Creating Circulation Cross Tab Reports
The Circulation Cross Tab reports enable you to construct custom queries about circulation activity over a specified time period.
To create a Circulation Cross Tab report:
- Direct your Internet browser to your library's installation of Web Management Reports:
http://<library_IP>/iii/webrpt
- Choose the report you want to construct. The system prompts you for login information.
- Enter your login name and password, and then click OK. The parameters page for the Circulation Cross Tab reports appears.
- Choose one of the following date ranges from the Dates drop-down list:
Yesterday
2 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 - Specify the Statistic Type to report:
Checkout Reports on all checkouts. Holds Reports on holds that did not generate a recall. Hlds/Recall Reports on holds that did generate a recall. - Choose an option from the Limited By drop-down list:
All Locations Creates a report that includes all locations with transactions during the time period specified above. Stat Group Provides a list of statistics groups that had transactions during the specified period. When the stat groups appear, 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. - Specify the data to appear in the report Rows:
P TYPE Displays statistics by patron type (P TYPE is defined by the library). PCODE1 Displays statistics by patron code (PCODE1 is defined by the library). PCODE2 Displays statistics by patron code (PCODE2 is defined by the library). PCODE3 Displays statistics by patron code (PCODE3 is defined by the library). PCODE4 Displays statistics by patron code (PCODE4 is defined by the library). HOME LIBR Displays statistics by the patron's home library. ICODE1 Displays statistics by item code (ICODE1 is defined by the library). ICODE2 Displays statistics by item code (ICODE2 is defined by the library). I TYPE Displays statistics by item type (I TYPE is defined by the library). LOCATION Displays statistics by item location. CALL NUMBER Displays statistics by material call numbers. - Specify the data to appear in the cross tab report Columns. (The column options are the same as the row options, without the CALL NUMBER selection.)
- 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.