Viewing Circulation Cross-Tab Reports

The Circulation Cross-Tab reports enable you to construct custom queries about circulation activity over a specified time period.

To view this report:

1. Choose Cross-Tab from the reports menu.
2. Specify the type of circulation activity you want to view. To do so, choose one of the following from the Stat Type section of the reports menu:
   • Checkout
   • Renewal
   • Holds
   • Hlds/Recall

   INN-Reach Circulation Activity

   If your Local Server participates in INN-Reach circulation, these statistics can include the following INN-Reach activity:

   • Checkout—Can include:
     • Institutional checkouts (when your library as owning site checks out an item to the patron site)
     • Patron site checkouts (when your library as patron site checks out the item to the requesting patron)
   • Renewal—Does not include INN-Reach renewals.
   • Holds—Can include institutional checkouts as filled holds.
   • Hlds/Recall—Does not include INN-Reach recalls.
3. Specify a time period for the report by choosing one of the following:

   Yesterday
   2 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. Restrict the report data to a specific "terminal" or a group of "terminals" (i.e. statistics groups) by choosing Term from the Limit section of the reports menu. To view all terminals (statistics groups) in the system, choose System again.
5. Define the report criteria to display in the report Rows by choosing one of the following from the reports menu:
   
   

   PTYPE	Displays use statistics by patron type (PTYPE is defined by the library).
   PCODE1	Displays use statistics by patron code (PCODE1 is defined by the library).
   PCODE2	Displays use statistics by patron code (PCODE2 is defined by the library).
   PCODE3	Displays use statistics by patron code (PCODE3 is defined by the library).
   HOME LIBR	Displays use statistics by the patron's home library.
   ICODE1	Displays use statistics by item code (ICODE1 is defined by the library).
   ICODE2	Displays use statistics by item code (ICODE2 is defined by the library).
   ITYPE	Displays use statistics by item type (ITYPE is defined by the library).
   LOCATION	Displays use statistics by location.
   CALL NUMBER	Displays use statistics by material call numbers.

6. Define the report criteria to display in the report Columns by choosing one of the following from the reports menu:
   
   

   PTYPE	Compares use statistics with patron type (PTYPE is defined by the library).
   PCODE1	Compares use statistics with patron code (PCODE1 is defined by the library).
   PCODE2	Compares use statistics with patron code (PCODE2 is defined by the library).
   PCODE3	Compares use statistics with patron code (PCODE3 is defined by the library).
   HOME LIBR	Compares use statistics with the patron's home library.
   ICODE1	Compares use statistics with item code (ICODE1 is defined by the library).
   ICODE2	Compares use statistics with item code (ICODE2 is defined by the library).
   ITYPE	Compares use statistics with item type (ITYPE is defined by the library).
   LOCATION	Compares use statistics with location.

7. Choose Submit.
8. To view the most recent data, choose Recalculate.