Filters List

SimplyReports filters are used to limit the report output by specific criteria. Some filters are for the type of record in the report, while other filters are for records linked to the type of record in the report. For example, you can select item filters when creating item reports or invoice reports. In the case of invoice reports, the item filters limit the invoice data by the selected characteristics of the item records linked to that invoice. Many of these filters are available for multiple types of reports. For general information on applying filters, see Apply filters to limit report output.

The following types of filters are available to limit report output:

Patron Filters

Patron Account Filters

Holds Filters

Item Filters

Bibliographic Record Filters

Authority Record Filters

Purchase Order Filters

Invoice Filters

Serials Filters

Fund Filters

Note: For information on filters for patron statistical reports, see Patron Statistical Report Filters .

Patron Filters

These filters limit the data in the report output by characteristics of the patron record (displayed in the Polaris staff client Patron registration workform, Vendor Account workform, or Resource Group workform).

Patron General Filters
Filter Name Criteria Limiting Report Output

Patron record set

Patron records belonging to selected record set

Library quick pick

Automatically selects branches under the library. To exclude branches, press Ctrl+click.

Branch

Patrons registered at the selected branch.

Patron code

Patron records with the selected patron code. A branch must be selected.

Statistical class

Patron records with the selected statistical class. A branch must be selected.

Language

Patron records with the selected language.
Resource Group Resource group name (for integrated eContent) to which patron's branch belongs
Vendor Account Integrated eContent vendor account name

 

Patron Date Filters and Relative Date Filters
Filter Name Criteria Limiting Report Output
Note: Date filters limit the report output by a specified from and to date range.
Relative date filters limit the report output by a time period relative to the report run date

Registration date

Date filter:

Registration date between two dates

Not present - patron records without a registration date.

Relative date filters:

Registration date between a specified number of days, months, or years ago and the report run date

Registration date more than a specified number of days, months, or years before the report run date

Update date

Date filter:

Update date between two dates

Not present - patron records without an update date.

Relative date filters:

Update date between a specified number of days, months, or years ago and the report run date

Update date more than a specified number of days, months, or years before the report run date

Last activity date

Date filter:

Last activity date between two dates

Not present - patron records without a last activity date.

Relative date filters:

Last activity date between a specified number of days, months, or years ago and the report run date

Last activity date more than a specified number of days, months, or years before the report run date

Expiration date

Date filter:

Expiration date between two dates

Not present - patron records without an expiration date

Relative date filters:

Expiration date between a specified number of days, months, or years ago and the report run date

Expiration date more than a specified number of days, months, or years before the report run date

Birth date

Date filter:

Birth date between two dates

Not present - patron records without a birth date.

 

Patron Miscellaneous Filters
Filter Name Criteria Limiting Report Output

Charges

Patron records with outstanding charge amounts greater than or equal to, or less than or equal to, the amount entered

Credits

Patron records with credit amounts greater than or equal to, or less than or equal to, the amount entered

Claims

Patron records with a claim count greater than or equal to, or less than or equal to, the amount entered

Lost items

Patron records with a lost item count greater than or equal to, or less than or equal to the amount entered.

YTD circ

Patron records with a circulation count for the present year (up to the present date) greater than or equal to, or less than or equal to, the amount entered

Lifetime circ

Patron records with a lifetime circulation count total greater than or equal to, or less than or equal to the amount entered

Gender

Patron records for male patrons/Patron records for female patrons

Notification option

Patron records with the selected notification option

Postal code range

Patron records with addresses within the postal code range

Email address - Present, Not present, Incorrectly formatted

Present - email address in record; Not present - no email address; Incorrectly formatted - Email address not formatted correctly

Alternate email address - Present, Not present, Incorrectly formatted

Present - alternate Email address in record; Not present - no alternate email address; Incorrectly formatted - alternate email address not formatted correctly

Address (of the type specified above)

Address type selected in Address type to use box - Present or Not present

Any address - Present, Not present

Present - address of any type present/ Not present - no address

Mobile phone - Present, Not present

Present - mobile phone number is in record/Not present - no mobile phone number

Mobile phone carrier - Present, Not present

Present - mobile phone carrier is in record/Not present - no mobile phone number

Telephone 1 - Present, Not present

Present - primary telephone number is in record/Not present - no primary telephone number
Patron record is secured Present - patron record is secured (Patron Status workform, Tools menu)/Not present - patron record is not secured

 

Patron Block and Note Filters
Filter Name Criteria Limiting Report Output

Non-blocking notes

Patron records with non-blocking notes that match the text entered

Blocking notes

Patron records with blocking notes that match the text entered

Free text block

Patron records with free text blocks that match the text entered

Library assigned block

Patron records with library assigned blocks that match the selected block

System block

Patron records with system blocks that match the selected block

Patron free text message

Patron records with free text messages that match the text entered

Patron message

Patron message matches the selected message

 

Patron User Defined Fields Filters
Filter Name Criteria Limiting Report Output

(User 1) ____ Not present

User 1 field matches text entered, or user 1 not present in record

(User 2) ____ Not present

User 2 field matches text entered, or user 2 not present in record

(User 3) ____ Not present

User 3 field matches text entered, or user 3 not present in record

(User 4) ____ Not present

User 4 field matches text entered, or user 4 not present in record

(User 5) ____ Not present

User 5 field matches text entered, or user 5 not present in record

 

Patron ID Filters
Filter Name Criteria Limiting Report Output

Extract records between patron ID __ to ___

Patron ID within the specified range

 

Patron Account Filters

These filters limit the report output by characteristics of the patron account record (displayed in the Polaris staff client Patron Status workform).

