Working with the Review Tab

All reports you create using the Create tab are stored to the server. The Review tab identifies the saved reports by the report name, date and time completed, and the login name used to create the report.

Use the Review tab for:

Viewing existing reports
Deleting existing reports

Viewing Existing Reports

To view previously-generated reports, you must be authorized for the following:

  • function 14 (Web collection development reports) to view Circulation cross tab reports
  • function 17 (Circulation statistics) to view all other Circulation reports

or

  • function 677 (View Web Management Reports 2007) to view all types of previously-existing reports without the ability to create or delete new reports

See Permissions Used by Sierra for more information.

To view existing Web Management Reports saved on the server:

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

http://<library_IP>/iii/webrpt

  1. Choose the Review tab. The Enter Username and Password page appears.
  2. Enter your login name and password, and then click OK. The Review page appears.
  3. Choose the report you want to view. The system loads the report data into a spreadsheet template and downloads it to your computer.
Unfinished Reports

You cannot view unfinished reports. While the system processes a report, it appears in the reports list with status "working".

Deleting Existing Reports

To delete previously-existing reports, you must be authorized for the following:

  • function 14 (Web collection development reports) to delete Circulation cross tab reports
  • function 17 (Circulation statistics) to delete all other Circulation reports

See Permissions Used by Sierra for more information.

To delete existing Web Management Reports from the server:

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

http://<library_IP>/iii/webrpt

  1. Choose the Review tab. The Enter Username and Password page appears.
  2. Enter your login name and password, and then click OK. The Review page appears.
  3. Select (check) the box next to the report(s) you want to delete, and then choose the Delete button. The system deletes the selected report(s) from the server.
Saved Reports

By default, the maximum number of reports saved on the server is 100. To change this limit, contact Innovative.