full record and filtering on tag and subfield and selecting the first, last, max or min value. You will want to use an aggregator transform to prevent bib records from having duplicate rows. At this time, we haven't found a way to include multiple fields without including multiple rows. 

Step-By-Step Instructions

We have a simple item list that shows ID, title, and author; it filters on circ lib. We want to add a new display field that will show the Dewey decimal number.

To do this, we'll need to join onto the Flattened Marc Fields and create a new filter on the Tag and Subfield.

The tag of a Dewey number is 082, so we add that as the filter value for the Tag.

The subfield of the Dewey number is a, so we add that as the filter value for the Subfield.

We want to add the Marc field's value using an aggregator in case there are multiple values. I used the "first value" transform but any of the transforms underlined in blue are acceptable. If you're ok with duplicate rows you can let the transform be raw.

Change the column label so that you don't need to memorize what the value of Marc field represents.

Dewey numbers have been retrieved from the records.

6. Appendix F: Shared Reports

• Acquisitions Templates
• Billing/Payment Templates
• Counts
• Lists
• Cataloging Templates
• Counts
• Lists
• Circulation Templates
• Counts
• Lists
• Gale Analytics
• Hold & Transit Templates
• Counts
• Lists
• In House and Non-cataloged Templates
• Counts
• Lists
• Inventory & Weeding Templates
• Counts
• Lists
• Item Templates
• Counts
• Lists
• Patron Templates
• Counts
• Lists

Last updated 09.13.2024

Acquisitions Templates Top
Name	Description	Display Fields	Filter Fields	Date Created
List: Amount Encumbered and Amount spent for any selected active fund	Source: Purchase Order. Displays: PO Name, Provider Name, PO Creation Date, Cost Billed, Amount Paid, and Encumbrance Amount. Filters: Filters on Ordering Agency, Name of fund, and fund is active(=true).	PO Name, Provider Name, PO Creation Date, Cost Billed, Amount Paid, Encumbrance Amount	Ordering Agency (In list), Active (Equals), Name (Contains Matching substring (ignore case))	2022-04-13
List: Amount Encumbered and Spent by Provider (Annual)	Source: Purchase Order. Display Fields: Fund name, Ordering Agency, Provider name, Fund year, total encumbrance amount, Total Spent Amount. Filters: Ordering Agency, Fiscal Year.	Fund Name, Library, Provider Name, Fiscal Year, Total Encumbrance Amount, Total Spent Amount	Ordering Agency (In list), Year (Equals)	2024-02-07
List: Find fund debits in selected fund with encumbrances	Displays: PO id, PO line item id, and item detail id. Filters: encumbrance=true, year, fund code (must be exact). Source: Line Item Detail.	Purchase Order ID, Lineitem ID, Item Detail ID	Encumbrance (Equals), Year (Equals), Code (Equals)	2022-04-06
List: Fund Summary FYxx	Displays: Account name, Fund tag name, Allocation, Encumbrance, Expenditure, and Balance. Filters: Fund summary year and library. Source: Fund Summary. Note: Provides monetary details of expenditures for acquisitions.	Account Name, Fund Tag Name, Allocation, Encumbrance, Expenditure, Balance	Year (Equals), Organizational Unit ID (In list)	2022-04-11
List: Funds	Displays: Fund name, Coe, ID, Year, Tag Name. Filters: Org Unit, Year. Source: Fund. Note: Lists all fund names and codes for selected year	Name, Code, Fund ID, Year, Fund Tag Name	Org Unit (In list), Year (In list)	2022-04-06
List: Line Items Received NOT Invoiced	Source: Line Item. Display: PO Name, PO ID, Order Date, Lineitem ID, Status Label, Title Proper, ISBN, Record ID, Provider name, Barcode, Shelving Location. Filters: Ordering Agency (library), Status received, Fund year, Invoice ID count = 0.	PO Name, Purchase Order ID, Order Date, Lineitem ID, State Label, Title Proper (normalized), ISBN, Record ID, Provider Name, Barcode, Shelving Location	Ordering Agency (In list), State ID (Equals), Year (Equals), ID (Equals)	2023-02-28
List: Line Items invoiced NOT received	Source: Line Item. Display: PO Name, PO ID, Order Date, Lineitem ID, Status Label, Title Proper, ISBN, Record ID, Provider name, Barcode, Shelving Location. Filters: Ordering Agency (library), Status on-order, Encumbrance = f, Fund year.	PO Name, Purchase Order ID, Order Date, Lineitem ID, State Label, Title Proper (normalized), ISBN, Record ID, Provider Name, Barcode, Shelving Location	Ordering Agency (In list), State ID (Equals), Encumbrance (Equals), Year (Equals)	2023-02-28
List: Line Items received with outstanding encumbrances	Display: PO name, id, order date, and state, line item id and state, item barcode, TCN, title, author, ISBN, Provider name and code, Fund name and code, cost billed, and amount paid; Filters: Ordering Agency, encumbrance=true, and line item state is received. Source: Line Item.	PO Name, Purchase Order ID, Order Date, PO State, Lineitem ID, Lineitem State, Item Barcode, TCN, Title, Author, ISBN, Provider Name, Provider Code, Fund Name, Fund Code, Cost Billed, Amount Paid	Ordering Agency (In list), State (Equals), Encumbrance (Equals)	2022-04-06
List: Line items linked to deleted bib records within date range	Displays: PO id, state, title, line item id. Filters: ordering library, PO creation date range, Bib ID Is Deleted=t. Source: Purchase Order.	Purchase Order ID, PO State, Title, Lineitem ID	Ordering Agency (In list), Is Deleted? (Equals), Creation Time (Between)	2022-04-06
List: On order line Items that are not received	Display: PO name, id, order date, and state, line item id and state, item barcode, TCN, title, author, ISBN, Provider name and code, Fund name and code, and encumbrance (1=t/0=f). Filters: Ordering Agency and line item state is on-order. Source: Line Item.	PO Name, Purchase Order ID, Order Date, PO State, Lineitem ID, Lineitem State, Item Barcode, TCN, Title, Author, ISBN, Provider Name, Provider Code, Fund Name, Fund Code, Encumbrance	Ordering Agency (In list), State (Equals)	2022-04-06
List: Outstanding encumbrances	Displays: PO Line Item State, ID, Encumbrance Amount, PO Number, Provider Name, and Title. Filters: State, Encumbrance=true, Ordering Agency, Creation time, Encumbrance Amount > 0. Source: Line Item Detail. Note: Lists all encumbrances (not direct charges), Includes Provider, PO number, Title ordered	State, Lineitem ID, Encumbrance Amount, PO Number, Provider Name, Title Proper (normalized)	State (Not in list), Encumbrance (Equals), Ordering Agency (In list), Creation Time (Between), Encumbrance Amount (Greater than)	2022-04-11
List: Outstanding encumbrances filter by Fund Code	Displays: PO State, Line Item ID, Encumbrance Amount PO Number, Provider Name, Title, and Fund Code. Filters: State, Encumbrance=true, Ordering Agency, Creation Time, Encumbrance amount > 0, Code. Source: Line Item Detail. Note: Lists outstanding encumbrances (not direct charges), Includes Provider, PO #, Title ordered. Allows you to filter for a specific Fund code name.	State, Lineitem ID, Encumbrance Amount, PO Number, Provider Name, Title Proper (normalized), Fund Code	State (Not in list), Encumbrance (Equals), Ordering Agency (In list), Creation Time (Between), Encumbrance Amount (Greater than), Code (Contains Matching substring (ignore case))	2022-04-11
List: POs created between selected dates	Source: Purchase Order. Display: PO id, ordering agency create time, PO creator, edit time, PO editor, order date, PO state, Cancel Reason, and Cancel Description. Filters: ordering library and selected create date range.	Purchase Order ID, Name, Creation Time, OPAC/Staff Client User Name, Edit Time, OPAC/Staff Client User Name, Order Date, State, Cancel Reason, Cancel Description	Ordering Agency (In list), Creation Time (Between)	2022-04-13
List: POs that have been cancelled and reasoning	Displays: PO ID, Ordering Agency, Creation time, Creator name, Edit time, Editor name, Order date, State. Filters: Ordering agency, Creation time (Between). Source: Purchase Order. Note: History of cancelled POs.	Purchase Order ID, Ordering Agency, Creation Time, OPAC/Staff Client User Name, Edit Time, OPAC/Staff Client User Name, Order Date, State, If Cancelled, Code, Description	Ordering Agency (In list), Creation Time (Between)	2022-04-11
List: Purchase Order History	Display: Purchase Order ID, Ordering Agency, Creation time, Creator name, Edit time, Editor name, Order date, State. Filters: Ordering Agency, Creation time. Source: Purchase Order. Note: History of PO for library system.	Purchase Order ID, Ordering Agency, Creation Time, OPAC/Staff Client User Name, Edit Time, OPAC/Staff Client User Name, Order Date, State	Ordering Agency (In list), Creation Time (Between)	2022-04-07
Billing/Payment TemplatesTop
Billing/Payment Templates - CountsTop
Name	Description	Display Fields	Filter Fields	Date Created
Count: Multi-Month Payments by Library or Branch	Source: Payments: Desk. Displays: Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type. Filters: Payment timestamp less than or equal to user-supplied age, owning library.	Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type	Owning Library (In list), Payment Date/Time (In list)	2024-02-19
Count: New Bills by Type by Month	Source: Open Billable Transaction Summary. Displays: Balance Owed (Sum), Billing Type, Month/Year, Billing Location. Filters: Billing timestamp (month/year), Org Unit. Note: Displays a sum of all bills charged for the selected month at the owning library, by bill type.	Balance Owed, Billing Type, Month/Year, Billing Location	last_billing_ts (In list), Organizational Unit ID (In list)	2022-05-03
Count: Outstanding Debt by Billing Type	Source: Open Billable Transaction Summary. Displays: Balance Owed (Sum), Billing Type, Month/Year. Filters: Billing timestamp (range), Home Library. Note: Shows a monthly summary of all billing type.	Balance Owed, Billing Type, Month/Year	last_billing_ts (Between), Home Library (In list)	2022-05-03
Billing/Payment Templates - ListsTop
Name	Description	Display Fields	Filter Fields	Date Created
List: Bill by copy status	Source: Payments. Displays: Barcode, Copy Status, Total Billing Amount, Billing Type, Payment Date/Type, Shelving Location. Filters: Circulating Library, Bill Type is NOT Blank, voided(=f). Note: Shows copy status and bill amount of item.	Barcode, Copy Status, Total Billing Amount, Billing Type, Payment Date/Time, Shelving Location	Circulating Library (In list), Name (Is not NULL or Blank), Voided? (Equals)	2022-04-26
List: Outstanding Debt Totals by Patron	Source: Open Billable Transaction Summary Displays: Branch, Barcode, First Name, Middle Name, Last Name, Balance Owed (sum). Filters: Last billing timestamp (less than or equal to), Org Unit. Note: Lists patrons with outstanding balances accrued since the specified date and the total amount owed.	Branch, Barcode, First Name, Middle Name, Last Name, Balance Owed	last_billing_ts (Less than or equal to), Home Library (In list)	2022-05-03
List: Outstanding Debt by Amount Greater than Supplied	Source: Open Billable Transaction Summary. Displays: Library, Barcode, Patron name (F, M, L), Street Address, City, State, Zip Code, Balance Owed. Filters: Billing date (range), Balance Owed Greater Than (user-supplied amount), Home Library.	Library, Barcode, First Name, Mid Initial, Last Name, Street Address, Street (2), City, State, Zip Code, balance_owed	xact_start (After (Date/Time)), last_billing_ts (Before (Date/Time)), balance_owed (Greater than), Home Library (In list)	2022-05-05
List: Outstanding Debt by date and amount	Source: Open Billable Transaction Summary. Displays: Library, Barcode, Patron Name (F, M, L), Patron address (Street, City, Zip), Balance Owed, Billing Date. Filters: Billing Date Before (user supplied), Balance Owed Greater Than (user supplied), Home Library.	Library, Barcode, First Name, Mid Initial, Last Name, Street Address, Street (2), City, State, Zip Code, Balance Owed, Billing Date	last_billing_ts (Before (Date/Time)), balance_owed (Greater than), Home Library (In list)	2022-05-05
List: Patrons by Balance Owed	Source: ILS User. Displays: Patron Permission Group, Privilege Expiration Date, First Name, Last Name, Home Library, Balance Owed, Patron Barcode, Copy Status. Filters: Home Library, Balance owed > user supplied value. Note: enter ).00 for balance owed to see all patrons with bills. Enter your library's fine limit to see only those patrons who exceed it.	Patron Permission Group, Privilege Expiration Date, First Name, Last Name, Home Library, Balance Owed, Patron Barcode, Copy Status	Home Library (In list), balance_owed (Greater than)	2022-05-02
List: Payments (Forgiven)	Source: Forgive Payment. Displays: Payment Date, Amount Forgiven, Payment Type, Note, OPAC/Staff Client User Name, Patron name (first, middle, last), Patron barcode. Filters: Forgive payment date range, Home library.	Payment Date, Amount Forgiven, Payment Type, note, OPAC/Staff Client User Name, First Name, Middle Name, Last Name, Barcode	payment_ts (Between), Home Library (In list)	2022-04-27
List: Payments by Credit Card via OPAC	Source: Credit Card Payment. Displays: Branch, Barcode, First Name, Last Name, Amount Paid, Credit Card Processor, Payment Timestamp, Payment ID. Filters: Org Unit, Payment Date (range), cc_processor is not NULL, cash_drawer is NULL.	Branch, Barcode, First Name, Last Name, Amount Paid, Credit Card Processor, Payment Timestamp, Payment ID	Organizational Unit ID (In list), payment_ts (Between), cc_processor (Is not NULL), cash_drawer (Is NULL)	2022-05-03
List: Payments by Date	Source: Payments. Displays: Payment Date/Time, Branch Library where payment was made, Branch, Amount Paid, Payment Type, Last Billing Type. Filters: Payment Date (between), Owning library.	Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type	Payment Date/Time (Between), Owning Library (In list)	2022-04-27
List: Payments by Library or Branch	Source: Payments: Desk. Displays: Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type. Filters: Payment timestamp less than or equal to user-supplied age, owning library.	Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type	Owning Library (In list), Payment Date/Time (Between)	2024-02-19
List: Payments by Library or Branch (recurring)	Source: Payments: Desk. Displays: Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type. Filters: Payment timestamp less than or equal to user-supplied age, owning library.	Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type	Payment Date/Time (Less than or equal to), Owning Library (In list)	2022-05-02
List: Payments by Patron Barcode with Billing Note	Source: Payments: Desk. Displays: Payment Date/Time, Branch, Workstation Name, Amount Paid, Payment Type, Last Payment Note, Last Billing type, Last billing Note, Patron Barcode, Check Number (if available). Filters: Payment Date Range (user supplied), Owning Library.	Payment Date/Time, Branch, Workstation Name, Amount Paid, Payment Type, Last Payment Note, Last Billing Type, Last Billing Note, Patron Barcode, Check Number	Payment Date/Time (Between), Owning Library (In list)	2022-05-02
List: Payments by Payment ID with Patron and Staff Info	Source: Payments: Desk. Displays: Payment Date/Time, Branch, Workstation, Staff username, Payment ID, Payment type, Amount paid, Check number, Note, Last payment note, Last Billing Type, last Billing Note, Paton barcode, First name, Last name. Filters: Payment date range, Owning library.	Payment Date/Time, Payment Branch, Workstation Name, Staff Username, Payment ID, Payment Type, Amount Paid, Check Number, Note, Last Payment Note, Last Billing Type, Last Billing Note, Patron Barcode, First Name, Last Name	Payment Date/Time (Between), Owning Library (In list)	2022-05-03
List: Payments by Permission Group	Source: Payments: Desk. Displays: Payment Date/Time, Branch, Permission Group, Amount Paid, Payment Type, Last Billing Type. Filters: Payment Date Range (user supplied), Owning Library.	Payment Date/Time, Branch, Permission Group, Amount Paid, Payment Type, Last Billing Type	Payment Date/Time (Between), Owning Library (In list)	2022-05-03
List: Payments by Shelving Location	Source: Payments: Desk. Displays: Payments Date/Time, Payment Type, Paid Amount, Workstation Name, Branch, Check Number, Shelving Location, Barcode. Filters: Payment Date Range, Owning Library, Shelving location, Is Active = T.	Payment Date/Time, Payment Type, Paid Amount, Workstation Name, Branch, Check Number, Shelving Location, Barcode	Payment Date/Time (Between), Owning Library (In list), Location ID (In list), IsActive? (Equals)	2022-05-03
List: Payments for Goods	Source: Goods Payment. Displays: Payment timestamp, Amount, Payment type, Note, Staff username, Patron name (first, last), Patron barcode. Filters: Payment date range, library.	Payment Timestamp, Amount, Payment Type, Note, staff username, First Name, Last Name, Barcode	Payment Timestamp (Between), Organizational Unit ID (In list)	2022-04-27
List: Total Billed and Payments by Library or Branch	Source: Payments: Desk. Displays: Payment Date/Time, Branch, Amount Paid, Payment Type, Last Billing Type. Filters: Payment timestamp less than or equal to user-supplied age, owning library.	Payment Date/Time, Branch, Payment Type, Unvoided Billing Amount, Amount Paid, Last Billing Type	Owning Library (In list), Payment Date/Time (Between)	2024-02-19
Cataloging TemplatesTop
Cataloging Templates - CountsTop
Name	Description	Display Fields	Filter Fields	Date Created
