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.

Overview

The Overview tab serves as a report summary, including the title (e.g. Mrs. Smith - Overdues), report creator, usage notes (e.g. Run this report weekly!), and allows you to mark it as a favorite.

The Selections tab is where you build the report to suit your needs. If you find some of your reports lacking the necessary selection information, try checking the Show Additional Selections box for more options. The settings in this tab vary per report.

Advanced Selections

Say you wanted to run a Loaned Items Information report for everyone but staff. How do you let Alexandria know to include everyone else? Some report selections have a dropdown menu with the option to include or exclude multiple policies. The logic of OR and AND NOT Boolean operators is used in these advanced selections.

Dropdown menu options:

• Any Policy: All policies will be included.
• Include: Only the policies you check will be included (OR). Patrons do not need to concurrently belong to all selected policies to be included.
• Exclude: All policies except the ones you check will be included (AND NOT).

Once you select Include or Exclude, a Set button will appear to the right of the dropdown menu. Click on it to check the boxes of policies you want to include or exclude in the report, and click Set when you're done.

Relative Dates

When it comes to selections requiring a time period, you can enter either a date range or relative date. With relative dates, you can choose a generalized time period (i.e. "two weeks" or "one month"), which makes it easy to save and schedule reports like notices.

Options

Choose the sort and format options here. The settings in this tab vary per report.

Schedule

Use these settings to schedule this report to run on a regular basis.

Notification

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.