PINES Documentation

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====== PINES Executive Snapshots ======

PINES Executive Snapshots are a set of reports that are pre-run on a monthly basis for each branch and system. You can access the data for the most recent month, or for any month going back to January 2017.

  - Open up the **PINES Quick Reports interface** ([[https://gapines.org/report-creator]]).
  - Click on **Executive Snapshot**.
  - Select the branch(es) or system(s) you are interested in viewing reports for. You may also select "PINES" to see data for the consortium.
  - Select the month you wish to view data for. (Note, you cannot choose the current month.)
  - Check the checkboxes next to each type of information you would like to see.
  - Click **Run Report**.

{{ :reports:exec-reports-1.jpg?direct&600 |}}

A page will appear with links to view the reports for each of the branches/systems you selected in either HTML (on screen) or Excel format.

{{ :reports:exec-reports-2.jpg?direct&300 |}}

The resulting report provides the pieces of information that you requested as well as change comparison data from the previous month and the previous year.

{{ :reports:exec-reports-3.jpg?direct&600 |}}

==== Descriptions of Data ====

**Patrons**
{{tablelayout?rowsHeaderSource=Auto}}
^ Report Data                 ^ Description                                                                                             ^
| Active Users                | Count of active users at the specified point in time (broken out into adult and juvenile).              |
| New Users                   | Count of user accounts created within the specified month (broken out into adult and juvenile).         |
| Users Who Circulated Items  | Count of users who checked out items within the specificed month (broken out into adult and juvenile).  |
| Users Who Placed Holds      | Count of users who placed holds within the specified month (broken out into adult and juvenile).        |

**Bills**
{{tablelayout?rowsHeaderSource=Auto}}
^ Report Data                       ^ Description                                                   ^
| Amount Owed By My Patrons         | Total amount owed by patrons at the specified point in time.  |
| Amount Billed To My Patrons       | Total amount billed to patrons within the specified month.    |
| Amount Collected From My Patrons  | Total amount paid by patrons within the specified month.      |

**Circulation**
{{tablelayout?rowsHeaderSource=Auto&colwidth="236px"}}
^ Report Data                           ^ Description                                                                                ^
| Circulations                          | Count of all circulations within the specified month (includes non-cat and in-house use).  |
| Circulations by Circulation Modifier  | Count of circulations broken out by circulation modifier within the specified month.       |
| Circulations by MARC Type             | Count of circulations broken out by MARC type within the specified month.                  |
| Circulations by Non-Cataloged         | Count of circulations of non-cataloged items within the specified month.                   |
| In-House Use                          | Count of in-house use circulations within the specified month.                             |

**Holds/Transits**
{{tablelayout?rowsHeaderSource=Auto&colwidth="215px"}}
^ Report Data                   ^ Description                                                                                                              ^
| Holds Sent From My Library    | Count of items sent by library to other libraries to fulfill holds within the specified month.                           |
| Holds Received At My Library  | Count of items received by library from other libraries to fulfill holds within the specified month.                     |
| Internal Holds                | Count of holds fulfilled within the specified month where the item owning library and patron home library are the same.  |
| Total Incoming Transits       | Count of transits received by library within the specified month.                                                        |
| Total Outgoing Transits       | Count of transits sent by library within the specified month.                                                            |
| Total IntraPINES Sent         | Count of items sent by system to other systems to fulfill holds within the specified month.                              |
| Total IntraPINES Received     | Count of items received by system from other systems to fulfill holds within the specified month.                        |

**Collections/Items**
{{tablelayout?rowsHeaderSource=Auto&colwidth="131px"}}
^ Report Data     ^ Description                                                     ^
| Total Items     | Count of total items owned at the specified point in time.      |
| Value of Items  | Total price of all items owned at the specified point in time.  |
| Added Items     | Count of items added within the specified month.                |
| Deleted Items   | Count of items deleted within the specified month.              |