Available Report Templates
Available Report Templates
The information in this section builds upon the information discussed in the Basic Reports Guide and Basic Reports Class. Before continuing with advanced reports, you may wish to consult those if you have not done so, unless you are comfortable running reports in Evergreen and manipulating the output. Also, before creating your own report templates, be sure you have reports permissions.
Though it is not necessary to create templates in Evergreen, some knowledge of relational databases will come in handy, as the reports interface can be overwhelming. It may be helpful to review a brief introduction to databases.
The terms “data type,” “field transform,” and “operator” are used throughout template creation. Getting familiar with each set will be helpful when determining what fields and filters to add to your template.
Data type indicates what kind of information the piece of stored data is. The data type tells the system how to treat the piece of information and determines how that information can be used or viewed. For example, when Evergreen needs to store a time, such as a checkout time for a circulation, it will store it as a timestamp. Timestamp is a specific data type that tells the system to treat that piece of data as a specific time and indicates what options are available for interpretation of that data. For a list of available data types and their descriptions, review the list of data types.
Field transforms determine how data is interpreted when it is retrieved from the database. Each data type has a specific set of transforms available. The 'Raw Data' transform is available to every data type; it indicates that the data should be treated exactly as it is stored. For a list of available transforms and their descriptions, review the list of field transforms.
Operators describe the ways two pieces of data can be compared to one another and are used when creating filters to determine which database records should be included in a report. For example, when comparing two numbers, they can be equal to one another, the first can be greater than the second, etc. One helpful and commonly used operator is 'In list,' which can be used to provide a list of the organizational units in a template. For a list of available operators and their descriptions, review the list of operators.
Within the template editor, data fields are associated with the following icons, which notate what type of data the field contains:
If you find a template that you like, but you would like to customize certain fields and filters to better fit the data you are looking for, you can clone the template and make modifications. To do so, follow the steps for cloning an existing template until you reach the template editor view.
Once in the template editor, update the Template Name and Template Description fields at the top of the screen. (You can wait to update the Template Description until you have finished modifying the template, but this step is important to track the paths and labels of the fields and filters you used to create the template).
Note that any of the display fields or filters may be changed or removed, and new fields or filters may be added. However, the Core Source cannot be changed without losing the current display fields and filters. Changing the Core Source will force you to start the template creation process from scratch. (If you do attempt to change the Core Source, an alert will pop up to prompt you to click Continue or Cancel.)
The following adjustments can be made to existing entries in the Display Fields tab, which will reflect in your output report:
Change Column Label
Change Column Documentation
This can be used to document any notes or helpful hints for display fields and filters. This shows up on the template form when you’re running the report.
Change Field Transform
Move Field Up
Move Field Down
(Please note that you must move fields up or down one level at a time.)
Another way to edit fields is by clicking on the row in the Display Fields tab, clicking Actions, and choosing an option from the dropdown menu.
Notes on editing fields:
For each display field you would like to add, follow these steps:
1. Select the Display Field. Navigate to the field that you want to include via the Core Source and Source options and highlight that field.
2. Select the Field Transform. In the Field Transform box, choose the transform you’d like to apply to the field; this transform determines how the field will appear in the output. If you aren't sure which transform to use, consult the field transforms list.
3. Add to Display Fields. Under the Display Fields tab, click Add Fields.
4. Rename the Field. (optional) You may want to change the column label that will appear in the output. To do so, right-click on the appropriate row in the Display Fields tab and type in the preferred header name.
Existing fields in the Filters tab can be edited just as in the Display Fields tab: by right-clicking on the row and selecting the option from the dropdown menu, OR by clicking Actions and choosing from the dropdown menu.
However, the options for editing Filters are slightly different. Edits can only be made to the Operator, Field Transform, and Filter fields. Filters can be removed, though the Move Up and Move Down functions are not available, as the order of fields is not relevant to filters.
The process of adding a new filter is similar to the process of adding a field to the Display Fields tab.
The difference is that you will want to designate an Operator as well as a Filter Value (if applicable).
For example, if you are creating a report where you want to filter by a date range for Check In Date/Time, once you add the field to your Filters tab, you can change the operator to Between and the Field Transform to Date. If you want the report to show data from a specific permission group, you could go to Main (Profile) Permission Group, add Group ID, and set Operator as In list.
Once you have made all of your necessary adjustments, click Save Template. Your altered template is now ready for use.
