Shared Reports Documentation

In progress! Detailed information about shared templates and how to select the best template for your needs.

Shared Templates review document, listing shared template folders, sub-folders, and templates with screenshots of display fields, filters, report definitions, output, and updates or issues noted during testing: SharedTemplateReview.docx

See also: in progress document ReporterDataSources.docx

Shared Templates

• evergreen.reports > Acquisitions
  • All Debits from Fund
  • Cancelled Line Items
  • Encumbered Debits by Fund
  • Fund List with Settings
  • Fund List with Total Amounts (v.2)
  • Open Orders
• evergreen.reports > Circulation
  • Circulation Count by Circ Modifier
  • Circulation Count by Circ Modifier (year+month)
  • Circulation Count by Shelving Location (year+month)
  • Circulation Count by Patron Profile and Month
  • In-house User – Count by Date Range
  • Mobile Checkouts (2021-05)
  • Renewals Count by Stat Cat Monthly
• evergreen.reports > Collections > Item Maintenance
  • Circulation Modifiers Used by Library
  • Claims Returned Items by Checkout or Renewal Library
  • Claims Returned Items by Owning Library
  • Count Items & Value of Collection by Shelving Location
  • In-house Use – Count by Date Range
  • Items Missing Price Data
  • Missing Items List
  • Pre-cat Titles
  • Unknown Stat Cat Items
• evergreen.reports > Collections > Shelf Lists
  • Shelf List by Shelving Location
  • Shelf List by Shelving Location and Call Number Range
• evergreen.reports > Collections > Year End
  • Year End Top Circ Titles by Patron Home Library
  • Year End Top Circ Titles by Checkout Library
• evergreen.reports > Library Activity
  • Checkouts by Staff Username