Serials Statistical Reports

Use Serials statistical reports to create statistical reports from transactions related to serial holdings records and issue/part records in the Polaris Transactions database.

Important: To gather transaction data used in SimplyReports statistical reports, Polaris must be set up to log the appropriate transactions. For every type of transaction you want to include in a statistical report, transaction logging must be set to Yes in the Transaction Logging database table in Polaris Administration. The transactions are logged from the point you turn the logging function on. See “Collecting Transaction Statistics” in Polaris staff client Help.

For information on creating, saving, and running statistical reports, see Create a 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.

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

To create a serials statistical report

Select the Serials tab, and select the Serials statistical reports subtab.
Select a statistical category in the Statistical categories list.
Select a subcategory in the Available subcategories list.

Note: The selection in the Available subcategories list determines which filter is activated.

Select the report type in the Report type list.
Select the detail level for the report (if applicable) in the Detail level list. The available detail levels depend on the selected report type.
Select from the following options under Report Focus:

Run report by transacting organization only - If you select this option, the report is run by the transacting branch only without any details regarding the user or the workstation.
Include transacting user detail - To limit the report output to transactions performed by specific users, select this option, and then select one or more users from the User box.
Include transacting workstation detail - To limit the report output to transactions performed on specific workstations, select this option, and select one or more workstations in the Workstation box.

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

Transacting branch - The transacting branch is the branch where the action took place. Select the branch or branches for which you want to report transactions, and select one of the following options to specify the branch details to include in the report:

Include branch name
Include branch abbreviation
Include branch ID
Combine branch totals

Specify the transaction dates as follows:

Select Date range to specify a date range for the transactions to be included, and select dates in the Start date and End date boxes.
Select Relative date to specify a period of time before the report run date for which you want transactions data included. Then, type a number, and select Days, Months, or Years. For more information, see Create a statistical report.

Example: Enter 30 Days to include the transactions for the 30-day period before the report is run.

Select Include header rows if you want the rows in the report to have headers.
Select the file type in which to save the report: Text file or Excel file.
If you select Text file, select an entry in the Delimiter type box.
Click Submit now to save the report output, or apply a filter and click Submit. For general information on filters, see Apply filters to limit report output. For information on specific filters, see Filters List.

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.

If you did not select Run report now, select Save report parameters for later use.

Type a name and description for the report, and click Save.
The following message appears: Your report: name of report has been saved.
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. For more information, see Using Saved Reports.