CIRCULATION REPORTS

Chapter 3. ITEM REPORTS

 

 

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Cataloging Transactions Audit

Purpose:  Provides a listing of all Cataloging transactions of a selected type performed by all staff members during a specified time period.

Default Filename:

CATALOGTRANSAUDITREPORT_REPORT_(date)_(ID number).XLSX

Report Parameters:

• Select Audit Type (drop-down menu) – determines the transaction type for which the report will be generated; select Add New Bib, Edit Bib, Delete Bib, Add Item, Edit Item or Delete Item, as desired.
• Enter Start Create Date for Listing (text box) – determines the starting date of the period for which the report will be generated; enter the desired date using the format MM/DD/YYYY, i.e., "03/10/2001".

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

  • You may also click the Date Entry Calendar icon next to the date entry text box to select a Start Create Date for Listing using the Date Entry Calendar (see the System Basics User Guide for details).
• Enter Stop Create Date for Listing (text box) – determines the ending date of the period for which the report will be generated; enter the desired date using the format MM/DD/YYYY, i.e., "03/10/2001".

  NOTE: Be sure to include the slashes "/" when entering the Enter Stop Date. Do not include alphabetic characters when entering the Enter Stop Date.

  • You may also click the Date Entry Calendar icon next to the date entry text box to select a Stop Create Date for Listing using the Date Entry Calendar (see the System Basics User Guide for details).

To view the Cataloging Transactions Audit report:

See Viewing and Downloading Reports to download and/or open the report for viewing.

The name of the report and selected transaction type, the run date, and a summary of report parameters are shown at the top of the report. The Cataloging Transactions Audit report provides the following information:

NOTE: A typical Cataloging Transactions Audit report is shown below. Depending on the specific transaction type selected during report setup, some fields may not be shown.

• The StaffBarcode and StaffName of the staff member that performed the transaction
• The StaffHomeLocation of the staff member that performed the transaction
• The TransactionType
• The TransactionDate and time at which the associated report was submitted
• The ItemBarcode, MaterialType and Title of the item
• The Count of the number of transactions performed

 

 

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