Generate a Report

To generate a report:

Tip:
Each time a report is run in Polaris, the report output is saved to the My Reports folder of the user logged into the staff client. It may be necessary after time to delete older files from this folder.

1. Select Utilities > Reports and Notices. The Polaris Reports window appears.

Tip:
If running the same report each day, only the first run of the report is saved. However, when running workslips in Acquisitions, each one is saved as a different file.

2. Select the subsystem folder for the type of report you want to generate. The reports related to the subsystem appear.

Note:
Some reports are grouped together under folders within the subsystem folders. Open the folder to select the report.

3. Double-click the report you want to generate. The Report Wizard dialog box appears.

Note:
Depending on the report type, you may need to select the organization or organizations, date ranges, or other parameters in the Report Wizard.The branches and libraries that appear in the Organizations box depend on the settings in the Staff Client Report Server profile in Polaris Administration. See Specifying Report Servers.

Tip:
If you are entering start and end dates, and you want to include data from today, make sure the End date you enter is tomorrow’s date. If you enter today’s date as the end date, the report may not include data from today.

4. Select the organization or organizations (or select All for all organizations) and other parameters, such as the start date and end date for the report.
5. If the Report Wizard has a Sort tab, click the tab, and select the sort option you want for the report.
6. Press Enter or click Submit.

Note:
To cancel the report, press Esc or click Cancel.

The Report pdf appears in Adobe Reader unless you have chosen a different format. See Report Output Types.

7. Save, print, or e-mail the report. See E-mail, save, or print a report using the toolbar.

Tip:
The information for the report you just generated stays in the cache for approximately 30 minutes. If you run the same report again within 30 minutes, the information may be from the previous report.

Printing Long Reports

When the Report Print Dialog box indicates a report will be very long, you can print specific pages or cancel the report. Select Specific Page(s) and select the range of pages to print. Then, click Continue to continue printing or Cancel to cancel the print. If you click Cancel, you can choose to generate the report in HTML format for faster results. See Report Output Types.

Report Output Types

To generate the report in a format other than PDF, use either of these methods:

• Click the down arrow next to the printer button on the Polaris Reports window, and choose another format.

Tip:
Generating the report in HTML format will give you faster results, especially when you expect a long report.

• Select the report, right-click and select the format from the Output type sub-menu.

If you select HTML or MHTML, you view the report in a browser window. If you select Excel or Word, the appropriate application opens. If you select CSV, the report opens in CSV format.