Item History Reports

Item history reports show transactions involving a specific item during a specified time period , such as the check out, in-transit, and financial history. For general information on history reports, see Create a history report.

Note:
The Item history reports subtab is unavailable if your administrator has disabled history reports or if you do not have permission to access this subtab.

To create an item history report

  1. Select the Items tab, and select the Item history reports subtab. The Item history reports page appears.
  2. Enter the item’s barcode in the Item Barcode box.
  3. Specify a time span of no more than 95 days by selecting dates using the calendar icon in the Start date and End date boxes.

Note:
If you select dates that span more than 95 days, an error message appears when you click Show History.

Tip:
If no branch or transaction filter is selected, all transactions for the time frame you specified are included in the report results.

  1. Select the branches for which you want to see the item’s transactions using one of the following methods:
    • To select multiple branches under a parent library, select Quick pick and select the library or libraries. All the branches associated with the selected library or libraries appear in the Limit branches box.
    • To select specific branches, select the branch or branches in the Limit branches box.
  1. To limit the types of transactions that appear in the report, select Limit transactions, and select the type of transactions to include in the report.
  2. Click Show History.

The window expands to display the item history. The top portion of the expanded section displays the item's title, author, call number, collection, assigned branch, status, material type, statistical code, last activity date, creation date, modification date, and price.

Depending on the types of transactions you chose, the bottom portion of this section displays information such as: the transaction date, transacting organization, and transaction type; the dollar amount (if applicable); staff information for the staff member who made the transaction; the loaning organization and patron organization; the patron's name, patron code, patron barcode; and circulation information such as check in, check out and due dates.

  1. To sort the report, click a column heading.
  2. To export the report, click one of the following buttons:

- Saves the report in Microsoft Excel format.

- Saves the report in Microsoft Word format.

Note:
History reports include data in columns only if the transaction involved that data field. For example, if the transaction involves money, a dollar amount is in the Amount column. However, if the transaction did not involve money, the Amount column is blank for that transaction.