Set the general application defaults

To set the general SimplyReports application defaults

Important: Do not change the default paths, URLs, instance name, folders, or ERMS settings without contacting your Polaris Site Manager.

1. On the Application defaults subtab of the Admin tab, click the Edit button at the bottom of the page to enable the options.

• Maximum simultaneous users - Type a number in the box for the maximum number of staff members permitted to use SimplyReports at one time.
• Allow statistical report overrides - Select the checkbox to allow users to select the Run report now checkbox on each of the statistical reports subtabs and the My reports tab. Ordinarily, statistical reports should be scheduled to run outside of normal library business hours because they may cause a system slowdown. Grant this permission to specific users to occasionally run statistical reports immediately.
• (For future use) Allow users to share reports
• Start with filter expansion areas open - By default this checkbox is selected, so filters are all open on all the SimplyReports tabs. Users will scroll to see all the filter options. You can clear this checkbox so the filters will be collapsed under headings, and users can click the plus sign (+) to expand the filter options they want to use.

Important: Do not change the Base directory, Web service URL, MARC Web service URL, or Instance name settings without consulting your Polaris Site Manager.

• Base directory of web service repository - The file path for reports.
• SimplyReports web service URL - The SimplyReports Web service URL.
• SimplyReports MARC web service URL - The SimplyReports MARC web service URL.
• Instance name - The instance name.
• Maximum number of rows for ad-hoc list reports - The default and maximum number of rows that ad-hoc (not scheduled) list reports is 100,000, but you can enter a number less than 100,000. Excel allows a maximum of approximately 65,000 rows.
• Maximum number of rows for ad-hoc reports HTML previews - The maximum number of rows that will display in the report preview for ad-hoc (not scheduled) reports. You can type a different number of rows, but exceeding the default of 1,000 rows in the preview can adversely affect SimplyReports performance.
• Maximum number of rows to add to a Polaris record set - The number of rows of data (records) that can be added to a Polaris record set from SimplyReports results. The default is 1,000, but you can change this number by typing over it. Increasing this number can adversely affect SimplyReports performance.
• Maximum rows per page for patron and item history reports - The maximum number of rows of transaction data that can appear on each page of a patron history or item history report. The default is 10 rows.
• Maximum timeout ad-hoc report production (in seconds) - This is the length of time the report will attempt to run before it times out. The default is 300 seconds or 5 minutes.

Important: The IIS timeout settings must be at least as long as the Minutes of inactivity before session refresh setting. See IIS Timeout Settings.

• SimplyReports - Minutes of inactivity before session refresh - The length of time that a SimplyReports session can be open and inactive before the session is refreshed. The default is 60 minutes.

Important: Do not change the maximum number of MARC records per byte array without contacting your Polaris Site Manager.

• Maximum number of MARC records per byte array (no holdings) - The maximum number of MARC records without holdings data allowed per byte array.
• Maximum number of MARC records per byte array (with holdings) - The maximum number of MARC records with holdings data allowed per byte array.

Important: The following purge options are currently unavailable; they are reserved for future functionality: Purge ad-hoc report files after, Purge files generated by running saved reports after, and Purge files generated by scheduling saved reports after.

2. Enter a password in the Reporting services publishing account password box.
3. Click Save to save your changes.
4. Log out of SimplyReports and log back in to see your changes to the application.