The document discusses various types of reports that can be generated in the Horizon library system, ranging from easy reports that provide quick answers to more difficult reports requiring SQL queries. It provides examples of easy reports to find borrower information or item circulation statistics and describes using the Item_Report tool to filter items. More complex reports may involve saving data to files and editing them in other programs. The most difficult reports involve hidden database tables only accessible by system administrators or statistics that have been collapsed over time.

1. Reports in Horizon The Easy, the Difficult, and the Nearly Impossible

3. How many borrowers are Minor Title Restricted?

4. Highlight BType. Type in your borrower type Code. Click OK.

5. Result is a list of borrowers who are Minor Title Restricted. The total is also displayed at the bottom right of the window. You can also display more columns with “Display” and sort the borrowers in a variety of ways with “Sort.”

8. Item_Report

9. The Compound Search Window If it looks familiar, you probably remember it from the Item Group Editor.

12. Use Item_Report for a New Items List

13. Highlight “Collection” then click the Show Codes button.

14. Select the “epict” collection code and click OK.

15. Next, click on the AND radio button, then highlight “Creation Date” and click the Date Range button. 1. 2. 3.

16. Enter a date, click OK.

17. Now click Search.

18. Maximize the results window.

19. Click the Display button to choose columns to show.

20. Choose Call No., Title, Author, Loc., and Item Status Deselect others that may be highlighted. Then Click OK.

21. Now click Sort.

22. Sort by Loc., then, Item Status, then Call No. Click Ok.

23. Select all the items at HQ that are Checked In, then Click File, Export Records.

24. Choose a name and location for your file, and end it with .txt, then Save.

25. Choose the default option, click OK

26. Find your file, double click Here’s a text file you can edit to show the newest epict items currently checked in at HQ.

28. Running the Ad Hoc Reports Double Click on the AdHoc Stat Reports Icon.

30. Choose Report Options

31. Choose Output Options I prefer to save to a file, then you can edit the report.

32. Example:

33. Saving to a file: Click Save and the report will start to run. Remember where You saved it and its name!

34. Report Generating This might take awhile. Time to get some coffee.

35. Find the report There it is on my desktop.

36. If you double click…. It will open in Notepad. That’s why I put the “.txt” on the end.

37. If you want to work in Excel, you could save your report with “.xls”: This time, don’t double click on your file, find it and open it within Excel.

38. Open Excel, then open the report Be sure to change the “Look in” box to wherever you saved your File. Highlight the file and click Open.

39. Go through the “wizard” Choose fixed width. Click Next.

40. Change the column breaks Follow the instructions to tell Excel where the columns are.

43. Examples select name, location, btype, borrower.borrower#, address1, city_st, postal_code from borrower, borrower_address where borrower.borrower#=borrower_address.borrower# and location='akw' order by btype This is the SQL Query to get a list of borrowers with addresses for Akwesasne. The results are shown on the next slide.

44. Results of SQL Query I would run the query for you and send the results as a spreadsheet, access or text file.

46. Another example Here’s a report of how many borrowers and how many checkouts by zip code.

47. Another Example: This gives the number of bibs with no items in our database.

55. To improve statistics, clean up the “unk” collection with Item Group Editor

56. With Item Group Editor, you don’t need to cancel, cancel, alt-F2.

57. Highlight location, and type the name of your “unk” collection Click And.

58. Now highlight “Call No.” and put 5* in the blank. This will search for call numbers beginning with 5 (to keep the list manageable).

59. Here are 148 vnunk books that can be batch changed to vnnf. Choose other call number ranges such as j 3* or F/A* and “operate” on them.

60. The End