Patron Account General Filters
Filter Name Criteria Limiting Report Output

Reason (or fee reason)

Patron accounts that include a fee with the selected fee reason

Method

Patron accounts where payments were made using this method

Library quick pick

Selects the branches associated with the library

Branch

Patron account transactions by the selected branch(es)

Transaction creator

Patron account transactions entered by the selected staff member(s)

Transaction workstation

Patron account transactions entered at the selected workstation

 

Patron Account Miscellaneous Filters
Filter Name Criteria Limiting Report Output

Transaction amount

Patron accounts with transactions greater than or equal to, or less than or equal to, the dollar amount entered

Charges

Patron accounts with charges greater than or equal to, or less than or equal to, the dollar amount entered

Credits

Patron accounts with credits greater than or equal to, or less than or equal to, the dollar amount entered

 

Patron Account Transaction Date and Relative Filters
Filter Name Criteria Limiting Report Output

Transaction date

Date filter:

Transaction date between two dates

Relative date filters:

Transaction date between a specified number of days, months, or years ago and the report run date

Transaction date more than a specified number of days, months, or years before the report run date

 

Holds Filters

These filters limit the report output by characteristics of the hold request record (displayed in the Polaris staff client Hold Request workform).

Holds General Filters
Filter Name Criteria Limiting Report Output

Library quick pick

Automatically selects all branches under selected library

Branch

Hold request pickup branch is selected branch

Hold status

Hold requests with selected status

Is delayed

Hold requests that are in a status of delayed because the only item that can fill the hold is not X days past first available date.

Origin of request

Hold requests placed from PAC, staff client, NCIP, or none given

Borrower-by-mail requests

Hold requests specifically intended for borrow by mail.

Not Borrower-by-mail requests

Hold requests not including borrow by mail.

Item specific requests

Item-level hold requests

First available copy requests

Hold requests or first-available copy where Vol number is in item or item linked to serial issue with Designation data

Suspended requests

Hold requests that have been suspended

Unlocked requests

Hold request that are unlocked (typically for serial issues without linked items)

 

Holds Date Filters and Relative Date Filters
Filter Name Criteria Limiting Report Output
Note: Date filters limit the report output by a specified from and to date range.
Relative date filters limit the report output by a time period relative to the report run date.

Activation date

Date filter:

Activation date between two dates

Relative date filters:

Activation date between a specified number of days, months, or years ago and the report run date

Activation date more than a specified number of days, months, or years before the report run date

Creation date

Date filter:

Creation date between two dates

Relative date filters:

Creation date between a specified number of days, months, or years ago and the report run date

Creation date more than a specified number of days, months, or years before the report run date

Notification date

Date filter:

Notification date between two dates

Relative date filters:

Notification date between a specified number of days, months, or years ago and the report run date

Notification date more than a specified number of days, months, or years before the report run date

Hold till date

Date filter:

Hold til date between two dates

Relative date filters:

Hold til date between a specified number of days, months, or years ago and the report run date

Hold til date more than a specified number of days, months, or years before the report run date

Last status transition date

Date filter:

Last status transition date between two dates

Relative date filters:

Last status transition date between a specified number of days, months, or years ago and the report run date

Last status transition date more than a specified number of days, months, or years before the report run date

Expiration date

Date filter:

Expiration date between two dates

Relative date filters:

Expiration date between a specified number of days, months, or years ago and the report run date

Expiration date more than a specified number of days, months, or years before the report run date

 

Holds Filters for Holds Count Reports Only
Filter Name Criteria Limiting Report Output

Select top number ___ most requested titles

Top most requested titles equal to the number selected. For example, if you select 50, the report output is limited to the top 50 titles.

Number of requests

Titles with hold requests greater than, Less than, or equal to the number specified

Number of holdable items

Assigned branch

Titles with a number of holdable items greater than, less than, or equal to the number specified. Select a branch or branches to limit the number of holdable items by the assigned branch(es).

 

Holds Statistical Filters for Holds Statistical Reports
Filter Name Criteria Limiting Report Output

Pickup branch

Number of hold requests with the selected pickup branch

Library quick pick

Selects the branches associated with the library

Branch

Number of hold requests for patrons registered at the selected branch(es). Include the branch name, abbreviation, or branch ID. Combine branch totals to total the numbers.

Note: To limit the report output by patron code, you must first select a branch or branches. Only the patron codes used at the selected branches are available.

Destination branch

Number of hold requests with the selected destination branch

Patron code (available patron codes depend on the branch selected)

Number of hold requests by patrons with the selected patron codes. Include the patron code description or patron code ID. Combine patron code totals to total the numbers for all selected patron codes.

 

Item Filters

These filters limit the data in the report by characteristics of item records (displayed in the Polaris staff client Item Record workform)

 

Item General Filters
Filter Name Criteria Limiting Report Output

Item record set

Items belong to the selected record set

Library quick pick

Automatically selects branches under the selected library. To exclude branches, press Ctrl+click.