Count: Bibs Containing a Subject by Circulation Count	Source: Bibliographic Record. Displays: TCN Value, Owning Lib Short Name, Location Name, Call Number Label, Title Proper (normalized), Author (normalized), Publisher (normalized), Publication Year (normalized), Subject, Circ Count. Filters: Is Deleted? (Equals), Owning Library (In list), value (Contains Matching substring (ignore case)), Checkout Date/Time (Between).	TCN Value, Owning Lib Short Name, Location Name, Call Number Label, Title Proper (normalized), Author (normalized), Publisher (normalized), Publication Year (normalized), Subject, Circ Count	Is Deleted? (Equals), Owning Library (In list), value (Contains Matching substring (ignore case)), Checkout Date/Time (Between)	2022-05-23
Count: Copies by Shelving Locations (In-Use)	Source: Item. Displays: Shelving Location Name, Copy Count. Filter: Is Deleted (Equals), Circulating Library (In list). Note: Shows shelving location name and count of items.	Shelving Location Name, Copy Count	Is Deleted (Equals), Circulating Library (In list)	2022-05-24
Count: Items Added by Date Range	Source: Item. Displays: Owning Library, # of Items Added. Filters: Is Deleted, Creation Date/Time, Owning Library.	Owning Library, # of Items Added	Is Deleted (Equals), Creation Date/Time (Between), Owning Library (In list)	2022-05-23
Count: Items Added by Date Range & Statistical Category	Source: Item. Displays: Owning Library, Stat Cat Entries, Items (Count). Filters: Is Deleted = false, Creation date/time (user-supplied range), Owning Library.	Owning Library, Value, Items Added	Is Deleted (Equals), Creation Date/Time (Between), Owning Library (In list)	2022-06-16
Count: Items Deleted by Date Range	Source: Item. Displays: Owning Library, # of Items Deleted. Filters: Owning Library, Is Deleted, Last Edit Date/Time.	Owning Library, # of Items Deleted	Owning Library (In list), Is Deleted (Equals), Last Edit Date/Time (Between)	2022-05-24
Count: Items by Call Number Prefix	Source: Item. Displays: Owning Library, # of Items, Label, ID, Label Owner. Filters: Is Deleted, Owning Library, ID.	Owning Library, # of Items, Label, ID, Label Owner	Is Deleted (Equals), Owning Library (In list), ID (Is not NULL)	2022-05-24
Count: Items by Circulation Modifier and Shelving Location	Source: Item. Displays: Owning Library, circ modifier, shelving location, # of Items Deleted. Filters: Owning Library, Is Deleted, Last Edit Date/Time.	Owning Library, Circulation Modifier, Shelving Location, # of Items	Creation Date/Time (Between), Is Deleted (Equals), Location ID (In list), Code (In list), Owning Library (In list)	2022-05-24
Count: Items by Library	Source: Item. Displays: Owning Library, # of Items. Filters: Is Deleted, Owning Library.	Owning Library, # of Items	Is Deleted (Equals), Owning Library (In list)	2022-05-24
Count: Items by Shelving Location Listing, Owner ,and Settings	Source: Item. Displays: Item Owning Library, # of Items, Shelving Location, Location ID, SL Owning Library, Is Holdable?, Can Circulate?, Is OPAC Visible? Filters: Is Deleted (Equals), Owning Library (In list).	Item Owning Library, # of Items, Shelving Location, Location ID, SL Owning Library, Is Holdable?, Can Circulate?, Is OPAC Visible?	Is Deleted (Equals), Owning Library (In list)	2022-05-24
Cataloging Templates - ListsTop
Name	Description	Display Fields	Filter Fields	Date Created
List: Bibs created by month/year and creator home library	Source: Bibliographic Record. Displays: TCN, Record Creation Date/Time, Record creator, Creator home library, Type, BLvl, Form, Title, Author, Call Number, Shelving Location, Publication Year. Filters: Is Deleted?, Record Creation Date/Time, OPAC/Staff Client User Name, Organizational Unit ID.	TCN, Record Creation Date/Time, Record creator, Creator home library, Type, BLvl, Form, Title, Author, Call Number, Shelving Location, Publication Year	Is Deleted? (Equals), Record Creation Date/Time (In list), OPAC/Staff Client User Name (Equals), Organizational Unit ID (In list)	2022-05-23
List: Bibs with Monograph parts	list bibs with monographic parts for an org unit. Displays TCN, title, author, isbn, copy count. Filters on monographic parts count greater than 0,	TCN Value, Title Proper (normalized), Author (normalized), ISBN, Copy Count	id (Greater than), Is Deleted? (Equals), Is Deleted? (Equals), Owning Library (In list)	2023-01-19
List: Copies by Last Editor	Source: Item. Displays: Item ID, Item Barcode, Item Title, Last Edit Date/Time, User ID, OPAC/Staff Client User Name. Filters: OPAC/Staff Client User Name (In list).	Item ID, Item Barcode, Item Title, Last Edit Date/Time, User ID, OPAC/Staff Client User Name	OPAC/Staff Client User Name (In list)	2022-05-23
List: Copies by Last Editor Filtered to Catalogers with shelving location and branch	Source: Item. Displays: Item ID, Item Barcode, Item Title, Last Edit Date/Time, User ID, circulating library, shelving location, OPAC/Staff Client User Name. Filters: Owning Library, Last Edit Date/Time, Is Deleted =f, Group ID = item cataloger (4) or bib cataloger (45), editing user home library.	Item ID, Item Barcode, Item Title, Last Edit Date/Time, Name, Name, User ID, OPAC/Staff Client User Name	Owning Library (In list), Last Edit Date/Time (Between), Is Deleted (Equals), Group ID (In list), Home Library (In list)	2023-09-28
List: Copy Bucket by Owner	Source: Copy Bucket. Displays: create_time, id, name. Filters: OPAC/Staff Client User Name.	create_time, id, name	OPAC/Staff Client User Name (Equals)	2022-05-23
List: Items Added by Date Range	Source: Item. Displays: Owning Library, Call Number, Title, Item Barcode. Filters: Creation Date/Time, Is Deleted, Owning Library.	Owning Library, Call Number, Title, Item Barcode	Creation Date/Time (Between), Is Deleted (Equals), Owning Library (In list)	2022-05-24
List: Items Added by Date Range and Owning Library	Source: Item. Displays: Owning Library, TCN, Barcode, Call Number, Title, Last Editing User, Creating User, Shelving Location, Circ Modifier. Filter: Is Deleted, Creation Date/Time, Owning Library. Note: Displays list of newly added items by owning library.	Owning Library, TCN, Barcode, Call Number, Title, Last Editing User, Creating User, Shelving Location, Circ Modifier	Is Deleted (Equals), Creation Date/Time (Between), Owning Library (In list)	2022-05-24
List: Items Added by Last Edit Date Range and Owning Library	Source: Item. Display: Owning Library, TCN, Barcode, Call Number, Title, Last Editing User, Creating User, Shelving Location, Circ Modifier. Filter: Is Deleted, Last Edit Date/Time, Owning Library.	Owning Library, TCN, Barcode, Call Number, Title, Last Editing User, Creating User, Shelving Location, Circ Modifier	Is Deleted (Equals), Last Edit Date/Time (Between), Owning Library (In list)	2022-05-24
List: Items Deleted by Owning Library	Source: Item. Displays: Owning Library, TCN, Barcode, Call Number, Title, Shelving Location, Circ Modifier. Filters: Is Deleted, Last Edit Date/Time, Owning Library, Is Active?.	Owning Library, TCN, Barcode, Call Number, Title, Shelving Location, Circ Modifier	Is Deleted (Equals), Last Edit Date/Time (Between), Owning Library (In list), Is Active? (Equals)	2022-05-25
List: Items Deleted while Checked Out	Source: Open Circulation. Displays: Last Edit Date/Time, OPAC/Staff Client User Name, Item Barcode, due_date, Patron Barcode, Last Name. Filters: Is Deleted, Owning Library. Note: Finds items deleted while still checked out to patrons (not recommended).	Last Edit Date/Time, OPAC/Staff Client User Name, Item Barcode, due_date, Patron Barcode, Last Name	Is Deleted (Equals), Owning Library (In list)	2022-05-25
List: Items Never Circulated in Evergreen	Source: Item. Displays: Branch, Active Date, Copy Status, Shelving Location, Call Number, Barcode, Title, Author, Pub Year, Total Circulation Count. Filters: Is Deleted, Active Date/Time, Organizational Unit ID, Can Circulate?, Location ID. Note: Provides list of items that have been active, but never circulated. Circulation count may show for some items that circulated before migration to Evergreen (in previous ILS).	Branch, Active Date, Copy Status, Shelving Location, Call Number, Barcode, Title, Author, Pub Year, Total Circulation Count	Is Deleted (Equals), Active Date/Time (Greater than), Organizational Unit ID (In list), Circ ID (Equals), Can Circulate? (Equals), Location ID (In list)	2022-05-27
List: Items by Active Date (exact)	Source: Item. Displays: Owning Library, Call Number, Title, Item Barcode, Active Date. Filters: Active Date/Time, Is Deleted, Owning Library.	Owning Library, Call Number, Title, Item Barcode, Active Date/Time	Is Deleted (Equals), Owning Library (In list), Active Date/Time (Equals)	2023-12-05
List: Items by Call Number Prefix ID	Source: Item. Displays: Branch, Barcode, Prefix Label, Prefix ID, Call Number, Shelving Location, Title, Author, Copy Status. Filters: Is Deleted, Organizational Unit ID, ID.	Branch, Barcode, Prefix Label, Prefix ID, Call Number, Shelving Location, Title, Author, Copy Status	Is Deleted (Equals), Organizational Unit ID (In list), ID (Equals)	2022-05-24
List: Items by Copy Status	Source: Item. Displays: Owning Library, Copy Status, Call Number, Title, Item Barcode. Filters: Owning Library, id.	Owning Library, Copy Status, Call Number, Title, Item Barcode	Owning Library (In list), id (In list)	2022-05-25
List: Items by Creation Date and Staff	Source: Item. Displays: Creation Date/Time, OPAC/Staff Client User Name, Barcode, Call Number, Shelving Location, Circulation Modifier, Circulating Library, Owning Library. Filters: Creation Date/Time, Home Library, Staff OPAC Username. Note: Previously called CATALOGING REVIEW.	Creation Date/Time, OPAC/Staff Client User Name, Barcode, Call Number, Shelving Location, Circulation Modifier, Circulating Library, Owning Library	Creation Date/Time (Less than), Home Library (In list), OPAC/Staff Client User Name (Equals)	2022-06-07
List: Items by Genre and Shelving Location	Source: Bibliographic Record. Displays: TCN Value, Owning Library, Barcode, Genre, Title, Author, Shelving Location. Filters: Is Deleted? = f, Owning Lib, Flat Display Entry = Genre, Shelving Location.	TCN Value, Owning Library, Barcode, Genre, Title Proper (normalized), Author (normalized), Shelving Location	Is Deleted? (Equals), Owning Library (In list), name (Equals), Location ID (In list)	2024-09-13
List: Items by ISBN and Owning Library	Source: Item. Displays: ISBN, Barcode. Filters: Organizational Unit ID (In list), Is Deleted (Equals).	ISBN, Barcode	Organizational Unit ID (In list), Is Deleted (Equals)	2022-05-27
List: Items by Last Editor	Source: Item. Displays: Item ID, Item Barcode, Item Title, Last Edit Date/Time, User ID, OPAC/Staff Client User Name. Filters: Barcode (In list)	Item ID, Item Barcode, Item Title, Last Edit Date/Time, User ID, OPAC/Staff Client User Name	Barcode (In list)	2022-05-24
List: Items by TCN and MARC tag	Source: Bibliographic Record. Displays: TCN Value, Title, Author, Shelving Location, Call Number, Copy Status. Filters: Is Deleted?, Tag, Normalized Value, Organizational Unit ID. Note: This report lists TCN, Title, Call Number, Shelving Location, Copy Status fields for all items which match a user supplied substring in one of the bib MARC tags.	TCN Value, Title, Author, Shelving Location, Call Number, Copy Status	Is Deleted? (Equals), Tag (Contains Matching substring (ignore case)), Normalized Value (Contains Matching substring (ignore case)), Organizational Unit ID (In list)	2022-05-27
List: Items by TCN and MARC tag (version 3)	Source: Bibliographic Record. Displays: TCN Value, Title, Author, Shelving Location, Call Number, Copy Status, Value. Filters: Is Deleted?, Tag, Subfield, Normalized Value, Organizational Unit ID. Note: This report lists TCN, Title, Call Number, Shelving Location, Copy Status fields for all items which match a user supplied MARC tag. Based upon Bib Record	TCN Value, Title, Author, Shelving Location, Call Number, Copy Status, Value	Is Deleted? (Equals), Tag (Contains Matching substring (ignore case)), Subfield (Contains Matching substring (ignore case)), Normalized Value (Contains Matching substring (ignore case)), Organizational Unit ID (In list)	2022-05-27
List: Items by TCN with Large Print designation in MARC 650 and no Form in Fixed Fields	Source: Bibliographic Record. Displays: TCN Value, Title, Author. Filters: Is Deleted?, Tag, Normalized Value, Organizational Unit ID, Form (is NOT Null or Blank).	TCN Value, Title, Author	Is Deleted? (Equals), Tag (Contains Matching substring (ignore case)), Normalized Value (Contains Matching substring (ignore case)), Organizational Unit ID (In list), Form (Is NULL or Blank)	2022-05-27
List: Items lingering in process	Source: Item. Displays: Creation Date/Time, Item Barcode, Copy Status, Circ mod, Owning branch, Call Number Label, TCN Value. Filters: Owning Library, Code, Is Deleted, Creation Date/Time, id. Note: Lists items still in process after selected period of time.	Creation Date/Time, Item Barcode, Copy Status, Circ mod, Owning branch, Call Number Label, TCN Value	Owning Library (In list), Code (In list), Is Deleted (Equals), Creation Date/Time (Greater than), id (Equals)	2022-05-24
List: Items lingering in process by shelving location	Source: Item. Displays: Creation Date/Time, Shelving Location, Owning branch, Call Number, Item Barcode, Circ mod, Copy Status, TCN Value. Filters: Owning Library, Is Deleted, Creation Date/Time, id. Lists items still in process after selected period of time.	Creation Date/Time, Shelving Location, Owning branch, Call Number, Item Barcode, Circ mod, Copy Status, TCN Value	Owning Library (In list), Is Deleted (Equals), Creation Date/Time (Greater than), id (Equals)	2022-05-24
List: Items on Shelf by Owning Library (Shelf List)	Source: Item. Displays: Owning library, Shelving Location, Barcode, Call Number, Title, and Copy Status. Filters: Is Deleted=f, owning library.	Branch, Shelving Location, Barcode, Call Number, Title, Copy Status	Is Deleted (Equals), Owning Library (In list)	2022-06-21
List: Items on Shelf with no circ mod	Source: Item. Displays: Owning Library, Shelving Location Name, Barcode, Call Number Label, Title Proper (normalized). Filters: Circulation Modifier, Is Deleted, Owning Library.	Owning Library, Shelving Location Name, Barcode, Call Number Label, Title Proper (normalized)	Circulation Modifier (Is NULL or Blank), Is Deleted (Equals), Owning Library (In list)	2022-05-27
List: Items that don't float by circ library and shelving location	Source: Item. Displays: Circulating Library, Shelving Location, Barcode, Call Number, Title, Copy Status, Floating Group. Filters: Is Deleted = f, Circulating Library, Owning Library, Floating Group ID = null.	Circulating Library, Shelving Location, Barcode, Call Number Label, Title Proper (normalized), Copy Status, Floating Group	Is Deleted (Equals), Organizational Unit ID (In list), Owning Library (In list), ID (Is NULL)	2024-08-22
List: Items with mismatched Shelving Location and Circ Mod	Source: Item. Displays: Barcode, Call Number , Branch, Circ Mod, Shelving Location. Filters: Is Deleted, Organizational Unit ID, Code, Location ID. Note: Can be used to determine if items with a particular circ mod need to have shelving location changed.	Barcode, Call Number , Branch, Circ Mod, Shelving Location	Is Deleted (Equals), Organizational Unit ID (In list), Code (In list), Location ID (Not in list)	2022-05-27
List: Pre-Cat Circulations (Open)	Source: Open Circulation. Displays: Due Date/Time, Last Name, First Name, Barcode, Precat Dummy Title, Precat Dummy Author. Filters: Check Out Date/Time (Between), Circulating Library (In list), Call Number/Volume (Equals).ilters:	Due Date/Time, Last Name, First Name, Barcode, Precat Dummy Title, Precat Dummy Author	Check Out Date/Time (Between), Circulating Library (In list), Call Number/Volume (Equals)	2022-05-27
List: Pre-Cats	Source: Item. Displays: Precat Dummy Title, Precat Dummy Author, Barcode. Filters: Call Number/Volume, Circulating Library. Note: Only lists items still checked out. When the item is checked in, the item will cease to be a pre-cataloged item. The bar code may be transferred to a full cataloging record to retain bar code and transaction data.	Precat Dummy Title, Precat Dummy Author, Barcode	Call Number/Volume (Equals), Circulating Library (In list)	2022-05-27
List: Record Buckets by Owner	Source: Bibliographic Record Entry Bucket. Displays: id, name, create_time. Filters: OPAC/Staff Client User Name.	id, name, create_time	OPAC/Staff Client User Name (Equals)	2022-05-27
List: Titles Deleted by Date Range	Source: Bibliographic Record. Displays: Title, Author, Pub Year, ISBN, TCN Source, TCN Value. Displays: Is Active?, Is Deleted?, Last Edit Data/Time.	Title, Author, Pub Year, ISBN, TCN Source, TCN Value	Is Active? (Equals), Is Deleted? (Equals), Last Edit Data/Time (Between)	2022-05-27
List: Titles by Physical Format and Item Type	Source: Item. Displays: Type, Call Number Label, Title, Shelving Location. Filters: Organizational Unit ID, Code, Item Type Code. Note: Sorted by Item Type Code and sub-sorted by Call Number.	Type, Call Number Label, Title, Shelving Location	Organizational Unit ID (In list), Code (In list), Item Type Code (In list)	2022-05-27
Circulation TemplatesTop
Circulation Templates - CountsTop
Name	Description	Display Fields	Filter Fields	Date Created
