STATISTICS
Chapter 2. REPORTS
Transaction by Owning Library
Purpose: Provides the total number of the selected library's items that are checked out displayed by the transaction locations. The intent of this report is to provide insight into the locations that the library services.
Report Parameters:
Circulation - Transaction by Owning Library 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 empty 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 empty 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 – Transaction by Owning Library 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 library for which at least one circulation transaction occurred during the specified date range. Each “wedge” shows the percentage of total circulation transactions which occurred during the specified date range. A legend for the “pie” graph is shown to the right of the graph.
Circulation - Transaction by Owning Library Graph
- The report summary provides the following information for each entry in the listing for the specified date range:
Circulation - Transaction by Owning Library Summary
- The sequence number (#) for the transaction location
- The Transaction Location (library) for which statistics are presented
- The number of Checkouts that occurred at the associated Transaction Location
- The % of Total circulation transactions which occurred during the specified date range for the associated Transaction Location
- Grand Totals are shown at the end of the summary