Using Web Management Reports
In Sierra 6.1 and later, your library can sign in to Web Management Reports using SAML-based authentication for staff. When SAML is enabled, Web Management Reports includes a button or link in the Browser and Spreadsheet Interfaces so that you can sign out of your session. Otherwise, the system keeps you signed in even if you close the interface.
The Web Management Reports analyze transaction-based information from your Innovative system. Sierra offers the following two Web Management Reports interfaces:
- Browser Interface -- Displays report results in your web browser, and offers the option to download these report results in a tab-delimited text file. The Browser interface uses the /manage URL format.
- Spreadsheet Interface -- Offers report results for download in the Microsoft Excel (.xls) file format only; this interface does not display report results in the web browser. The Spreadsheet Interface offers a subset of the reports available in the Browser Interface. The Spreadsheet Interface uses the /iii/webrpt URL format.
Available reports are listed below. The check marks in this table are hyperlinks to the related pages.
Starting Sierra 6.6, all listed default permissions are required.
| Report | Spreadsheet | Web Browser | Default Authorization Required |
|---|---|---|---|
| Age of Collection | ✓ | 14 (Web collection development reports) | |
| All Circulation Activity | ✓ | ✓ | 17 (Circulation statistics) |
| Circulation Activity — Booking | ✓ | 17 (Circulation statistics) | |
| Circulation Activity — Checkouts | ✓ | ✓ | 17 (Circulation statistics) |
| Circulation Activity — Filled | ✓ | 17 (Circulation statistics) | |
| Circulation Activity — Hourly | ✓ | 17 (Circulation statistics) | |
| Circulation Activity — Inhouse | ✓ | 17 (Circulation statistics) | |
| Circulation Activity — Non-owned | ✓ | 17 (Circulation statistics) | |
| Circulation Activity — Owning/Home | ✓ | 17 (Circulation statistics) | |
| Circulation Activity — Patrons | ✓ | ✓ | 17 (Circulation statistics) |
| Circulation Activity — Renewal | ✓ | 17 (Circulation statistics) | |
| Circulation Activity — Requests | ✓ | 17 (Circulation statistics) | |
| Circulation Activity — Title | ✓ | 17 (Circulation statistics) | |
| Circulation Cross-Tab | ✓ | ✓ | 14 (Web collection development reports) |
| Collection Development | ✓ | 14 (Web collection development reports) | |
| E-Reserves | ✓ | 17 (Circulation statistics) | |
| Fund Reports | ✓ | 086 (Fund Management Reports) | |
| INN-Reach Circulation Report | ✓ | 14 (Web collection development reports) | |
| INN-Reach Patron Report | ✓ | 17 (Circulation statistics) | |
| Patron Search | ✓ | 15 (Analyze patron searches) | |
| User Functions | ✓ | 15 (Analyze patron searches) | |
| Vendor Activity | ✓ | 087 (Vendor Activity Reports) | |
| Web Access Management | ✓ | 17 (Circulation statistics) |