Count: All Circulations in Date Range and CircMod by Call Number	Displays call number, title, author, isbn, tcn, and circulation count. Filters on checkout library (in list), circmod (in list), and checkout date (in range)	Call Number Label, Title Proper (normalized), Author (normalized), ISBN, TCN Value, Circulation Count	Checkout / Renewal Library (In list), Checkout Date/Time (Between), Code (In list)	2023-01-10
Count: Checkin Statistics	Source: Circulation. Displays: Check In Date, Workstation Library, Workstation Name, Circulation Count. Filters: Check In Date/Time, Owning Library. Note: This report shows check-in data by workstation location (library) and workstation name, filtered by date range (month) and workstation library. With specific dates as a filter, you may include previous month and same month previous year.	Check In Date, Workstation Library, Workstation Name, Circulation Count	Check In Date/Time (In list), Owning Library (In list)	2022-07-22
Count: Checkins (Annual)	Source: Circulation. Displays: Workstation Library, Workstation Name, # of Circulations. Filters: Check In Date/Time, Organizational Unit ID. Note: This report sums checkin statistics for a given year, grouped by workstation library and name.	Workstation Library, Workstation Name, # of Circulations	Check In Date/Time (Equals), Organizational Unit ID (In list)	2022-06-24
Count: Checkout Statistics	Source: Circulation. Display: Month, Workstation Library, Workstation Name, Circulation Count. Filter: Check Out Date/Time, Owning Library. Note: This report shows checkout data by workstation location (library) and workstation name, filtered by date range (month) and workstation library. With specific dates as a filter, you may include previous month and same month previous year.	Month, Workstation Library, Workstation Name, Circulation Count	Check Out Date/Time (In list), Owning Library (In list)	2022-07-22
Count: Checkout Statistics by Circulation Type	Source: Circulation. Displays: Month + Year, Workstation Library, Workstation Name, Circulation Type, Count. Filters: Check Out Date/Time, Organizational Unit ID. Note: A copy of Checkout Statistics but provides a breakdown of # of checkouts versus # of renewals.	Month + Year, Workstation Library, Workstation Name, Circulation Type, Count	Check Out Date/Time (In list), Organizational Unit ID (In list)	2022-07-22
Count: Checkout Statistics by Patron Address	Source: Circulation. Displays: Workstation Library, Street (1), Street (2), City, State, Postal Code, Circ Total. Filters: Check Out Date/Time, Owning Library.	Workstation Library, Street (1), Street (2), City, State, Postal Code, Circ Total	Check Out Date/Time (Between), Owning Library (In list)	2022-06-24
Count: Checkouts (Annual)	Source: Circulation. Displays: Workstation Library, Workstation Name, # of Circulations. Filters: Check Out Date/Time, Organizational Unit ID. Note: This report sums circulation statistics for a given year, grouped by workstation library and name.	Workstation Library, Workstation Name, # of Circulations	Check Out Date/Time (Equals), Organizational Unit ID (In list)	2022-06-24
Count: Circulations (Monthly) by Circ Mod and Permission Group	Source: Circulation. Displays: Check Out Date, Circulating Library, Circ Modifier, Patron Group, Count. Filters: Check Out Date/Time (In list), Circulating Library (In list), Code (In list).	Check Out Date, Circulating Library, Circ Modifier, Patron Group, Count	Check Out Date/Time (In list), Circulating Library (In list), Code (In list)	2022-07-07
Count: Circulations (Multi-Month) by Home Library and Shelving Locations	Source: Circulation. Displays: Shelving Location, Check Out Date, Circulating Library, Count. Filters: Check Out Date/Time, Circulating Library.	Shelving Location, Check Out Date, Circulating Library, Count	Check Out Date/Time (In list), Circulating Library (In list)	2022-07-01
Count: Circulations (Multi-Month) by Owning Library and Shelving Locations	Source: Circulation. Displays: Owning Branch, Shelving Location, Check Out Date, Count. Filters: Check Out Date/Time, Organizational Unit ID.	Owning Branch, Shelving Location, Check Out Date, Count	Check Out Date/Time (In list), Organizational Unit ID (In list)	2022-07-05
Count: Circulations (Multi-Month) via Resource Sharing by Shelving Locations	Source: Circulation. Displays: Circulating Branch, Shelving Location, Check-Out Date, Count. Filters: Check Out Date/Time, Owning Organizational Unit ID (not in list), Circulating Organization Unit ID (in list).	Circulating Library, Shelving Location, Check Out Date, Count	Check Out Date/Time (In list), Organizational Unit ID (Not in list), Checkout / Renewal Library (In list)	2024-02-07
Count: Circulations (Multi-month) by Circ Mod with Stat Cats	Source: Circulation. Displays: Circulating Library, Count, Shelving Location, Stat Cat, Stat Cat Value, Circ Modifier, Checkout Date/Time. Filters: Check Out Date/Time (In list), Circulating Library (In list), Code (In list).	Circulating Library, Count, Shelving Location, Stat Cat, Stat Cat Value, Circ Modifier, Checkout Date/Time	Check Out Date/Time (In list), Circulating Library (In list), Code (In list)	2022-07-11
Count: Circulations (Resource Sharing)	Source: Circulation. Displays: Checkout Library, Owning Library, and # of circulations. Filters: Checkout library (in list), owning library (not in list), checkout month (in list).	Checkout Library, Source Library, Circ ID	Organizational Unit ID (In list), Organizational Unit ID (Not in list), Checkout Date/Time (In list)	2022-08-09
Count: Circulations (daily) by Hour	Source: Circulation. Displays: Circulating Library, Workstation Name, Checkout Time, # of Circs. Filters: Circulating Library (In list), Checkout Date/Time (Equals). Note: Reports on a single date and can be set up to be a recurring daily report.	Circulating Library, Workstation Name, Checkout Time, # of Circs	Circulating Library (In list), Checkout Date/Time (Equals)	2022-07-06
Count: Circulations (multi-month) by Circulating Library and Circ Mods	Source: Circulation. Displays: Check Out Date, Circulating Library, Circulation Modifier, Count. Filters: Check Out Date/Time, Circulating Library.	Check Out Date, Circulating Library, Circulation Modifier, Count	Check Out Date/Time (In list), Circulating Library (In list)	2022-07-01
Count: Circulations by All Shelving Locations & Date (recurring)	Source: Circulation. Displays: Circulating Library, Count, Shelving Location. Filters: Check Out Date/Time, Circulating Library.	Circulating Library, Count, Shelving Location	Check Out Date/Time (On or Before (Date/Time)), Circulating Library (In list)	2022-07-01
Count: Circulations by All Shelving Locations & Date Range	Source: Circulation. Displays: Circulating Library, Count, Shelving Location. Filters: Check Out Date/Time, Circulating Library.	Circulating Library, Count, Shelving Location	Check Out Date/Time (Between), Circulating Library (In list)	2022-07-01
Count: Circulations by Call Number	Source: Item. Displays: Barcode, Copy Status Changed Time, Active Date/Time, Call Number, Copy Status, Shelving Location, Branch, Total Circulation Count, Title, Author, Pub Year. Filters: Is Deleted (Equals), Call Number Label (Contains Matching substring (ignore case)), Organizational Unit ID (In list).	Barcode, Copy Status Changed Time, Active Date/Time, Call Number, Copy Status, Shelving Location, Branch, Total Circulation Count, Title, Author, Pub Year	Is Deleted (Equals), Call Number Label (Contains Matching substring (ignore case)), Organizational Unit ID (In list)	2022-06-24
Count: Circulations by Call Number Range	Source: Item. Displays: Barcode, Copy Status Changed Time, Active Date/Time, Call Number, Copy Status, Shelving Location, Branch, Total Circulation Count, Title, Author, Pub Year. Filters: Is Deleted (Equals), Call Number Label (Between), Organizational Unit ID (In list).	Barcode, Copy Status Changed Time, Active Date/Time, Call Number, Copy Status, Shelving Location, Branch, Total Circulation Count, Title, Author, Pub Year	Is Deleted (Equals), Call Number Label (Between), Organizational Unit ID (In list)	2022-06-24
Count: Circulations by Call Number and Date	Course: Circulation. Displays: Circ Count, Library, Call Number Label. Filters: Call Number Label (In list), Is Deleted (Equals), Checkout Date/Time (Between), Checkout / Renewal Library (In list). Note: Counts all of the circulations for items during a time frame filtered by call number (in list) and checkout lib (in list).	Circ Count, Library, Call Number Label	Call Number Label (In list), Is Deleted (Equals), Checkout Date/Time (Between), Checkout / Renewal Library (In list)	2022-06-24
Count: Circulations by Circ Mod and Date Range	Source: Circulation. Displays: Circulating Library, Count, Circ Modifier. Filters:	Circulating Library, Count, Circ Modifier	Check Out Date/Time (Between), Circulating Library (In list)	2022-07-01
Count: Circulations by Circ Mod and Date Range (Recurring)	Source: Circulation. Displays: Circulating Library, Count, Circ Modifier. Filters: Check Out Date/Time, Circulating Library.	Circulating Library, Count, Circ Modifier	Check Out Date/Time (Less than or equal to), Circulating Library (In list)	2022-07-01
Count: Circulations by Circulating Library Branch and Circ Mods	Source: Circulation. Displays: Circulating Library, Count, Circ Modifier. Filters: Check Out Date/Time, Circulating Library, Code.	Circulating Library, Count, Circ Modifier	Check Out Date/Time (Between), Circulating Library (In list), Code (In list)	2022-07-05
Count: Circulations by Circulating Library Branch and Shelving Locations	Source: Circulation. Displays: Circulating Library, Count, Shelving Location. Filters: Check Out Date/Time, Circulating Library, Location ID.	Circulating Library, Count, Shelving Location	Check Out Date/Time (Between), Circulating Library (In list), Location ID (In list)	2022-07-05
Count: Circulations by Day	Source: Circulation. Displays: Circulating Library, # of Circs. Filters: Circulating Library, Checkout Date/Time. Note: Reports on a single date and can be set up to be a recurring daily report.	Circulating Library, # of Circs	Circulating Library (In list), Checkout Date/Time (Equals)	2022-07-05
Count: Circulations by Due Date	Source: Circulation. Displays: Name, Due Date/Time, Circ Count. Filters: Due Date/Time (In list), Checkout / Renewal Library (In list). Note: Counts the number of circulations by branch and due date.	Name, Due Date/Time, Circ Count	Due Date/Time (In list), Checkout / Renewal Library (In list)	2022-07-01
Count: Circulations by Home Library and Shelving Locations	Source: Circulation. Displays: Checkout Library, Shelving Location, Count. Filters: Check Out Date/Time, Circulating Library, shelving locations.	Circulating Library, Shelving Location, Count	Check Out Date/Time (Between), Circulating Library (In list), Location ID (In list)	2024-08-21
Count: Circulations by Hour of the Day	Source: Circulation. Display: Hour of Day, Circulating Library, Count. Filters: Check Out Date/Time, Circulating Library.	Hour of Day, Circulating Library, Count	Check Out Date/Time (Between), Circulating Library (In list)	2022-07-01
Count: Circulations by Library (monthly)	Source: Circulation. Displays: Checkout Date/Time, Circulating Library, Circulation Count. Filters: Circulating library, Checkout month+year.	Checkout Date/Time, Name, Circ Count	Organizational Unit ID (In list), Checkout Date/Time (In list)	2022-09-27
Count: Circulations by Library and Circ Mod	Source: Circulation. Displays: Check Out Date, Circulating Library, Circ Modifier, Count. Filters: Check Out Date/Time, Circulating Library, Code.	Check Out Date, Circulating Library, Circ Modifier, Count	Check Out Date/Time (Between), Circulating Library (In list), Code (In list)	2022-07-01
Count: Circulations by Library and Day of the Week	Source: Circulation. Displays: Check Out Date/Time, # of Circulations. Filters: Circulating Library, Check Out Date/Time. Note: Breakdown of circulations by the day of the week.	Check Out Date/Time, # of Circulations	Circulating Library (In list), Check Out Date/Time (Between)	2022-06-24
Count: Circulations by Library and Sehlving Location	Source: Circulation. Displays: Shelving Location, Check Out Date, Circulating Library, Count. Filters: Check Out Date/Time, Circulating Library, Location ID. NOTE: Locations will only show based on the workstation login library.	Shelving Location, Check Out Date, Circulating Library, Count	Check Out Date/Time (Between), Circulating Library (In list), Location ID (In list)	2022-07-05
Count: Circulations by Non-Cataloged Type & Date Range	Source: Non-Cataloged Circulation. Displays: Circulation Date/Time, Circulating Library, Non-Cataloged Type, Count. Filters: Circulating Library, Circulation Date/Time, Non-cat Type ID.	Circulation Date/Time, Circulating Library, Non-Cataloged Type, Count	Circulating Library (In list), Circulation Date/Time (Between), Non-cat Type ID (In list)	2022-07-05
Count: Circulations by Owning Library and Shelving Locations	Source: Circulation. Displays: Checkout Library, Owning Library, Shelving Location, Count. Filters: Check Out Date/Time, Circulating Library, shelving locations, Owning Library.	Circulating Library, Circulating Library, Shelving Location, Count	Check Out Date/Time (Between), Circulating Library (In list), Location ID (In list), Owning Library (In list)	2024-08-22
Count: Circulations by Owning Library and Shelving Locations In Date Range	Source: Circulation. Displays: Owning Branch, Shelving Location, Check Out Date, Count. Filters: Check Out Date/Time (Between), Organizational Unit ID (In list).	Owning Branch, Shelving Location, Check Out Date, Count	Check Out Date/Time (Between), Organizational Unit ID (In list)	2022-07-05
Count: Circulations by Patron Permission Group	Source: Circulation. Displays: Check Out Date, Permission Group, Circulating Library, Count. Filters: Circulating Library, Check Out Date/Time, Group ID.	Check Out Date, Permission Group, Circulating Library, Count	Circulating Library (In list), Check Out Date/Time (Between), Group ID (In list)	2022-07-05
Count: Circulations by Patron Permission Group (School)	Source: Circulation. Displays: Shelving Location, Check Out Date, Circulating Library, Count, Stat Cat. Filters: Check Out Date/Time (Between), Circulating Library (In list), Group Name (Equals).	Shelving Location, Check Out Date, Circulating Library, Count, Stat Cat	Check Out Date/Time (Between), Circulating Library (In list), Group Name (Equals)	2022-07-05
Count: Circulations with Price Sum by Shelving Location and Date Range	Source: Circulation. Displays: Circulating Library, Count, Shelving Location, Price. Filters: Check Out Date/Time, Circulating Library	Circulating Library, Count, Shelving Location, Price	Check Out Date/Time (Between), Circulating Library (In list)	2022-07-01
Count: In House Usage by Library	Source: Non-Cataloged In House Use. Displays: Branch, Type, Circ Count. Filters: Using Library, Use Date/Time, In House?	Branch, Type, Circ Count	Using Library (In list), Use Date/Time (Between), In House? (Equals)	2022-07-05
Count: Items currently checked out	Source: Items. Display: Shelving Location, Copy Status, Count of Items. Filters: Copy Status Checked Out (hardcoded), Shelving location, Circulation modifier, Owning Library.	Shelving Location, Copy Status, Number of items	ID (Equals), Location ID (In list), Code (In list), Owning Library (In list)	2023-10-12
Count: Lost Items Returned by Date Range final	Source: Circulation. Displays: Checkin Library, Circulation Count. Filters: Check In Date/Time, Owning Library. Stop Fines Reason = LOST.	Name, Number of Lost books Returned	Check In Date/Time (Between), Fine Stop Reason (Equals), Owning Library (In list)	2024-01-09
Count: Non-renewal Circulations by Patron	Source: Circulation. Displays: Circ Count, First Name, Last Name, Barcode, Active. Filters: Home Library (In list), Checkout Date/Time (Between), Auto Renewal (Equals), Desk Renewal (Equals), Phone Renewal (Equals), OPAC Renewal (Equals).	Circ Count, First Name, Last Name, Barcode, Active	Home Library (In list), Checkout Date/Time (Between), Auto Renewal (Equals), Desk Renewal (Equals), Phone Renewal (Equals), OPAC Renewal (Equals)	2022-07-05
Count: Non-renewal circulations (daily) by hour	Source: Circulation. Displays: Circulating Library, Workstation Name, Checkout Time, # of Circs. Filters: Circulating Library (In list), Checkout Date/Time (Equals), Desk Renewal (Equals), OPAC Renewal (Equals), Phone Renewal (Equals). Note: Reports on a single date and can be set up to be a recurring daily report.	Circulating Library, Workstation Name, Checkout Time, # of Circs	Circulating Library (In list), Checkout Date/Time (Equals), Desk Renewal (Equals), OPAC Renewal (Equals), Phone Renewal (Equals)	2022-07-06
Count: Renewals via OPAC (clone)	Source: Circulation. Display: Month, # of Renewals. Filters: Check Out Date/Time, OPAC Renewal.	Month, # of Renewals	Check Out Date/Time (In list), OPAC Renewal (Equals), Check In Library (In list)	2022-08-08
Circulation Templates - ListsTop
Name	Description	Display Fields	Filter Fields	Date Created
List: Checkins (Hourly)	Source: Circulation. Displays: Workstation Library, Workstation Name, Date, Hour of Day, Checkins. Filters: Check In Date/Time, Organizational Unit ID. Note: This report shows checkins, grouped by workstation library and name and divided by date and hour.	Workstation Library, Workstation Name, Date, Hour of Day, Checkins	Check In Date/Time (Between), Organizational Unit ID (In list)	2022-07-06