Before you start creating your template, it's a good idea to ask yourself exactly what data you’re trying to retrieve. You may want to write down the answers to the following questions, especially for the first few templates you create; you’ll use these answers throughout the template creation process.
Now that you’ve defined the data you’re looking for, it’s time to start building the template. There are five basic steps of template creation, which we’ll describe in detail below.
Steps 3 and 4 are interchangeable. For some people, it makes more sense to set up filters before choosing which data should be included in the output; for others, it is easier to set up the displays first. You should perform these steps in the order that you find most intuitive.
Step 1: Create a New Template
The Template Description can be updated before, during, or after you create your report, however, it is very important to notate which fields, filters, and column labels you used. It is also helpful to add which Core Source you used. For a guide, please refer to report descriptions in Quick Reports or in any of the Shared Templates in the staff client.
Step 2: Select the Core Source
The Core Source determines what data you'll have available for your report. It is very important that you pick the source that makes the most sense. To select the source you want, choose it from the dropdown box located to the right of Core Source.
Most everything you need will be under the ‘Core sources’ category in the dropdown. Options listed under ‘Non-Core sources’ are very likely not relevant to any data you are looking for.
To determine which is the proper source, look back at your answer to the first question: What is the general topic of the data you're looking for? Choose the Core Source that is most closely related to the topic.
If you are uncertain which source you should use, consult the Core Sources list.
Step 3: Set Up Filters
Now that you've selected a source, you can start setting up the filters. Look back at your answer to question 3: How do you want to restrict your report to show only the data you want?
The first step for setting up filters is to determine what filters you actually need. This is the most difficult step, since there is no formulaic method. To get a feel for this process, you can review descriptions of reports you are comfortable using to see what filters are included.
Pay special attention to filters for 'Is Deleted' and 'Is Active' for Items and Patrons, respectively. If you’re trying to get a list of holdings, it’s important to make sure that you only report on items that haven’t been deleted; for patrons, you may or may not want to filter out inactive patrons, depending on your report’s needs or your local policies.
The filters themselves will vary according to your needs, and there are far too many possibilities to list here, so you may need to experiment a bit. However, the basic steps are the same for all filters.
For each filter in your template, repeat these steps.
1. Select the Filter Field
Click on the Core Source name next to the arrow to populate the Source fields. If you click on the arrow, more categories will populate underneath the Core Source.
2. Select the Transform
Once you click on a Source field, the Field Transform box will populate with the available options.
3. Add the Field to the Filters Tab
Once you have the field and field transform highlighted, click the Add Fields button, which is directly under the Filters tab. (If you do not choose a transform, it will default to Raw Data and can be changed after adding the field by right-clicking on the row and clicking Change Transform.
4. Select Operator/Filter Value
Equals is the default operator for a filter. If you want to choose a different operator for a filter, right-click the row and click the Change Operator button from the pop-up menu at the bottom of the screen. Choose the correct operator from the list. If you aren't certain which operator to use, refer to the list of operators.
You also may want to specify a value for the filter at this time. To do so, right-click the row and click Change Filter Value. A pop-up will allow you to specify a value that will be used whenever a report is run based off of this template.
Step 4: Set Up Display Fields
The first part of setting up the Display Fields is determining what they are. Look back at your answer to question 2: What kind of data are you looking for? Your answers will help you determine which fields you’ll need to display and how you'll display them.
Once you’ve decided what you'll want to display, follow the steps for adding a Display Field, making sure the Display Fields tab is clicked so entries populate in the correct tab.
Step 5: Review and Save
Check back over your filters and display fields to make sure you haven't missed anything. Once you’re satisfied that everything is included, review your template name and description to make sure everything has been updated accordingly.
Now, click Save Template. You can now create reports based on your new template.
Templates and reports can be shared between libraries within a system, though they cannot be shared across systems. Only GPLS staff can share across PINES. This is because the assumptions that you make in your library or library system may be very different from the assumptions a different library or library system makes. For example, there may be variances in vocabulary, which may endanger the situation that you are using the data for, and you may be depending on a report that may not be appropriate for your system. Anything you would want shared is ideally already provided in Quick Reports, or there is a template in the provided PINES staff template folders.
Think of sharing reports as publishing a report. Subfolders should be weeded as much as possible to rid of junk or bad reports that you may have used while testing a new report. Be mindful when naming reports as well, to ensure it’s only relevant, useful titles and description, as others may be able to see it.
Source: Advanced Reporting Guide