Branch

Assigned branch matches a selected branch

Collection

Assigned collection matches a selected collection; if Not present is selected, the report output is limited to items without a collection

Creator

Created by selected user

Modifier

Modified by selected user

Donor

Donated by selected donor

Fine code

Fine code matches a selected fine code

Home branch

Home branch matches a selected branch

History action

Selected action is included in item history

Loan period code

Loan period matches selected loan period code

Material type

Material type matches type selected

Owner

Owner matches selected owner

Record status

Item record’s status matches selected status

Shelf location

Shelf location matches selected location

Shelving scheme

Shelving scheme matches selected scheme

Stat code

Stat code matches selected stat code

Circ status

Circ status matches selected search status
Resource group Resource group name (for integrated eContent) to which item branch belongs

Vendor account

Ebook items offered by the selected vendor accounts (Item Statistical Report; Vendor account subcategory)

 

Item Date Filters and Relative Date Filters
Filter Name Criteria Limiting Report Output
Note: Date filters limit the report output by a specified from and to date range.
Relative date filters limit the report output by a time period relative to the report run date.

PO release date

Date filter:

Purchase order release date between two dates

Relative date filters:

Purchase order release date between a specified number of days, months, or years ago and the report run date

Purchase order release date more than a specified number of days, months, or years before the report run date

Creation date

Date filter:

Creation date between two dates

Relative date filters:

Creation date between a specified number of days, months, or years ago and the report run date

Creation date more than a specified number of days, months, or years before the report run date

Due date

Date filter:

Due date between two dates

Relative date filters:

Due date between a specified number of days, months, or years ago and the report run date

Due date more than a specified number of days, months, or years before the report run date

First available date

Date filter:

First available date between two dates

Relative date filters:

First available date between a specified number of days, months, or years ago and the report run date

First available date more than a specified number of days, months, or years before the report run date. If you also check Not present for this filter, the results include items with first available dates prior to the specified period AND items with no first available date.

Item record history transaction date

 

(Note: The transactions for the day on which the report is run are not included in the report output.)

Date filter:

History transaction date between two dates

Relative date filters:

History transaction date between a specified number of days, months, or years ago and the report run date

History transaction date more than a specified number of days, months, or years before the report run date

Imported date

Date filter:

Linked bib imported between two dates

Relative date filters:

Linked bib imported between a specified number of days, months, or years ago and the report run date

Linked bib imported more than a specified number of days, months, or years before the report run date

In-transit received date

Date filter:

In-transit received date between two dates

Relative date filters:

In-transit received date between a specified number of days, months, or years ago and the report run date

In-transit received date more than a specified number of days, months, or years before the report run date

Not present - limits the report output to items without an in-transit received date.

In-transit sent date

Date filter:

In-transit sent date between two dates

Relative date filters:

In-transit sent date between a specified number of days, months, or years ago and the report run date

In-transit sent date more than a specified number of days, months, or years before the report run date

Last check in date

Date filter:

Last check in date between two dates

Relative date filters:

Last check in date between a specified number of days, months, or years ago and the report run date

Last check in date more than a specified number of days, months, or years before the report run date. If you also check Not present for this filter, the results include items with last check in dates prior to the specified period AND items with no last check in date.

Last check out or renewal date

Date filter:

Last check out or renewal date between two dates

Relative date filters:

Last check out or renewal date between a specified number of days, months, or years ago and the report run date

Last check out or renewal date more than a specified number of days, months, or years before the report run date. If you also check Not present for this filter, the results include items with last check out or renewal dates prior to the specified period AND items with no last check out or renewal dates.

Last activity date

Date filter:

Last activity date between two dates

Relative date filters:

Last activity date between a specified number of days, months, or years ago and the report run date

Last activity date more than a specified number of days, months, or years before the report run date. If you also check Not present for this filter, the results include items with last activity dates prior to the specified period AND items with no last activity date.

Last circ status change date

Date filter:

Last circulation status change date between two dates

Relative date filters:

Last circulation status change date between a specified number of days, months, or years ago and the report run date

Last circulation status change date more than a specified number of days, months, or years before the report run date

Last inventory date

Date filter:

Last inventory date between two dates

Relative date filters:

Last inventory date between a specified number of days, months, or years ago and the report run date

Last inventory date more than a specified number of days, months, or years before the report run date

Not present - limits the report output to items without an inventory date.

Last overdue notice date

Date filter:

Last overdue notice date between two dates

Relative date filters:

Last overdue notice date between a specified number of days, months, or years ago and the report run date

Last overdue notice date more than a specified number of days, months, or years before the report run date

Modification date

Date filter:

Modification date between two dates

Relative date filters:

Modification date between a specified number of days, months, or years ago and the report run date

Modification date more than a specified number of days, months, or years before the report run date

Record status date

Date filter:

Status update date between two dates

Relative date filters:

Status update date between a specified number of days, months, or years ago and the report run date

Status update date more than a specified number of days, months, or years before the report run date

 

Item Call Number Filters
Filter Name Criteria Limiting Report Output

Prefix

Items with call number prefixes within the specified range

Classification number

Items with classification numbers within the specified range

Not present limits the report output to items without a classification number.

Cutter

Items with cutter numbers within the specified range

Not present limits the report output to items without cutter numbers.

Suffix

Items with a call number suffix within the specified range

Not present limits the report output to items without a suffix.

Volume number

Items with a volume number within the specified range

Not present limits the report output to items without a volume number.

Copy number

Items with a copy number within the specified range

Not present limits the report output to items without a copy number.

 

Item Block, Note, and Funding Source Filters
Filter Name Criteria Limiting Report Output

Library assigned block

Item has a library assigned block matching the specified text

System block

Item has a system block matching the specified block text

Non-public note

Item has a non-public note matching the specified text

Public note

Item has a public note matching the specified text

Physical condition

Item’s physical condition matches the specified condition.

Funding source

Item’s funding source matches the specified text.

