Activity and Request Reports

NOTE: ILL Statistics are available only for systems using VERSO’s optional Circ-ILL functionality.

Activity and Request Reports provide detailed statistics related to the ILL activities for your library. You can specify the start and end dates for the report period. You may choose to generate reports for your library's borrowing activities, lending activities and/or net ILL activity (borrowing activity versus lending activity). Statistics are provided for both borrow and copy requests. You can also generate records of requests submitted as a borrower and/or responses provided to requests received as a lender for your library.

Depending on the specific report, you can view the report on-screen, view and download the report in PDF format, or download the report in Microsoft Excel format.

NOTE: Customer SuperUsers may download records or generate reports for a single selected library, for a group of libraries, or for all libraries in the consortium. See Chapter 7, CUSTOMER SUPERUSER for details.

To generate Activity and Request Reports:

From the Statistics menu (see The Statistics Menu for details), select ILL Statistics – Activity and Request Reports.
- The Activity and Request Reports screen displays.

Enter the starting date for the report period in the Start Date text box; enter the ending date for the report period in the End Date text box.
- Enter the Start Date and End Date using the format “MM/DD/YYYY”, i.e., “03/10/2006.”
  NOTE: Be sure to include the slashes “/” when entering the Start Date and End Date. Do not include alphabetic characters when entering the Start Date and End Date.
  - You may also click the Date Entry Calendar icon next to the Start Date or End Date text box to select a date using the Date Entry Calendar (see the System Basics User Guide for details).
Select the desired format for the report(s) from the Select Format menu:
- HTML – Reports are displayed on-screen in HTML format (see Viewing Reports “On Screen” for details).
- PDF – Reports are downloaded to a local workstation in PDF format (see Downloading Reports and Records for details).
- EXCEL – Reports are downloaded to a local workstation in Microsoft Excel format (see Downloading Reports and Records for details).
Indicate the reports you wish to generate by selecting the appropriate Select Report Type checkboxes, as follows:
- You may select to generate one or more reports simultaneously.
  - A checkmark indicates the associated report is selected.
  - An empty checkbox indicates the associated report is not selected.
  - Clicking a checkbox repeatedly will toggle it on and off.
- Borrowing Activity - Provides activity statistics for the selected sites as borrowers.
- Lending Activity - Provides activity statistics for the selected sites as lenders.
- Net Activity - Provides a summary comparison of borrowing versus lending activity for the selected sites.
- Request Records (Excel only) - Provides a list of records for all requests submitted by the selected sites as borrowers.
- Lender Response Records (Excel only) - Provides a list of records for all responses to requests received by the selected sites as lenders.
NOTE: The Display each site even if statistics are zero radio buttons are intended for use by Customer SuperUsers only, when submitting report requests for multiple libraries. Selecting either Yes or No will have no effect on report content when logged in as a PAC Staff member or Library SuperUser.
When all appropriate report criteria have been entered, click the Submit button to submit your report request.

< PREVIOUS

Chapter 5

Overview

CONTENTS

INDEX

NEXT >

Chapter 5

Viewing Reports “On Screen”