STATISTICS
Chapter 2. REPORTS
By Material Type
Purpose: Provides the total count of items circulated at the library based on material type for a specified time period. The report is intended to provide insight into the volume of items the library circulates by material type.
Report Parameters:
Circulation – By Material Type Screen
- Library (drop-down menu) – determines the library for which the
report will be generated; select All Libraries to generate the report
for all libraries in your system, or, select one or more
individual libraries, as desired.
- A checkmark
indicates the associated library is selected. An checkbox
indicates the associated library is not selected. Clicking a checkbox
repeatedly will toggle it on and off.
- A checkmark
- Branch (drop-down menu) – determines the branch for which the
report will be generated; select All Branches to generate the report
for all branches for the current Library selections, or, select
one or more individual branches, as desired.
NOTE: The Branch menu lists all branches defined for the current Library selection(s).
- A checkmark
indicates the associated branch is selected. An checkbox
indicates the associated branch is not selected. Clicking a checkbox
repeatedly will toggle it on and off.
- A checkmark
- Date Range (text box) – determines the time period for which the
report will be generated:
- To generate the report for a predefined time period: Select Today, Yesterday, This Week, Last Week, This Month, Last Month, This Year or Last Year. The Date Range text box refreshes to display the “starting date” and “ending date” for the selected time period.
- To generate the report for a custom time period: Enter the “starting
date” and “ending date” for the desired period in the Date Range text
box.
NOTE: When entering a custom time period, be sure the specified “starting date” is not more than two years prior to the specified “ending date.”
NOTE: Enter the “starting date” and “ending date” using the format “MM/DD/YYYY”, i.e., “03/10/2023.” Be sure to include the slashes “/” when entering the “starting date” and “ending date.” Do not include alphabetic characters when entering the “starting date” and “ending date.” You may also click the Date Entry Calendar icon
in the Date Range text box to select a “starting date” and “ending
date” using the Date Entry Calendar (see the
System Basics User Guide for
details). NOTE: If a date is entered using an improper format, the message “Invalid date format. Must be MM/DD/YYYY.” displays beneath the Date Range text box. Click the X icon to clear the Date Range text box, and re-enter the date using the format “MM/DD/YYYY.”
NOTE: If the specified “starting date” is later than the specified “ending date”, the message “Start date must be before end date.” displays beneath the Date Range text box. Click the X icon to clear the Date Range text box, and enter a valid “starting date.”
NOTE: If the specified date range is greater than two years, the message “Date Range must be no more than 2 years.” displays beneath the Date Range text box. Click the X icon to clear the Date Range text box, and enter a valid date range.
To view the Circulation — By Material Type report:
Report data is displayed as a “pie” graph, and includes a textual summary of statistics.
- The “pie” graph shows a separate “wedge” for each collection type for which at least one circulation transaction for an item associated with the collection occurred during the specified date range. Each “wedge” shows the collection name, the total number of circulation transactions, and the percentage of total circulation transactions for which items associated with the collection were circulated during the specified date range. The Total Circulation transactions for all collections during the specified date range is shown in the upper right corner of the graph.
Circulation – By Material Type Graph
- The report summary provides the following information for each entry in the listing for the specified date range:
Circulation – By Material Type Summary
- The sequence number (#) for the Material Type
- The Material Type for which statistics are presented
- The Total Circulation (equal to Check-outs plus Renewals) transactions for items of the associated Material Type
- The total number of Check-outs for items of the associated Material Type
- The total number of Renewals for items of the associated Material Type
- The total number of Check-ins for items of the associated Material Type
- The total number of In-House transactions for items of the associated Material Type
- Grand Totals for each transaction type are shown at the bottom of the summary