From 0a6c942cf2422f59d41a0c72ac925e5f1ea3bb86 Mon Sep 17 00:00:00 2001 From: rsoulliere Date: Thu, 16 Jun 2011 14:19:38 -0400 Subject: [PATCH] Add reports chapters to 2.0. OK'd by jenny Turner. --- 2.0/reports/report-create-template.xml | 658 +++++++++++++++++++++ ...exporting-report-templates-using-phppgadmin.xml | 53 ++ 2.0/reports/report-folder.xml | 120 ++++ 2.0/reports/report-generate-report.xml | 266 +++++++++ 2.0/reports/report-recurring-report.xml | 70 +++ 2.0/reports/report-report-introduction.xml | 29 + 2.0/reports/report-shared-template.xml | 91 +++ 2.0/reports/report-template-terminology.xml | 182 ++++++ 2.0/reports/report-view-output.xml | 95 +++ 2.0/reports/report.diffs | 0 2.0/root.xml | 9 +- 11 files changed, 1572 insertions(+), 1 deletion(-) create mode 100644 2.0/reports/report-create-template.xml create mode 100644 2.0/reports/report-exporting-report-templates-using-phppgadmin.xml create mode 100644 2.0/reports/report-folder.xml create mode 100644 2.0/reports/report-generate-report.xml create mode 100644 2.0/reports/report-recurring-report.xml create mode 100644 2.0/reports/report-report-introduction.xml create mode 100644 2.0/reports/report-shared-template.xml create mode 100644 2.0/reports/report-template-terminology.xml create mode 100644 2.0/reports/report-view-output.xml create mode 100644 2.0/reports/report.diffs diff --git a/2.0/reports/report-create-template.xml b/2.0/reports/report-create-template.xml new file mode 100644 index 0000000000..8c9f789ab5 --- /dev/null +++ b/2.0/reports/report-create-template.xml @@ -0,0 +1,658 @@ + + + + + Creating Templates + + + Once you have created a folder, the next step in building a report is to create or clone a + template. Templates allow you to run a report more than once without building it anew every + time, by changing definitions to suit current requirements. For example, you can create a + shared template that reports on circulation at a given library. Then, other libraries can + use your template and simply select their own library when they run the report. + + It may take several tries to refine a report to give the output that you want. It can be + useful to plan out your report on paper before getting started with the reporting tool. + Group together related fields and try to identify the key fields that will help you select + the correct source. + + It may be useful to create complex queries in several steps. For example, first add all + fields from the table at the highest source level. Run a report and check to see that you + get results that seem reasonable. Then clone the report, add any filters on fields at that + level and run another report. Then drill down to the next table and add any required fields. + Run another report. Add any filters at that level. Run another report. Continue until you’ve + drilled down to all the fields you need and added all the filters. This might seem time + consuming and you will end up cloning your initial report several times. However, it will + help you to check the correctness of your results, and will help to debug if you run into + problems because you will know exactly what changes caused the problem. Also consider adding + extra fields in the intermediate steps to help you check your results for correctness. + + This example illustrates creating a template for circulation statistics. This is an + example of the most basic template that you can create. The steps required to create a + template are the same every time, but the tables chosen, how the data is transformed and + displayed, and the filters used will vary depending on your needs. + +
+ + Choosing Report Fields + + + + + + + + + Click on the My Folder template folder where you want + the template to be saved. + + + Screenshot of staff client report interface + + + + + + + + + + + + + Click on Create a new Template for this + folder. + + Screenshot of staff client report interface + + + + + + + + + + + + You can now see the template creating interface. The upper half of the + screen is the Database Source Browser. The top left + hand pane contains the database Sources drop-down list. + This is the list of tables available as a starting point for your report. + Commonly used sources are Circulation (for circ + stats and overdue reports), ILS User (for patron + reports), and Item (for reports on a library's + holdings). + + + Screenshot of staff client report interface + + + + + + + The Enable source nullability checkbox below the sources + list is for advanced reporting and should be left unchecked by default. + + + + + + + + Select Circulation in the Sources + dropdown menu. Note that the Core + Sources for reporting are listed first, however it is + possible to access all available sources at the bottom of this dropdown + menu. You may only specify one source per template. + + + Screenshot of staff client report interface + + + + + + + + + + + + + + Click on Circulation to retrieve all the field names + in the Field Name pane. Note that the Source + Specifier (above