Create a patron statistical report

Important: For statistical reports, the Run report now checkbox is not selected and the Execution timeout is set to 300 seconds or 5 minutes. Innovative recommends that you do not change these settings because running statistical reports when the library is open may slow your system’s performance. When you are finished setting up a statistical report, save it and schedule it to run after hours. For more information on statistical reports, see Create a statistical report.

To specify the transactions to include in the report and the report output

Tip: To clear your selections on a subtab, click the subtab heading. The subtab settings revert to the default settings.

1. Select the Patron tab, and select the Patron statistical reports subtab.
2. Select a statistical category in the Statistical categories box. You can select a statistical category for transactions such as the creation of an ILL request or patron usage of features in the Polaris PowerPAC, such as accessing an E-source or using the “text it” feature from the item availability view. The selection in the Statistical categories box determines the categories that appear in the Available subcategories box.

3. Select a subcategory in the Available subcategories box. This selection determines which filters are activated.
4. Select the report type in the Report type box. This selection determines the available options in the Detail level box. If you select General summary in the Report type box, no report detail levels apply.
5. If applicable, select the details for the report in the Detail level box.

Tip: To select all the transacting branches for a parent library organization, select Library quick pick.

6. Select the focus of the report by selecting Run report by transacting organization only, Include transacting user detail, or Include transacting workstation detail.
7. Select the transacting branch or branches, and specify the branch detail by selecting Include branch name, Include branch abbreviation, Include branch ID, or Combine branch totals.
8. If you selected Include transacting user detail or Include transacting workstation detail, select one or more entries in the User or Workstation list.
9. To specify a date range for the transactions, select Date range and select dates using the calendar in the Start date and End date boxes.
10. To specify a period of time relative to the report run date, select Relative date. Then, type a number, and select Days, Months, or Years.
11. Select the file type in which to save the report: Text file or Excel file.
12. Click Submit to save the report output or apply a filter to limit the data, and then click Submit. The available filter depends on the selection in the Available subcategories box. For information on a specific filter, see Patron Statistical Report Filters .

Note: If you selected Run report now at the top of the window, the Report Preview window appears. You can download the report, save the report parameters, or put the records in a record set. See Preview a report.

13. If you did not select Run report now, select Save report parameters for later use.
14. Type a name for the report and a description, and click Save..

The following message appears: Your report: name of report has been saved.

15. To see the saved report, click the My Reports tab, and select the report type in the list box. The report appears in the list.