STATISTICS

Chapter 2. REPORTS

   

 

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By User Type

Purpose: Provides the total count of items circulated at the library based on the User Type for a specified time period. The report is intended to provide insight into the volume of items the library circulates to its patrons.

Report Parameters:

• 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.
• 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.
• 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 User 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 user type for which at least one circulation transaction occurred during the specified date range. Each “wedge” shows the percentage of total circulation transactions for patrons of the associated user type during the specified date range. User types for which circulation transactions accounted for less than one percent of the total number of circulation transactions are combined under the heading Other. A legend for the “pie” graph is shown to the right of the graph.

• The report summary provides the following information for each entry in the listing for the specified date range:
  • The sequence number (#) for the User Type
  • The User Types for which statistics are presented
  • The # of Unique patrons of the associated User Types for which at least one circulation transaction occurred
  • The Total Circulation (equal to Check-outs plus Renewals) transactions for patrons of the associated user type
  • The total number of Check-outs for patrons of the associated user type
  • The total number of Renewals for patrons of the associated user type
  • The total number of Check-ins for patrons of the associated user type
  • The total number of In-House transactions for patrons of the associated user type
  • The Totals for each transaction type are shown at the bottom of the summary

 

 

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