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ACQUISITIONS

Chapter 9. REPORTS

   

 

Submitting Report Requests

The general procedure for submitting a report request applies to all available reports, the only difference being the specific parameters you must specify for a given report. Use the following procedure to prepare and submit a report request.

To submit a report request:

  1. From the Acquisitions menu, select Run Reports – Run Reports.
    • The Reports Menu screen displays.

Run Reports Menu

Run Reports Menu

  1. Click the name of the report you wish to run.
    • The Data Entry screen for the selected report displays in an additional browser window.
  2. Enter or select the desired report parameters using the text boxes and drop-down menus provided.
  3. Click the Submit button on the Data Entry screen.
    • The Data Entry screen refreshes to display the Scheduling Options screen for the report.

Scheduling Options Screen

Scheduling Options Screen

NOTE: Scheduling options let you specify the date and time at which the report will be run (allowing reports to be run during “off” hours). You can also use scheduling options to create recurring reports.

  1. Specify the desired scheduling options for the report:
    • Select the frequency for which you wish the report to be generated from the Report Frequency menu; either Once, Daily, Weekly or Monthly.
  2. Enter the date on which you wish the report to run in the Start Date text box. Enter the Start Date using the format “MM/DD/YYYY”, i.e., “03/10/2005.”

    NOTE: Be sure to include the slashes “/” when entering the Start Date. Do not include alphabetic characters when entering the Start Date.

    • You may also click the Date Entry Calendar icon Date Entry Calendar icon next to the Start Date text box to select a Start Date using the Date Entry Calendar (see the System Basics User Guide for details).
  3. Select the time at which you wish the report to run from the Start Time “h” (hour) and “m” (minute) menus.

    NOTE: Start Time hours are specified using a “24-hour” clock. For example, to start the report at 2:15PM on the selected Start Date, choose “14h-15m” from the Start Time menus.

  4. Use the Email Notification when Complete checkbox to indicate whether or not you wish to receive email notification when the report has completed.

    NOTE: The default state for the Email Notification when Complete checkbox (selected or unselected) is established through the Circulation Options function in the Circulation Administration module (see the Circulation Administration User Guide for more information).

    • A checkmark checkmark indicates you do wish to receive email notification when the report has completed.
    • An empty checkbox checkbox indicates you do not wish to receive email notification when the report has completed.
    • Clicking the checkbox repeatedly will toggle it on and off.
  5. Use the Email Report when Complete checkbox to indicate whether or not you wish to receive a copy of the completed report via email.

    NOTE: The default state for the Email Report when Complete checkbox (selected or unselected) is established through the Circulation Options function in the Circulation Administration module (see the Circulation Administration User Guide for more information).

    • A checkmark checkmark indicates you do wish to receive a copy of the completed report via email.
    • An empty checkbox checkbox indicates you do not wish to receive a copy of the completed report via email.
    • Clicking the checkbox repeatedly will toggle it on and off.
  6. If either the Email Notification when Complete or the Email Report when Complete checkbox has been selected, enter the email address(es) to which notifications should be sent in the Email Address(es) text box.
    • When entering multiple email addresses, separate the addresses with a comma. Do not include spaces.
  7. Click the Submit button on the Scheduling Options screen to submit the report request.

NOTE: Depending on the size of your library's database and the specific report requested, it may take from several minutes to several hours or more for the report to complete. Be sure to allow sufficient time for the report to complete before viewing or downloading the report.