STATISTICS

Chapter 2. REPORTS

   

 

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Transactions by Home Library

Purpose: Provides the total number of items checked out to the selected library's patrons displayed by the transaction locations. The intent of this report is to provide insight into the locations of fulfillment for the library's patrons.

Report Parameters:

Circulation - Transaction by Home Library Screen

• Library (drop-down menu) – determines the library for which the report will be generated:

  For Customer SuperUsers (when logged into the customer-level account for your VERSO system):

  • Select the Select All checkbox 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.
  • If desired, use the Filter Libraries function to filter the Library menu based on a term (filter) you enter. The Library menu refreshes as you type to display only those library names that contain your search term. Select the Select All Filtered checkbox to generate the report for all libraries in the filtered Library menu, 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.

    NOTE: If there are no matches to your term (filter), the message “No Matches Found” displays.

• 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.
• 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 Home 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 Home Library Graph

• The report summary provides the following information for each entry in the listing for the specified date range:

Circulation - Transaction by Home 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

 

 

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