Item Circulation Filters
Filter Name Criteria Limiting Report Output

Lifetime Circulation

Lifetime circulation counts greater than or equal to, less than or equal to, or equal to the number entered

Lifetime inhouse use

Lifetime inhouse use counts greater than or equal to, less than or equal to, or equal to the number entered

Renewal limit

Renewal limit greater than or equal to, less than or equal to, or equal to the number entered

YTD circulation

Year-to-date (YTD) circulation counts greater than or equal to, less than or equal to, or equal to the number entered

YTD inhouse use

Year-to-date (YTD) inhouse use counts greater than or equal to, less than or equal to, or equal to the number entered

Days past first available

Day past first available greater than or equal to, less than or equal to, or equal to the number entered

 

Item Check Box Filters
Filter Name Criteria Limiting Report Output

Display in PAC checked

Items display in PAC

Display in PAC unchecked

Items do not display in PAC

Call number not present

Items without a call number

Call number present

Items with a call number

Holdable checked

Items are holdable

Holdable unchecked

Items are not holdable
Electronic item checked Item is an eContent item
Electronic item not checked Item is not an eContent item

Pickup at this branch not checked

Items that do not need to be picked up at a certain branch

Pickup at this branch checked

Items must be picked up at a certain branch

Patrons from this branch only not checked

Items can be picked up by any patron

Patrons from this branch only checked

Items must be picked up by patrons registered at a certain branch

Patrons from this library and branches not checked

Items may be picked up by any patron

Patrons from this library and branches checked

Items must be picked up from a branch associated with the parent library

Days past first available not checked

Holds on this item are not delayed

Days past first available checked

Holds on this item are filled only for patrons from this library or its branches until the specified number of days have passed

Preferred borrowers not checked

Items can be loaned to any borrower

Preferred borrowers checked

Items can be loaned only to preferred borrowers

Non-circulating not checked

Items circulate

Non-circulating checked

Items do not circulate

Exclude ILL items

Items are not interlibrary loan items; ILL check box is not checked

Show only ILL items

Items are interlibrary loan items; ILL check box is checked

Exclude items without barcodes

Items have a barcode

Show only items without barcodes

Items do not have a barcode

Price present

Items have a price

Price not present

Items do not have a price

Do not float unchecked

Items that can float via floating collections

Do not float checked

Items that do not float via floating collections

Funding source present

Items with a funding source

Funding source not present

Items without a funding source

 

Item Record ID Filters
Filter Name Criteria Limiting Report Output

Extract records from item record ID to item record ID

Items with record IDs within the specified range

 

Bibliographic Record Filters

These filters limit the report output by characteristics of the bibliographic record (displayed in the Bibliographic Record workform).

Bibliographic Record General Filters
Filter Name Criteria Limiting Report Output

Bib record set

Bibs belong to the selected record set

Owner

Bibs owned by a selected owner

Creator

Bibs created by a selected user

Modifier

Bibs modified by a selected user

Descriptive cataloging form

Bibs with selected descriptive cataloging form

Encoding level

Bib with selected encoding level

MARC language

Bibs with selected language

Bibliographic level

Bibs with selected level

MARC literary form

Bibs with selected literary form

MARC target audience

Bibs with selected target audience

Record status

Bibs with selected status

Primary type of material

Bibs with selected primary type of material (TOM)

Tag range (bibliographic heading)

Note:This filter is available for authority reports only, not bibliographic reports.

Bibs with heading within the specified tag range

 

Bibliographic record ID

Bibs with record IDs between the range entered

Host record in a Bound-With Group

Constituent record in a Bound-With Group
Resource Group Resource group name (for integrated eContent) to which bib's branch belongs
Vendor Account

Ebook items offered by the selected vendor accounts (Item Statistical Report; Vendor account subcategory)

 

Bib Date and Relative Date Filters
Filter Name Criteria Limiting Report Output
Note: Date filters limit the report output by a specified from and to date range.
Relative date filters limit the report output by a time period relative to the report run date.

MARC publication year

Bibs with publication years within the specified year range

Creation date

Date filter:

Creation date between two dates

Relative date filters:

Creation date between a specified number of days, months, or years ago and the report run date

Creation date more than a specified number of days, months, or years before the report run date

First available date

Date filter:

First available date between two dates

Relative date filters:

First available date between a specified number of days, months, or years ago and the report run date

First available date more than a specified number of days, months, or years before the report run date

Imported date

Date filter:

Imported date between two dates

Relative date filters:

Imported date between a specified number of days, months, or years ago and the report run date

Imported date more than a specified number of days, months, or years before the report run date

Modification date

Date filter:

Modification date between two dates

Relative date filters:

Modification date between a specified number of days, months, or years ago and the report run date

Modification date more than a specified number of days, months, or years before the report run date

Record status date

Date filter:

Bibs with a record status date between two dates

Relative date filters:

Record status date between a specified number of days, months, or years ago and the report run date

Record status date more than a specified number of days, months, or years before the report run date

 

Bib Miscellaneous Filters
Filter Name Criteria Limiting Report Output

Host record in a Bound-With group

Constituent record in a Bound-With Group

ILL checked

Bibs with interlibrary loan flag checked

ILL unchecked

Bibs with interlibrary loan flag unchecked

Display in PAC unchecked

Bibs do not display in PAC

Display in PAC checked

Bibs display in PAC

Record has at least one 856$u subfield

Bibs with at least one URLs

Record has no 856$u subfields

Bibs without URLs

 

Bib Aggregate Filters
Filter Name Criteria Limiting Report Output

Active holds count

Bibs with active holds greater than or equal to, less than or equal to, or equal to the number entered

