Filters List

SimplyReports filters limit the report output by specific criteria. Some filters apply to the type of record returned by the report, while other filters apply to records linked to the type of record returned by 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 filters are available for multiple types of reports.

For general information on applying filters, see Apply filters to limit report output.

You can use the following types of filters 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

Patron 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 the selected record set. Deleted record sets do not appear in the list.
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. You must select a branch.
Statistical class	Patron records with the selected statistical class. You must select a branch.
Language	Patron records with the selected language
Resource Group	Resource group name (for integrated eContent) to which the 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
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

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 till date between two dates Relative date filters: Hold till date between a specified number of days, months, or years ago and the report run date Hold till 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 belonging to the selected record set. Deleted record sets do not appear in the list.
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 language	Items with a Language value that matches the selected language. You can select more than one language. If Not present is selected, the report output is limited to items with no Language value specified in the item record.

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	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 Transactions for the day on which the report is run are not included in the report output.
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 Checkbox 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 checkbox is not selected
Show only ILL items	Items are interlibrary loan items; ILL checkbox is selected
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 belonging to the selected record set. Deleted record sets do not appear in the list.
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 selected
ILL unchecked	Bibs with interlibrary loan flag not selected
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. Deleted record sets do not appear in the list.
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 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 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.
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 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 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 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 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 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 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.
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
Cataloging services charge - Less than or equal to, Greater than or equal to, or Equal to ______	Select an option from the 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 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 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 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 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 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 list. Invoices with a quantity received that is less than, greater than or equal to the quantity paid

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 ______