Creating Circulation Cross Tab Reports

To view these reports, you must be authorized for function 14 (Web Collection Development reports). See Permissions Used by Sierra for more information.

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:

  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 Circulation Cross Tab reports appears.
  3. 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

  4. Specify the Statistic Type to report:

    CheckoutReports on all checkouts.
    HoldsReports on holds that did not generate a recall.
    Hlds/RecallReports on holds that did generate a recall.
  5. Choose an option from the Limited By drop-down list:

    All LocationsCreates a report that includes all locations with transactions during the time period specified above.
    Stat GroupProvides 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.
  6. Specify the data to appear in the report Rows:

    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.
  7. 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.)
  8. 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.