Alexandria makes it easy to build your own frequently-used, custom reports. The Saved tab contains custom reports that you (or others) have created, saved, and shared.

Select a report from the Report Selection pane to populate the Selected Report pane below. Saved reports tabs—Overview, Selections, Options, Notification, Schedule, and FTP—contain settings that are essential to how your reports are ordered, organized, and presented. 

Saved reports can be run, modified, duplicated, or removed.

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Overview

The Overview tab provides a Saved report summary, including the report name (e.g. Mrs. Smith - Overdues), report creator, usage notes (e.g. Run this report weekly!), and allows you to add Favorite and Shared report filters.

Settings

• Name. Provide or edit the name of the report here (e.g. Dr. Linus - LOST books).

• Created By. This information is automatically populated with the report creator's name and site ID code.

• Notes. You may provide general usage notes about the report here (e.g. Report created for Marjorie - Run daily!).

• Favorite. When this option is checked, the selected report will be classified as a “favorite” and can be ordered or filtered by such using the Favorite filter of the Saved tab. Favoriting frequently-used reports is often helpful when you quickly need to locate one, especially if you find yourself running the same reports daily.

• Shared. When this option is checked, the selected report is classified as “shared” and can be ordered and filtered using the Shared filter in the Saved tab. Sharing frequently-used reports with other operators is often helpful when specifically configured reports frequently run.

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Selections

Building reports in Alexandria is clear cut, streamlined, and simple. The Selections tab is where you build the report to suit your needs; there are no illogical selections, redundant options, or nonsensical Boolean operators to sift through—nothing is offered that that doesn't directly apply to the report you are running. The best way to use this tab is to fill in the fields and drop-down menus from left to right, top to bottom. If you find some of your reports lacking the necessary selection information, try checking the Show Additional Selections box to get more options.

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Options

Building reports in Alexandria is clear cut, streamlined, and simple. The Options tab is where you build the report to suit your needs; there are no illogical selections, redundant options, or nonsensical Boolean operators to sift through—nothing is offered that that doesn't directly apply to the report you are running. The best way to use this tab is to fill in the fields and drop-down menus from left to right, top to bottom.

Settings

• Sort By. The selection made from the Sort By drop-down menu determines how information in the report is ordered. Some selections sort by two (or more) values (e.g. Patron Level / Name ).

• Format. The selection made from the Format drop-down menu determines the layout of the report, such as Standard, 1 Line, or Detailed.
  
  

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Notification

If you want confirmation that your reports are being performed at the indicated times and sent to the appropriate people, check the Enable Email Notification box and provide email addresses in the fields below.

• For example: johndoe@examplelibrary.com

You can provide more than one email address separated by commas.

• For example: johndoe@examplelibrary.com,janedoe@examplelibrary.com

Settings

• Enable Email Notification. Check this box if you want to enable email notification, sent upon report completion.

• Email Notification and Download Link To. In this field, provide the operator email addresses that Alexandria will use to send confirmation emails, a link to the Operation Summary, and a link to download the report.

• Email Notification To. In this field, provide the email addresses that Alexandria will use to send notification emails when the report has finished printing and a link to the Operation Summary; you can provide more than one email address separated by commas.
  
  

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Schedule

The Schedule tab—useful only for Saved reports—is comprised of a fairly straightforward layout full of simple, time-saving features. For instance, let’s say that you wanted to run a certain report every Friday at 5:00am. Using the Frequency drop-down menu, select Weekly; from the On drop-down menu, select Friday; finally, using the At fields, enter 5 and AM.

Settings

• Schedule. Check this box to unlock the Saved report scheduling capabilities.

• Frequency. This drop-down menu allows you to specify how often you would like to repeat your Saved report. You can select Once, Daily, Weekly, Monthly, Yearly from this drop-down menu. Secondary On options may dynamically appear, depending on your selection.

• Once. This options allows you to use the Date Picker to select a date.

• Daily. There are no secondary options available for this selection.

• Weekly. This selection will repeat the report every week on a Monday—Sunday of your choosing.

• Monthly. This selection will repeat the report once a month on a specific day—from the 1st through the 31st—of your choosing.

• Yearly. This selection (limited to one year) will repeat the report once a year on a specific month and day of your choosing.

• At. Use these fields to select the hour, minute, and ante/post meridiem to run your report.

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FTP

Alexandria can save finished reports to an FTP server. These options allow you to specify the (secure) FTP server address and uername/password credentials.

If you find yourself uncertain what an FTP server actually is, it's essentially just a software application that uses the File Transfer Protocol (i.e. FTP[1]), a protocol used for sharing files over the internet. There are several FTP server software packages available that you can download and use for free.

Settings

• Upload Report to FTP Server. Selecting this option allow you to specify your (secure) FTP server URL and username/password credentials.

• Protocol. If you'd like a more secure transmission that hides the username/password and encrypts the file content, FTP can be secured with SSL/TLS (i.e. “ftps://”). Be aware that the name “Secure FTP” can be confusing because it refers to two completely different protocols: “SFTP” and “FTPS”. Whenever the term Secure FTP is used, it is necessary to specify whether the SSH-based or SSL-based file transfer protocol is meant. Alexandria supports FTPS; the SSL-based file transfer protocol.

• Host. Provide the host name or IP address of the FTP-accessible server; for example, “myserveraddress.com”. Don't worry about including the URL protocol/scheme (e.g. “ftp://”) as this is automatically appended before the host name depending on your Protocol selection (above).
  
  
• Port. While “FTP” typically runs over TCP port 21, “FTPS” (SSL/TLS) typically runs over port 21 or port 990; if you don't have permission to open multiple ports, both unencrypted “FTP” and encrypted “FTPS” will run over port 21.

• Path. Provde the full path including filename and directories; for example, “/directory/subdirectory/filename.txt”.

• Username and Password. Provide a clear-text authentication and sign-in protocol in the form of a username and password. If your FTP server is configured to allow it, you can connect anonymously without having to enter anything
  
  

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