List: Checkouts with Patron Info by Branch and Date Range	Source: User Checkout History. Displays: Checkout Date/Time, Item Barcode, Circulating Library, Patron Barcode, First Name, Last Name, Title Proper (normalized), Author (normalized). Filters: Checkout Time (Between), Checkout / Renewal Library (In list).	Checkout Date/Time, Item Barcode, Circulating Library, Patron Barcode, First Name, Last Name, Title Proper (normalized), Author (normalized)	Checkout Time (Between), Checkout / Renewal Library (In list)	2022-06-24
List: Circulations (Hourly) by Workstation Name and Date Range	Source: Circulation. Displays: Hour of the Day, Workstation Name, Workstation ID, Barcode, Author (normalized), Title Proper (normalized), OPAC/Staff Client User Name. Filters: Owning Library (In list), checkout date (Between).	Hour of the Day, Workstation Name, Workstation ID, Barcode, Author (normalized), Title Proper (normalized), OPAC/Staff Client User Name	Owning Library (In list), Checkout Date/Time (Between)	2022-08-09
List: Circulations (Multi-Month) by Title, Home Library and Shelving Locations	Source: Circulation. Displays: Title, Barcode, Call number, Shelving Location, Check-Out Date, Circulating Library, Count. Filters: Check Out Date/Time, Circulating Library, Shelving Location.	Title, Barcode, Call Number Label, Shelving Location, Check Out Date, Circulating Library, Count	Check Out Date/Time (In list), Circulating Library (In list), Location ID (In list)	2024-05-03
List: Circulations By Checkin Date	Source: Circulation. Displays: Barcode, Title, User ID, Check In Date/Time, Check In Library. Filters: Organizational Unit ID (In list), Check In Date/Time (Between), Fine Stop Reason (Equals).	Barcode, Title, User ID, Check In Date/Time, Check In Library	Organizational Unit ID (In list), Check In Date/Time (Between), Fine Stop Reason (Equals)	2022-06-24
List: Circulations by Checkin Time	Source: Circulation. Displays: Item Barcode, Title, Patron Barcode, Check In Date/Time, Check In Library. Filters: Organizational Unit ID (In list), Fine Stop Reason (Equals), Checkin Scan Date/Time (Between).	Item Barcode, Title, Patron Barcode, Check In Date/Time, Check In Library	Organizational Unit ID (In list), Fine Stop Reason (Equals), Checkin Scan Date/Time (Between)	2022-08-10
List: Circulations by Items and Date Range	Source: Circulation. Displays: Barcode, Call Number, Title, Author, TCN, Circ Mod, Shelving Location, Count. Filters: Note: Shows which items owned by your library circulated within the selected date range (in system and resource sharing).	Barcode, Call Number, Title, Author, TCN, Circ Mod, Shelving Location, Count	Check Out Date/Time (Between), Owning Library (In list)	2022-07-07
List: Circulations by Shelving Location and Date range	Source: Item. Displays: Hour of the Day, Workstation Name, Workstation ID, Barcode, Author (normalized), Title Proper (normalized), OPAC/Staff Client User Name. Filters: Check Out Date/Time (Between), Owning Library (In list).	Barcode, Title, Author, Name, Checkout Library, Circ Counts	Checkout / Renewal Library (In list), Name (In list), Checkout Date/Time (Between)	2022-07-07
List: Currently Circulating Items	Displays items which are currently checked out, but not items that are missing or lost. Displays barcode, call number, TCN, title, author, checkout and due dates. Filters on checkin time stamp (IS NULL), copy status (equals CHECKED OUT) and checkout library (IN LIST).	Barcode, Call Number Label, TCN, Title, Author, Checkout Date, Due Date	Check In Date/Time (Is NULL), Copy Status (Equals), Checkout / Renewal Library (In list)	2023-04-12
List: Items Checked Out via Resource Sharing by Circulating Library	Source: Circulation. Displays: Barcode, Checkout Library, Source Library, Due Date/Time. Filters: Organizational Unit ID (In list), Organizational Unit ID (Not in list), Due Date/Time (Greater than or equal to), Check In Date/Time (Is NULL). Note: A list of materials currently checked out at one library system that were sourced from any other library system through resource sharing.	Barcode, Checkout Library, Source Library, Due Date/Time	Organizational Unit ID (In list), Organizational Unit ID (Not in list), Due Date/Time (Greater than or equal to), Check In Date/Time (Is NULL)	2022-07-11
List: Items with No Circulations By Date Range	Source: Item. Displays: Barcode, Title, Call Number Label, Shelving Location, Library Name, Last Circulation or Creation Date. Filters: Last Circulation or Creation Date (Less than or equal to), Is Deleted (Equals), Circulating Library (In list). Note: report of items that have not checked out since a particular date.	Barcode, Title, Call Number Label, Shelving Location, Library Name, Last Circulation or Creation Date	Last Circulation or Creation Date (Less than or equal to), Is Deleted (Equals), Circulating Library (In list)	2022-07-11
List: New Circulations with Patron Info by Date Range	Source: Circulation. Displays: Checkout Branch, Checkout Date/Time, Item Barcode, Patron Barcode, First Name, Last Name. Filters: Checkout Date/Time (Between), Checkout / Renewal Library (In list). Note: Does not list item renewals.	Checkout Branch, Checkout Date/Time, Item Barcode, Patron Barcode, First Name, Last Name	Checkout Date/Time (Between), Checkout / Renewal Library (In list)	2022-07-07
List: Patrons with Overdue Transactions	Source: Circulation. Displays: Barcode, Barcode, First Name, Last Name, Daytime Phone, Short (Policy) Name, Group Name, Call Number Label, value, Name, Short (Policy) Name, Due Date/Time, Copy Status. Filters: Home Library (In list), Due Date/Time (Greater than or equal to), Fine Stop Date/Time (Is NULL), Check In Date/Time (Is NULL), Transaction Finish Date/Time (Is NULL).	Barcode, Barcode, First Name, Last Name, Daytime Phone, Short (Policy) Name, Group Name, Call Number Label, value, Name, Short (Policy) Name, Due Date/Time, Copy Status	Home Library (In list), Due Date/Time (Greater than or equal to), Fine Stop Date/Time (Is NULL), Check In Date/Time (Is NULL), Transaction Finish Date/Time (Is NULL)	2022-07-07
List: Pre-Cat Circulations (Open)	Source: Open Circulation. Displays: Due Date/Time, Last Name, First Name, Barcode, Precat Dummy Title, Precat Dummy Author. Filters: Check Out Date/Time, Circulating Library, Call Number/Volume.	Due Date/Time, Last Name, First Name, Barcode, Precat Dummy Title, Precat Dummy Author	Check Out Date/Time (Between), Circulating Library (In list), Call Number/Volume (Equals)	2022-07-11
List: Renewals via OPAC	Source: Circulation. Display: Month, # of Renewals. Filters: Check Out Date/Time, OPAC Renewal.	Month, # of Renewals	Check Out Date/Time (In list), OPAC Renewal (Equals)	2022-07-11
List: Titles by Circulation Modifier	Source: Item. Displays: Circ Modifier, Call Number, Title. Filters: Organizational Unit ID, Code.	Circ Modifier, Call Number, Title	Organizational Unit ID (In list), Code (In list)	2023-03-21
List: Titles with High Circulation Counts (user-defined) by Branch	Source: Circulation. Displays: Title, # of Circs, Author, Pub Year, Shelving Location. Filters: Check Out Date/Time, Organizational Unit ID. Note: Used to identify popular circulating titles.	Title, # of Circs, Author, Pub Year, Shelving Location	Check Out Date/Time (Between), Check Out Date/Time (Greater than), Organizational Unit ID (In list)	2022-07-07
List: Titles with High Circulation Counts (user-defined) by System	Source: Circulation. Displays: Title, # of Circs, Author, Pub Year, Shelving Location. Filters: Check Out Date/Time, Organizational Unit ID.	Title, # of Circs, Author, Pub Year, Shelving Location	Check Out Date/Time (Between), Check Out Date/Time (Greater than), Organizational Unit ID (In list)	2022-07-07
Gale AnalyticsTop
Name	Description	Display Fields	Filter Fields	Date Created
GALE - Onslow: File with one line per patron/cardholder – for Community Insights, Voters, Digital Collections	Provides a list of all patrons (active & inactive) with current barcodes, user id, address, email address, last activity time, and total circulation count. Filtered by home library.	Active, Barcode, User ID, Address Type, Street (1), Street (2), City, State, Postal Code, Email Address, Event Time, Total Circulation Count	Home Library (In list)	2022-01-11
GALE- for Branches, Physical Collections (5)	Displays user id, patron address, circulating library, circulation modifier, shelving location . Filters on checkout date range and home library .	User ID, Type, Street (1), Street (2), City, State, Postal Code, Circulating Library, Circulation Modifier, Shelving Location	Checkout Time (Between), Home Library (In list)	2022-01-13
Gale - For Branches, Physical Collection (2)	Displays user ID, address type, address, circulating library, circulation modifier and shelving location. Filters on home org unit and xact start time.	User ID, Type, Street (1), Street (2), City, State, Postal Code, Circulating Library, Circulation Modifier, Shelving Location	Home Library (In list), Checkout Date/Time (Between)	2022-03-18
Hold & Transit TemplatesTop
Hold & Transit Templates - CountsTop
Name	Description	Display Fields	Filter Fields	Date Created
Count: Filled Holds by Library and Date Range	Source: Hold Request. Displays: Fulfillment Date, Library, Count. Filters: Fulfilling Library, Fulfillment Date/Time.	Fulfillment Date, Library, Count	Fulfilling Library (In list), Fulfillment Date/Time (Between)	2022-08-12
Count: Filled Holds by Receiving Library and Date Range (clone)	Source: Copy transit. Displays: Destination Library, Sending Library, Send Date, Transits. Filters: Send Date/Time, Organizational Unit ID.	Destination Library, Sending Library, Send Date, Transits	Send Date/Time (Between), Organizational Unit ID (In list)	2022-09-13
Count: Filled Holds by Sending Library and Date Range (clone)	Source: Copy Transit. Displays: Sending Library, Destination Library, Send Date, Transits. Filters: Send Date/Time, Sending Library.	Sending Library, Destination Library, Send Date, Transits	Send Date/Time (Between), Sending Library (In list)	2022-09-13
Count: Transits (In-System)	Source: Copy Transit. Displays: Receive Date/Time, Destination, Source Library, Circ modifier, Shelving location, Transits. Filters: Receive Date/Time, Organizational Unit ID, Organizational Unit ID.	Receive Date/Time, Destination, Source Library, Circ modifier, Shelving location, Transits	Receive Date/Time (Between), Organizational Unit ID (In list), Organizational Unit ID (In list)	2022-08-12
Count: Transits Received (Out of System)	Source: Copy Transit. Displays: Receive Date/Time, Destination, Source Library, Circ modifier, Shelving location, Transits. Filters: Receive Date/Time, Organizational Unit ID, Organizational Unit ID. Note: To count only resource-sharing data, all branches in a library system should be selected from BOTH filter lists of org units (eliminates in-system transits). To count for a single branch, select that branch from the destination org unit list and all branches in that library system from the source org unit list.	Receive Date/Time, Destination, Source Library, Circ modifier, Shelving location, Transits	Receive Date/Time (Between), Organizational Unit ID (In list), Organizational Unit ID (Not in list)	2022-08-12
Count: Transits Received by Month	Source: Hold Transit. Displays: Destination Library, Source Library, Transit ID. Filters: Receive Date/Time (Less than or equal to), Organizational Unit ID (Not in list), Organizational Unit ID (In list). Note: Recommend setting to "1 Month" and running at the beginning of each month. To count only resource sharing data, all branches in a library system should be selected from BOTH filter lists of org units (eliminates in-system transits). To count for a single branch, select that branch from the destination org unit list and all branches in that library system from the source org unit list.	Destination Library, Source Library, Transit ID	Receive Date/Time (Less than or equal to), Organizational Unit ID (Not in list), Organizational Unit ID (In list)	2022-08-17
Count: Transits Sent (Out of System)	Source: Copy Transit. Displays: Send Date/Time, Sending Library, Destination, Circ Modifier, Shelving Location, Transits. Filters: Send Date/Time, Organizational Unit ID, Organizational Unit ID. Note: All system branches should be chosen from BOTH org unit lists (destination and source) to eliminate in-system transits. Or, for a single branch, enter that branch as the source (in list) and all system branches in the (not in list) destination to eliminate in-system transits.	Send Date/Time, Sending Library, Destination, Circ Modifier, Shelving Location, Transits	Send Date/Time (Between), Organizational Unit ID (Not in list), Organizational Unit ID (In list)	2022-08-12
Count: Transits Sent by Month	Source: Hold Transit. Displays: Destination Library, Source Library, Transit ID. Filters: Receive Date/Time (Less than or equal to), Organizational Unit ID (In list), Organizational Unit ID (Not in list). Note: Recommend setting to "1 Month" and running at the beginning of each month. To count only resource-sharing data, all branches in a library system should be selected from BOTH filter lists of org units (eliminates in-system transits). To count for a single branch, select that branch from the destination org unit list and all branches in that library system from the source org unit list.	Destination Library, Source Library, Transit ID	Receive Date/Time (Less than or equal to), Organizational Unit ID (In list), Organizational Unit ID (Not in list)	2022-08-17
Count: Unfulfilled Holds by Library	Source: Hold Request. Displays: Pickup Library, Capture Date/Time, Count. Filters: Pickup Library, Capture Date/Time, fulfillment date = null.	Pickup Library, Capture Date/Time, Count	Pickup Library (In list), Capture Date/Time (Between), Fulfillment Date/Time (Is NULL)	2022-09-12
Hold & Transit Templates - ListsTop
Name	Description	Display Fields	Filter Fields	Date Created
List: Bibliographic Records with no Viable Copies (Hopeless Holds)	Source: Hold/Copy Ratio Per Bib. Displays: TCN Value, Author, Title, Active Holds, Volume owning lib. Filters: Active Holds, Holdable Copy Count. Note: Identifies bibliographic records that have no copies usable for filling holds.	TCN Value, Author, Title, Active Holds, Volume owning lib	Active Holds (Greater than or equal to), Holdable Copy Count (Equals)	2022-08-12
List: Filled Holds by Library and Date Range	Source: Hold Request. Displays: Capture Date/Time, Fulfillment Date, Library, Item Barcode, First Name, Last Name, Patron Barcode, Notification Date/Time, Notification Method. Filters: Fulfilling Library, Fulfillment Date/Time.	Capture Date/Time, Fulfillment Date, Library, Item Barcode, First Name, Last Name, Patron Barcode, Notification Date/Time, Notification Method	Fulfilling Library (In list), Fulfillment Date/Time (Between)	2022-08-16
List: Filled Holds by Pickup Library and Fulfillment Date	Source: Hold Request. Displays: Fulfillment Date, Pickup Library, Hold Count. Filters on: Fulfillment Date/Time, Pickup Library.	Fulfillment Date, Pickup Library, Hold Count	Fulfillment Date/Time (Between), Pickup Library (In list)	2022-08-15
List: Hold Requests on In-Process Titles by Library	Source: Hold Copy Map. Display: Count of holds, Author, Title, Bib Record ID, Copy Status, # of items in process, and pickup library code. Filters: (In process), Hold Cancel Date, Capture Date, Fulfillment Date, Currently Frozen, Patron Home Library, and Item Circulating Library. Note: This report will show a count of holds on items with the item status of in process along with how many copies in process there are. The holds count will count your patrons holds with your in process only.	Copy Status, # of holds, TCN, Author, Title, # of in process items, Shelving Loc	name (Equals), Capture Date/Time (Is NULL), Currently Frozen (Equals), Hold Cancel Date/Time (Is NULL), Fulfillment Date/Time (Is NULL), Circulating Library (In list), Home Library (In list)	2022-09-13
List: Hold requests by date and owning library	Source: Hold request. Displays: Hold request date, Title, Author, TCN, Branch name. Filters on: Request date, Pickup library.	Request Date, Title Proper (normalized), Author (normalized), TCN Value, Short (Policy) Name	Request Date/Time (Between), Pickup Library (In list)	2023-07-25
List: Holds Lingering In-Transit	Source: Copy Transit. Displays: Send Date/Time, Destination Library, Source Library, Barcode, Call Number Label, Title, Author, Owning Library. Filters: Owning Library, Is Deleted, Send Date/Time, Receive Date/Time, id, transit canceled is NULL.	Send Date/Time, Destination Library, Source Library, Barcode, Call Number Label, Title, Author, Owning Library	Owning Library (In list), Is Deleted (Equals), Send Date/Time (Greater than or equal to), Receive Date/Time (Is NULL), id (Equals), Cancel Date/Time (Is NULL)	2023-03-22
