Report Column and Filter Examples
The following tables show examples of the types of reports you can create in SimplyReports and list the columns to select for the report output, the columns to sort, and the filters to limit the data in the report output.
- Patron List Report Examples
- Patron Count Report Examples
- Patron Account List Report Example
- Patron Account Count Report Examples
- Holds List Report Example
- Holds Count Report Examples
- Item List Report Examples
- Item Count Report Examples
- Invoice List Report Example
- Purchase Orders Summary Report
Patron List Report Examples
| Report Type | Output Columns | Sort Columns | Filters to Limit Data |
|---|---|---|---|
| Patrons with email notification method but no email address |
Patron barcode Patron full name Patron code description |
Patron full name |
Patron general filters - Select patron branch Patron miscellaneous filters - Notification option - Email address Email address - Not present |
| Patron mailing list |
Patron full name Patron street one Patron street two Patron city Patron state Patron postal code |
Patron postal code Patron full name |
Patron general filter - Branch |
Patron Count Report Examples
| Report Type | Output Columns | Sort Columns | Filters to Limit Data |
|---|---|---|---|
| Total number of patrons added by branch in the last year |
Patron branch name Patron code description |
Patron code description |
Patron general filter - Branch Patron date filters Patron registration date - Select a from and to date range |
| Total number of patrons by a statistical class | Patron statistical class description | Statistical class description | Patron general filters - Branch |
Patron Account List Report Example
| Report Type | Output Columns | Sort Columns | Filters to Limit Data |
|---|---|---|---|
| List of patrons owing more than a certain amount of money |
Patron full name Patron barcode Acct charges |
Patron acct charges |
Patron miscellaneous filters - Charges (amount) greater than or equal to - Specify a dollar amount |
Patron Account Count Report Examples
| Report Type | Output Columns | Sort Columns | Filters to Limit Data |
|---|---|---|---|
| Count of patron accounts sent to a collection agency for the year |
Acct reason (or fee reason) Patron code description Sum balance (outstanding balance only) |
Patron code description |
Patron general filter - Reason (or fee reason) - Collection agency Transaction date filters - Transaction date - range Patron filters - Patron branch Outstanding balance options - Outstanding charges |
| Amount of outstanding charges by branch |
Acct transacting branch name Patron code description Sum balance (outstanding balance only) |
Account transacting branch name | Outstanding balance options - Outstanding charges |
| Amount of outstanding charges for overdue items |
Acct transacting branch name Patron code description Sum balance (outstanding balance only) |
Acct transacting branch name |
Outstanding balance options - Outstanding charges Patron account general filters - Fee reason code - Overdue item |
| Payments taken for items from other branches |
Acct payment method description Acct reason Acct transacting branch abbreviation Item branch abbreviation Item barcode Sum - transaction amount |
Acct transacting branch abbrev Item assigned branch abbrev Acct payment method description |
History options: Payment history Transaction date |
Holds List Report Example
| Report Type | Output Columns | Sort Columns | Filters to Limit Data |
|---|---|---|---|
| Hold requests placed during the last month |
Hold creation date Hold last status transition date Hold status description MARC browse author MARC browse title Item assigned branch abbreviation |
Hold creation date Hold status description MARC browse author MARC browse title |
Hold general filters -Pick up branch - Select branch Hold date filters - Hold creation date |
Holds Count Report Examples
| Report Type | Output Columns | Sort Columns | Filters to Limit Data |
|---|---|---|---|
| Hold requests exceeding the number of available local copies |
MARC browse author MARC browse title |
MARC browse title |
Hold general filters -Pickup branch - Select branch Hold date filters - hold creation date Optional - Select ‘top’ (number) ___ most requested titles - Enter 100 Hold general filters -Pickup branch - Select branch |
| Top 100 requested titles of last month |
MARC bibliographic record ID MARC browse author MARC browse title MARC primary type of material description |
N/A | N/A |
|
Number of patrons that have the maximum number of hold requests placed |
MARC browse title Patron full name |
N/A | N/A |
Item List Report Examples
| Report Type | Output Columns | Sort Columns | Filters to Limit Data |
|---|---|---|---|
| List of Spanish language items assigned to your branch |
Item assigned collection name Item barcode Item call number MARC title MARC author |
Item assigned collection name Item call number MARC author |
Item general filters -Assigned branch - Select branch Bibliographic record filters - MARC record language - Select Spanish |
|
Weeding list of non-fiction titles (Titles have not circulated in the past 3 years and have a lifetime circulation less than 25.) |
Item call number MARC author MARC title Item barcode Item lifetime circ counts |
Item call number MARC author |
Item general filters - Collection - Select Non-fiction Item relative date filters - Last checkout or renewal more than 3 years before the report run date. Item circulation filters - Lifetime circ count less than or equal to 25 |
|
Items limited to patrons from your library (Items added six months ago or more and can only be checked out by patrons belonging to your branch.) |
Item barcode Item assigned collection abbreviation Item call number MARC title Item creation date Item circ status Item material type |
Item creation date Item assigned collection MARC title |
Item relative Date filter: Creation date - More than 6 months before the report run date Item checkbox filters Patrons from this branch only checked |
| Item records without a price |
Item barcode Item assigned collection Item call number MARC author MARC title Item circ status |
Item creation date Item assigned collection Item YTD circ count MARC title |
Item general filters - Assigned branch - Select branch Item checkbox filter - Price - Not present |
| Most popular items in a collection in the last year |
Item assigned collection abbreviation Item call number MARC author MARC title Item last circ activity date Item YTD circ count |
Item assigned collection abbreviation Item YTD circ count MARC title |
Item date filters - Item last circ activity date - Select a from and to date to find items circulated within the last year; for example, 1/1/2014 - Item circulation filters - YTD circulation count greater than or equal to - Type a number |
Item Count Report Examples
| Report Type | Output Columns | Sort Columns | Filters to Limit Data |
|---|---|---|---|
|
Collection value (Total dollar amount and count of all items in a collection.) |
Item assigned collection name Sum item price |
Item assigned collection name |
Item general filters - Assigned branch - Select the branch |
|
Lost items value (Total dollar amount and count of all items that have been lost at a certain branch, grouped by collection.) |
Item assigned collection Sum item price |
Item assigned collection name |
Item general filters - Assigned branch - Select the branch Circ status - Select Lost |
|
Age of collection report (Items published after 1992 with the number of items by publication year.) |
Item assigned collection MARC publication year |
Item assigned collection MARC publication year |
Item general filter - Assigned branch - Select the branch Bibliographic record filter - MARC publication year - From 1992 - To 2016 |
|
Count of items owned by the branch and collection |
Item assigned branch abbreviation Item assigned collection name |
N/A |
N/A |
Invoice List Report Example
| Report Type | Output Columns | Sort Columns | Filters to Limit Data |
|---|---|---|---|
| Invoices paid last month (based on fiscal year) |
Supplier name Invoice number Invoice status Invoice organization abbreviation |
Supplier name |
Fiscal Year status (select one): Open Select a Fiscal Year Invoice relative date filters (between two dates) - Payment status date between 30 Days ago and the report run date |
Purchase Orders Summary Report
| Report Type | Output Columns | Sort Columns | Filters to Limit Data |
|---|---|---|---|
| Number of items the library ordered from a vendor in the last fiscal year |
Supplier name Sum purchase order quantity ordered Sum purchase order quantity received |
Supplier name |
Fiscal Year status (select one): Closed Select a Fiscal Year |
