create and publish reports using polaris simply reports - pug 2014
DESCRIPTION
Polaris Simply Reports - PUG 2014TRANSCRIPT
CREATE AND PUBLISH REPORTS FOR THE NOVICE USERPRESENTED BY NADIA MUSLEH AND CHRIS CULP
ALACHUA COUNTY LIBRARY DISTRICT
GAINESVILLE, FL
OBJECTIVES?
How to use Simply Reports to create and publish
reports, manually run them from the Polaris toolbar, or
schedule them for automatic delivery.
Participants will:
• Walk away with a general overview of Simply Reports
• Be able to save and schedule a report
• Know where to find the saved report
10/9/2014CREATE, PUBLISH AND MODIFY REPORTS FOR THE NOVICE USER 2
WHAT IS IT? / WHY DO I NEED IT?
• Reporting tool to pull information from Polaris without
SQL knowledge
•Allows you to build and share reports
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WHAT DO I NEED?
• Requirements
• License
• Contact your sales rep
• SQL knowledge not required for SimplyReports
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WHERE IS IT?
• In the Browser – Use Internet Explorer
• http://servername/simplyreports
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STRUCTURE
•Main Tabs and Sub Tabs – categories; list vs. count vs.
statistical
•Columns - these are the fields on your report
• Sorting - none selected sorts by the order in selected
output box.
• Filter options
• General Filters library/branch, record set, patron/material
code, …
• Date – relative vs static
* use relative dates so you can re-use it
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SIMPLYREPORTS TOOLBAR
• Main Tabs are your Report Categories – Patrons, Patron Account, Holds, Items, Bibs, Authorities, Serials, Funds, Invoices, Orders
• Sub-Tabs are the type of reports that can be generated for each -List Reports, Count Reports or Statistical Reports.
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SUB TABS
Patron List – a list of
data according to what
is selected in your
filters.
Patron Count – a count
of records according to
criteria
Patron Statistical –
returns statistical
information from the
transactional database
– actions
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SELECT YOUR OUTPUT COLUMNS
• Barcode
• Last Activity Date
• Email Address
• Patron branch name
-registered branch
• Etc…
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SORTING
Sorts by order of
columns added to
the output list
Or you can specify
what sorting order
by adding to
“Columns selected
for sort”
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FILTERS
Filters help us limit our list by adding specific parameters and remove unwanted data.
Patron General Filters
Patron Relative Date
Miscellaneous
Block and Note
User Defined Fields
Patron ID
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FILTERSReduce your list to a more
specific criteria
Ex: Expired in the future (Not
expired)
Ex: Last Activity date more
than 6 months ago (No
activity in the past 6 months)
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RESULTING LIST
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FILTERS
EMAIL ADDRESS:
Present
(remove
blank
fields)
Not
Present
Incorrectly
Formatted10/9/2014CREATE, PUBLISH AND MODIFY REPORTS FOR THE NOVICE USER 15
FINAL RESULT SET
• Fewer results: 26,771 vs 27,293 10/9/2014CREATE, PUBLISH AND MODIFY REPORTS FOR THE NOVICE USER 16
RECAP
• Different Tabs and Sub Tabs – Categories, list vs. count
vs. statistical
• Columns - these are the fields on your report
• Sorting - none selected sorts by the order in selected
output box.
• Filter options
• General Filters library/branch, record set, patron/material code,
etc
• Date – relative vs static
* use relative dates so you can re-use it10/9/2014CREATE, PUBLISH AND MODIFY REPORTS FOR THE NOVICE USER 17
SAVING REPORTS Download report Output -
excel file. Can be found in
My Reports Tab.
Save report for later use –
Saves the report “template”
in MyReports Tab in order
to schedule, run or publish
Create patron record set –
Let’s you manipulate the
records in polaris.
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MYREPORTS TAB
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MYREPORTS TAB
• Edit/Delete
• Schedule
Reports
• Run Reports
• Publish Report
• Advance
Publish
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SCHEDULE REPORT
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MY REPORTS > SCHEDULED JOBS
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MYREPORTS SUB TAB > FILE MAINTENANCE
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• Scheduled reports files
• Saved report files
• Ad-Hoc reports files (downloaded files)
MYREPORTS > PUBLISH
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EDIT REPORT
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PUBLISHING BASIC VS. ADVANCED
•Use relative parameters so that the report can be used
later.
• Basic Publishing > Sends to the Polaris Toolbar
•Advanced Publishing > Sends to the Polaris Toolbar,
but opens in Report Builder for Editing.
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BASIC PUBLISH VS ADVANCED PUBLISH
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BASIC PUBLISH > ACCESS VIA THE POLARIS TOOLBAR
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RUN REPORT FROM THE POLARIS TOOLBAR
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THE END > QUESTIONS ?
How to use Simply Reports to create and publish
reports, manually run them from the Polaris toolbar, or
schedule them for automatic delivery. Participants will:
•Walk away with a general overview of Simply Reports
• Be able to save and schedule a report
• Know where to find the saved report
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AFTERNOON SESSION 3:30-4:30MODIFYING REPORTS FOR INTERMEDIATE USERS
•Modify saved Simply Report reports, using Microsoft
Report Builder tools to expose parameters for the end
user. Learning Objectives: Participants will:
•Walk away knowing how to access and move around in
Report Builder.
• Be able to add date parameter fields to prompt the
user to pick a custom date range for lists.
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PUBLISH > REPORTS SERVER HTTP://SERVERNAME/REPORTS
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