Holds List or Count Reports

The Holds list reports subtab and the Holds count reports subtab offer the same types of data columns and filters, but the report output is different. Holds list reports are detailed lists of data from hold requests and their associated records, while holds count reports provide simple counts based on the selected criteria. For general information on creating list and count reports, see Create a list, count, or summary report.

To create a holds list or count report

  1. Select the Holds tab. The Holds list reports subtab page displays. If you are creating a count report, select the Holds count reports subtab.

    2. Important:
    To clear your selections on a subtab, click the subtI reaab heading. The subtab settings revert to the default settings.

  2. Set the row limit and address type (if applicable).
  3. Select the columns to output, and use the up and down arrows to order the columns from left to right on the report.

    4. Tip:
    For general information on creating list or count reports, see Create a list, count, or summary report.

    The available columns for holds list and count reports consist of data from hold requests, and their linked patron, item, and bibliographic records. See Database Columns.

  4. Select the columns to sort.
  5. Specify the format for the report.
  6. (Holds count reports) In the Optional section, set any number options you wish to apply to the report.

    7. Note:
    If you select Select 'top' (number) __ most request titles and enter a number, the report prioritizes the sort with the NumberOfItems (count) column, then any other columns selected for sorting. If you do not select this option, the report prioritizes the sort with the columns selected for sort, then the NumberOfItems (count) column.

  7. Apply filters to the report data.

    8. Tip:
    For general information on using filters, see Apply filters to limit report output.

  8. Click Submit.

    9. The report preview screen opens. For more information, see Preview a report.

  9. Do one of the following:
    • Download the report in the selected format.
    • Create a patron record set of the patron records linked to the hold requests that meet the criteria specified in the report parameters.
    • Save the report file in the My Reports list.