Lifetime circ count

Bibs with lifetime circulation counts greater than or equal to, less than or equal to, or equal to the number entered

Lifetime in house use count

Bibs with lifetime in-house circulation counts greater than or equal to, less than or equal to, or equal to the number entered

Number of items

Bibs with a number of linked items greater than or equal to, less than or equal to, or equal to the number entered

Number of serial holdings records (SHR copies)

Bibs with a number of linked serial holdings records greater than or equal to, less than or equal to, or equal to the number entered

Number of received serial issues

Bibs with a number of received serial issues greater than or equal to, less than or equal to, or equal to the number entered

YTD circ count

Bibs with a year-to-date circulation count greater than or equal to, less than or equal to, or equal to the number entered

YTD in house use count

Bibs with a year-to-date in-house use count greater than or equal to, less than or equal to, or equal to the number entered

Authority Record Filters

Authority Record General Filters
Filter Name Criteria Limiting Report Output

Authority record set

Limits report output to authority records in the selected record set

Authority record ID range

Authority records with IDs within specified range

MARC record status

Authority records with a selected status

Cataloging source

Authority records from a selected cataloging source

Character coding scheme

Authority records with a selected character coding scheme

Encoding level

Authority records with a selected encoding level

Descriptive cataloging rules

Authority records with a selected cataloging rule

Direct or indirect geographic subdivision

Authority records with a selected geographic subdivision

Kind of record

Authority records of a selected kind

Level of establishment

Authority records with a selected level of establishment

Numbered or unnumbered series

Authority records with a selected type of numbering

Reference evaluation

Authority records with a selected reference evaluation

Romanization scheme

Authority records with a selected Romanization scheme

Subject heading system/thesaurus

Authority records with a selected subject heading/thesaurus

Tag range (authority heading)

Authority records with headings in the specified tag range

Type of government agency

Authority records with a selected government agency type

Type of subject subdivision

Authority record with a selected subject subdivision

Type of series

Authority records with a selected type of series

Undifferentiated personal name

Authority records with a selected personal name type

Heading use -- main or added entry

Authority records with a selected main or added entry heading use

Heading use -- subject or subject added entry

Authority records with a selected subject or subject added entry heading use

Heading use -- series or series added entry

Authority records with a selected series or series added entry heading use

Record status

Authority records with a selected status

 

Authority Record Date Filters
Filter Name Criteria Limiting Report Output
Note: Date filters limit the report output by a specified from and to date range.
Relative date filters limit the report output by a time period relative to the report run date.

Creation date

Date filter:

Creation date between two dates

Relative date filters:

Creation date between a specified number of days, months, or years ago and the report run date

Creation date more than a specified number of days, months, or years before the report run date

First use date

Date filter:

First use date between two dates

Relative date filters:

First use date between a specified number of days, months, or years ago and the report run date

First use date more than a specified number of days, months, or years before the report run date

Imported date

Date filter:

Imported date between two dates

Relative date filters:

Imported date between a specified number of days, months, or years ago and the report run date

Imported date more than a specified number of days, months, or years before the report run date

Modification date

Date filter:

Modification date between two dates

Relative date filters:

Modification date between a specified number of days, months, or years ago and the report run date

Modification date more than a specified number of days, months, or years before the report run date

Record status date

Date filter:

Record status date between two dates

Relative date filters:

Record status date between a specified number of days, months, or years ago and the report run date

Record status date more than a specified number of days, months, or years before the report run date

 

Authority Record Aggregate Filters
Filter Name Criteria Limiting Report Output

Number of linked authority records - Less than or equal to, Greater than or equal to, or equal to

Select an option from the drop-down list and type a number to limit the report output to authority records with a number of linked authority records less than or equal to, greater than or equal to, or equal to the number entered.

Number of linked bib records - Less than or equal to, Greater than or equal to, or equal to

Select an option from the drop-down list and type a number to limit the report output to authority records with a number of linked authority records less than or equal to, greater than or equal to, or equal to the number entered.

 

Purchase Order Filters

These filters limit report output by data in the purchase order header,
purchase order line items, and purchase order line item segments (displayed in the Polaris staff client Purchase Order and Purchase Order Line Item workforms).

Purchase Order Header Filters
Filter Name Criteria Limiting Report Output

Fiscal year

Fund reports are for a single fiscal year.

First select the Fiscal year status, then select a fiscal year from the list box.

Ordered at Library quick pick

Selects all branches associated with the library

Ordered at branch

Purchase orders sent by the selected branch or branches

Creator

Purchase orders created by the selected user or users

Modifier

Purchase orders modified by the selected user or users

Status

Purchase orders with the selected status or statuses

Type

Purchase orders with the selected type or types

Shipping method

Purchase orders with the selected shipping method

Supplier

Purchase orders with the selected supplier

Plan name

Purchase orders with the specified plan name

Number

Purchase orders with the specified number

Suffix

Purchase orders with the specified suffix
Original order number has been changed Include only purchase orders in report output where the original purchase order number has been changed

Note

Purchase orders with the specified notes

Prepaid

Include only pre-paid purchase orders in report output

Not prepaid

Exclude pre-paid purchase orders in the report output

 

Purchase Order Date Filters and Relative Date Filters
Filter Name Criteria Limiting Report Output
Note: Date filters limit the report output by a specified from and to date range.
Relative date filters limit the report output by a time period relative to the report run date.