List: Holds Lingering In-Transit by Receiving Library	Source: Copy Transit. Displays: Send Date/Time, Sending Library, Destination Library, Call Number, Barcode, Title, Author, Owning Library. Filters: Send Date/Time, Receive Date/Time, Is Deleted, Organizational Unit ID, id, Organizational Unit ID, Transit canceled time is NULL. Note: Use to identify items lingering in transit destined for your library, but not owned by your library that were never checked in as received. Select the same branch - only one per report - for both "in list" and "not in list".	Send Date/Time, Sending Library, Destination Library, Call Number, Barcode, Title, Author, Owning Library	Send Date/Time (Greater than), Receive Date/Time (Is NULL), Is Deleted (Equals), Organizational Unit ID (In list), id (Equals), Organizational Unit ID (Not in list), Cancel Date/Time (Is NULL)	2023-03-23
List: Holds Lingering In-Transit by Sending Library	Source: Copy Transit. Displays: Send Date/Time, Sending Library, Destination Library, Call Number, Barcode, Title, Author, Owning Library. Filters: Send Date/Time, Receive Date/Time, Organizational Unit ID, Is Deleted, id, Organizational Unit ID, Transit Canceled Date is NULL. Note: Use to identify items lingering in transit sent from your library, but not owned by your library, that were never checked in as received at destination. Select the same branch - only one per report - for both "in list" and "not in list".	Send Date/Time, Sending Library, Destination Library, Call Number, Barcode, Title, Author, Owning Library	Send Date/Time (Greater than or equal to), Receive Date/Time (Is NULL), Organizational Unit ID (In list), Is Deleted (Equals), id (Equals), Organizational Unit ID (Not in list), Cancel Date/Time (Is NULL)	2023-03-22
List: Hopeless Holds	Source: Hold Request. Displays: Last Name, First Name, Barcode, TCN, Author, Title, Requested. Filters: Capture Date/Time, Hold Cancel Date/Time, Request Date/Time, Hold Type, Is Active?, Organizational Unit ID. Note: All holds for patrons placed after specified date.	Last Name, First Name, Barcode, TCN, Author, Title, Requested	Capture Date/Time (Is NULL), Hold Cancel Date/Time (Is NULL), Request Date/Time (Less than), Hold Type (Not in list), Hold ID (Greater than or equal to), Is Active? (Equals), Organizational Unit ID (In list)	2022-08-15
List: On-Shelf Holds by Capture Date	Source: Hold Request. Displays: Call Number, Title, Item Barcode, Patron Barcode, Daytime Phone, Evening Phone, Email Address, Date Available. Filters: Pickup Library, Capture Date/Time. Note: For cleaning holds shelf.	Call Number, Title, Item Barcode, Patron Barcode, Daytime Phone, Evening Phone, Email Address, Date Available	Pickup Library (In list), Capture Date/Time (Between)	2022-08-15
List: On-Shelf Holds via Resource Sharing by Capture Date	Source: Hold Request. Displays: Call Number, Title, Item Barcode, Patron Barcode, Daytime Phone, Evening Phone, Email Address, Date Available. Filters: Pickup Library, Capture Date/Time, Target copy owning library (not in list). Note: when running report, choose all branches i your system for the target copy owning library filter.	Call Number Label, Title, Item Barcode, Patron Barcode, Daytime Phone, Evening Phone, Email Address, Date Available	Pickup Library (In list), Capture Date/Time (Between), Owning Library (Not in list), ID (Equals)	2024-01-11
List: Patrons with Available Holds Not Notified by Email	Source: Hold Request. Displays: Call Number, Title, Item Barcode, Date Available, Shelf Expire Time, First Name, Last Name, Text Notification Date, Method, Notifications Phone Number, Daytime Phone, Evening Phone. Filters: Pickup Library, Notify by Email?, Shelf Expire Time, id. Note: Choose today's date when running the report to get unexpired holds.	Call Number, Title, Item Barcode, Date Available, Shelf Expire Time, First Name, Last Name, Text Notification Date, Method, Notifications Phone Number, Daytime Phone, Evening Phone	Pickup Library (In list), Notify by Email? (Equals), Shelf Expire Time (On or After (Date/Time)), id (Equals)	2022-08-16
List: Purchase Alerts	Source: Hold Request. Displays: # of Copies , Author, Title, TCN Value, # of holds by local patrons. Filters: Requesting Library (In list), Fulfillment Date/Time (Is NULL), Capture Date/Time (Is NULL), Currently Frozen (Equals), Hold Cancel Date/Time (Is NULL), Circulating Library (In list), Hold ID (Greater than or equal to). Note: This report is a purchase alert report. Outcome will provide holds on items that have been requested, even if item count is 0 for branch, system, or consortium. Choose your branch(es) as requesting library for your own patrons. Choose your branch(es) as circulating library if you want to only view your local items on hold. Choose all branches for consortium counts.	# of Copies , Author, Title, TCN Value, # of holds by local patrons	Requesting Library (In list), Fulfillment Date/Time (Is NULL), Capture Date/Time (Is NULL), Currently Frozen (Equals), Hold Cancel Date/Time (Is NULL), Circulating Library (In list), Hold ID (Greater than or equal to)	2022-08-17
List: Purchase Alerts with Pub and Req Dates	Source: Hold Request. Display: Request Date, hold count, TCN, Author, Title, Pub Year. Filter: Pickup Library In List, Owning Library NOT in list, Capture Date Null, Fulfillment date Null, Hold Cancel Date Null, Frozen is false.	Request Date/Time, Hold ID, Record ID, Author (normalized), Title Proper (normalized), Publication Year (normalized)	Pickup Library (In list), Capture Date/Time (Is NULL), Fulfillment Date/Time (Is NULL), Hold Cancel Date/Time (Is NULL), Currently Frozen (Equals), Owner (Not in list)	2023-11-09
List: Requested Holds Older than User-Supplied Date	Source: Hold Request. Displays: Request Date/Time, Title, TCN, First Name, Last Name, Patron Barcode, Pickup Library, Hold Type. Filters: Pickup Library, Capture Date/Time, Hold Cancel Date/Time, Request Date/Time, Fulfillment Date/Time, Is Active?. Note: Provides a list of hold requests older than a given date - in addition to checking if hold has been fulfilled,cancelled, or captured.	Request Date/Time, Title, TCN, First Name, Last Name, Patron Barcode, Pickup Library, Hold Type	Pickup Library (In list), Capture Date/Time (Is NULL), Hold Cancel Date/Time (Is NULL), Request Date/Time (On or After (Date/Time)), Fulfillment Date/Time (Is NULL), Is Active? (Equals)	2022-08-12
List: Requested Holds by Patron Group	Source: Hold Request. Display: Request Date, Workstation Library, # of Holds Filled. Filters: Request Date/Time, Group ID. Note: This report shows the placed holds, grouped by workstation library and date range (month) for request date. Additional filter to run this report just for specific patron groups (staff versus patron placed holds).	Request Date, Workstation Library, # of Holds Filled	Request Date/Time (In list), Group ID (In list)	2022-08-12
List: Requested Holds by Patron Group and and Requesting Library	Source: Hold Request. Displays: Request Date, Requesting Library, # of Holds Placed. Filters: Request Date/Time, Group ID.	Request Date, Requesting Library, # of Holds Placed	Request Date/Time (In list), Group ID (In list)	2022-08-17
List: Requested Holds by Pickup Library	Source: Hold Request. Displays: Pickup Library, Patron Barcode, First Name, Last Name, Email Address, Daytime Phone, Request Date/Time, TCN, Title, Author. Filters: Pickup Library (In list).	Pickup Library, Patron Barcode, First Name, Last Name, Email Address, Daytime Phone, Request Date/Time, TCN, Title, Author	Pickup Library (In list), Request Date/Time (Between)	2022-09-13
List: Titles with Hold Requests over a Given Number	Source: Hold Request. Displays: Title, Author, TCN, # Hold Requests, Hold Type, Pickup Library. Filters: Pickup Library (In list), Capture Date/Time (Is NULL), Hold Cancel Date/Time (Is NULL), Hold ID (Greater than or equal to), Is Active? (Equals). Note: Provides a list of hold requests with more than a given number of holds. The hold threshold is selectable when running the report. To run the report, set the PIVOT LABEL COLUMN = Pickup Library.	Title, Author, TCN, # Hold Requests, Hold Type, Pickup Library	Pickup Library (In list), Capture Date/Time (Is NULL), Hold Cancel Date/Time (Is NULL), Hold ID (Greater than or equal to), Is Active? (Equals)	2022-08-16
List: Transits by Owning Library	Source: Copy Transit. Displays: Owning Library, Barcode, Shelving Location, Call Number Label, Title, Author, Send Date/Time, Source Library, Destination Library. Filter: Owning Library, Is Deleted, Send Date/Time, Receive Date/Time, id. Note: Lists all items with copy status "In transit" that are owned by the selected library branch based on the send date age selected.	Owning Library, Barcode, Shelving Location, Call Number Label, Title, Author, Send Date/Time, Source Library, Destination Library	Owning Library (In list), Is Deleted (Equals), Send Date/Time (Greater than or equal to), Receive Date/Time (Is NULL), id (Equals)	2022-08-16
List: Transits by date range and sending library	Source: Copy Transit. Displays: Source Library, Owning Library, Barcode, Shelving Location, Call Number Label, Title, Author, Send Date/Time, Destination Library. Filter: Source Library, Is Deleted, Send Date/Time. Note: Lists all items put in transit by the source library between a given date range.	Source Library, Owning Library, Barcode, Shelving Location, Call Number Label, Title, Author, Send Date/Time, Destination Library	Is Deleted (Equals), Send Date/Time (Between), Organizational Unit ID (In list)	2024-07-16
List: Unfulfilled Holds Older than a Given Date	Source: Hold Request. Displays: Request Date/Time, Title, TCN, First Name, Last Name, Patron Barcode, Pickup Library, Hold Type. Filters: Pickup Library (In list), Capture Date/Time (Is NULL), Hold Cancel Date/Time (Is NULL), Request Date/Time (On or After (Date/Time)), Is Active? (Equals), Fulfillment Date/Time (Is NULL), Currently Frozen (Equals), Current Shelf Lib (Is NULL). Note: Provides a list of hold requests older than a given date that are waiting for a copy. Holds are unfrozen, not cancelled, not captured, and not fulfilled. To run the report, set the PIVOT LABEL COLUMN = Pickup Library.	Request Date/Time, Title, TCN, First Name, Last Name, Patron Barcode, Pickup Library, Hold Type	Pickup Library (In list), Capture Date/Time (Is NULL), Hold Cancel Date/Time (Is NULL), Request Date/Time (On or After (Date/Time)), Is Active? (Equals), Fulfillment Date/Time (Is NULL), Currently Frozen (Equals), Current Shelf Lib (Is NULL)	2022-08-17
In House and Non-cataloged Templates Top
In House and Non-cataloged Templates - CountsTop
Name	Description	Display Fields	Filter Fields	Date Created
Count: Non-Cataloged Circulations by Type and Date Range	Source: Non-cataloged Circulation. Displays: Circulation Date/Time, Circulating Library, Non-Cataloged Type, Count. Filters: Circulating Library, Circulation Date/Time, Non-cat Type ID.	Circulation Date/Time, Circulating Library, Non-Cataloged Type, Count	Circulating Library (In list), Circulation Date/Time (Between), Non-cat Type ID (In list)	2022-09-20
Count: All Circulations Including Non-cataloged and In House Use (monthly)	Source: All Circulation Combined Types. Displays: Circulation Type, Item Type, Checkout Date/Time, Circ ID, Branch. Filters: Circulating Library (In list), Checkout Date/Time (In list). Note: Regular circulations are listed by circulation modifier.	Circulation Type, Item Type, Checkout Date/Time, Circ ID, Branch	Circulating Library (In list), Checkout Date/Time (In list)	2022-09-20
Count: Barcoded Items for In House Use by Month (Detailed)	Source: In House Use. Displays: Count, Name, Item Barcode, Title, Call Number Label, Shelving Location, Use Date/Time. Filters: Use Date/Time (In list), Using Library (In list). Note: Count of barcodes scanned using (F6) In House Use.	Count, Name, Item Barcode, Title, Call Number Label, Shelving Location, Use Date/Time	Use Date/Time (In list), Using Library (In list)	2022-09-20
Count: Barcoded Items for In House Use by date range	Source: In House Use. Displays: Use Date/Time, Branch, Shelving Location, Count. Filters: Use Date/Time, Using Library.	Use Date/Time, Branch, Shelving Location, Count	Use Date/Time (Between), Using Library (In list)	2022-09-20
Count: In House Use by Library	Source: Non-cataloged In House Use. Displays: Branch, Type, Circ Count. Filters: Using Library, Use Date/Time, In House?	Branch, Type, Circ Count	Using Library (In list), Use Date/Time (Between), In House? (Equals)	2022-09-20
In House and Non-cataloged Templates - ListsTop
Name	Description	Display Fields	Filter Fields	Date Created
List: In House Use by Title	Source: In House Use. Displays: Filters: Use Date/Time, Title, Author, ISBN, Barcode, # of Times Used. Use Date/Time, Using Library. Note: List of titles used in house within a date range including the use date and # of times used.	Use Date/Time, Title, Author, ISBN, Barcode, # of Times Used	Use Date/Time (Between), Using Library (In list)	2022-09-20
Inventory & Weeding TemplatesTop
Inventory & Weeding Templates - CountsTop
Name	Description	Display Fields	Filter Fields	Date Created
Count: Circulations by title merged on call number (includes deleted)	Source:Circulation. Displays: TCN/Record ID, circulating library, shelving location; call number, title, author, itotal circs. Filters: branch, shelf location, circ date range.	Record ID, Circulating Library, Shelving Location, Call Number Label, Title Proper (normalized), Author (normalized), Circ ID	Owning Library (In list), Checkout Date/Time (Between), Location ID (In list)	2023-02-20
Inventory & Weeding Templates - ListsTop
Name	Description	Display Fields	Filter Fields	Date Created
List: All Items by Owning Library	Source: Item. Displays: owning branch, circulating branch, latest inventory date, shelving location, call number, title, author, barcode, circ mod, and copy status. Filters: owning library and is deleted=false.	Owning Library, Circulating Library, Latest Inventory Date, Shelving Location, Call Number, Title, Author (normalized), Barcode, Circ Mod, Copy Status	Is Deleted (Equals), Owning Library (In list)	2022-09-30
List: Inventory (Brief)	Source: Item. Displays: Shelving Location, Call Number, Title, Barcode. Filters: Call Number Label, Owning Library, Location ID.	Shelving Location, Call Number, Title, Barcode	Call Number Label (Between), Owning Library (In list), Location ID (In list)	2022-09-30
List: Inventory (Detailed)	Source: Item. Displays: Call Number, TCN, Title, Author, ISBN, Publication Year, Publisher, Barcode. Filters: Call number, Owning Library, Shelving Location.	Call Number, TCN Value, Title, Author (normalized), ISBN, Publication Year (normalized), Publisher (normalized), Barcode	Call Number Label (Between), Owning Library (In list), Location ID (In list)	2022-09-30
List: Item Inventory Dates by Workstation	Source: Latest Inventory. Displays: latest inventory date, inventory workstation, owning library, circulating library, item barcode, shelving location, call number, title, author, circ mod, item status, create date, last circulation date, total circulation count. Filters: owning library and is deleted=false.	Latest Inventory Date, Workstation Name, Owning Library, Circulating Library, Barcode, Shelving Location, Call Number, Title, Author, Circ Modifier, Item Status, Creation Date/Time, Last Circulation Date, Total Circulation Count	Owning Library (In list), Is Deleted (Equals)	2022-09-30
List: Item Missing inventory Dates	Source: Item. Displays: Owning Library, Circulating Library, Latest Inventory Date, Shelving Location, Call Number, Title, Author (normalized), Barcode, Circ Mod, Copy Status. Filters: Is Deleted (Equals), Owning Library (In list), Latest Inventory Date (Not between). Notes: Provides a list of items that do not have an inventory date within the selected date range.	Owning Library, Circulating Library, Latest Inventory Date, Shelving Location, Call Number, Title, Author (normalized), Barcode, Circ Mod, Copy Status	Is Deleted (Equals), Owning Library (In list), Latest Inventory Date (Not between)	2022-10-21
List: Items Never Circulated in Evergreen	Source: Item. Displays: owning library, shelving location, active date, copy status, call number, title, author, item barcode, pub year, and total circs. Filters: branch, shelf location, active age>x, can circulate=true, circs=0, and is deleted=false. Note: Provides list of items that have been active, but never circulated. Enter the active age (i.e. the length of time the item has been Available in the catalog without checking out.) Circulation count may show for some items that circulated before migration to Evergreen (in previous ILS).	Branch, Active Date, Copy Status, Shelving Location, Call Number, Barcode, Title, Author, Pub Year, Total Circulation Count	Is Deleted (Equals), Active Date/Time (Greater than), Organizational Unit ID (In list), Circ ID (Equals), Can Circulate? (Equals), Location ID (In list)	2022-11-28
List: Items by Date and Copy Status	Source: Item. Displays: Circulating branch, Shelving Location, Call number, Item barcode, Title, Author, # of circulations, Copy status, Publication Year, Creation Date/Time. Filters: Copy Status Changed Time (Between), Circulating Library, Shelving Location ID, Copy Status. Note: Provides a list of items for weeding or inventory.	Branch, Shelf location, Call Number, Barcode, Title, Author, # circs, copy status name, Publication Year (normalized), Creation Date/Time	Copy Status Changed Time (Between), Organizational Unit ID (In list), Location ID (In list), id (In list)	2022-11-16
