What are reports for?
Reports are used to find and present data about the information on the system in a structured manner.
How to find saved reports on your site
Go to the Reports module on the Koha home page and click on it.
This will take you to a new page. Under Guided reports click Use saved and you will be brought to
a new page with a table of all the reports currently on your system.
How to navigate the reports already on your sytem
At the top of this table there is a search box.
Search for the title or number of the report, or for a keyword. This will narrow the list of reports to ones related to the search.
Once you have found the report you want to run, go to the right hand side of the row the report is in and hit run.
Example:
If you are searching for a report on borrowers, but aren’t sure of the title, you can use the search bar to explore keywords
such a report might have.
In this example, by typing borrowers into the search bar, the results in the table are narrowed down to reports containing
the keyword.
How to run a report
Once you have identified the report you want to run, go to the Actions column on the right hand side of the row the report appears on and hit the Run button.
Assuming the report is structured correctly and is not overly large, hitting the Run button will bring you to either the results page with a table of information or a page requiring you to set parameters for the information being drawn back by the report.
These parameters may be, but are not limited to date range, branch and item type and may look something like this:
To run the report under these circumstances an option from the dropdown must be selected and the Run the report button must be clicked.
Version History |
Version | Date | Detail | Author |
1.0 | 11/01/19 | Original Document | Holly Cooper |
2.0 | 14/05/20 | Updated for Zoho | Charles Quain |
2.1 | 29/12/21 | Updating for new release | Holly Cooper |
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Retention Policy |
Permanent | X |
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