the middle and right panes) shows the path + that you took to get to the specific field. + + Screenshot of staff client report interface + + + + + + + + + + + + + + Select Circ ID in the middle Field + Name pane, and Count Distinct from + the right Field Transform pane. The Field + Transform pane is where you choose how to manipulate the data + from the selected fields. You are counting the number of + circulations. + + Screenshot of staff client report interface + + + + + + + + Field Transforms have either an + Aggregate or Non-Aggregate output + type. See for more about + Count, Count Distinct, and other transform + options. + + + + + + Click Add Selected Fields underneath the + Field Transform pane to add this field to your + report output. Note that Circ ID now shows up in + the bottom left hand pane under the Displayed Fields + tab. + + Screenshot of staff client report interface + + + + + + + + + + + + + Circ ID will be the column header in the report + output. You can rename default display names to something more meaningful. + To do so in this example, select the Circ ID row + and click Alter Display Header. + + Screenshot of staff client report interface + + + + + + + + + + Double-clicking on the displayed field name is a shortcut to altering the + display header. + + + + + Type in the new column header name, for example Circ + count and click OK. + + Screenshot of staff client report interface + + + + + + + + + + + + Add other data to your report by going back to the + Sources pane and selecting the desired fields. In this + example, we are going to add + Circulating Item + Shelving Location + to further refine the circulation report. + + In the top left hand Sources pane, expand + Circulation. Depending on your computer you + will either click on the + sign or on an arrow to expand the tree. + + Screenshot of staff client report interface + + + + + + + + + + + + + Click on the + or arrow to expand Circulating + Item. Select Shelving Location. + + Screenshot of staff client report interface + + + + + + + + When you are creating a template take the shortest path to the field you need + in the left hand Sources pane. Sometimes it is possible to + find the same field name further in the file structure, but the shortest path is + the most efficient. + + + + + + + In the Field Name pane select + Name. + + Screenshot of staff client report interface + + + + + + + + + + + + In the upper right Field Transform pane, select + Raw Data and click Add Selected + Fields. Use Raw Data when you do not + wish to transform field data in any manner. + + Screenshot of staff client report interface + + + + + + + + + + + + + + Name will appear in the bottom left pane. Select the + Name row and click Alter Display + Header. + + Screenshot of staff client report interface + + + + + + + + + + + Enter a new, more descriptive column header, for example, + Shelving location. Click OK. + + Screenshot of staff client report interface + + + + + + + + + + + Note that the order of rows (top to bottom) will correspond to the order + of columns (left to right) on the final report. Select Shelving + location and click on Move Up to + move Shelving location before Circ + count. + + Screenshot of staff client report interface + + + + + + + + + + + + Return to the Sources pane to add more fields to your + template. Under Sources click + Circulation, then select Check Out + Date/Time from the middle Field Name + pane. + + Screenshot of staff client report interface + + + + + + + + + + + + Select Year + Month in the right hand + Field Transform pane and click Add + Selected Fields + + Screenshot of staff client report interface + + + + + + + + + + + + + + Check Out Date/Time will appear in the + Displayed Fields pane. In the report it will appear + as a year and month (YYYY-MM) corresponding to the selected tranform. + + + + + + + + + + + Select the Check Out Date/Time row. Click + Alter Display Header and change the column header + to Check out month. + + Screenshot of staff client report interface + + + + + + + + + + + + Move Check out month to the top of the list + using the Move Up button, so that it will be the + first column in an MS Excel spreadsheet or in a chart. Report output will + sort by the first column. + + Screenshot of staff client report interface + + + + + + + + + + + + + + Note the Change Transform button in the bottom left + hand pane. It has the same function as the upper right Field + Transform pane for fields that have already been added. + + + + + Screenshot of staff client report interface + + + + + + + + + + +
+ +