List: Items by Owning Library, Shelving Location, and Status (Shelf List)	Source: Item. Displays: owning branch, circulating branch, latest inventory date/workstation, shelving location, call number, title, author, barcode, circ mod, and copy status. Filters: on owning library, shelving location, status and is deleted=false.	Owning Library, Circulating Library, Latest Inventory Date, Shelving Location, Call Number, Title, Author (normalized), Barcode, Circ Mod, Copy Status, Latest Inventory Date, Workstation Name	Is Deleted (Equals), Owning Library (In list), Location ID (In list), ID (In list)	2022-09-30
List: Items not Scanned by Last Edit Date and Branch	Source: Item. Displays: Branch, Shelving Location, Call Number, Barcode, Title, Author, Circ Modifier, Last Edit Date/Time, Copy Status. Filters: Is Deleted, Last Edit Date/Time, Organizational Unit ID. Note: Identifies items not scanned (checkin) as of the inventory start date established (last edit date).	Branch, Shelving Location, Call Number, Barcode, Title, Author, Circ Modifier, Last Edit Date/Time, Copy Status	Is Deleted (Equals), Last Edit Date/Time (Before (Date/Time)), Organizational Unit ID (In list)	2022-10-21
List: Items with Age Hold Protection	Source: Item. Displays: Owning Library, Shelving Location, Call Number, Title, barcode, Copy Status, Active Date/Time, Age Hold Protection. Filters: Age Hold Protection duration, Active Date, Owning Library, Location ID. Note: Age hold protection filters 2=6 months, 1=3 months, and 0= no age hold protection.	Owning Library, Shelving Location, Call Number, Title, Barcode, Copy Status, Active Date/Time, Age Hold Protection	Age Hold Protection (Equals), Active Date/Time (Between), Owning Library (In list), Location ID (In list)	2022-10-21
List: Items with Circulations Greater than X	Source: Item. Displays: circulating library, shelving location; call number, title, author, item barcode, total circs, pub year, and copy status. Filters: branch, shelf location, circ date range, number of circs, and is deleted=false.Note: Provides list of items with circs above a certain number.	Branch, Shelving Location, Call Number, Barcode, Title, Author, Pub Year, Total Circulation Count, Copy Status	Circ ID (Greater than), Is Deleted (Equals), Organizational Unit ID (In list), Check Out Date/Time (Between), Location ID (In list)	2022-11-16
List: Shelf List by Call Number	Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, copy status, copy status change date, active date time and total circs. Filters: owning library, call number substring, and is deleted=false.	Branch, Shelving Location, Barcode, Call Number, Title, Author, Pub Year, Copy Status, Copy Status Changed Time, Active Date/Time, Total Circulation Count	Is Deleted (Equals), Call Number Label (Contains Matching substring (ignore case)), Organizational Unit ID (In list)	2022-11-16
List: Shelf List by Circulation Date	Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, active date, copy status, copy status change date, last circ date, and total circs. Filters: last circulation date (on or before), owning library, shelving location, and is deleted=false.	Branch, Shelving Location, Barcode, Call Number, Title, Author, Pub Year, Active Date/Time, Copy Status, Copy Status Changed, Last Circulation Date, Total Circulation Count	Is Deleted (Equals), Organizational Unit ID (In list), Last Circulation Date (On or Before (Date/Time))	2022-11-28
List: Shelf List by Circulation Date (For Weeding)	Displays: Shelving location; Call number;Title Author, item barcode; number of circs in by month and year. Filters: call number range; branch; shelf location; and month/year. Notes: Provides circulation counts of items for weeding.	# circs, Date, Barcode, Call Number, Shelf location, Title, Author	Check Out Date/Time (On or Before (Date/Time)), Organizational Unit ID (In list), Location ID (In list)	2022-11-28
List: Shelf List by Circulation Date and Circ Mod	Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, copy status, copy status change date, active date time and total circs. Filters: last circulation date (on or before), owning library, circ mod, and is deleted=false.	Branch, Circulation Modifier, Last Circulation Date, Shelving Location, Call Number, Barcode, Title, Author, Publication Year, Copy Status, Copy Status Changed Time, Active Date/Time, Total Circulation Count	Is Deleted (Equals), Organizational Unit ID (In list), Last Circulation Date (On or Before (Date/Time)), Code (In list)	2022-11-17
List: Shelf List by Circulation Date and Copy Status	Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, active date, copy status, copy status change date, last circ date, and total circs. Filters: last circulation date (on or before), owning library, copy status, and is deleted=false.	Branch, Shelving Location, Barcode, Call Number, Title, Author, Pub Year, Active Date/Time, Copy Status, Copy Status Changed, Last Circulation Date, Total Circulation Count	Is Deleted (Equals), Organizational Unit ID (In list), id (In list), Last Circulation Date (On or Before (Date/Time))	2022-11-28
List: Shelf List by Circulation Date and Copy Status (For Weeding)	Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, active date, copy status, copy status change date, last circ date, and total circs. Filters: last circulation date (on or before), owning library, copy status, and is deleted=false.	Barcode, Copy Status Changed, Active Date/Time, Call Number, Branch, Title, Author, Pub Year, Copy Status, Last Circulation Date, Total Circulation Count, Shelving Location	Is Deleted (Equals), Organizational Unit ID (In list), id (In list), Last Circulation Date (On or Before (Date/Time))	2022-11-28
List: Shelf List by Circulation Date and Shelving Location	Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, copy status, copy status change date, active date time and total circs. Filters: last circulation date (on or before), owning library, shelving location, and is deleted=false.	Branch, Shelving Location, Last Circulation Date, Barcode, Call Number, Title, Author, Publication Year, Copy Status, Copy Status Changed Time, Active Date/Time, Total Circulation Count	Is Deleted (Equals), Location ID (In list), Organizational Unit ID (In list), Last Circulation Date (On or Before (Date/Time))	2022-11-28
List: Shelf List by Circulation Date and Shelving Location (no inner joins)	Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, active date, copy status, copy status change date, last circ date, and total circs. Filters: last circulation date (on or before), owning library, shelving location, and is deleted=false.	Branch, Shelving Location, Barcode, Call Number, Title, Author, Pub Year, Active Date/Time, Copy Status, Copy Status Changed, Last Circulation Date, Total Circulation Count	Is Deleted (Equals), Organizational Unit ID (In list), Last Circulation Date (On or Before (Date/Time)), Location ID (In list)	2022-11-28
List: Shelf List by Copy Status	Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, copy status, copy status change date, active date time and total circs. Filters: owning library, copy status, and is deleted=false.	Branch, Shelving Location, Barcode, Call Number, Title, Author, Publication Year, Copy Status, Copy Status Changed Time, Active Date/Time, Total Circulation Count	Is Deleted (Equals), id (In list), Organizational Unit ID (In list)	2022-11-17
List: Shelf List by Copy Status and Shelving Location	Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, copy status, copy status change date, active date time and total circs. Filters: owning library, copy status, shelving location and is deleted=false.	Branch, Shelving Location, Barcode, Call Number, Title, Author, Publication Year, Copy Status, Copy Status Changed Time, Active Date/Time, Total Circulation Count	Is Deleted (Equals), id (In list), Location ID (In list), Organizational Unit ID (In list)	2022-11-17
List: Titles with ISBN and copy count by Library	Source: Bibliographic Record. Display fields: ISBN, TCN, Title, author, number of copies owned. Filters: Copies is Deleted?=F, Owning Library, MARC field = 020, Item Status not in list (Lost, Missing, Discard/Weed), Bib record is Deleted?=f, Call Number is Deleted?=f. Notes: Created for libraries conducting Ingram’s Content Gap Analysis.	ISBN, TCN, Title, Author, Name, Number of copies	Is Deleted (Equals), Owning Library (In list), ID (Not in list), Is Deleted? (Equals), Is Deleted (Equals), Name (In list), ID (Equals), Tag (Equals), Subfield (Equals)	2024-01-31
List: Uncirculated Items by Circulating Library, Shelving Location and Last Circulation Date	Source: Item. Displays: Barcode, shelving location, branch name, title and last circulation date Filters: Circulating library, shelving location, last circ greater than date, deleted = false.	Barcode, Title, Call Number Label, Shelving Location, Library Name, Last Circulation or Creation Date	Last Circulation or Creation Date (Less than or equal to), Is Deleted (Equals), Circulating Library (In list), Location ID (In list)	2022-11-16
Item TemplatesTop
Item Templates - CountsTop
Name	Description	Display Fields	Filter Fields	Date Created
Count: Items Added by Date Range	Source: Item. Displays: Owning Library, Count of items. Filters: Is Deleted = f, Creation Date/Time (between), owning library.	Owning Library, # of Items Added	Is Deleted (Equals), Creation Date/Time (Between), Owning Library (In list)	2022-04-14
Count: Items Added by Date Range and creating user	Source: Item. Displays: Owning Library, Count of items. Filters: Is Deleted = f, Creation Date/Time (between), owning library, Creating user is not NULL.	Owning Library, # of Items Added	Is Deleted (Equals), Creation Date/Time (Between), Owning Library (In list), User ID (Is not NULL)	2023-04-13
Count: Items By Owning Library	Source: Item. Displays: Owning Library and Item count. Filters: Is deleted = f and Owning Library.	Owning Library, # of Items	Is Deleted (Equals), Owning Library (In list)	2022-04-14
Count: Items By Owning Library and call number range	Source: Item. Displays: Owning Library, Item count. Filters: Is Deleted = f, owning library, call number range.	Owning Library, # of Items	Is Deleted (Equals), Owning Library (In list), Call Number Label (Between)	2022-04-14
Count: Items Deleted by Date Range	Source: Item. Displays: Owning Library, count of items. Filter: Owning Library, is deleted = t, last edit date (between). Note: Includes count of items by owning library that have been marked deleted.	Owning Library, # of Items Deleted	Owning Library (In list), Is Deleted (Equals), Last Edit Date/Time (Between)	2022-04-14
Count: Items by Circ Modifier, shelving location, and Owning Library	Source: Item. Displays: Owning Library, Count of items, Circ modifier, Shelving location. Filters: Is Deleted = f, Owning Library.	Owning Library, # of Items, Circ Modifier, Shelving Location	Is Deleted (Equals), Owning Library (In list)	2022-04-14
Count: Items by Circulation Modifier & Shelving Location	Source: Item. Displays: Owning Library, Circ Mod, Shelving Location, and Count of Items. Filters: Creation Date/Time (Between), Is Deleted = f, Shelving Location (list), Owning Library.	Owning Library, Circulation Modifier, Shelving Location, # of Items	Creation Date/Time (Between), Is Deleted (Equals), Location ID (In list), Code (In list), Owning Library (In list)	2022-04-14
Count: Items by Shelving Location and Owning Library	Source: Item. Displays: Owning library, Item count, and Shelving location. Filters: Is Deleted = f, and Owning Library.	Owning Library, # of Items, Shelving Location	Is Deleted (Equals), Owning Library (In list)	2022-04-14
Count: Items excluding missing and lost by shelving location test	Source: Item. Display: Shelving Location, Copy Status, Count of items. Filters: Copy Status (hard coded to exclude lost and missing), Shelving Location (user supplied), Circ Modifier (user supplied), Owning Library (user supplied).	Shelving Location, Current Copy Status, Number of items	ID (Not in list), Location ID (In list), Code (In list), Owning Library (In list)	2023-10-11
Count: Lost items	Source: Item. Display: Shelving Location, Copy Status, Count of Items. Filters: Copy status of lost (hardcoded), Shelving location (user supplied), Circ Modifier (user supplied), Owning Library (user supplied).	Shelving Location, Status, Number of items	ID (Equals), Location ID (In list), Code (In list), Owning Library (In list)	2023-10-12
Count: Missing items	Source: Item. Display: Shelving Location, Copy Status, Count of Items. Filters: Copy status of missing (hardcoded), Shelving location (user supplied), Circ Modifier (user supplied), Owning Library (user supplied).	Shelving Location, Status, Number of items	ID (Equals), Location ID (In list), Code (In list), Owning Library (In list)	2023-10-12
Item Templates - ListsTop
Name	Description	Display Fields	Filter Fields	Date Created
List: ALL Items by Branch	Source: Item. Displays: owning library, shelving location, circ modifier, barcode, call number, title, copy status, and copy status change timestamp. Filters: owning library and is deleted=false.	Branch, Shelving Location, Circ Modifier, Barcode, Call Number, Title, Copy Status, Copy Status Changed Time	Is Deleted (Equals), Organizational Unit ID (In list)	2022-04-14
List: Brief Inventory	Source: Item. Displays: Shelving location, Call number, Title, and Barcode. Filters: Is Deleted=f, Call number (between), Owning library, and Shelving Location. Note: List of titles and items by shelving location, owning library and call number range.	Shelving Location, Call Number, Title, Barcode	Is Deleted (Equals), Call Number Label (Between), Owning Library (In list), Location ID (In list)	2022-04-14
List: DELETED items by last edit date range	Source: Item. Displays: owning branch, shelving location, call number, barcode, title, author, circ mod, pub year, ISBN, active date, total circ count, TSN, ISBN. Filters: Is Deleted = t, Last Edit date, and Owning Library.	Branch, Shelving Location, Call Number, Barcode, Title, Author, Pub Year, Circ Modifier, Active Date/Time, Total Circulation Count, TCN Value, ISBN	Is Deleted (Equals), Last Edit Date/Time (Between), Organizational Unit ID (In list)	2022-04-14
List: Item circulation history by check out date range and item Barcode	Source: Circulation. Displays: checkout date, check in date, item barcode, title, author, patron barcode, first, middle and last name. Filters: check out date range and item barcode.	Check Out Date/Time, Check In Date/Time, Item Barcode, Title, Author, Patron Barcode, First Name, Middle Name, Last Name	Check Out Date/Time (Between), Barcode (Equals)	2022-04-18
List: Items Added to Catalog by Active Date	Source: Item. Displays: owning branch, shelving location, call number, barcode, title, author, circ mod, pub year, ISBN, active date, and TCN. Filters: ACTIVE date (between), Owning Library, and is deleted=false.	Branch, Shelving Location, Call Number, Barcode, Title, Author, Circ Modifier, Pub Year, Active Date/Time, ISBN, TCN	Is Deleted (Equals), Active Date/Time (Between), Organizational Unit ID (In list)	2022-04-18
List: Items Added to Catalog by CREATE Date	Source: Item. Displays: owning branch, shelving location, call number, barcode, title, author, circ mod, pub year, create date, ISBN, and TCN. Filters: CREATE date, Owning Library and is deleted=false.	Branch, Shelving Location, Call Number, Barcode, Title, Author, Circ Modifier, Pub Year, Creation Date/Time, ISBN, TCN	Is Deleted (Equals), Creation Date/Time (Between), Organizational Unit ID (In list)	2022-04-18
List: Items Added to Catalog by CREATE Date and Shelving Location	Source: Item. Displays: owning branch, shelving location, call number, barcode, title, author, circ mod, pub year, creation date, ISBN, and TCN. Filters: Is Deleted = f, CREATE date (between), Owning Library, and Shelving Location.	Branch, Shelving Location, Call Number, Barcode, Title, Author, Circ Modifier, Pub Year, Creation Date/Time, ISBN, TCN	Is Deleted (Equals), Creation Date/Time (Between), Location ID (In list), Organizational Unit ID (In list)	2022-04-14
List: Items Claimed Returned (not deleted)	Source: Circulation. Displays: patron barcode, shelving location, circ modifier, title, author, item barcode, call number, checkout library, checkout date, due date, fine stop reason, Is deleted. Filters on: Owning library, Transaction finish time is NULL, Checkin time is NULL, fine stop reason is CLAIMSRETURNED, Is Deleted = f.	Barcode, Name, Name, Call Number Label, Title Proper (normalized), Author (normalized), Barcode, Name, Checkout / Renewal Library, Checkout Date/Time, Due Date/Time, Fine Stop Reason, Is Deleted	Owning Library (In list), Transaction Finish Date/Time (Is NULL), Fine Stop Reason (Contains Matching substring (ignore case)), Is Deleted (Equals)	2023-05-26
List: Items by Create Date Older than x	Source: Item. Displays: owning library, create date, item barcode, call number, title, shelving location, circ mod, price, last circ date, and total circulations. Filters: owning library, is deleted= false, and creation date great than x (select age in days, months, or years).	Owning Library, Create Date, Barcode, Call Number, Title, Shelving Location, Circ Modifier, Price, Last Circulation Date, Total Circulation Count	Creation Date/Time (Greater than), Owning Library (In list), Is Deleted (Equals)	2022-04-14
List: Items not OPAC visible	Source: Item. Display Fields: Barcode, Call Number, Owning Library, Title, Author. Filters: Owning Library, Is Deleted = f, OPAC Visible = f.	Barcode, Call Number Label, Library, Title, Author	Owning Library (In list), Is Deleted (Equals), OPAC Visible (Equals)	2024-02-13
