Serials List or Count Reports
The Serial list reports and Serial count reports offer the same types of data columns and filters, but the report output is different. Serial list reports are detailed lists of data from serial holdings records and their associated records, while serial count reports are simple counts based on the selected criteria. The Serials count reports subtab has additional report output columns, such as Sum subscription current price. For general information on creating list or count reports, see Create a list, count, or summary report.
To include data from records associated with serial holdings records, use the filters for the record type. For example, to run a report on your library’s subscriptions within a certain date range, use the Subscription creation date filter. The report will include data from subscription records with creation dates within the specified range and data from their linked serial holdings records. Serial holdings records without links to subscription records will not be included in the report.
To create a serials list or count report
- Select the Serials tab. The Serials list reports page appears. To access the Serials count reports page, select the Serials tab and select the Serials count reports subtab.
- Set the row limit (if applicable).
- Select the columns to output, and use the up and down arrows to order the columns from left to right on the report.
- Select the columns to sort.
- Specify the format for the report.
- Apply filters to the report data. For information on specific filters, see:
- Click Submit. The report preview screen opens. For more information, see Preview a report.
- Do one of the following:
- Download the report in the selected format.
- Save the report file in the My Reports list. See Save report parameters.
Note:
For a list of the database columns, see Serials Columns.
Tip:
For general information on using filters, see Apply filters to limit report output.