+ + Applying Filters + + + Evergreen reports access the entire database, so to limit report output to a single + library or library system you need to apply filters. + + After following the steps in the previous section you will see + three fields in the bottom left hand Template Configuration pane. + There are three tabs in this pane: Displayed Fields (covered in the + previous section), Base Filters and Aggregate + Filters. A filter allows you to return only the results that meet the + criteria you set. + + Base Filters apply to non-aggregate output types, while + Aggregate Filters are used for aggregate types. In most reports you will be using the + Base Filters tab. For more information on + aggregate and non-aggregate types see + . + + + + + There are many available operators when using filters. Some + examples are Equals, In list, is + NULL, Betwee, Greater than or equal + to, and so on. In list is the most flexible + operator, and in this case will allow you flexibility when running a report from this + template. For example, it would be possible to run a report on a list of timestamps (in + this case will be trimmed to year and month only), run a report on a single month, or + run a report comparing two months. It is also possible to set up recurring reports to + run at the end of each month. + In this example we are going to use a Base Filter to filter out + one library’s circulations for a specified time frame. The time frame in the template + will be configured so that you can change it each time you run the report. + + + + Using Base Filters + + + + Select the Base Filters tab in the bottom + Template Configuration pane. + + + + + For this circulation statistics example, select + Circulation + Check Out Date/Time + Year + Month + and click on Add Selected Fields. You + are going to filter on the time period. + + Screenshot of staff client report interface + + + + + + + + + + Select Check Out Date/Time. Click on + Change Operator and select In + list from the dropdown menu. + + Screenshot of staff client report interface + + + + + + + + + + + To filter on the location of the circulation select + Circulation + Circulating library + Raw Data + and click on Add Selected Fields. + + Screenshot of staff client report interface + + + + + + + + + + Select Circulating Library and click on + Change Operator and select + Equals. Note that this is a template, so the + value for Equals will be filled out when you run the + report + + Screenshot of staff client report interface + + + + + + + + For multi-branch libraries, you would select Circulating + Library with In list as the operator, so you + could specify the branch(es) when you run the report. This leaves the template + configurable to current requirements. In comparison, sometimes you will want to + hardcode true/false values into a template. For example, deleted bibliographic + records remain in the database, so perhaps you want to hardcode deleted=false, + so that deleted records don’t show up in the results. You might want to use + deleted=true, for a template for a report on deleted items in the last month. + + + + + + Once you have configured your template, you must name and save it. Name + this template Circulations by month for one library. + You can also add a description. In this example, the title is descriptive + enough, so a description is not necessary. Click + Save. + + Screenshot of staff client report interface + + + + + + + + + + + Click OK. + + Screenshot of staff client report interface + + + + + + + + + + + You will get a confirmation dialogue box that the template was + successfully saved. Click OK. + + Screenshot of staff client report interface + + + + + + + + + + + After saving it is not possible to edit a template. To make changes you will need to + clone it and edit the clone + + + + + + The bottom right hand pane is also a source specifier. By selecting one of + these rows you will limit the fields that are visible to the sources you have + specified. This may be helpful when reviewing templates with many fields. Use + Ctrl + Click + to select or deselect items. + + + + + + + + + + + +
+ + + + diff --git a/2.0/reports/report-exporting-report-templates-using-phppgadmin.xml b/2.0/reports/report-exporting-report-templates-using-phppgadmin.xml new file mode 100644 index 0000000000..2b96a2d5df --- /dev/null +++ b/2.0/reports/report-exporting-report-templates-using-phppgadmin.xml @@ -0,0 +1,53 @@ + + + + Exporting Report Templates Using phpPgAdmin + + Once the data is exported. Database Administrators/Systems Administrators can easily import this data into the templates folder to make it available in the client. + + Dump the Entire Reports Template Table + The data exported in this method can create issues importing into a different system if you do not have a matching folder and owner. This is going to export report templates created in your system. The most important fields for importing into the new system are name, description, and data. Data defines the actual structure of the report. The owner and folder fields will unique to the system they were exported from and will have to be altered to ensure they match the appropriate owner and folder information for the new system. + + + Go to the Reporter schema. Report templates are located in the Template table + Click on the link to the Template table + Click the export button at the top right of the phpPgAdmin screen + Make sure the following is selected + + Data Only (checked) + Format: Select CSV or Tabbed did get the data in a text format + Download checked + + + Click export button at the bottom + A text file will download to your local system + + + + + Dump Data with an SQL Statement + The following statement could be used to grab the data in the folder and dump it with admin account as the owner and the first folder in your system. + SELECT 1 as owner, name, description, data, 1 as folder FROM reporter.template + or use the following to capture your folder names for export + SELECT 1 as owner, t.name, t.description, t.data, f.name as folder FROM reporter.template t JOIN reporter.template_folder f ON t.folder=f.id + + + Run the above query + Click the download link at the bottom of the page + Select the file format (CSV or Tabbed) + Check download + A text file with the report template data will be downloaded. + + + + + + + + + + + + + diff --git a/2.0/reports/report-folder.xml b/2.0/reports/report-folder.xml new file mode 100644 index 0000000000..dd471f1a81 --- /dev/null +++ b/2.0/reports/report-folder.xml @@ -0,0 +1,120 @@ + + + + Folders + + There are three main components to reports: Templates, Reports, and Output. Each of these + components must be stored in a folder. Folders can be private (accessible to your login only) or shared with other staff at your library, other libraries in your system or consortium. It is also possible to selectively share only certain folders and/or subfolders. + + + There are two parts to the folders pane. The My Folders section + contains folders created with your Evergreen account. Folders that other users have + shared with you appear in the Shared Folders section under the username of the sharing account. + + + + Screenshot of reports interface + + + + + + + + +
+ + + Creating Folders + + Whether you are creating a report from scratch or working from a shared template you must first create at least one folder. + + The steps for creating folders are similar for each reporting function. It is easier + to create folders for templates, reports, and output all at once at the beginning, though it is + possible to do it before each step. This example demonstrates creating a folder for a template. + + + + + Click on Templates in the My Folders section. + + + + Name the folder. Select Share or + Do not share from the dropdown menu. + + + + If you want to share your folder, select who you want to share this folder + with from the dropdown menu. + + + + + Click Create Sub Folder. + + + Click OK. + + + + Next, create a folder for the report definition to be saved to. Click on + Reports. + + + Repeat steps 2-5 to create a Reports folder also called Circulation. + + + + Finally, you need to create a folder for the report’s output to be saved + in. Click on Output. + + + Repeat steps 2-5 to create an Output folder named Circulation. + + + + Using a parallel naming scheme for folders in Templates, Reports, and Output helps keep your reports organized and easier to find + + The folders you just created will now be visible by clicking the arrows in + My Folders. Bracketed after the folder name is whom the + folder is shared with. For example, Circulation (BNCLF) + is shared with the North Coast Library Federation. + If it is not a shared folder there will be nothing after the folder name. You may create as many folders and sub-folders as you like. +
+
+ + Managing Folders + + Once a folder has been created you can change the name, delete it, create a new + subfolder, or change the sharing settings. This example demonstrates changing a folder name; the + other choices follow similar steps + + + Click on the folder that you wish to rename. + + + + Click Manage Folder. + + + Select Change folder name from the dropdown menu + and click Go. + + + + Enter the new name and click Submit + + + + Click OK. + + + + You will get a confirmation box that the Action Succeeded. Click + OK. + + +
+ diff --git a/2.0/reports/report-generate-report.xml b/2.0/reports/report-generate-report.xml new file mode 100644 index 0000000000..4f0ad7c365 --- /dev/null +++ b/2.0/reports/report-generate-report.xml @@ -0,0 +1,266 @@ + + + + + + Generating Reports from Templates + + + Now you are ready to run the report from the template you have created. + + + + + + + In the My Folders section click the arrow next to + Templates to expand this folder and select + circulation. + + + + + + + + + + + + Select the box beside Circulations by month for one + library. Select Create a new report from selected + template from the dropdown menu. Click + Submit. + + + + + + + + + + + + + Complete the first part of report settings. Only Report + Name + + + + and Choose a folder... + + + + are required + fields. + + + + + + + + + + + + + + + Template Name, Template Creator, and Template + Description are for informational purposes only. They are hard + coded when the template is created. At the report definition stage it is not + possible to change them. + + + + + + + + + Report Name is required. Reports stored in the