List: Items not Scanned by Last Edit Date and Shelving Location (New)	Source: Item. Displays: owning branch, shelving location, call number, barcode, title, author, circ mod, and copy status. Filters: last edit date, owning Library, shelving location, and is deleted=false. Note: Inventory report. Identifies items not scanned (checkin) as of the inventory start date established (last edit date) by selected shelving location.	Barcode, Last Edit Date/Time, Circ Modifier, Shelving Location, Branch, Title Proper (normalized), Author (normalized), Call Number Label, Copy Status		2022-04-19
List: Items with Circulations within Date Range	Source: Circulation. Displays: barcode, call number, title, author, tcn, circ mod, shelving location, and circulation counts. Filters: check out date range and OWNING library. Note: Shows which items owned by your library circulated within the selected date range (in system and resource sharing).	Barcode, Call Number, Title, Author, TCN, Circ Mod, Shelving Location, Count	Check Out Date/Time (Between), Owning Library (In list)	2022-04-14
List: Items with Circulations within Date Range by Circ Mod (clone)	Source: Circulation. Displays: barcode, call number, title, author, tcn, circ mod, shelving location, and circulation counts. Filters: check out date range, circ mod, and OWNING library. Note: Shows which items owned by your library circulated within the selected date range (in system and resource sharing).	Barcode, Call Number, Title, Author, TCN, Circ Mod, Shelving Location, Count	Check Out Date/Time (Between), Owning Library (In list), Code (In list)	2022-04-14
List: Items with Circulations within Date Range by Shelving Location	Source: Circulation. Displays: barcode, call number, title, author, tcn, circ mod, shelving location, and circulation counts. Filters: check out date range, shelving location, and OWNING library. Note: Shows which items owned by your library circulated within the selected date range (in system and resource sharing).	Barcode, Call Number, Title, Author, TCN, Circ Mod, Shelving Location, Count	Check Out Date/Time (Between), Owning Library (In list), Location ID (In list)	2022-04-14
List: Items with Float Group	Source: Item. Displays: owning branch, shelving location, call number, barcode, title, circ mod, float group, last edit date, and copy status. Filters: owning library and is deleted=false.	Branch, Shelving Location, Call Number, Barcode, Title, Circ Modifier, Float Group, Last Edit Date/Time, Copy Status	Is Deleted (Equals), Owning Library (In list)	2022-04-14
List: Lost material by age and branch with billing summary	Displays owning library, total owed, total paid, patron barcode, call number, item barcode, title, author, status, marked lost time and last billing timestamp. Filters on owning library of item (in list), status changed time (age greater than or equal to) and status (LOST, MISSING, or LOST AND PAID), fine stop reason (not renew or checkin), and checkin time (is NULL)	Owning Library, Total Owed, Total Paid, Patron Barcode, Call Number Label, Item Barcode, Title, Author, Status, Marked Lost Time, Last Billing Timestamp	Owning Library (In list), Copy Status Changed Time (Greater than or equal to), Copy Status (In list), Is Deleted (Equals), Fine Stop Reason (Not in list), Check In Date/Time (Is NULL)	2023-05-31
List: NEW Shelf list by copy status with copy notes (clone)	Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, copy status, copy status change date, active date time and total circs. Filters: owning library, copy status, and is deleted=false.	Note Content, Publication Year, Author, Title, Branch, Shelving Location, Copy Status, Call Number, Active Date/Time, Copy Status Changed Time, Barcode	Name (In list), Organizational Unit ID (In list), id (In list), Is Deleted (Equals)	2022-04-14
List: Shelf List by Branch, Shelving Location, and Call Number Range	Source: Item. Displays: owning branch, shelving location, call number, barcode, title, author, copy status, active date, pub year, total circs, and last circ date. Filters: owning library; shelving location; and call number range; is deleted=false. Note: Provides list of items for weeding or inventory.	Branch, Shelving Location, Call Number, Barcode, Title, Author, Copy Status, Active Date/Time, Publication Year (normalized), Total Circulation Count, Last Circulation Date	Is Deleted (Equals), Location ID (In list), Call Number Label (Between), Owning Library (In list)	2023-03-20
List: Shelf List by circ mod	Source: Item. Displays: barcode, call number, owning branch, circ mod and shelving location. Filters: is Deleted = f, owning library, Circ mod (in list).	Barcode, Call Number , Branch, Circ Mod, Shelving Location	Is Deleted (Equals), Organizational Unit ID (In list), Code (In list)	2022-04-14
List: Shelf List by circ mod displaying stat cat	Source: Item. Displays: barcode, call number, owning branch, circ mod, shelving location, stat cat name and value. Filters: owning library, Circ mod (in list), and is deleted=false.	Barcode, Call Number , Branch, Circ Mod, Shelving Location, Stat Cat, Stat Cat Value	Is Deleted (Equals), Organizational Unit ID (In list), Code (In list)	2022-04-14
List: Shelf List of Current Claims Returned Items	Source: Open Circulation. Displays: Item Barcode, Shelving Location, Call Number, Title, Author, Copy Status, Stop Fines Timestamp. Filters: Fine stop reason = CLAIMSRETURNED", and Home Library. Note: This report uses open circulations to list claims returned items by owning library.	Item Barcode, Shelving Location, Call Number, Title, Author, Copy Status, stop_fines_time	Fine Stop Reason (In list), Organizational Unit ID (In list)	2022-04-18
List: Shelf List with circ mod, shelving location, call number and item flags	Source: Item. Displays: barcode, owning branch, call number, circ mod, shelving location, holdable(?), circulate(?). Filters: is deleted=false, owning library.	Barcode, Branch, Call Number , Circ Mod, Shelving Location, Is Reference, Is Holdable, Can Circulate	Is Deleted (Equals), Organizational Unit ID (In list)	2022-04-14
List: Shelf list by copy status	Source: Item. Displays: owning library, shelving location, barcode, call number, title, author, pub year, copy status, copy status change date, active date time and total circs. Filters: owning library, copy status, and is deleted=false. Note: Good for missing, damaged, etc. reports.	Branch, Shelving Location, Barcode, Call Number, Title, Author, Publication Year, Copy Status, Copy Status Changed Time, Active Date/Time, Total Circulation Count	Is Deleted (Equals), id (In list), Organizational Unit ID (In list)	2022-04-18
List: Shelf list by shelving location	Source: Item. Displays: owning library branch, shelving location, barcode, call number, title, author, pub year, active date, copy status, copy status change date, last circ date, and total circs. Filters: is deleted=false, owning library, and shelving location. Note: Inventory report	Branch, Shelving Location, Barcode, Call Number, Title, Author, Pub Year, Active Date/Time, Copy Status, Copy Status Changed, Last Circulation Date, Total Circulation Count	Is Deleted (Equals), Organizational Unit ID (In list), Location ID (In list)	2022-04-14
List: Shelf list of items with price of zero	Source: Item. Displays: owning branch, shelving location, barcode, call number, title, author, copy status, and price. Filters: owning library, price=0, and is deleted=false. Note: Items with a price of $0 will not be billed to patrons at the default item price set in Library Settings when Lost.	Branch, Shelving Location, Barcode, Call Number, Title, Author, Copy Status, Price	Is Deleted (Equals), Price (Equals), Organizational Unit ID (In list)	2022-04-18
List: Titles by Physical Format/Item Type	Source: Item. Displays: Type, call number, title, and shelving location. Filters: Owning Library, Circ Modifier, and Item Type Code.	Type, Call Number Label, Title, Shelving Location	Organizational Unit ID (In list), Code (In list), Item Type Code (In list)	2022-04-14
List: items due between selected date range by circulating library	Source: Open Circulation. Displays: circulating library, title, author, TCN, circulation modifier, item barcode, checkout date, and due date. Filters: circulating library, checkin time is null, and due date range.	Circulating Library, Title, Author, TCN, Circulation Modifier, Barcode, Checkout Date/Time, Due Date/Time	due_date (Between), Circulating Library (In list), checkin_time (Is NULL)	2022-04-14
Patron TemplatesTop
Name	Description	Display Fields	Filter Fields	Date Created
Duplicate Patrons By Name	Detects potential duplicate patrons by matching their first and last names. Duplicate patrons will have a value larger than one in the first column. Displays count, first name, and last name. Filters on Home Library and "Is Deleted" is false.	Count of users with this name, First Name, Last Name	Home Library (In list), Is Deleted (Equals)	2022-02-15
Find: Patron by SMS Number	Displays: Username, patron name, SMS number Filters: SMS notify phone number Source: User Setting	User Name, First Name, Last Name, SMS Number	Name (Equals), Value (Contains Matching substring (ignore case))	2021-08-25
List: Fund Summary FYxx (clone)	Displays: Account name, Fund tag name, Allocation, Encumbrance, Expenditure, and Balance. Filters: Fund summary year and library. Source: Fund Summary. Note: Provides monetary details of expenditures for acquisitions.	Account Name, Fund Tag Name, Allocation, Encumbrance, Expenditure, Balance	Year (Equals), Organizational Unit ID (In list)	2022-04-11
Patron Registration In Date Range	Lists patrons by their record creation date. Shows first name, last name, email address, username, record create date, and home library. Filters on home library (in list) and record create date (in range).	First Name, Last Name, Email Address, OPAC/Staff Client User Name, Record Creation Date/Time, Home Library	Home Library (In list), Record Creation Date/Time (Between), Is Deleted (Equals)	2021-09-30
Recurring Count: Active patrons by permission group	Displays: Home library, permission group, count of patrons Filters: Home library, active=true, deleted=false Source: ILS User Notes: Use this report to count the number of current patrons as of today or as of the end of last month for recurring setup.	Home Library, Permission Group, # of Patrons	Is Deleted (Equals), Organizational Unit ID (In list), IsActive? (Equals)	2021-08-31
Recurring Count: New patrons by permission group	Displays: Home library, permission group, count of patrons Filters: Home library, active=true, account creation date greater than or equal to supplied date Source: ILS User Notes: Set up as recurring report to run on the periodic basis selected.	Home Library, Permission Group, # of Patrons	Record Creation Date/Time (Less than or equal to), Active (Equals), Organizational Unit ID (In list)	2021-08-31
Users near Expiration Date	Returns users whose accounts will expire within 6 months. Displays ID, username, barcode, first name, last name, email, permission group, and expiration date. Filters on expiration date (less than 6 months from now), home library (in list), and Permission Group Name (case insensitive substring)	User ID, OPAC/Staff Client User Name, Barcode, First Name, Last Name, Email Address, Group Name, Privilege Expiration Date	Privilege Expiration Date (Greater than or equal to), Home Library (In list), Group Name (Contains Matching substring (ignore case))	2021-10-22
Patron Templates - CountsTop
Name	Description	Display Fields	Filter Fields	Date Created
Count: Active Patrons by Permission Group	Displays: Home library, permission group, count of patrons Filters: Home library, Active=true, Deleted=false. Source: ILS User	Permission Group, # of Patrons, Home Library	Is Deleted (Equals), Organizational Unit ID (In list), Active (Equals)	2021-08-25
Count: Active patrons by home library	Displays: Home library, count of patrons Filters: Home library, active=true, last check in date range Source: ILS User	Home Library, # of Patrons	Organizational Unit ID (In list), IsActive? (Equals), Checkout Date/Time (Between)	2021-08-27
Count: Active patrons by permission group and stat cat	Displays: Home Library, stat cat, permission group, count of patrons Filters: Home library, active=true, deleted=false Source: ILS User	Home Library, Permission Group, # of Patrons, Entry Text	Is Deleted (Equals), Organizational Unit ID (In list), IsActive? (Equals)	2021-08-27
Count: Active patrons by permission group as of date	Displays: Permission group, distinct count of active patrons Filters: Home library, patron active=true, and account creation on or before specified date. Source: ILS User	Permission Group, # of Patrons	Active (Equals), Record Creation Date/Time (On or Before (Date/Time)), Is Deleted (Equals), Organizational Unit ID (In list)	2021-08-27
Count: Active patrons by permission group as of supplied date	Displays: Home library, permission group, count of patrons Filters: Home library, active=true, expiration date greater than supplied date Source: ILS User Notes: Use this report to count the number of patron accounts that expire after the selected date.	Home Library, Permission Group, # of Patrons	Privilege Expiration Date (After (Date/Time)), Active (Equals), Organizational Unit ID (In list)	2021-08-31
Count: Active patrons by permission group showing stat cat values	Displays: Home library, permission group, stat cat value, count of patrons Filters: Home library, active=true, deleted=false Source: ILS User	Home Library, Permission Group, # of Patrons, Entry Text	Is Deleted (Equals), Organizational Unit ID (In list), IsActive? (Equals)	2021-08-31
Count: Active patrons who checked out within specified date range	Displays: Count of total distinct active patrons Filters: Home library, check out time, patron active=t and deleted=f Source: ILS User	Patron Count	Organizational Unit ID (In list), Check Out Date/Time (Between), Active (Equals), Is Deleted (Equals)	2021-08-27
Count: Inactive Patrons by Permission Group	Displays: Home library, permission group, count of patrons Filters: Home library, Active=false, Deleted=false. Source: ILS User	Permission Group, # of Patrons, Home Library	Is Deleted (Equals), Organizational Unit ID (In list), Active (Equals)	2021-08-25
Count: Inactive patrons by home library	Displays: Home library and count of patrons Filters: Home library and active=f Source: ILS User	Home Library, # of Accounts	Home Library (In list), IsActive? (Equals)	2021-08-25
Count: New patrons by account creation month	Displays: Home library, month of account creation, count of patrons Filters: Date range for account creation, patron active=t Source: ILS User	Library, # of Patrons, Record Creation Date/Time	Record Creation Date/Time (Between), IsActive? (Equals)	2021-08-25
Count: New patrons by account creation month and permission group	Displays: Permission group, month of account creation, count of patrons Filters: home library, date range for account creation, patron deleted=f, patron active=t Source: ILS User	Permission Group, Record Creation Month, User Count	Home Library (In list), Record Creation Date/Time (Between), Is Deleted (Equals), Active (Equals)	2021-08-25
Count: Patrons Added by Date Range with Permission Group	Displays: Home library, permission group, count. Filters: Creation date range, active, home library. Source: ILS User	Library, # of Patrons, Group Name	Record Creation Date/Time (Between), IsActive? (Equals), Organizational Unit ID (In list)	2021-08-25
Count: Patrons added by date range	Displays: Home library and count of patrons. Filters: Account creation date range and home library. Source: ILS User	Library, # of Patrons	Record Creation Date/Time (Between), IsActive? (Equals), Organizational Unit ID (In list)	2021-08-25
Count: Patrons added by zip code and date range	Displays: Home library, zip code, count of patrons Filters: Home library, user account creation date range, active=t Source: ILS Userlibrary.	Library, Postal Code, # of Patrons	Record Creation Date/Time (Between), IsActive? (Equals), Organizational Unit ID (In list)	2021-08-25
Count: Patrons by Home Library and Statistical Category Entry Text	Displays: Home library, stat cat values, and a count of patrons. Filters: Home Library (branch) and Stat Cat. Source: ILS User	Entry Text, # of Patrons, Home Library	Home Library (In list), Is Deleted (Equals), Stat Cat ID (In list)	2021-08-25
Count: Patrons by Zipcode	Displays: Zip code and patron count Filters: home library, active=t Source: ILS User Notes: Must use specific OU code(s) to gather data.	User ID, Postal Code	Home Library (In list), Active (Equals)	2021-08-25
Count: Patrons by home library and statistical category	Displays: Home library, stat cat, count of patrons Filters: Home library and statistical category. Source: ILS User	Home Library, Stat Cat Value, # of Patrons	Organizational Unit ID (In list), Stat Cat ID (In list)	2021-08-25
Count: Patrons by home library statistical category	Displays: Home library, stat cat, count of patrons Filters: Home library and statistical category. Source: ILS User	Home Library, Stat Cat Value, # of Patrons	Home Library (In list), Is Deleted (Equals), Stat Cat ID (In list)	2021-08-27
