STATISTICS
Chapter 2. REPORTS
Holds Statistics
Purpose: Provides the total number of holds placed and filled by patron category for a specified time period. The report is intended to provide insight into the library’s performance and efficiency regarding the fulfillment of user demands.
Report Parameters:
Circulation – Holds Statistics 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 – Holds Statistics report:
Report data is displayed as a “bar” graph, and includes a textual summary of statistics.
Circulation – Holds Statistics Graph
- The graph shows a separate “bar” for the total number of holds Placed and the total number of holds Filled during the specified date range. A legend for the “bar” graph is shown below the graph.
Circulation – Holds Statistics Summary
- The report summary provides the following information for each entry in the
listing for the specified date range:
- The sequence number (#) for the Patron Category
- The Patron Category for which statistics are presented
- The number of holds Placed by users assigned to the associated Patron Category
- The number of holds Filled for users assigned to the associated Patron Category
- The Fill Rate (holds Filled divided by holds Placed) for users assigned to the associated Patron Category
- Grand Totals are shown at the end of the summary