Creation date

Date filter:

Creation date between two dates

Relative date filters:

Creation date between a specified number of days, months, or years ago and the report run date

Creation date more than a specified number of days, months, or years before the report run date

Confirmation date

Date filter:

Confirmation date between two dates

Relative date filters:

Confirmation date between a specified number of days, months, or years ago and the report run date

Confirmation date more than a specified number of days, months, or years before the report run date

Not present - limits the report output to purchase orders without a confirmation date.

Release date

Date filter:

Release date between two dates

Relative date filters:

Release date between a specified number of days, months, or years ago and the report run date

Release date more than a specified number of days, months, or years before the report run date

Not present - limits the report output to purchase orders without a release date.

Ship date

Date filter:

Ship date between two dates

Relative date filters:

Ship date between a specified number of days, months, or years ago and the report run date

Ship date more than a specified number of days, months, or years before the report run date

Not present - limits the report output to purchase orders without a ship date.

Status date

Date filter:

Status update date between two dates

Relative date filters:

Status update date between a specified number of days, months, or years ago and the report run date

Status update date more than a specified number of days, months, or years before the report run date

 

Purchase Order Aggregate Filters
Filter Name Criteria Limiting Report Output

Purchase order total - Less than or equal to, Greater than or equal to, or Equal to ____

Select an option from the drop-down list and type a number.

Purchase orders with totals less than or equal to, greater than or equal to, or equal to the specified dollar amount

Number of purchase order lines - Less than or equal to, Greater than or equal to, or Equal to ____

Select an option from the drop-down list and type a number.

Purchase orders with a number of purchase order line items less than or equal to, greater than or equal to, or equal to the specified number

Quantity claimed - Less than or equal to, Greater than or equal to, or Equal to ____

Select an option from the drop-down list and type a number.

Purchase orders with a quantity claimed less than or equal to, greater than or equal to, or equal to the specified number

Quantity cancelled - Less than or equal to, Greater than or equal to, or Equal to ____

Select an option from the drop-down list and type a number.

Purchase orders with a quantity cancelled less than or equal to, greater than or equal to, or equal to the specified number

Quantity ordered - Less than, Greater than, or Equal to quantity received

Select an option from the drop-down list.

Purchase orders with a quantity ordered less than, greater than or equal to the quantity ordered

Quantity received - Less than, Greater than, or Equal to quantity invoiced

Select an option from the drop-down list.

Purchase orders with a quantity received less than, greater than, or equal to the quantity invoiced

 

Purchase Order Line Item Filters
Filter Name Criteria Limiting Report Output

Segment collection

Purchase order line item segments with the selected collection

Segment organization

Purchase order line item segments with the selected destination branch

Segment fund

Purchase order line item segments with the selected fund

Material type

Purchase order line items with the selected material type

Segment payment status

Purchase orders line item segments with the selected payment status

Segment status

Purchase order line item segments with the selected status

Line item status

Purchase order line items with the selected status

Note

Purchase order line item notes matching the entered text

Public note

Purchase order line items with public notes matching the entered text

Non-public note

Purchase order line items with non-public notes matching the entered text

 

Purchase Order Line Item Date Filters and Relative Date Filters
Filter Name Criteria Limiting Report Output

Payment status date

Date filter:

Payment status date between two dates

Relative date filters:

Payment status date between a specified number of days, months, or years ago and the report run date

Payment status date more than a specified number of days, months, or years before the report run date

Rental return date

Date filter:

Rental return date between two dates

Relative date filters:

Rental return date between a specified number of days, months, or years ago and the report run date

Rental return date more than a specified number of days, months, or years before the report run date

Status date

Date filter:

Status date between two dates

Relative date filters:

Status date between a specified number of days, months, or years ago and the report run date

Status date more than a specified number of days, months, or years before the report run date

Invoice Filters

These filters limit the report output by data in the invoice header, invoice line items, and invoice line item segments (displayed in the Polaris staff client Invoice and Invoice Line Item workforms).

Invoice Header Filters
Filter Name Criteria Limiting Report Output

Fiscal year

Invoice reports are for a single fiscal year.

First select the Fiscal year status, then select a fiscal year from the list box.

Library quick pick

Selecting a library automatically selects its associated branches

Branch

Invoice records paid by the selected branch

Creator

Invoice records created by the selected user

Modifier

Invoice records modified by the selected user

Type

Invoice records of the selected type

Status

Invoice records with the selected status

Payment method

Invoice records with the selected payment method

Supplier

Invoice records linked to the selected supplier

If Not present is selected, the report output is limited to invoices without a linked supplier.

Number

Invoice records with the specified invoice number

Suffix

Invoice records with the specified invoice number suffix

Note

Invoice records with notes matching the entered text

 

Invoice Date Filters and Relative Date Filters
Filter Name Criteria Limiting Report Output
Note: Date filters limit the report output by a specified from and to date range.
Relative date filters limit the report output by a time period relative to the report run date.

Creation date

Date filter:

Creation between two dates

Relative date filters:

Creation date between a specified number of days, months, or years ago and the report run date

Creation date more than a specified number of days, months, or years before the report run date

Invoice date

Date filter:

Invoice date between two dates

Relative date filters:

Invoice date between a specified number of days, months, or years ago and the report run date

Invoice date more than a specified number of days, months, or years before the report run date

Payment status date

Date filter:

Payment status date between two dates

Relative date filters:

Payment status date between a specified number of days, months, or years ago and the report run date

Payment status date more than a specified number of days, months, or years before the report run date

Not present - limits the report output to invoices without a payment status date

Receipt date

Date filter:

Receipt date between two dates

Relative date filters:

Receipt date between a specified number of days, months, or years ago and the report run date

Receipt date more than a specified number of days, months, or years before the report run date

Not present - limits the report output to invoices without a receipt date.

