STATISTICS
Chapter 7. CUSTOMER SUPERUSER
Requesting a Graphical Statistics Report
To request a Statistics Report:
-
Select
Graphical Statistics Report from the Statistics menu (see
The Statistics Menu for details).
- The Graphical Statistics Report entry screen displays.
Graphical Statistics Setup Screen
- Use the Report For options to specify the library (or libraries)
for which you wish to generate the statistics report:
- Select the All Libraries radio button to generate the statistics report for all libraries in your consortium or collective.
- Select the Lib Code radio button to generate the statistics report for a single, selected library. Select the desired library from the associated drop-down menu.
- Select the With radio button to generate the statistics report for all libraries within your consortium or collective whose names contain a specified term. Enter the desired term in the associated text box.
- Select the desired type of report from the Type of Report drop-down
menu.
- Depending on the Type of Report selected, the report entry screen may refresh to display only those options appropriate to the selected Type of Report.
- 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).
- You may also click the Date Entry Calendar
icon
- Enter the Start Date and End Date using the format “MM/DD/YYYY”,
i.e., “03/10/2006.”
- Select the content you wish included in the report using the Content
Includes options.
- The Content Includes options are available for the Library Summary and Date Report reports only.
- If Library Summary is selected from the Type of Report menu, you may select multiple Content Includes checkboxes.
- If Date Report is selected from the Type of Report menu, you may select a single Content Includes radio button only.
- Select the desired output format for the report using the Report Format
radio buttons.
- To view the report:
- To view the report on-screen in HTML format, select the View Report - HTML radio button.
- To download the report for viewing in Adobe Acrobat, select the View Report - PDF radio button.
- To download the report for viewing in Microsoft Excel, select the View Report - Excel radio button.
- To email the report:
NOTE: When an Email Report option is selected, the report entry screen refreshes to display the To and Subject text boxes.
- To email the report in Adobe Acrobat format, select the Email Report - PDF radio button.
- To email the report in Microsoft Excel format, select the Email Report - Excel radio button.
- Enter the recipient’s email address in the To text box. If you wish to send the records to more than one person, separate multiple email addresses with semicolons. Do not include spaces between email addresses.
- Enter the desired subject line for the email in the Subject text box.
- To view the report:
- When all desired report parameters have been entered, click the Submit
button to submit your report request.
NOTE: If you have omitted a mandatory field, or have made an invalid selection, an error message displays. Modify the report parameters as necessary, then click the Submit button to resubmit your request.
- If you selected the View Report - HTML radio button, the report displays in an additional browser window (see Viewing Graphical Statistics Reports for details).
- If you selected the View Report - PDF or View Report - Excel radio button, a File Download dialog displays (see Downloading Graphical Statistics Reports for details).
- If you selected the Email Report - PDF or Email Report - Excel radio button, the message “The report result has been emailed to the following recipient(s) : (email address)” displays at the top of the report entry screen.