Browse Reports

Concepts

The Browse Reports function allows libraries to retrieve current and past reports without needing an emailed link.

Reports are organized within three sections:

  • Browse Scheduled Output - standard reports that are setup to run on specific days; includes Overdue Shelfists, statistics, etc.
  • Run Ad Hoc Reports - specialty reports that libraries can run and view current information
  • Wireless Reports - statistics for wifi usage
"How do I use the Report Browser?" is a link that opens this TWiki document within the Browse Reports tab.

Access Browse Reports

The Browse Reports function is accessible from the Staff Client home screen. This opens the reports interface in a new Chrome tab.
Reports_ClientHomeLink.png

Login to the Report Browser

Access the reports using your Evergreen client login.
Report_ReporterToolLogin.png

Browse Reports "main screen"

BrowseReportMainScreen.png

Browse Scheduled Reports

  1. From the Browse Reports main screen, click Browse Schedule Report Output
  2. Select your library
  3. Select the output folder
    • Evergreen reporter : LIB Output - reports generated by Evergreen's native reporting system (OLD)
    • Custom PLS Reports - CURRENT reports generated by PLS
  4. Select the report

View All Generic Reports

  1. From the Select your library screen, click All - Generic Reports
  2. Select the output folder
    • Custom PLS Reports
  3. Select the report

Run Ad Hoc Reports

Ad Hoc Reports are specialty reports that can be retrieved as needed. The data in each report output is current as of the time the report is run.

  1. From the Browse Reports main screen, click Run Ad Hoc Reports
  2. From the Reports drop down list, select a report
  3. Click Select Report
  4. Select the library
  5. Enter applicable filters
  6. Click Run Report
See AdHocReports for more detail on working with ad hoc report options.

Navigate the Report Browser

As you click through levels of the Report Browser, "breadcrumb" links appear in a row across the top of the screen. Click the a link to go to that level of the browser.

BrowseReport_BackToLibList.png

Depending on the types of reports - Scheduled or Ad Hoc - the options vary somewhat, but the general principle is the same:

  1. To return to the list of available reports, click LIB Output
  2. To return to the list of output folders, click Library Name
  3. To return to the Select your library screen, click Browse
  4. To return to the Browse Reports main screen, click the house icon

Wireless Reports

For more information about using and interpreting the wireless statistics reports, see: WifiUsageReport

  1. From the Browse Reports main screen, click Wireless reports
  2. Select your library
  3. Select the report
  4. Click Run Report
  5. To return to the Wireless Reports screen, click the house icon
  6. To return to the Browse Reports main screen, open a new tab and click Browse Reports

EvergreenWebForm
Topic Subject Reports
Service Evergreen
Documentation type Procedure
Year

Includes RT Form? No
Status

Topic revision: r15 - 08 Apr 2019 - 15:01:23 - LindsayStratton
 

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