Tip for 08.20.18

Have you ever wanted a count of your items and copies? Or maybe you want to know what titles were purchased this past year. Here are two reports that might help you.

Basic Analysis

The Basic Analysis (v7) or Item Analysis (v6) report shows a simple count of titles and copies, and their replacement value, based on the items you include in the Select By criteria.

To run a Basic Analysis (v7) report:

1. In Reports, go to the Collection Analysis category.
   
2. Select the Brief Analysis report.
   
3. Set Selections to fit your needs. Or, if you want an analysis on all titles, skip this step.
   
4. Click Run. Once completed, access the report from Operation Management.
   

To run an Item Analysis (v6) report:

1. Go to Tools on the menu bar and select Reports.
   
2. Click on the Titles category and the General subcategory.
   
3. Select the Item Analysis report.
   
4. Set the Select By drop-down to fit your needs for the report; or, if you want an analysis on all titles, skip this step. If it is necessary to add more than one Select By criteria, use the Add Selection button, and set the Boolean Operator and the Select By dropdown.
   
5. Click on Print to run the report, and access the report from Operation Management.
   

Title Information

The Title Information (v7) or Title List (v6) report offers several format options for viewing a list of the titles in your collection. Use the Select By criteria to narrow down the titles that will appear on the report. 

To run a Title Information - 1 Line (v7) report:

1. In Reports, click on the Titles category and the Information subcategory.
   
2. Select the Title Information report.
   
3. In the Options tab, set the Format to 1 Line.
   
4. In the Selections tab, set selections to narrow down the titles to show on the report. To see the items added during the past year, fill out the Titles added From and Through fields. You can also use the dropdown to the right to switch from Date Range to Relative Date, and choose the Previous 1 Year. (If you will be saving this report for later use, use Relative Dates).
   
5. Click Run. 
   

To run a Title List - 1 Line (v6) report:

1. Go to Tools on the menu bar and select Reports.
   
2. Click on the Titles category and the General subcategory.
   
3. Select the Title List - 1 Line report.
   
4. Set the Select By drop-down to fit your needs for the report. To see the items added during the past year, choose Title Accession Date from the Select By drop-down menu. Then indicate the Starting and Ending Dates you want to be shown (e.g. %lastyear to %today).
   
5. Set the Sort By drop-down menu to the desired order for the items to appear on the report (e.g. Title).
6. Click Print to generate the report.