STATISTICS
Chapter 5. CUSTOMER SUPERUSER
Summary Report
The Summary Report function generates a report for download (in Microsoft Excel format) that shows summary statistics for the number of completed ILL requests processed by all libraries in a consortium or collective, as a borrower from other participant libraries and as a lender to other participant libraries. Summary Reports can be generated for either weekly or monthly periods.
To generate a Summary Report:
-
From the Statistics menu (see The Statistics Menu
for details), select ILL Statistics - Summary
Report.
- The Summary Reports data entry screen displays.
Summary Report Screen
- Enter the beginning date for the report in the Start Date text box.
- Enter the Start Date using the format MM/DD/YYYY, including slashes (for
this report, Sunday is considered the first day of the week). The earliest date
for which you can retrieve reports is determined by the extent of your system’s
data records.
NOTE: Always use the first day of any given period (week or month) as the start date. If any other day is entered, the Start Date will revert to the first day of the period for which the report is requested.
- Enter the Start Date using the format MM/DD/YYYY, including slashes (for
this report, Sunday is considered the first day of the week). The earliest date
for which you can retrieve reports is determined by the extent of your system’s
data records.
- Select the period interval for which you wish to generate the report from
the View By menu; either Weekly or Monthly.
- The default period is Weekly.
- Click the Submit button. (To return the summary Report screen to its
initial setting, click the Reset button.)
- The Summary Report screen refreshes to display the Download button (see Downloading the Summary Report to download the Summary Report), and the End Date field is automatically filled with the ending date for the specified report period.