Customized Reports - Larry Deck - Library Systems Office, McGill

Customized Reports Larry Deck Library Systems Office McGill

Customized Reports - Larry Deck - Library Systems Office, McGill ALEPH and reports Data from GUI clients ‘Canned’ Web Services reports UTIL-S reports

Customized Reports - Larry Deck - Library Systems Office, McGill Why customize reports? You may want to... –print a list of data not displayed as a list in the GUI –get a total of some amount not totaled in prefab reports –filter/sort by your own criteria –add data at will

Customized Reports - Larry Deck - Library Systems Office, McGill What I mean by ‘custom’

Customized Reports - Larry Deck - Library Systems Office, McGill Oracle connection options Windows-side: –third-party report tool through ODBC-SQL Net (Crystal, Access) –Win SQL*Plus or Oracle Reports client through SQL*Net Unix-side –SQL*Plus

Customized Reports - Larry Deck - Library Systems Office, McGill Customized reports can... Supplement the GUI clients Derive statistical information Validate data ex-post-facto Extract data for export to other systems

Customized Reports - Larry Deck - Library Systems Office, McGill Supplementing the GUI / Services Reporting on data not displayed in GUI –example: tracking renewals on loans Reporting on data badly formatted in ‘canned’ reports: –example: columnar report on budget allocations and expenditures –example: reports on security proxies

Customized Reports - Larry Deck - Library Systems Office, McGill New statistical reports Patrons who have registered an address, by type Loans –from a circulation desk, or from self-check Renewals –by staff or through the web Journal subscriptions costing > $5,000

Customized Reports - Larry Deck - Library Systems Office, McGill Validating data Processed items reset to ‘In Transit’ Orders & transactions with currency ‘ESB’ Bad ‘GST override’ codes

Customized Reports - Larry Deck - Library Systems Office, McGill Extracting data for export Data for patron record updates List of active serial titles for CISTI Source “Fine Flag” report

Customized Reports - Larry Deck - Library Systems Office, McGill Developing reports What are the data needed, and what are the criteria? Where are the criteria and data hiding? Two or more tables? Where and how to join? [ Prototype the query ] Output correct? Format of output okay? Finalize and document query

Customized Reports - Larry Deck - Library Systems Office, McGill Our “Fine Flag” Report Registrar’s needs list of student numbers, one per line, of students owing more than $30.00 to the library, in order to block those delinquent individuals from graduating

Customized Reports - Larry Deck - Library Systems Office, McGill How fine info appears in GUI

Customized Reports - Larry Deck - Library Systems Office, McGill Fine Flag analysis: Data needed: –student numbers - z303_id_2 Criteria: –students - z305_bor_type –owing more than $ z31_sum

Customized Reports - Larry Deck - Library Systems Office, McGill Tables for “Fine Flag” report

Customized Reports - Larry Deck - Library Systems Office, McGill How the fines data are stored

Customized Reports - Larry Deck - Library Systems Office, McGill After the report is written Presentation to end-user –as flat file (data exports) –as Excel spreadsheets Automation of report –as ALEPH Job Daemon job

Customized Reports - Larry Deck - Library Systems Office, McGill Future directions for McGill Adding customized reports as new ALEPH Web services Adding reports as Web pages with PHP Direct access to queries through Excel Crystal reports server?

Customized Reports - Larry Deck - Library Systems Office, McGill