Reports folders

New Reporter

Before you are able to create templates or run reports on your account, you must set up your folders.

Accessing the new reporter #

To access the new (angularized) reporter, click on Administration > Reports, or from the home page, click Reports under the Administration column.

Creating your folders #

The My Folders section on the left side of the screen includes three default folder types: Templates, Reports, and Outputs.

Templates generically define the type of report that will be generated and what sort of information will appear in it. In a template, the columns to be displayed in the report and types of filters are defined.

Reports are created from a template to define a specific query of information. When you select a template to run, you fill out the filters to find specific sets of information. You are able to view used templates, and edit old reports to start new ones.

Output shows the results of your report.

Top-level folders #

A top-level folder needs to be created for each of your folders. Click on the top level to start the process. You will have to do this for each folder (Templates, Reports, Output).

In the My Folders section click on the folder you would like to create a subfolder in. Click Add top-level template folder to open a popup where you will enter the name of your new folder.

You will create a top-level folder for the other two folder types.

NOTE: It is recommended to use a parallel naming scheme for folders in Templates, Reports, and Outputs to help keep your reports organized and easier to find, i.e., you might create a folder named ‘Monthly Statistics’ under Templates and then make matching ‘Monthly Statistics’ folders under Reports and Outputs.

Subfolders #

You have the ability to create subfolders within the top-level folders for more organization. Click on the top-level folder and select Add Subfolder.

Managing folders #

Once a folder has been created, you can change the name, delete the folder, create a new subfolder, or change the sharing settings.

1. Navigate to Administration → Reports.
2. In the My Folders section select the name of the folder that you wish to manage.
3. Use the buttons at the top of the righthand pane to perform actions.

You can:

• Remove filters
• Create a new template
• Rename the folder
• Create a new subfolder (see above)
• Share or hide the folder (see below)

Sharing folders #

Templates, Reports, and Outputs folders can be private (accessible only to the user who created the folder) or shared with other staff at the library or other libraries within your system or consortium who have reporter permissions. Templates in a shared folder are searchable using the Search Templates feature by anyone with permissions to see that folder.

Sharing your folders #

Folders can be shared at any time after they are created.

1. In the My Folders section select the name of the folder that you wish to share.
2. Select the Share Folder button.
3. Select the Org Unit for the level at which you would like to share your folder, e.g., other staff at your branch, your whole system, anyone in your consortium. All users with reports permissions at the selected level will be able to access and search for templates in your shared folder.
4. Select Save.
5. The folder will now show under My Folders with the library code of the organizational unit it is shared within parentheses.

Hiding your folders #

Folders are hidden (unshared) by default. Folders that have been shared can be unshared later.

1. In the My Folders pane select the name of the folder that you wish to hide.
2. Select the Unshare Folder button.
3. The folder will now show under My Folders without a library code in parentheses.

Viewing shared folders #