NC Cardinal Support and Staff Education
  • Home
  • Submit a Request
  • Check on a Request
  • Knowledge Books
    • About NC Cardinal
    • Circulation in Evergreen
    • Cataloging in NC Cardinal
    • Administration Manual for Libraries
    • Reports in Evergreen
    • Resource Sharing
    • Student Access Initiative
    • Acquisitions in Evergreen
    • Serials in Evergreen
    • Offline Transactions
    • Evergreen Upgrades
    • Libraries Migrating into NC Cardinal
    • Summon Documentation
    • Troubleshooting in Evergreen
HelpSpot help desk software

Home → Reports in Evergreen → Simple Reports → Administration

3.6. Administration

Last Updated 03/09/2023


Simple Reports Administration

A new permission is being added to accounts with reports permissions in general, RUN_SIMPLE_REPORTS.

Note that Patron type reports will only display results for locations at which the staff user has the VIEW_USER permission.

Data Sources

The Simple Reporter includes new data sources specific to the Simple Reporter. Here is some additional information about these sources:

  • Circulation: Based on data from both Aged and Active Circulations.

    • There is no link from this view to user details, so there is no concern that different staff could build the same report and get differing results because of VIEW_USER permissions. However, it does include user post code, profile, birth year, and home library so that certain demographic information can be included.

  • Patrons: Based on the core patron record and includes card, address, statistical category, select notification settings, and summary circulation counts.

  • Collections: Based on the item record and includes call number and title information. It joins in the Combined Aged and Active Circulations view for the purpose of counting circulation activity and data on inventory actions to include inventory status information.

  • Weeding: Based on the item record and includes call number and title information. It joins in the Combined Aged and Active Circulations view for the purpose of counting circulation activity.

  • Billings and Payments Transaction Summary: Based on the billable transactions view and joins in billings and payments.

 

This page was: Helpful | Not Helpful


NC Cardinal is supported by the Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act (LSTA), as administered by the State Library of North Carolina, a division of the Department of Natural and Cultural Resources.