Simple Reports

To access the Simple Reports interface, select Administration → Simple Reports. You will see an interface with two tabs, My Reports and My Outputs.

The Simple Reports interface intentionally only has a shortened list of report types. It is possible to add report types in future development, but the initial set was selected as representative of what most frontline staff would need.

Simple Report types are as follows:

To create a new Simple Report, click the New button from the My Reports tab.

You will be prompted to select a report type (report types are described above):

The Simple Reports interface will walk you through the process of creating a report. You can save an in progress report at any time by clicking Save and Close, and then go back to finish it later. You must give your report a unique name in order to save it. Reports will not run until output options are set and Save and Schedule Report is selected.

The Display Fields tab lets you select the fields and their display order (i.e., column order) for your report. Depending on which report type you select, a specified set of fields will be available to add to the report.

On the left is an accordion menu which groups types of fields. All report types have menu options for Common Fields and All Fields, as well as groups of fields relevant to each report type. Select an option from the left-hand menu to expand its list of fields, and select the checkbox next to each field that you want to display as a column in your report.

As you select fields from the left, they will appear on the right under Field Display Order.

Once you have selected your display fields, click on the Output Order tab. This tab allows you to assign individual column sort orders.

On the left side of the screen you can rename columns, adjust transforms, and reorder your columns in this tab in the same way you can in the Field Display Order tab.

On the right side of the screen you can independently set sort orders on each column as well as determine which column should sort first, second, third, etc. The sorting is independent of the column display order, which is an important difference from the standard Evergreen Reports interface.

In the example above, the first three columns to display will be Library, Shelving Location, and then Title, but the report will sort first by Library, then by Shelving Location, and then by Call Number.

To set sort order on a column, select the Direction dropdown. Choose Ascending or Descending for each column. Sort order will typically default to Ascending.

Once you have established your sort orders, select the Filters tab. This tab allows you to apply filters to your report. Note that some fields are hidden from display but available for filtering, and vice-versa; and there may be multiple display fields for the same data (i.e. various names, shortnames, etc.) but only one field for filtering.

As in the Display Fields tab, the Filters tab has an accordion menu on the left which groups types of fields. Note that Suggested Filters are those suggested for the report type generally, not the specific columns you selected. Select an option from the left-hand menu to expand its list of fields, and select the checkbox next to each field that you want to use as a filter.

On the right, the columns you have selected for display in your report will show under Fields Selected for Display, and your filter choices will show under Filter Fields and Values.

In the example above, there are three filters on the report:

Some other notes on filters in Simple Reports:

The Output Options tab contains the familiar Evergreen options for report output, including recurrence and scheduling options, as well as an option to email report output. Schedule times default to 15-minute intervals but can be typed over if a different time is desired.

Once you click Save and Schedule Report, your report will be saved and either run immediately or scheduled to be run, and you will be taken back to the main Simple Reports interface.

If you choose Run Report Now, your report output will be available in the My Outputs tab once the report is completed. Scheduled report output will be available in the My Outputs tab

To edit a report, select a report from My Reports and choose Edit from the Actions Menu, or double-click on the report you want to edit. Make changes as needed and select Save and Schedule Report once you’ve made all of your changes.

Editing a report will overwrite the old report and generate new report output, but you will still be able to see your old pre-edit report output in the My Outputs tab.