WMS Procedures Manual: Analytics

Analytics offers many useful reports. These are different than the reports in Circulation (Pull List and Clear Hold Shelf.) These reports offer statistics and useful information on a variety of circulation data.    

LIST AND DESCRIPTIONS OF REPORTS

Circulation Dashboard-- An "at a glance" picture of circulation, including the item titles with the most check-outs.

Circulation Data Last Refreshed-- Shows the latest date Circulation Data was refreshed. It lists each report and tells you when the data on that report was last refreshed. 

All Checked Out Items Report-- Detailed list of items currently checked out.

Circulation Add-Delete Report-- Detailed list of items added to and deleted from WMS. 

Circulation Events Detail Report-- A full list of all circulation transactions by campus and within a specified date range.

Daily Payments Report-- Daily payments by campus and payment method within a specified date range.

Fiscal Detail Report-- Detailed billing events within a specified date range.

Fiscal Summary Report-- Summary of monthly billing counts by branch within a specified date range.

High Use Circulation Titles Summary Report-- Circulation statistics by campus and month within a specified date range, showing which items have the highest number of checkouts. 

Holds List Report-- A list of all items currently on hold.

Holds Ready for Pickup Report-- A list of items that are on hold and ready for pickup by the patron.

Hourly Average Circulation Activity Chart-- Chart of average circulation activity by hour for a certain day of the week, within a specified date range.

Item Status Statistics Chart-- Bar chart showing distribution of statuses for items owned.

Items in Transit Report-- Items in transit by campus within a specified date range. The Circulation Team Leaders run these reports daily to ensure that all items coming to each campus have arrived.

Lost or Missing Items Report-- Lost or missing items by campus within a specified date range.

Monthly Circulation Statistics Report-- Circulation statistics by campus and month within a specified date range.

Open Holds Report-- Current detailed list of items with open hold requests.

Outstanding Fees and Bills Report-- Current detailed list of fees and bills that are outstanding.

Overdue Items Aging Report--Circulation report of the count of days overdue by campus. The Circulation Team Leaders run these reports every two weeks to place Banner holds on students' records who have long overdue items. 

Patron Counts Summary Report-- Count of patrons by branch. We do not record a home campus in our patron records so this report is of limited use to us.

Patron Information Detail Report-- Detailed patron information.

Recalled Items Report-- Recalled items report by campus.