Cherry Creek School District Introduction to Symphony Reports

2 Types of Reports DISPLAY DATA Count – How many meet This criteria? Count Item Titles LIST – Which ones meet these criteria? List Borrowed Items Notice – Who needs what information sent to them? Overdue Notice Statistics- Produces statistical information: Average Publication Year Average Price of Books Monthly Circ Count by Grade CHANGE DATAADDDELETEUPDATEEDITREMOVESETMOVELOAD

19 Groups of Reports = Group Seen by Everyone = Group Seen by EveryoneAcquisitions Used by libraries that have the Acquisitions Module. Provides information about ordering, invoicing, funds and VendorsAdmin Used primarily by the Unicorn Administrator for system operationAuthority Used to maintain consistency between subject and name headings used in the bibliographic dataBibliographic Allows you access to your catalog in a report formatCirculation Provides information about the circulation of library materials to your library usersCopies Allows you to review your copy inventoryEDI EDI facilitates the transfer of order or subscription information between the library's computer and vendors' computers: Acquisitions ; Serials

19 Groups of Reports Housekeeping Used primarily by the Unicorn administrator and is related to the operation of your systemIBistro Maintain and update user and data information & list most popular itemsImp/Exp Used to display, load, and review records that have been imported from a bibliographic utilityInventory Allows you evaluate your catalog for an inventory, list titles not inventoried, list missing copiesMaintenance Modify and make very specific record changesNotices Allows you send various types of notices to users

19 Groups of Reports Request Count, list and remove requests that are placed through Unicorn by library patrons and managed by library staffSerials Assists in the maintenance of periodical publications that are received on a subscription or on some other regular basisStatistics Used to produce circulation counts for total checkouts and renewalsText Used on a regular basis to maintain the accuracy of your text database and associated search indexesTitles Helps staff maintain bibliographic control over the collectionUser Provides information specific to the users of your library

Over 600 Total Reports Acquisitions 56 Acquisitions 56 Admin 27 Admin 27 Authority 11 Authority 11 Bibliographic 43 Bibliographic 43 Circulation 59 Circulation 59 Copies 23 Copies 23 EDI 5 EDI 5 Housekeeping 51 Housekeeping 51 Ibistro 7 Ibistro 7 Imp/Exp 14 Imp/Exp 14 Inventory 9 Inventory 9 Maintenance 20 Maintenance 20 Notices 8 Notices 8 Request 4 Request 4 Serials 33 Serials 33 Statistics 26 Statistics 26 Text 12 Text 12 Titles 40 Titles 40 Patron 16 Patron 16

The same report may also be found under several different Tabs Some of the tabs are linked together by function

My Reports Group Contains reports useful at the individual school level 3 Group Levels My ReportsMy Circulation All ReportsAll Circulation Report NameCirculation MY REPORT Clean Holds Shelf Collection Status Count Transits Daily Cash Detailed List of Overdues, Bills Expire Available Holds Expire Holds Homeroom Checkouts by Due List Bills Paid in Full List Checkouts by Homeroom List Onshelf Items with Holds List Overdues by Homeroom List Transits List User Activity List Users with Bills List Users with Checkouts List Users with Obligations List Users with Overdues Monthly Cash Purge Inactive Holds Users with Available Holds Users with Items Long Overdue All Reports Group contains the My Reports Plus reports that may be useful to the district or the administrator ALL REPORT= My Circulation + Assumed Lost Bill Totals By Bill Reasons Bill Totals By Bill Type CCount Users Bills Paid in Full List Charges List Holds List Users List Users with Holds User Address Label A few groups visible to the administrator have report name only and contains even more reports for that group REPORT NAME= All Circulation + Bill Tax Summary Cash Report Per Workstation Circulation by Zip Code Circulation Mailer Count Bills Count Charges Count Holds Create Charge Notices inBatch Create Circ Notices In Batch Current Bills Current Charges Statistics Current Holds Statistics Discharge BWI ebooks Edit Due Dates Globally Final Bill Notice Generalized Bill Notices Hold Overdue Notices Hold Pickup Notices Holds to Copies Ratio List Bills List Bills Paid in Full List Bills, Items List Inventory Report List Items with Bills List Items with Charges List Items with Holds List Purchase Alerts with DM List Purchase Alerts List Users with Billed Items List Users with Bills, Charges List Users with Charges New Overdue Notices Notice for Cancelled Holds Notify User via Phone Overdue Notice Print Circulation Table Purge Charge History Recall Notice On Charged Items Recall Title Hold Notices Remove Bills Remove Paid Bills Test Print of Notice Mailer

Libraries are divided into 5 group user logins  High School ↔ Reporter5  Middle School ↔ Reporter4  Year-Round ↔ Reporter3  Two Elementary groups ↔ Reporter1 & 2 Having separate report group user logins enables the System Administrator to create report templates which are customized for each of these groups. The Report User ID is shared by all of the libraries in the group. The finished reports for each group are available for viewing for all users in that group. Occasionally, the System Administrator may change the PINs for Report Users – if this occurs each group of schools will be notified of the new PIN password.

When logged in with a Reporter User ID, you will have access to the Report Wizards. It is also possible to look up patron and item records. Only those Reports wizards that are shown under Common Tasks are accessible during this login.

There are three wizards that are used for creating and viewing reports. These wizards are found under the Common Tasks Wizard heading. Schedule new Reports: This allows you to create a new report, select a Template Report and Run or Schedule the report. Scheduled Reports: This will show a list of the reports that are already scheduled to run in the future. Finished Reports: This will show a list of the reports that have already run and allow you to view their results. Where to find report wizards Clicking on the wizard will usually bring up the Properties Window Report Session: allows you to configure specific property-type settings for the reports that you will run.

Display this settings window each time? By default all reports are set to be viewed and printed using WordPad on the PC. Format length and width settings may need to be changed for certain reports. This will be done at a later time. This setting is for notification and should not be changed at this screen. Formatting results are checked by default. Symphony will send a brief to alert you when the report has finished. (do not use under a Reporter login) Properties Window

Try to avoid running reports during peak use time – such as the morning of the first day of the week of school. Reports can potentially slow down transaction times throughout the district. Be aware of any scheduled reports started by other libraries that run during the day, Administrative and Housekeeping reports are run in the evening hours (after 4PM) – this time is reserved and should not be scheduled. Some kinds of reports take more time to run than others. Some reports listed may require passwords and are not intended for general use. These reports are not available because they may make changes that involve patrons or items across the entire district. REMEMBER