STATISTICS

Chapter 2. REPORTS

   

 

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User Status Report

Purpose: Provides the total number of valid (unexpired) and expired users according to user type.

Report Parameters:

• 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 checkbox indicates the associated branch is not selected. Clicking a checkbox repeatedly will toggle it on and off.

To view the Users — User Status 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 patron category to which at least one percent of the total number of patrons for the Library and Location selected during report setup are assigned, and indicates the percentage of patrons assigned to each category. Patron categories to which less than one percent of the total number of patrons are assigned 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:
  • The Patron Category to which statistics apply
  • The number of users with a Valid (unexpired) user account assigned to the associated Patron Category
  • The number of users with an Expired user account assigned to the associated Patron Category
  • The Total Users assigned to the associated Patron Category
  • Grand Totals are shown at the end of the summary.

 

 

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