Ship date

Date filter:

Shipped date between two dates

Relative date filters:

Shipped date between a specified number of days, months, or years ago and the report run date

Shipped date more than a specified number of days, months, or years before the report run date

Status date

Date filter:

Status update date between two dates

Relative date filters:

Status update date between a specified number of days, months, or years ago and the report run date

Status update date more than a specified number of days, months, or years before the report run date

Voucher check date

Date filter:

Voucher check date between two dates

Relative date filters:

Voucher check date between a specified number of days, months, or years ago and the report run date

Voucher check date more than a specified number of days, months, or years before the report run date

Not present - limits the report output to invoices without a voucher check date

Voucher date

Date filter:

Voucher date between two dates

Relative date filters:

Voucher date between a specified number of days, months, or years ago and the report run date

Voucher date more than a specified number of days, months, or years before the report run date

Not present - limits the report output to invoices without a voucher date

 

Invoice Aggregate Filters
Filter Name Criteria Limiting Report Output

Cataloging services charge - Less than or equal to, Greater than or equal to, or Equal to ______

Select an option from the drop-down list and type a number.

Invoices with total charges for cataloging services less than or equal to, greater than or equal to, or equal to the specified dollar amount

Invoice total - Less than or equal to, Greater than or equal to, or Equal to ______

 

Select an option from the drop-down list and type a number.

Invoices with totals less than or equal to, greater than or equal to, or equal to the specified dollar amount

Number of invoice lines - Less than or equal to, Greater than or equal to, or Equal to ______

 

Select an option from the drop-down list and type a number.

Invoices with a number of invoice lines less than or equal to, greater than or equal to, or equal to the specified number

Other charges - Less than or equal to, Greater than or equal to, or Equal to ______

 

Select an option from the drop-down list and type a number.

Invoices with total charges for other services less than or equal to, greater than or equal to, or equal to the specified dollar amount

Shipping charges - Less than or equal to, Greater than or equal to, or Equal to ______

 

Select an option from the drop-down list and type a number.

Invoices with total charges for shipping less than or equal to, greater than or equal to, or equal to the specified dollar amount

Special handling charges -Less than or equal to, Greater than or equal to, or Equal to ______

 

Select an option from the drop-down list and type a number.

Invoices with total charges for special handling less than or equal to, greater than or equal to, or equal to the specified dollar amount

Quantity received - Less than, Greater than, or Equal to - the quantity paid

Select an option from the drop-down list.

Invoices with a quantity received that is less than, greater than or equal to the quantity paid

 

Invoice Line Item Filters
Filter Name Criteria Limiting Report Output

Segment collection

Invoices with line items for the selected collection(s)

Segment destination

Invoices with line items for the selected destination branch(es)

Segment fund

Invoices with line items with the selected fund(s)

Line item payment status

Invoices with line items with the selected payment status(es)

Segment payment status

Invoices with line item segments with the selected payment status(es)

Material type

Invoices with line items for the selected material type(s)

 

Serials Filters

These filters limit the report output by data in the serial holdings record (displayed in the Serial Holdings Record workform).

Serial Holdings Record General Filters
Filter Name Criteria Limiting Report Output

Completeness code

Serial holdings records with the selected completeness code(s)

Creator

Serial holdings records with the selected creator(s).

Collection

Serial holdings records with the selected collection(s)

Library quick pick

Selecting the library automatically selects its associated branches.

Branch (destination)

Serial holdings records with the selected branch(es) destination(s)

Material type

Serial holdings records with the selected material type(s)

Modifier

Serial holdings records with the selected modifier(s)

Order type

Serial holdings records with the selected order type(s)

Shelving scheme

Serial holdings records with the selected shelving scheme(s)

Status

Serial holdings records with the selected status(es)

 

Serial Holdings Record Note Filters
Filter Name Criteria Limiting Report Output

Non-public note

Type the note text to limit the report output to serial holdings records with this text in the Non-public note field.

Shared public note

Type the note text to limit the report output to serial holdings records with this text in the Shared public note field.

Non-public/warning note

Type the note text to limit the report output to serial holdings records with this text in the Non-public warning note.

 

Holdings Record Date Filters and Relative Date Filters
Filter Name Criteria Limiting Report Output
Note: Date filters limit the report output by a specified from and to date range.
Relative date filters limit the report output by a time period relative to the report run date.

Creation date

Date filter:

Creation date between two dates

Relative date filters:

Creation date between a specified number of days, months, or years ago and the report run date

Creation date between a specified number of days, months, or years before the report run date

Intent to cancel date

Date filter:

Intent to cancel date between two dates

Relative date filters:

Intent to cancel date between a specified number of days, months, or years ago and the report run date

Intent to cancel date more than a specified number of days, months, or years before the report run date

Modification date

Date filter:

Modification date between two dates

Relative date filters:

Modification date between a specified number of days, months, or years ago and the report run date

Modification date more than a specified number of days, months, or years before the report run date

Start date

Date filter:

Start date between two dates

Relative date filters:

Start date between a specified number of days, months, or years ago and the report run date

Start date more than a specified number of days, months, or years before the report run date

 

Issue/Part General Filters
Filter Name Criteria Limiting Report Output
Note: These filters limit the report output by data in the issue or part record, displayed in the Issue or Part workform.