same folder + must have unique names. + + + + + + + + + Report Description is optional but may help distinguish + among similar reports. + + + + + + + + Report Columns lists the columns that will appear in the + output. This is derived from the template and cannot be changed during report + definition. + + + + + + + + Pivot Label Column and Pivot Data + Column are optional. Pivot tables are a different way to view + data. If you currently use pivot tables in MS Excel + it is better to select an Excel output and continue + using pivot tables in Excel. + + + + + + + You must choose a report folder to store this report + definition. Only report folders under My Folders are + available. Click on the desired folder to select it. + + + + + + + Select values for the Circulation > Check Out + Date/Time. Use the calendar widget or manually enter the + desired dates, then click Add to include the date on + the list. You may add multiple dates. + + + + + + + + + + The Transform for this field is Year + + Month, so even if you choose a specific date (2009-10-20) it will + appear as the corresponding month only (2009-10). + + It is possible to select relative dates. If + you select a relative date 1 month ago you can schedule + reports to automatically run each month. If you want to run monthly reports that + also show comparative data from one year ago, select a relative date 1 + month ago, and 13 months ago. + + + + + + + Select a value for the Circulating Library. + + + + + Complete the bottom portion of the report definition interface, then click + Save. + + + + + + + + + + + + + + + + Select one or more output formats. In this example the + report output will be available as an Excel + spreadsheet, an HTML table (for display in the staff client or browser), and as + a bar chart. + + + + + + + + If you want the report to be recurring, check the box and + select the Recurrence Interval as described in Recurring Reports.  In this + example, as this is a report that will only be run once, the Recurring + Report box is not checked. + + + + + + + + Select Run as soon as possible for + immediate output. It is also possible to set up reports that run automatically + at future intervals. + + + + + + + It is optional to fill out an email address where a + completion notice can be sent. The email will contain a link to + password-protected report output (staff login required). If you have an email + address in your Local System Administrator account it will automatically appear + in the email notification box.  However, you can enter a different email address + or multiple addresses separated by commas. + + + + + + + Select a folder for the report's output. + + + + + + + + + + + You will get a confirmation dialogue box that the Action + Succeeded. Click OK. + + + + + + + + + + + + + + Once saved, reports stay there forever unless you delete them. + + + + + + + + + + + + diff --git a/2.0/reports/report-recurring-report.xml b/2.0/reports/report-recurring-report.xml new file mode 100644 index 0000000000..307e363de3 --- /dev/null +++ b/2.0/reports/report-recurring-report.xml @@ -0,0 +1,70 @@ + + + +Running Recurring Reports + + + Recurring reports are a useful way to save time by scheduling reports that you run on + a regular basis, such as monthly circulation and monthly patron registration + statistics. When you have set up a report to run on a monthly basis you’ll get an email + informing you that the report has successfully run. You can click on a link in the + email that will take you directly to the report output. You can also access + the output through the reporter interface as described in . + + To set up a monthly recurring report follow the procedure in but make the changes described below. + + + + + Select the Recurring Report check-box and set the + recurrence interval to 1 month. + + + + + Do not select Run ASAP. Instead schedule the report + to run early on the first day of the next month. Enter the date in + YYYY-MM-DD format. + + + + Ensure there is an email address to receive completion emails. You will + receive an email completion notice each month when the output is ready. + + + + Select a folder for the report’s output. + + + + Click Save Report. + + + You will get a confirmation dialogue box that the Action + Succeeded. Click OK. + + + + You will get an email on the 1st of each month with a link to the report + output. By clicking this link it will open the output in a web browser. It is + still possible to login to the staff client and access the output in + Output folder. + + + How to stop or make changes to an existing recurring report? + Sometimes you may wish to stop or make changes to a recurring report, e.g. the + recurrence interval, generation date, email address to receive completion email, + output format/folder or even filter values (such as the number of days overdue). You + will need to delete the current report from the report folder, then use the above + procedure to set up a new recurring report with the desired changes. Please