Holds Statistical Reports

Use the Holds statistical reports subtab to produce statistical reports based on transactions related to hold requests from the PolarisTransactions database. Holds statistical reports can include data on transactions from hold request creation through fulfilment, hold-related staff activity, and patrons’ use of hold request services. For general information on creating, saving, and running statistical reports, see Create a statistical report.

Important:
For statistical reports, theRun 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 create a holds statistical report

1. Select the Holds tab and select the Holds statistical reports subtab.

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

2. Select a statistical category in the Statistical categories box. 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. The selection in the Available subcategories box determines which filters are activated.
   
4. Select the report type in the Report type box. The selection in the Report type box determines the available selections in the Detail level box. If you select General summary in the Report type box, no report detail levels apply. See Create a statistical report.
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. The available filter depends on the selection in the Available subcategories box.

Note:
If you selected a branch and the Holds become unclaimed or Holds become expired statistical category, the report will produce 0 results. This is because unclaimed or expired holds statistics are no longer "owned" by the branch; instead, they are owned by the system.

Note:
If you selected the statistical category Holds pickup location changed, the Transacting Branch in the report header indicates the original pickup location.

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 and description for the report, and click Submit.

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.