Creating Circulation Activity - Checkouts Reports

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

The Checkouts report provides an analysis of checkout activity.

Checkouts + Renewals

The Web Management Reports Spreadsheet Interface "Circulation Activity - Checkouts Report" combines checkouts and renewals. To view statistics for checkouts only or renewals only, see the corresponding columns in the "All Circulation Activity" report.

To create a Checkouts report:

  1. Direct your Internet browser to your library's installation of Web Management Reports:

http://<library_IP>/iii/webrpt

  1. Choose the report you want to construct. The system prompts you for login information.
  2. Enter your login name and password, and then click OK. The parameters page for the Checkouts report appears.
  3. Configure the report parameters:
    1. Choose one of the following date ranges from the Dates drop-down list:

      Yesterday
      2 days ago
      3 days ago
      Month To Date
      Year To Date
      User Specified - Presents lists in which you can specify the year and month for the report Start Date and End Date.
      Last Month
      Other Reports - Enables you to select two or more non-consecutive months.

    2. Specify the Locations for the report:

      All LocationsCreates one report for all locations in the system.
      SeparateCreates a separate report for each location in the system.
      One OnlyCreates one report for the locations served by the current statistics group.
      SpecialProvides a form for you to specify up to ten locations for the report.
    3. Choose a data type from the Report By drop-down list:

      P TYPEDisplays statistics by patron type (P TYPE is defined by the library).
      PCODE1Displays statistics by patron code (PCODE1 is defined by the library).
      PCODE2Displays statistics by patron code (PCODE2 is defined by the library).
      PCODE3Displays statistics by patron code (PCODE3 is defined by the library).
      PCODE4Displays statistics by patron code (PCODE4 is defined by the library).
      HOME LIBRDisplays statistics by the patron's home library.
      ICODE1Displays statistics by item code (ICODE1 is defined by the library).
      ICODE2Displays statistics by item code (ICODE2 is defined by the library).
      I TYPEDisplays statistics by item type (I TYPE is defined by the library).
      LOCATIONDisplays statistics by item location.
      CALL NUMBERDisplays statistics by material call numbers.
  4. Choose Submit. The system gathers data for the report:
    • If the report is brief, the system loads the report data into a spreadsheet template and downloads it to your computer.
    • If the report is more complex, the page displays the following message:

      Your request has been processed. However it may take some time to complete. Please go to the Review tab to see the status of the report.

      If you see this message and choose the Review tab, your report appears at, or near, the top of the list with the status "working". When the report is no longer "working", click the report title to download it to your PC.

    Downloading Spreadsheets

    The downloading process can vary depending on your computer's system and software settings.

    • Your operating system might ask you to specify the application with which to open the downloaded file. Choose "Microsoft Excel".
    • Excel might ask you if you want to enable or disable macros. Choose to Enable Macros. The templates use macros to create the graphical charts.