reports:quick
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====== PINES Quick Reports Guide ====== | ====== PINES Quick Reports Guide ====== | ||
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+ | ===== Introducing PINES Quick Reports ===== | ||
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+ | **Q: What is PINES Quick Reports?** | ||
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+ | A: PINES Quick Reports is a simplified, web-based interface to the existing Evergreen Reports module. It contains a pre-selected set of templates that produce frequently-asked-for report data. It is designed to be easy to use from the library staff perspective, | ||
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+ | It is not designed to take the place of the standard Evergreen Reports module, which will continue to be used by libraries that need custom reports. | ||
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+ | **Q: Who can use PINES Quick Reports?** | ||
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+ | A: Anyone who has the system permission to run reports in the staff client automatically has permission to run reports in PINES Quick Reports. Individuals with LocalAdmin or LibraryManager accounts automatically have permission to run reports. Other individuals may be given reports permissions by their library system’s designated Local Administrator. Specific permissions needed are: RUN_REPORTS and VIEW_REPORT_OUTPUT. | ||
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+ | See also: [[reports: | ||
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+ | ===== Launching PINES Quick Reports ===== | ||
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+ | From the main screen of the Evergreen Staff Client, click on the PINES Quick Reports icon. This will open the interface in a web browser window. Log in with the same username and password you use to log in to the Evergreen Staff Client. (Please note that if you use a username for your account, logging in with your barcode will not work.) | ||
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+ | {{: | ||
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+ | Alternatively, | ||
+ | ===== Running a Report ===== | ||
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+ | 1. Select either the **New Quick Report** option from the home page or the **Quick Report Templates** option from the top menu to begin your first report. | ||
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+ | {{: | ||
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+ | 2. Click on the name of a report category (Bills, Circulations, | ||
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+ | {{: | ||
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+ | 3. To learn more about each report, click on the **Description** link. This will open a pop-up window | ||
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+ | {{: | ||
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+ | 4. Click **Create a Report** to open the report template. | ||
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+ | {{: | ||
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+ | 5. Type in a **Report Name** of your choice and fill in the **Choose Report Filters** options. It is a good idea to make the Report Name as descriptive as possible so that you may easily identify it in a list of reports. The Report Filters will be different for each template but will often ask you to choose which library/ | ||
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+ | {{: | ||
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+ | <note tip> | ||
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+ | <note tip> | ||
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+ | 6. Click **Run Report** to submit your report to the server to be processed. | ||
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+ | ===== Other Report Template Options ===== | ||
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+ | **Report Description: | ||
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+ | **Report Output Options – Recurrence Interval:** If you just wish to run the report once, leave the default as "Run one time only." If you wish the report to automatically run on a scheduled basis, change the option to "Recur every" and choose from the dropdown options for a number of days/ | ||
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+ | **Report Output Options – Run Time:** If you wish to run the report immediately, | ||
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+ | If running system-intensive reports that take a significant amount of time (particularly weeding reports), it is a good idea to schedule them to run overnight. | ||
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+ | **Email Notification: | ||
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+ | If you send the report to someone else using this function, the person receiving the message will need to have an account with the VIEW_REPORT_OUTPUT permission enabled in order to open the report results. If you need to send the report to someone else that does not have Evergreen reports permissions, | ||
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+ | **Output Options:** To see this option, click "Show All Options." | ||
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+ | **Pivot Label Column and Pivot Data Column:** To see these options, click "Show All Options." | ||
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+ | **Save as Draft:** If you begin filling out a report form and wish to stop and return later to finish filling it out, you may use the "Save as Draft" option. To complete it at a later time, click on the **My Draft Reports** menu option and click "Edit Report." | ||
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+ | {{: | ||
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+ | ===== Viewing Your Report Results ===== | ||
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+ | 1. Click on **My Quick Reports** to see the list of your reports that you have already run, that are currently running, and that you have scheduled to run in the future. | ||
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+ | 2. Click on the **Category** of your report. The reports are organized in the same categories as the templates (Bills, Circulations, | ||
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+ | {{: | ||
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+ | In the example shown here, the “Shelf List of STATELIB-L” report is scheduled to be run. “Item list” and the following reports have already been run. | ||
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+ | If a report is scheduled and has not yet been run, you have the option to **Cancel Report** or **Edit Report** (change options such as the email address to which you wish to send the notification). | ||
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+ | If a report has already been run, you have the option to view the report (by clicking on the report title), to **Run Again** (this will allow you to change the selected filters and notification options), or to **Delete Report** (which removes it from your list). | ||
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+ | 3. View your completed report by clicking on the report title. A new browser tab will open and may prompt you for your Evergreen login name and password. After you log in, you will be presented with viewing options. | ||
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+ | {{: | ||
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+ | If you chose the default report output options, you will see a page with links to **Tabular Output** (HTML, viewed in the browser screen) and to **Excel Output**. Most people prefer to view the results in Excel because they are able to take advantage of Excel’s sorting and calculating functions to further organize data and create charts. These functions can also be performed by opening the Excel file in Google Sheets. Doing so also allows for easy report sharing. | ||
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+ | ==== Barcodes in Excel ==== | ||
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+ | The one small issue with using Excel is that it does not know how to display long numbers such as barcodes properly, so you may see columns of data that say “5.07E+13” or similar. To display these numbers correctly, see: [[reports: | ||
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+ | ===== Access Through the Standard Reports Module ===== | ||
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+ | If you wish to modify these reports for your own library’s use, you may clone them through the standard reports module in the Evergreen Staff Client from Shared Folders > Templates > QRADMIN > Simple Reporting Tool. | ||
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reports/quick.1553880909.txt.gz · Last modified: 2019/03/29 17:35 by tmccanna