Tuesday, January 13, 2015

Reports – Who borrowed books today?

When you need to see what happened at the circulation desk for a day (or range of days) use the Copy Transaction Data report found in the Statistics area under the Library Reports tab. Enter the date(s), put a check in the box to Include Patron Data then click Extract. 


The report is in xml format. Save the report with a user friendly name. Open Excel, then open the saved xml report as a read-only workbook. 


The columns include everything you’d ever need! Titles, barcodes, patrons, a time stamp, even what kind of transaction. Sort by column headers to group transaction types. To learn more about working with xml reports, read this.  

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