Count: Patrons by home library that have returned materials recently	Displays: Home library, count of patrons Filters: home library, checkin date greater than Source: ILS User	Home Library, # of Patrons	Organizational Unit ID (In list), Check In Date/Time (On or After (Date/Time))	2021-08-27
Count: Patrons by zip code created on or before supplied date	Displays: Home library, postal code, count of patrons. Filters: Home library, patron account creation date (on or before supplied date), active=true, deleted=false Source: ILS User	Home Library, # of Patrons, Postal Code	Record Creation Date/Time (On or Before (Date/Time)), Active (Equals), Is Deleted (Equals), Organizational Unit ID (In list)	2021-08-31
Count: Patrons who checked out within specified date range	Displays: Count of patrons Filters: home library, date range for last circulation event, active=t, deleted=f Source: ILS User	Patron Count	Organizational Unit ID (In list), Check Out Date/Time (Between), Active (Equals), Is Deleted (Equals)	2021-08-25
Count: Student Access authentications past certain date	Displays: Last user activity date, barcode Filters: Home library, activity date Source: ILS User	Barcode, Last User Activity	Organizational Unit ID (In list), Is Deleted (Equals), Event Time (On or After (Date/Time)), Group Name (Equals)	2021-08-25
Patron Templates - ListsTop
Name	Description	Display Fields	Filter Fields	Date Created
List: Active Patrons	Displays: Patron name, barcode, permission group, home library, expiration date. Filters: Home library, active=true Source: ILS User	Home Library, Permission Group, Barcode, First Name, Last Name, Privilege Expiration Date	Active (Equals), Organizational Unit ID (In list)	2021-08-31
List: Active patrons with email	Displays: Patron name, barcode, permission group, expiration date, home library, and email address. Filters: Home library, active=true, deleted=false, email is not null/blank. Source: ILS User	Home Library, Permission Group, Barcode, First Name, Last Name, Email Address, Privilege Expiration Date	Active (Equals), Email Address (Is not NULL or Blank), Is Deleted (Equals), Organizational Unit ID (In list)	2021-08-31
List: Addresses of patrons not using the library	Displays: Patron name, barcode, home library, permission group, and address. Filters: Home library, checkout date (max before), deleted=false Source: ILS User	Barcode, Home Library, Permission Group, First Name, Middle Name, Last Name, Street (1), Street (2), City, State, Postal Code	Is Deleted (Equals), Organizational Unit ID (In list), Checkout Date/Time (Before (Date/Time))	2021-08-25
List: All Patrons	Displays: Patron name, DOB, barcode, home library, permission group, expiration date Filters: Home library, deleted=f Source: ILS User	Branch, Barcode, First Name, Last Name, Date of Birth, Permission Group, Privilege Expiration Date	Home Library (In list), Is Deleted (Equals)	2021-08-26
List: All Patrons with Please Issue New Card note	Displays: Patron name, DOB, barcode, home library, permission group, expiration date Filters: Home library, deleted=f Source: ILS User	Branch, Barcode, First Name, Last Name, Date of Birth, Permission Group, Privilege Expiration Date	Home Library (In list), Is Deleted (Equals), Title (Equals), Deleted? (Equals)	2024-01-22
List: Barred Patrons	Displays: Name, barcode, home library, permission group, expiration date Filters: home library, barred=t, deleted=f Source: ILS User	First Name, Last Name, Barcode, Home Library, Permission Group, Privilege Expiration Date	Organizational Unit ID (In list), Barred (Equals), Is Deleted (Equals)	2021-08-25
List: Birth date of patrons with recent circulations	Displays: Barcode, date of birth Filters: Home library, active=t, check out date greater than Source: ILS User	Patron Barcode, Date of Birth	Organizational Unit ID (In list), IsActive? (Equals), Check Out Date/Time (After (Date/Time))	2021-08-25
List: Expired patrons	Displays: Name, permission group, home library, barcode, expiration date and expiration interval. Filters: Home library and expiration date. Source: ILS User	Permission Group, Home Library, First Name, Last Name, Barcode, Privilege Expiration Date, User Expiration Interval	Organizational Unit ID (In list), Privilege Expiration Date (Before (Date/Time))	2021-08-26
List: Expired patrons with balance owed and last authentication date	Displays: Patron name, barcode, expiration date, privileges interval, permission group, home library, last authentication, type of activity and balance owed. Filters: Home library, privilege expiration date (before selected date), and deleted=false Source: ILS User Note: This report helps identify expired patrons who may still be using their account for online access to e-resources.	Home Library, First Name, Last Name, Barcode, Permission Group, Privilege Expiration Date, User Expiration Interval, Balance Owed, Last Authentication Date, Label	Organizational Unit ID (In list), Privilege Expiration Date (Before (Date/Time)), Is Deleted (Equals)	2021-08-31
List: Inactive Patrons	Displays: Patron name, barcode, permission group, home library, privilege expiration date and alert message. Filter: Home library Source: ILS User	Permission Group, Home Library, First Name, Last Name, Barcode, Privilege Expiration Date	Organizational Unit ID (In list), Active (Equals)	2022-12-08
List: Inactive Patrons (no Deleted)	Source: ILS User. Displays: Patron name, barcode, permission group, home library, privilege expiration date and alert message. Filter: Home library, Is Active = f, Is Deleted = f.	Home Library, First Name, Last Name, Barcode, Privilege Expiration Date	Organizational Unit ID (In list), Active (Equals), Is Deleted (Equals)	2023-01-12
List: Patron addresses	Displays: Patron name and address. Filters: Home library and active=t Source: ILS User	Last Name, First Name, Address 1, Address 2, City, State, Zip Code	Home Library (In list), IsActive? (Equals)	2021-08-25
List: Patron circulation history by patron barcode and checkin date	Displays: Checkout date and workstation, due date, check in date and workstation, shelving location, call number, title, author, and item barcode. Filters: Checkin date and patron barcode. Source: Circulation Notes: For staff use only	Check Out Date/Time, Checkout Workstation, Due Date/Time, Check In Date/Time, Checkin Workstation, Shelving Location, Call Number, Item Barcode, Title, Author	Check In Date/Time (Between), Barcode (Equals)	2021-08-25
List: Patron circulation history by patron barcode and checkout date	Displays: Patron name, barcode, checkout date and workstation, due date, check in date, item barcode, title, author, circ modifier. Filters: Checkout date and patron barcode. Source: Circulation Notes: For staff use only	Check Out Date/Time, Workstation Name, Due Date/Time, Check In Date/Time, Item Barcode, Title, Author, Circ Modifier, Patron Barcode, First Name, Middle Name, Last Name	Check Out Date/Time (Between), Barcode (Equals)	2021-08-25
List: Patron circulation history by patron barcode and checkout date (for patrons)	Displays: Checkout date, check in date, circulating library, item barcode, call number, title, author, and shelving location. Filters: Checkout date and patron barcode. Source: Circulation Notes: Suitable to give to patron	Check Out Date, Check In Date, Circ Library, Item Barcode, Call Number, Title, Author, Shelving Location	Check Out Date/Time (Between), Barcode (Equals)	2021-08-25
List: Patron mailing list	Displays: Patron name and address. Filters: Home library, deleted=f, active=t Source: ILS User	Last Name, First Name, Address 1, Address 2, City, State, Zip Code	Home Library (In list), Is Deleted (Equals), IsActive? (Equals)	2021-08-25
List: Patrons Missing Required Stat Cat	Displays: Patron barcodes, home library branch, first & last name, DOB, permission group, expiration date, balance owed on patron account. Filters: Home library, is deleted=false, and stat cat entry is owned by lib system, required, and null or blank. Source: ILS User Notes: To correctly run this report, you must select branch(es) for the patron home library and SYSTEM for the stat cat owning library. For patron barcodes (active=1 & inactive=0)	Branch, Patron First Name, Patron Last Name, Patron Barcode, Date of Birth, Patron Permission Group, Account Active=1, Inactive=0, Privilege Expiration Date, Balance Owed	Home Library (In list), Is Deleted (Equals), Entry Text (Is NULL or Blank), Owning Library (In list), Required (Equals)	2021-08-25
List: Patrons by Home Library and County	Display: Name, barcode, unique ID, is active?, home library, address Filters: Home library, county Source: ILS User Notes: County must be lower case.	User ID, Barcode/User Name, First Name, Last Name, Is Active, Home Library, Street (1), Street (2), City, County, State, Postal Code	Is Deleted (Equals), Home Library (In list), County (In list)	2021-08-25
List: Patrons by Library and Age Group Statistical Category	Displays: Name, stat cat value, home library, barcode Filters: home library Source: ILS User	First Name, Last Name, Statistical Category, Library, Barcode	Name (Equals), Organizational Unit ID (In list)	2021-08-25
List: Patrons by Library and Gender Statistical Category	Displays: Name, gender stat cat, home library, patron barcode Filters: Home library Source: ILS User	First Name, Last Name, Statistical Category, Library, Barcode	Name (Equals), Organizational Unit ID (In list)	2021-08-25
List: Patrons by home library and permission group	Displays: Patron permission group, barcode, and home library. Filters: Home library, permission group and active=t Source: ILS User	Permission Group, Patron Barcode, Home Library	Active (Equals), Group ID (In list), Organizational Unit ID (In list)	2021-08-25
List: Patrons by home library with permission group not in list	Displays: Patron name, barcode, permission group, home library, and is active?. Filters: Permission group and home library Source: ILS User Note: Shows a list of patrons that are not in supplied permission groups	Home Library, Permission Group, First Name, Last Name, Barcode, IsActive?	Group ID (Not in list), Organizational Unit ID (In list)	2021-08-31
List: Patrons by last activity date	Displays: Name, home library, barcode, user ID and last activity time. Filters: home library and last activity date less than or equal to. Source: ILS User Notes: Activity can include logging into the OPAC, logging into the staff client, SIP2 activities and other types.	User ID, Barcode, First Name, Last Name, Home Library, Last Activity Time	Home Library (In list), Event Time (Less than or equal to)	2021-08-25
List: Patrons in permission group	Displays: Patron name and barcode Filters: Permission group Source: ILS User	Barcode, First Name, Last Name	Group ID (Equals)	2021-08-25
List: Patrons not using the library	Displays: Patron name, barcode, home library, permission group, expiration date, last checkout date, and last user activity. Filters: Home library, user deleted=false, user activity date (max before), and checkout date (max before). Source: ILS User	Barcode, Home Library, First Name, Last Name, Permission Group, Privilege Expiration Date, Last Checkout Date, Last User Activity	Is Deleted (Equals), Event Time (Before (Date/Time)), Organizational Unit ID (In list), Checkout Date/Time (Before (Date/Time))	2021-08-25
List: Patrons with balances and standing penalties	Displays: Patron name, barcode, DOB, home library, permission group, expiration date, balance owed, and any standing penalty messages. Filters: Home library. Source: ILS User Note: In results active barcode = 1 and inactive barcode = 0	Branch, Patron Barcode, Active Barcode = 1/Inactive Barcode = 0, Patron First Name, Patron Last Name, Date of Birth, Patron Permission Group, Privilege Expiration Date, Balance Owed, Standing Penalty Messages	Home Library (In list)	2021-08-31
List: Patrons with circulations within time frame	Shows patrons who have had at least 1 circulation within a period of time. Displays barcode, id, name, email, date of birth, home library, and circulation count. Filters on is deleted (false), home library (in list), checkout date (between), circ count greater than 0.	Barcode, User ID, First Name, Middle Name, Last Name, Email Address, Date of Birth, Home Library, Circulation Count	Is Deleted (Equals), Home Library (In list), Checkout Date/Time (Between), Circ ID (Greater than)	2023-02-13
List: Patrons with current claims returned	Displays: Patron name, barcode, item barcode, call number, title, due date, copy status, and stop fines date. Filters: Home library, claims returned count>0, fine stop reason = CLAIMSRETURNED". Source: Open Circulation	Patron Barcode, First Name, Last Name, Item Barcode, Call Number, Title, due_date, stop_fines_time, Copy Status	Fine Stop Reason (In list), Organizational Unit ID (In list), Claims-returned Count (Greater than)	2021-08-31
List: Patrons with currently overdue transactions	Displays: Patron name, patron barcode, daytime phone, permission group, home library, item barcode, call number, title, shelving location, owning library, due date, and status Filters: Patrons home library and due date range. Source: Open Circulation	First Name, Last Name, Patron Barcode, Permission Group, Item Barcode, Call Number, Title, Shelving Location, Owning Library, Due Date/Time, Copy Status	Organizational Unit ID (In list), due_date (Greater than or equal to)	2022-04-11
List: Patrons with open transactions	Displays: Patron name, barcode, item title, call number, barcode, and due date. Filter: Patron home library and item due date Source: Open Circulation	Last Name, First Name, Patron Barcode, Title, Call Number, Item Barcode, Due Date/Time	Due Date/Time (Between), Organizational Unit ID (In list)	2021-08-25
List: Patrons with open transactions by permission group	Displays: Patron name, barcode, item title, call number, barcode, and due date. Filter: Patron home library, permission group and item due date Source: Open Circulation	Last Name, First Name, Patron Barcode, Title, Call Number, Item Barcode, Due Date/Time	Due Date/Time (Between), Organizational Unit ID (In list), Group ID (In list)	2021-08-25
List: Patrons with outstanding balances	Displays: Name, barcode, balance owed Filters: home library Source: Open Billable Transaction Summary	Last Name, First Name, Patron Barcode, Balance Owed	Home Library (In list)	2021-08-25
List: Patrons with outstanding balances by permission group	Displays: Patron name, barcode, permission group and balance owed. Filters: Home library and permission group. Source: Open Billable Transaction Summary	Permission Group, Last Name, First Name, Patron Barcode, Balance Owed	Home Library (In list), Group ID (In list)	2021-08-25
List: Patrons with overdue transactions by date range	Displays: Patron barcode, name, phone, permission group, home library and item barcode, call number, shelving location owning library, due date and item status. Filters: Patron home library and due date range. Source: Open Circulation	First Name, Last Name, Patron Barcode, Permission Group, Item Barcode, Call Number, Title, Shelving Location, Owning Library, Due Date/Time, Copy Status	Organizational Unit ID (In list), due_date (Between)	2022-04-11
List: Patrons with permission group and home library	Displays: Patron name, permission group, home library, barcode, expiration date and expiration interval. Filters: Permission group and home library Source: ILS User	Permission Group, Home Library, First Name, Last Name, Barcode, Privilege Expiration Date, User Expiration Interval	Group ID (In list), Organizational Unit ID (In list)	2021-08-25
List: Patrons with permission group, home library and parent/guardian	Displays: Patron name, barcode, parent/guardian, permission group, home library, expiration date and expiration interval. Filters: Permission group, home library, deleted=false Source: ILS User	Permission Group, Home Library, First Name, Last Name, Barcode, Secondary Identification, Privilege Expiration Date, User Expiration Interval	Group ID (In list), Organizational Unit ID (In list), Is Deleted (Equals)	2021-08-31
List: SIP authentications during specific date range	Displays: Name, user name, home library, authentication time Filters: Permission group, authentication date range Source: ILS User	OPAC/Staff Client User Name, Home Library, First Name, Middle Name, Last Name, Event Time	Group Name (In list), Event Time (Between)	2021-08-25
List: Standing Penalty User Messages	Show user messages with standing penalties attached. Displays sending library, creation date, penalty name, block list, user home library, user barcode, title and message. Filters on home library (in list), is deleted (false for both user and message) and sending library (in list).	Sending Library, Creation Date/Time, Penalty Name, Block List, User Home Library, User Barcode, Title, Message	Home Library (In list), Deleted? (Equals), Is Deleted (Equals), Organizational Unit ID (In list)	2023-02-14
List: Student Access accounts with lost material	Displays: Item title, item barcode, stop fines date, due date, item call number, item status, user name, user barcode. Filters: Home library, fine stop reason=lost, permission. Source: Open Circulationgroup=SCHOOL .	Barcode, Title Proper (normalized), Barcode, First Name, Last Name, stop_fines_time, due_date, Fine Stop Reason	Fine Stop Reason (Contains Matching substring (ignore case)), Home Library (In list), Group Name (Contains Matching substring (ignore case)), stop_fines_time (Is not NULL)	2022-04-12