About SimplyReports

With Polaris SimplyReports, you can produce thousands of different kinds of reports using a simple Web-based interface. Using SimplyReports does not require in-depth knowledge of the Polaris database or expertise in Structured Query Language (SQL).

You define the report criteria (parameters) by selecting the data columns for the report output and applying filters to limit the data.

Once you define the report parameters, you can download the report in a specified file format, or you can save the report parameters and schedule the report to run at a later time. Your chosen application for the report output (such as Word or Excel) determines the report layout; see Report Output Formats. You can run list, count, or summary reports immediately, but you should save the parameters for statistical reports and run these reports when they will not affect daily processes.

When you save report parameters, the file appears as a “saved report” on the My Reports tab. You can edit the columns and filters for saved list and count reports.

If your library has purchased Polaris Export Express, you can save the report output for item, bibliographic, and authority list reports in a variety of exportable file formats. As with other reports, you can save the export report parameters, and schedule the report to run at a later time. For more information, see Using Export Express.

The SimplyReports administrator sets up SimplyReports security, specifies the application defaults, maintains the master schedule, and specifies when reports can be scheduled to run. The administrator can also select the data columns available for reports and edit the names of the columns. See Managing the Application.