HomeReports in EvergreenGenerating reportsRun a Report Template

5.1. Run a Report 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. 

  1. In the My Folders section click the arrow next to Templates to expand this folder and select Circulation

  2. Select the box beside the template you wish to run in your templates folder. Select Create a new report from selected template from the dropdown menu. Click Submit. The Report definition interface will open.                                        

  3. Template NameTemplate Creator, and Template Description are for informational purposes only. They are hard coded when the template is created. At the report definition stage it is not possible to change them.

  4. Report Name is required. Reports stored in the same folder must have unique names.

  5. Report Description is optional but may help distinguish among similar reports.

  6. Report Columns lists the columns that will display in the output. This is derived from the template and cannot be changed during report definition.

  7. Pivot Label Column and Pivot Data Column are optional. Pivot tables are a different way to view data. If you currently use pivot tables in MS Excel it is better to select an Excel output and continue using pivot tables in Excel.

  8. You must choose a report folder to store this report definition. Only report folders under My Folders are available. Click on the desired folder to select it.

  9. The next section will vary for each report definition based upon the filters used in the report template.  In the example, select values for the Circulation > Check Out Date/Time. Use the calendar widget or manually enter the desired date range. (Under some circumstances, it may be possible to select relative dates for a report definition, depending upon the design of the template.)

  10. Select a value for the Circulation > Circulating Library.

  11. Next, you will select output options. Select one or more output formats. In this example the report output will be available as an Excel spreadsheet only. There are other options, such as a CSV file, an HTML table (for display in the staff client or browser), or a bar chart.                                                     

  12. Select Run as soon as possible for immediate output. It is also possible to set up reports that run automatically at future dates or intervals. If you want the report to be recurring, check the Recurring Report box and select the Recurrence Interval as described in Recurring Reports. In this example, as this is a report that will only be run once, the Recurring Report box is not checked.

  13. It is optional to fill out an email address where a completion notice can be sent. The email will contain a link to password-protected report output (staff login required). You can enter one email address or multiple addresses separated by commas.

  14. Select a folder for the report’s output.

  15. Click Save Report. You will get a confirmation dialogue box that the Action Succeeded. Click OK

  16. Once saved, the report will appear in the Reports and Output folders you selected and remain until you delete them or they are removed by a long-term data cleanup process.

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