- Circ Modifier: Copies with Selected Circ Modifiers
- Circ Modifier: Copies without Circ Modifier
- Inventory - Scanned Items Count by Shelving Location
- Inventory - Un-scanned Items
- Overdues Within Time Span - General (Based on Checkout Library)
- Shelving Location and Circ Modifier: Items with Selected Shelving Location and Circ Modifier
- Shelving Location: Items with Selected Shelving Location
- Status: All Items with Selected Item Status
- Title & Item Count by Shelving Location and Circulation Modifier
- Weeding - Copies Circulated Fewer Times since a Selected Date (excl. Copied added after a Selected Date)
- Weeding -Copies Never Circulated after a Selected Date (clone)
Found under Shared Folders → Templates → Sitka_templates → Collection → Item List by Item Attribues.
Recommended Recurrence Interval: None, run as needed
- Enter a name that reflects what circulation modifiers you are reporting on.
- Add your library or your branch(es).
- Add the circulation modifier(s) for which you would like a list of items using the modifier(s).
- Ensure the box is checked for Run as soon as possible.
Found under Shared Folders → Templates → Sitka_templates → Collection → Item List by Item Attribues.
Recommended Recurrence Interval: None, run as needed
- Enter a name. You may wish to include a date.
- Add your library or your branch(es).
- Ensure the box is checked for Run as soon as possible.
Found under Shared Folders → Templates → Sitka_templates → Inventory.
Recommended Recurrence Interval: None, run as needed
Enter a descriptive name that includes the date on which you ran the report. You will likely run this report several times over the course of performing inventory.
On the Filters tab, enter values for the filters.
- Circulating Library = select your library.
Latest Inventory Date = enter the date on which you started doing inventory.
On the Layout and Scheduling tab, ensure the box is checked for Run Report Now.
Found under Shared Folders → Templates → Sitka_templates → Inventory.
Recommended Recurrence Interval: None, run as needed
Enter a descriptive name.
On the Filters tab, enter values for the filters.
Circulating Library = select your library.
Location ID = add the shelving location(s) you want included in your report.
Enter the date on which you started doing inventory.
ID = add the on-shelf statuses for your library such as Available and Reshelving. With this report you are looking for items in these statuses that should have been on the shelf and scanned for inventory but were not.
On the Layout and Scheduling tab, ensure the box is checked for Run Report Now.
Found under Shared Folders → Templates → Sitka_templates → Circulation → Overdue and others.
Recommended Recurrence Interval: Weekly
- Enter a name that doesn’t include a specific date as this report will run every week. For example, "Items 7 to 21 Days Overdue" , not "Overdues for January 9th to 23rd".
Choose Relative Date.
- Enter the time period you would like to report on. The earliest date (bigger number) goes first.
- If running as a weekly report it can be handy to use increments of 7.
- Add your library or your branch(es).
Check the box for Recurring Report.
- Set the Recurrence Interval to 1 Week(s).
- Check the box beside the date and set the date to the first time you want the report to run. The report will run on the same day of the week every week; the example report will run every Wednesday.
- Set the time to between 1:00am PT and 4:00am PT.
Found under Shared Folders → Templates → Sitka_templates → Collection → Item List by Item Attribues.
Recommended Recurrence Interval: None, run as needed
- Enter a name that reflects what shelving location and circulation modifier you are reporting on.
- Add the shelving location for which you would like a list of items using the location.
- Add the circulation modifier for which you would like a list of items using the modifier.
- Add your library or your branch(es).
- Ensure the box is checked for Run as soon as possible.
Found under Shared Folders → Templates → Sitka_templates → Collection → Item List by Item Attribues.
Recommended Recurrence Interval: None, run as needed
- Enter a name that reflects what shelving location(s) you are reporting on.
- Add the shelving location(s) for which you would like a list of items using the location.
- Add your library or your branch(es).
- Ensure the box is checked for Run as soon as possible.
Found under Shared Folders → Templates → Sitka_templates → Collection → Item List by Item Attribues.
Recommended Recurrence Interval: Monthly
Enter a name that doesn’t include a specific date as this report will run every month. For example, "Items Currently Damaged, Lost or Missing", not "January Damaged, Lost, or Missing Items".
On the Filters tab, enter values for the filters.
Organizational Unit ID = select your library.
ID = add the status(es) you want included in your report.
Check the box for Recurring Report.
- Set the Recurrence Interval to 1 Month(s).
Check the radio button for Schedule Report For Later.
Set the date to the first of the next month and the time to between 1:00am PT and 4:00am PT.
Tip
Libraries may wish to set up multiple recurring reports, each for a different item status, or a single report that includes multiple statuses.
Found under Shared Folders → Templates → Sitka_templates → Collection → Item and Title Count.
Recommended Recurrence Interval: None, run as needed
Enter a name that includes a specific date as this report will show a snapshot of your collection at the moment the report is run.
On the Filters tab, enter values for the filters.
Organizational Unit ID = select your library.
On the Layout and Scheduling tab, ensure the box is checked for Run Report Now.
Found under Shared Folders → Templates → Sitka_templates → Collection → Others.
Recommended Recurrence Interval: None, run as needed
- Enter a descriptive name.
- Add your library.
- Add the date after which new items should be excluded. If you don’t want to include items catalogued in the current calendar year enter January 1st of the current year.
- Add the shelving location(s) in which items should be included.
- Add a date after which to count circulations. Circulations before this date will not be used to calculate whether an item meets the threshold entered in the next filter.
- Enter a threshold. Items that have circulated fewer times than the threshold, after the date selected for Checkout Date/Time, will be included in your report output.
- Ensure the box is checked for Run as soon as possible (not shown in the screenshot)
Note
For this example, the items that will be included in the report output are items catalogued before January 1st 2023 (Active Date/Time), that have the shelving location Adult Fiction, and have circulated fewer than 3 times since January 1st 2021.
Found under Shared Folders → Templates → Sitka_templates → Collection → Others.
Recommended Recurrence Interval: None, run as needed
- Enter a descriptive name.
- Add the date after which new items should be excluded. If you don’t want to include items catalogued in the current calendar year enter January 1st of the current year.
- Add your library.
- Add the shelving location(s) in which items should be included.
- Add a date for last checkout. Items that have not been checked out since this date will be included in your output.
- Ensure the box is checked for Run as soon as possible
Note
For this example, the items that will be included in the report output are items catalogued before January 1st 2023 (Active Date/Time), that have the shelving location Adult Fiction, and have not circulated since June 1st 2022 (Last Circulation Date).