note + that deleting a report also deletes all output associated with it. + + + Once you have been on Evergreen for a year, you could set up your recurring + monthly reports to show comparative data from one year ago. To do this select + relative dates of 1 month ago and 13 months ago. + + diff --git a/2.0/reports/report-report-introduction.xml b/2.0/reports/report-report-introduction.xml new file mode 100644 index 0000000000..09347d0be1 --- /dev/null +++ b/2.0/reports/report-report-introduction.xml @@ -0,0 +1,29 @@ + + + + Reports overview + + The reports interface is accessed from the Admin (-) menu, under + Local Administration + Reports + . + Only users with Local System Administration permissions can create reports but the output + is visible to all staff accounts. Reports are owned by the account used to create them, though it is possible to share reports with other staff in your library, other libraries or the entire system or consortium. + + Evergreen has very powerful reporting functionality. It is possible to report on almost + every field in every table in the database. The reporting interface tries to make + navigating the database structure easier by pointing at the main database tables. + + These chapters demonstrate how to create reports in Evergreen by introducing the + basic concepts of the reporting function. Once you understand how to navigate around the + reports interface, you can create your own reports from scratch or take advantage of report templates. + + There are four aspects to creating a report in Evergreen: building a template, choosing a + template, defining a report, and running a report to create output. Before anything else you must create at least one Template, Report, and + Output folder as described in . + + + + diff --git a/2.0/reports/report-shared-template.xml b/2.0/reports/report-shared-template.xml new file mode 100644 index 0000000000..e4da703697 --- /dev/null +++ b/2.0/reports/report-shared-template.xml @@ -0,0 +1,91 @@ + + + + Cloning Shared Templates + + This chapter describes how + to make local copies of shared templates for routine reports or as a starting point for + customization. When creating a new template it is a good idea to review the shared templates + first: even if the exact template you need does not exist it is often faster to modify an + existing template than to build a brand new one. A Local System Administrator account is + required to clone templates from the Shared Folders section and save them + to My Folders. + The steps below assume you have already created at least one Templates + folder.  If you haven’t done this, please see . + + + + Access the reports interface from the Admin (-) menu under + Local Administration + Reports + + + + + Under Shared Folders expand the + Templates folder and the subfolder of the report you wish to clone.  To expand the folders click on + the grey arrow or folder icon.  Do not click on the blue underlined hyperlink. + + + Click on the subfolder. + + + + Select the template you wish to clone.  From the + dropdown menu choose Clone selected templates, then click + Submit.   + + + + + + + + + + By default Evergreen only displays the first 10 items in any folder. To view all content, change the Limit output setting from 10 to All. + + + + Choose the folder where you want to save the cloned template, then click + Select Folder. Only template folders created with your + account will be visible. If there are no folders to choose from please see . + + + + + + + + + + + + + + + The cloned template opens in the template editor. From here you may modify the + template by adding, removing, or editing fields and filters as described in . Template Name and + Description can also be edited. When satisfied with your + changes click Save. + + + + + + + + + + + + Click OK in the resulting confirmation windows. + + + Once saved it is not possible to edit a template. To make changes, clone a template and change the clone. + + + diff --git a/2.0/reports/report-template-terminology.xml b/2.0/reports/report-template-terminology.xml new file mode 100644 index 0000000000..808e22eb6c --- /dev/null +++ b/2.0/reports/report-template-terminology.xml @@ -0,0 +1,182 @@ + + + + Template Terminology + + + + + Data Types + + The central column of the Database Source Browser lists + Field Name and Data Type for the + selected database table. + + + + + + + Each data type has its own characteristics and uses: + + + + + + + + Data Type + Description + Notes + + + + + id + Unique number assigned by the database to identify a + record + A number that is a meaningful reference for the database but not of much use to a human user. Use in displayed fields when counting + records or in filters. + + + text + Text field + Usually uses the Raw Data transform. + + + timestamp + Exact date and time + Select appropriate date/time transform. Raw + Data includes second and timezone information, usually more than is required for a report. + + + bool + True or False + Commonly used to filter out