LibGuides: Analytics & Reports: WMS Reports & Report Designer

Custom Reports (Report Designer)

Below are report creation guides that we have created for PALNI member libraries. Now that shared templates functionality is available, these reports are being improved and saved as templates. Templates that are now available for sharing are marked as PALNI Template (PAL2 2.1 folder) or OCLC Template (3.0 folder).

Loan Totals by LC Subject Conspectus
Analyze use across subject areas in your collections.
Items Checked Out with Publication Detail
How to modify the All Checked Out Items report to add total loans, author, publisher, and publication date. Created for a library to assist with item replacement decisions
Circulation Events by Format, Policy, or Location
How to obtain a list of circulation events for a specific format, loan policy, shelving location, or combination of the above. [PALNI Template, OCLC Template]
Circulation of Purchased Items
How to create a multi-universe report showing number of check-outs of purchased items. Can be used for cost-per-use analysis of collection. [OCLC Template]
New Items (LHRs) - by Fiscal Year
How to obtain a list of new items (LHRs) during a given fiscal year or other date period. Includes item details; may be used to obtain counts.
New Items (LHRs) - Monthly
How to develop a monthly list of newly acquired items (new LHR records). Includes instructions for automatically running an updated list.
Circulation of New LHRs
How to obtain circulation of new items added within a specified time period (whether or not processed through acquisitions).
Orders, Expenditures, and Encumbrances by Budget Year
List of orders per budget year, which can be filtered by budget status and fund code.
Database Payment History
Use the Acquisitions universe to generate a spreadsheet of databases, vendors, subscription periods, and payments. [PALNI Template; OCLC Template]
Percentage of Collection and Loans by Call Number Classification
Examine collection balance by calculating percentage of holdings and circulation of items per call number classification. [PALNI Template]

Standard Reports

New Titles List
Collection Overlap Reports
Instructions for the Collection Overlap Summary and Detail reports, and My Collection Overlap Summary and Detail reports.
Collection Overlap Webinar Slides
Slides from the KB/LM webinar on overlap analysis, 2/27/2020

FTP Reports

New WMS FTP Item Inventory Headings April 2018

The new item inventory report will continue to be a pipe delimited .txt file and will continue to display only items with barcodes in WorldShare Circulation.

To allow for migration to the updated report, the new Item Inventory report uses a new naming convention:

<OCLC Symbol>.Circulation_Item_Inventories.yyyymmdd.txt

Institution_Symbol
Item_Holding_Location
Item_Permanent_Shelving_Location
Item_Temporary_Shelving_Location
Item_Type
Item_Call_Number
Item_Enumeration_and_Chronology
Author_Name
Title
LHR_Item_Materials_Specified
Material_Format
OCLC_Number
Title_ISBN
Publication_Date
Item_Barcode
LHR_Item_Cost
LHR_Item_Nonpublic_Note
LHR_Item_Public_Note
Item_Status_Current_Status
Item_Due_Date Item_Issued_Count
Issued_Count_YTD
Item_Soft_Issued_Count
Item_Soft_Issued_Count_YTD
Item_Last_Issued_Date
Item_Last_Inventoried_Date
Item_Deleted_Date
LHR_Date_Entered_on_File
LHR_Item_Acquired_Date
Language_Code

Shared Report Templates

Shared Report Templates - Quick Guide
Short guide to finding and using report templates in WMS.

Other Team Developed Help Guides

Resources for designing reports (forthcoming):

Report Building Reference Guide (Advanced)

Modifying a Standard Report
How to use Report Designer to add and remove fields from an existing Standard Report. (In the example shown in this guide, we want to add KB Collection Provider Name to the Top 100 Title Usage report from E-Resources.)
Report Building Reference Guide (Basic)
How to create a new custom report, save, export, and schedule.

Lifetime Item Circulation History
How to obtain the total loan history for circulating items, via FTP inventory report or a custom report.
Pre-sorted Shelflists
How to access weekly pre-formatted shelflists, created by Lauren Magnuson.

SAP Guides

The Reporting and SAP Business Objects Web Intelligence 4.2 (SP6) is the current installed version of the reporting platform. This is the version to look for when accessing documentation and support resources directly from SAP or from other training providers.

SAP Help Portal for 4.2 SP6
SAP Product Tutorials
Video tutorials for SAP Business Objects. Not all will apply to our installation.

Written Documentation:

Documents for Team Use

Help Guide Template
This document provides a template that can be used to create new help sheets. Includes creating a new document, report build template, exporting, saving, and scheduling reports.

Analytics & Reports: WMS Reports & Report Designer

Resources for Reports