Reportsfest revised

1,121 views

Published on

Overview of Reports in Koha - using wizards, Build New and editing Saved reports

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,121
On SlideShare
0
From Embeds
0
Number of Embeds
194
Actions
Shares
0
Downloads
7
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Reportsfest revised

  1. 1. NExpress Reports Fest Building the Perfect Report NExpress Team
  2. 2. Report Wizards <ul><li>Wizards Give Statistical Counts only </li></ul><ul><li>Date Format - </li></ul><ul><ul><li>Month, ex. May: </li></ul></ul><ul><ul><ul><li>Use 05/01/2011 - 06/01/2011 </li></ul></ul></ul><ul><ul><li>Day, ex. 6/15/11: </li></ul></ul><ul><ul><ul><li>Use 06/15/2011 - 06/16/2011 </li></ul></ul></ul><ul><li>Count What? Select column & row </li></ul>
  3. 3. Report Wizards <ul><li>Count Where? Select Branch & Submit! </li></ul>
  4. 4. Report Wizards <ul><li>Tips with Wizards </li></ul><ul><ul><li>Circulation Wizard counts Check Outs, Local Use and Renewals separately. </li></ul></ul><ul><ul><li>Catalog Wizard can provide collection size and make-up information. </li></ul></ul><ul><ul><li>Patrons Wizard can provide demographic data. </li></ul></ul>
  5. 5. Building Guided Reports <ul><li>Koha is a complex relational database </li></ul><ul><li>MySQL is the language used to query data in the Koha database </li></ul><ul><li>Koha contains several tables where the data is stored </li></ul><ul><ul><li>http://tinyurl.com/kohatables </li></ul></ul><ul><li>Each table contains several fields that make up the ‘back end’ of the Koha Catalog </li></ul>
  6. 6. Guided Reports: Build New <ul><li>Database Tables: </li></ul><ul><li>Branches - Library branch information </li></ul><ul><li>Biblio - MARC record information </li></ul><ul><li>Items - Item record information </li></ul><ul><li>Borrowers - Patron record information </li></ul><ul><li>Old_Issues - Historic circulation data </li></ul><ul><li>Statistics - Statistical information </li></ul>
  7. 7. Guided Reports: Building New <ul><li>Using the Guided Reports Wizard - BUILD NEW </li></ul><ul><li>Pick the module - Patrons? Catalog? Accounts? </li></ul><ul><li>Choose ‘Tabular’ - it’s your only choice ;-) </li></ul><ul><li>ADD columns for display - what data should show? (Guessing may be required) </li></ul><ul><li>Select Criteria to limit on - check box/drop downs </li></ul><ul><li>Total a column (most useful in Accounts module) </li></ul><ul><li>Order the Results - Save - and Run </li></ul>
  8. 8. Guided Reports: Building New <ul><li>Using the Guided Reports Wizard - BUILD NEW </li></ul><ul><li>Pick the module - Patrons? Catalog? Accounts? </li></ul><ul><li>Choose ‘Tabular’ - it’s your only choice ;-) </li></ul><ul><li>ADD columns for display - what data should show? (Guessing may be required) </li></ul><ul><li>Select Criteria to limit on - check box/drop downs </li></ul><ul><li>Total a column (most useful in Accounts module) </li></ul><ul><li>Order the Results - Save - and Run </li></ul>
  9. 9. Guided Reports: Use Saved <ul><li>Use Saved - find, edit, save and run </li></ul><ul><ul><li>Use Ctrl+f or Edit > Find to search the list of saved reports to find the one you want. </li></ul></ul><ul><ul><li>Select “Show SQL” to view the statement or “Edit SQL” to edit the statement </li></ul></ul>
  10. 10. Guided Reports: Use Saved <ul><li>Anatomy of a SQL Statement - ‘clauses’ </li></ul><ul><ul><li>SELECT - what columns will appear on the report? </li></ul></ul><ul><ul><li>FROM - what tables are storing the data we want? </li></ul></ul><ul><ul><li>WHERE - what limits do we want to impose? </li></ul></ul><ul><ul><li>ORDER BY - how do we want the data organized? </li></ul></ul>
  11. 11. Guided Reports: Use Saved <ul><li>Dissection of this New Patrons Added Report </li></ul><ul><ul><li>SELECT - surname, firstname, patron category code, patron cardnumber, address, etc. </li></ul></ul><ul><ul><li>FROM - the borrowers table, where most patron data is stored </li></ul></ul><ul><ul><li>WHERE - the borrower’s branchcode is Atchison AND the dates match the month/year provided </li></ul></ul>
  12. 12. Guided Reports: Use Saved <ul><li>For any Saved Report you can update the “crucial bits” in the WHERE clause </li></ul>
  13. 13. Guided Reports - Tips <ul><li>Use your branchcode </li></ul><ul><ul><li>BONNERSPGS and NORTONVLLE, etc. </li></ul></ul><ul><li>Use the ‘raw’ Item Types and Collection Codes </li></ul><ul><ul><li>Items.itype =‘MEDIA’ (not Movies) </li></ul></ul><ul><ul><li>Items.ccode=‘BOOKONCD’ (not Book on CD) </li></ul></ul><ul><ul><li>Items.location=‘YOUNGADULT’ (not Young Adult) </li></ul></ul>
  14. 14. Guided Reports - Tips <ul><li>Watch for: </li></ul><ul><ul><li>Single v. Double Quotes -- use ‘’ not “” </li></ul></ul><ul><ul><li>Extra Commas </li></ul></ul><ul><ul><ul><li>Ex: SELECT items.itype , FROM -- Oops </li></ul></ul></ul><ul><ul><li>Missing Quotes </li></ul></ul><ul><ul><ul><li>‘ tonganoxie SORT BY -- Need another ’ </li></ul></ul></ul><ul><ul><li>Misspellings </li></ul></ul><ul><ul><ul><li>AT HC ISON -- Oops, it’s ATCHISON </li></ul></ul></ul>

×