deleted item or patron records. + + + org_unit + A number representing a library, library system, or + federation + When you want to filter on a library, make sure that the field + name is on an org_unit or id data type. + + + link + A link to another database table + Link outputs a number that is a meaningful + reference for the database but not of much use to a human user. You + will usually want to drill further down the tree in the + Sources pane and select fields from the + linked table. However, in some instances you might + want to use a link field. For example, to count the number of patrons who borrowed items you could do + a count on the Patron link data. + + + int + Integer + + + + money + Number (in dollars) + + + + + + + + + Field Transforms + + A Field Transform tells the reporter how to process a field + for output. Different data types have different transform options. + + + + + + + + Raw Data To display a field exactly as it appears in + the database use the Raw Data transform, available for all data + types. + + <guilabel>Count</guilabel> and <guilabel>Count Distinct</guilabel> These transforms + apply to the id data type and are used to count database + records (e.g. for circulation statistics). Use Count to + tally the total number of records. Use Count Distinct to count + the number of unique records, removing duplicates. + To demonstrate the difference between Count and + Count Distinct, consider an example where you want to know + the number of active patrons in a given month, where active + means they borrowed at least one item. Each circulation is linked to a Patron ID, a + number identifying the patron who borrowed the item. If we use the Count + Distinct transform for Patron IDs we will know the number of unique + patrons who circulated at least one book (2 patrons in the table below). If instead, + we use Count, we will know how many books were circulated, + since every circulation is linked to a patron ID and duplicate values are also + counted. To identify the number of active patrons in this example the + Count Distinct transform should be used. + + + + + + + + + + + Title + Patron ID + Patron Name + + + + + Harry Potter and the Chamber of Secrets + 001 + John Doe + + + + Northern Lights + 001 + John Doe + + + Harry Potter and the Philosopher’s Stone + 222 + Jane Doe + + + + + + + Output Type Note that each transform has either an Aggregate or + Non-Aggregate output type. + + + + + + + + Selecting a Non-Aggregate output type will return one row of + output in your report for each row in the database. Selecting an + Aggregate output type will group together several rows of + the database and return just one row of output with, say, the average value or the + total count for that group. Other common aggregate types include minimum, maximum, + and sum. + When used as filters, non-aggregate and aggregate types correspond to Base and Aggregate filters respectively. To see the difference between a base filter and an aggregate filter, imagine that + you are creating a report to count the number of circulations in January. This would + require a base filter to specify the month of interest because the month is a + non-aggregate output type. Now imagine that you wish to list all items with more + than 25 holds. This would require an aggregate filter on the number of holds per + item because you must use an aggregate output type to count the holds. + + diff --git a/2.0/reports/report-view-output.xml b/2.0/reports/report-view-output.xml new file mode 100644 index 0000000000..919ace0cb3 --- /dev/null +++ b/2.0/reports/report-view-output.xml @@ -0,0 +1,95 @@ + + + + + + Viewing Report Output + + + When a report runs Evergreen sends an email with a link to the output to the address + defined in the report. Output is also stored in the specified Output + folder and will remain there until manually deleted. + + + + + To view report output in the staff client, open the reports interface from + Admin (-) + Local Administration + Reports + + + + + Click on Output to expand the folder. Select + Circulation (where you just saved the + circulation report output). + + + + + + + + + + + + + + View report output is the default selection in the + dropdown menu. Select Recurring Monthly Circ by Location by + clicking the checkbox and click Submit. + + + + + + + + + + + + + + A new tab will open for the report output. Select either Tabular + Output or Excel Output. If Bar + Charts was selected during report definition the chart will also + appear. + + + + Tabular output looks like this: + + + + + + + + + + + + + + + If you want to manipulate, filter or graph this data, Excel output would be + more useful. Excel output looks like this in Excel: + + + + + + + + + + + + + + + diff --git a/2.0/reports/report.diffs b/2.0/reports/report.diffs new file mode 100644 index 0000000000..e69de29bb2 diff --git a/2.0/root.xml b/2.0/root.xml index 7b3b2c6f6f..0342af9419 100755 --- a/2.0/root.xml +++ b/2.0/root.xml @@ -83,7 +83,14 @@ - + + + + + + + + -- 2.11.0