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CREATE AND PUBLISH REPORTS FOR THE NOVICE USERPRESENTED BY NADIA MUSLEH AND CHRIS CULP
ALACHUA COUNTY LIBRARY DISTRICT
GAINESVILLE, FL
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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
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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
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FINAL RESULT SET
• Fewer results: 26,771 vs 27,293 10/9/2014CREATE, PUBLISH AND MODIFY REPORTS FOR THE NOVICE USER 16
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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
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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)
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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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