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CIRCULATION REPORTS

Chapter 7. VIEWING REPORTS

 

 

Viewing and Downloading Reports

NOTE: The specific reports available to you through the Reports Directory are determined by the permissions granted to you in your User Record (see the User Administration User Guide for details).

To view reports:

  1. From the Circ Reports menu, select View Reports.
    • The Reports Directory screen displays.

Reports Directory Screen

Reports Directory Screen

  1. The Reports Directory screen initially lists all currently available reports (reports you or other staff members have generated) created from your Home Location. The Reports Directory screen also provides access to reports generated automatically by the system.

    Your Home Location is established through your user record (see the User Administration User Guide for details).

    • Click the View Reports under All Locations link to view a list of reports generated by all Home Locations.
      • The screen refreshes to display generated by all Home Locations.
    • Click the View Reports under Home Location link to return the list to only those reports created from your Home Location.
      • The screen refreshes to display only those reports created from your Home Location.
  2. The Reports Directory screen provides the following information for each report:
    • Name – the name of the report (as shown on the Reports Menu screen)
    • File Name – the name of the report file

      NOTE: In cases where the File Name is truncated, the full name of the file is displayed as “mouseover” text when the cursor is positioned over the File Name.

    • Frequency – the frequency at which the report will be generated (as specified during report setup)
    • Run Date – the date and time at which the report request was submitted

      NOTE: Report run time is based on the Pacific Time Zone.

    • Status – current status of the report:
      • Scheduled to run – the report request has been received by the system, and the report is scheduled to run at the specified date/time
      • Waiting to run – in the event multiple report requests are scheduled to run at the same time, indicates that the associated report is the next report to be run
      • Running – the report is currently running and is not yet available for viewing/download
      • Completed – the report has completed running and is available for viewing/download
      • Completed with errors – the report has completed running, but errors were generated/detected; reports that have Completed with errors are not available for viewing/download
    • Specifications – a recap of the parameters specified during report setup
    • Home Location – the Home Location of the user who submitted the report request (for reports generated automatically by the system, the Home Location column is blank).
    • Comments – in the event errors are generated/detected, this field may contain additional messages or troubleshooting information for use by Auto-Graphics Technical Services
  3. If desired, you can reconfigure, sort and filter table content (see the System Basics User Guide for details).
  4. Click the File Name of the report you wish to view or download.
    • Use the standard procedures for your web browser to open or download the report.