Viewing Renewal Circulation Reports

Renewals and Checkouts

The Renewal report is available only if your system is configured to analyze renewals and checkouts separately. For combined checkouts and renewals, renewal statistics are included in the Checkout Circulation report.

To view these reports, you must be authorized for function 17 (Circulation statistics). See Permissions Used by Sierra for more information.

The Renewal report provides an analysis of renewal activity.

To view this report:

  1. Choose Circ Activity from the reports menu.
  2. Choose Renewal from the reports menu.
  3. Choose one of the following date ranges from the Dates section of the reports menu:

    Yesterday
    2 days ago
    3 days ago
    MTD (month to date)
    YTD (year to date)
    User spec (Select a starting and ending month and year for the report. Enter these dates by choosing the checkbox to the left of the Starting and the Ending months.)
    Last mo (last month; includes a comparison to the previous month's activity and the activity for the same month in the previous year.)

  4. Choose one of the following under the Locations section of the reports menu:
    • System — Creates one report for all locations in the system.
    • Separate — Creates a separate report for each location in the system.
    • One only — Creates one report for the locations served by the current statistics group.
    • Special — Creates one report for up to ten specified locations.
  5. Choose one of the following under the Type section of the reports menu:

    PTYPEDisplays renewal statistics by patron type (PTYPE is defined by the library).
    PCODE1Displays renewal statistics by patron code (PCODE1 is defined by the library).
    PCODE2Displays renewal statistics by patron code (PCODE2 is defined by the library).
    PCODE3Displays renewal statistics by patron code (PCODE3 is defined by the library).
    HOME LIBRDisplays renewal statistics by the patron's home library.
    ICODE1Displays renewal statistics by item code (ICODE1 is defined by the library).
    ICODE2Displays renewal statistics by item code (ICODE2 is defined by the library).
    ITYPEDisplays renewal statistics by item type (ITYPE is defined by the library).
    LOCATIONDisplays renewal statistics by item location. If your library participates in INN-Reach, this report includes statistics for INN-Reach items belonging to other sites that your library has renewed to your patrons.
    CALL NUMBERDisplays renewal statistics by material call numbers.
  6. Choose Submit.
  7. To view the most recent data, choose Recalculate.