Creating All Circulation Activity Reports

The All Circulation Activity report displays information about circulation transactions handled by the system.

To create an All Circulation Activity report:

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

http://<library_IP>/iii/webrpt

2. Choose the report you want to construct. The system prompts you for login information.
3. Enter your login name and password, and then click OK. The system displays the paramerters page for this report.
4. 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

5. Choose one of the following values from the Sort By drop-down list:

   VALUE	ACTION
   Stat Group	Displays the number of transactions associated with each statistics group. If you do not have a specific stat group 0, the statistics that appear for group 0 are: The Holds column shows requests placed in automatic requests processing. You can view specific details of holds by stat group by Viewing the Circulation Requests Report. The Renewals column shows renewals made through the WebPAC. To retain the original statistics group number when an item is renewed at a PC that has a statistics group number of 0 (for example, through the WebPAC), see Retaining the Original Statistics Group on Renewal. The counts for stat group 0 include transactions placed by Innovative staff in the process of testing the system. If the login has not been assigned a statistics group, the system randomly assigns numbers including 0.
   Item Location	Displays the number of item transactions for each location or branch. Note that items belonging to location X, but checked in at location Y are reported under location X. In the report by stat group, they are reported under the stat group number of location Y. Note further that holds placed on the first copy returned have no location associated with them and appear under the location Blank Branch.
   Hour	Displays the number of transactions that occurred each hour during a specified time span. The Hour option shows the number and percent of transactions that took place during each hour in the specified time span. The report includes all hours in which any circulation activity occurred. Backdated checkins are counted as if they were checked in at 4:00 a.m. For each function described in the report, the system displays statistics on the Number Done and the Percent Done for the past ten days. Total # — The number of times the function was requested on the day indicated. Percent — The percentage of times the function was requested each day relative to the total for the past ten days.
   Limit	Enables you to restrict the report data by selecting parameters from the following drop-down lists: Limit By: All Locations Creates one report for all locations in the system. Location Creates a separate report for each location selected from the Locations list. Use CTRL + mouse click to select multiple locations. Stat Group Creates one report that includes all of the stat groups selected from the list of stat groups. Select (check) the box next to each stat group you want to include in the report. Choose Select All to check all of the boxes, or Clear All to uncheck all of the boxes. Hour Creates a report of transactions occuring during the specified time(s). Use CTRL + mouse click to select multiple hours. Report By: P TYPE Displays use statistics by patron type (P TYPE 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). PCODE4 Displays use statistics by patron code (PCODE4 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). I TYPE Displays use statistics by item type (I TYPE is defined by the library). LOCATION Displays use statistics by item location. CALL NUMBER Displays use statistics by material call numbers.

6. 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.

Report Elements

The report spreadsheets include three or more tabs:

Table tab	Presents the data in tabular form. This format includes the following columns: CHKOUTS — total checkouts CHKINS — total checkins RENEWALS — total renewals ITEMS CIRC — total items circulated HOLDS — holds that did not generate a recall Hl/RECALL — holds that did generate a recall TOTAL # — total number of transactions PERCENT — percent of total transactions by row
Chart tab	Presents the data in graphical form. Some reports include more than one chart tab.
Raw Data tab	Presents the data with no formatting. Changes to the raw tab cause changes to the chart tab(s).