Using Polaris Standard Reports

Polaris provides many standard and customizable reports to help you track all aspects of library activities. The default output format for a report is a PDF file, or you can choose HTML 4.0, MHTML, Excel, or Comma Separated Values (CSV). (Depending on the data in the report, the additional formats such as Excel and HTML may not produce the results you expect.) You can print or email a report from Adobe Reader.

To access the Polaris standard reports, select Utilities > Reports and Notices from the Polaris Shortcut Bar and select a subsystem folder. A report may be located in a subsystem’s main folder or subfolder. Additionally, Notices may be located within a subsystem’s main folder, containing applicable subfolders. For example, all acquisitions reports are located in the Acquisitions folder, but cataloging reports are located in one of the following subfolders within the Cataloging folder: Authority, Bibliographic, Community, or Item.

In Polaris Administration, the settings in the Staff Client Report Server profile specify your report server, the organizations that you can select, and the number of entries in the report parameter lists. If your organization’s setting is Unrestricted, you can run reports for all organizations in your library system. If your organization’s setting is Restrict Organization to Library Only, you can run reports for your branch (the branch where you are logged in) and all other branches associated with your parent library. If your organization’s setting is Restrict organization to Branch Only, you can run reports only for your branch (the branch where you are logged in).

Tip:
To generate, print, or customize reports, you must have the following permission in Polaris Administration: Access Reports and Notices.

Note:
INN-Reach is Innovative's user-initiated direct consortial borrowing system. If your library participates in an INN-Reach consortium, you can run INN-Reach reports. See INN-Reach Reports.