Status

Issues or parts with an issue status equal to the selected status

Claim reason

Issues or parts with a claim reason equal to the selected status

 

Issue/Part Date Filters and Relative Date Filters
Filter Name Criteria Limiting Report Output
Note: Date filters limit the report output by a specified from and to date range.
Relative date filters limit the report output by a time period relative to the report run date.

Chronology date

Date filter:

Chronology date between two dates

Relative date filters:

Chronology date between a specified number of days, months, or years ago and the report run date

Chronology date more than a specified number of days, months, or years before the report run date

Expected arrival date

Date filter:

Expected arrival date between two dates

Relative date filters:

Expected arrival date between a specified number of days, months, or years ago and the report run date

Expected arrival date more than a specified number of days, months, or years before the report run date

Status date

Date filter:

Status update date between two dates

Relative date filters:

Status update date between a specified number of days, months, or years ago and the report run date

Status update date more than a specified number of days, months, or years before the report run date

 

Publication Pattern Filters
Filter Name Criteria Limiting Report Output

Category

Serial holdings records by the selected publication pattern category

 

Subscription/Supplier General Filters
Filter Name Criteria Limiting Report Output
Note: These filters limit the report output by data in the subscription or supplier record (displayed in the Subscription workform or the Supplier workform).

Fund

Serial holdings records linked to subscription records paid for with the selected fund(s)

Method

Serial holdings records linked to subscription records with the selected method

Supplier

Serial holdings records linked to subscription records with the selected supplier(s)

Status

Serial holdings record with the selected status

Term

Serial holdings records with the selected term

 

Subscription/Supplier Note Filters
Filter Name Criteria Limiting Report Output

Subscription note

Serial holdings records linked to subscriptions containing a note matching the text entered

Supplier note

Serial holdings records linked to supplier records containing a note matching the text entered

 

Subscription Date Filters and Relative Date Filters
Filter Name Criteria Limiting Report Output
Note: Date filters limit the report output by a specified from and to date range.
Relative date filters limit the report output by a time period relative to the report run date.

Subscription creation date

Date filter:

Creation date between two dates

Relative date filters:

Creation date between a specified number of days, months, or years ago and the report run date

Creation date more than a specified number of days, months, or years before the report run date

Expiration date

Date filter:

Expiration date between two dates

Relative date filters:

Expiration date between a specified number of days, months, or years ago and the report run date

Expiration date more than a specified number of days, months, or years before the report run date

Last transaction date

Date filter:

Last transaction date between two dates

Relative date filters:

Last transaction date between a specified number of days, months, or years ago and the report run date

Last transaction date more than a specified number of days, months, or years before the report run date

Original date

Date filter:

Original subscription date between two dates

Relative date filters:

Original subscription date between a specified number of days, months, or years ago and the report run date

Original subscription date more than a specified number of days, months, or years before the report run date

Start date

Date filter:

Start date between two dates

Relative date filters:

Start date between a specified number of days, months, or years ago and the report run date

Start date more than a specified number of days, months, or years before the report run date

Status date

Date filter:

Status update date between two dates

Relative date filters:

Status update date between a specified number of days, months, or years ago and the report run date

Status update date more than a specified number of days, months, or years before the report run date

 

Fund Filters

These filters limit the report output by data in the fund record (displayed in the Polaris staff client Fund workform).

Fund General Filters
Filter Name Criteria Limiting Report Output

Fiscal year

Fund reports are for a single fiscal year.

First select the Fiscal year status, then select a fiscal year from the list box.

Name

Funds with the specified name

Owner

Funds with the selected owner

Type

Funds of the selected fund type

Donation category

Donation funds in the selected category

Donor

Donation funds with the selected donor

Modifier

Fund records modified by the selected user

Transfers allowed

Fund records that allow transfers

 

Fund Date Filters and Relative Date Filters
Filter Name Criteria Limiting Report Output
Note: Date filters limit the report output by a specified from and to date range.
Relative date filters limit the report output by a time period relative to the report run date.

Creation date

Date filter:

Creation date between two dates

Relative date filters:

Creation date between a specified number of days, months, or years ago and the report run date

Creation date more than a specified number of days, months, or years before the report run date

Modification date

Date filter:

Modification date between two dates

Relative date filters:

Modification date between a specified number of days, months, or years ago and the report run date

Modification date more than a specified number of days, months, or years before the report run date

Status date

Date filter:

Status update date between two dates

Relative date filters:

Status update date between a specified number of days, months, or years ago and the report run date

Status update date more than a specified number of days, months, or years before the report run date

 

Fund Balance Filters
Filter Name Criteria Limiting Report Output

Allocated amount

Funds with an amount allocated greater than or equal to, less than or equal to, or equal to the amount entered

Expended amount

Funds with an amount expended greater than or equal to, less than or equal to, or equal to the amount entered

Encumbered amount

Funds with an amount encumbered greater than or equal to, less than or equal to, or equal to the amount entered

Free balance amount

Funds with a free balance amount greater than or equal to, less than or equal to, or equal to the amount entered

Carry over allocation

Funds with a carry over allocation amount greater than or equal to, less than or equal to, or equal to the amount entered

 

Fund Transaction History Filters
Filter Name Criteria Limiting Report Output

Type

Funds with a fund history that includes the selected transaction type

Creator

Funds created by the selected creator

Amount

Funds with a transaction amount Equal to, Less than or equal to, or Greater than or equal to

Date

Funds with a transaction date within a specified date range or within a time period relative to the report run date: between a specified number of days, months, or years ago and the report run date; or more than a specified number of days, months, or years before the report run date