IS OPEN THE LIBRARY Polaris ILS Toolbar Reports 5.0 SP3 Training

2 Requirements for running reports Staff Member and Workstation System Administration

Staff Member and Workstation 3 To generate, print, or customize reports, the staff member must have the following Allow permission in Polaris Administration - Access reports and notices Adobe® Reader® needs to be installed on any workstation that runs reports, notices and many staff client printing tasks Consideration should be given to appropriate times to run reports in order to avoid slowing down the system

System Administration The report server is set up prior to go-live Consult Polaris Help > General Administration Workforms > Report Server setup dialogue box for details Use Report Server Setup in the Staff Client profile to determine which organizations are available for reports

System Administration 5 To set the organizations that appear as parameter options when the staff member sets up a report to run, select one of the following options in the Available Organizations when running reports box: –Unrestricted - Any or all organizations in the system are available for selection in the Organizations report parameter list –Restrict Organization to Branch Only - Only the staff member’s logged-on branch appears in the Organizations list –Restrict Organization to Library Only - The Organizations list includes the staff member’s logged-on branch and the other branches associated with the parent library of the logged-on branch Hint This setting is available on the system, library, branch, or staff member level

6 Generating Reports Toolbar menu Organization by Polaris subsystem Steps for generating a report Save, print or Output options Custom folder

7 Toolbar Menu Reports are found in the Utilities menu Remember that access to Reports and Notices is an all or nothing permission

8 Organization by Polaris Subsystem When the Polaris Reports window opens the left pane shows the report categories and the right pane lists folders of available reports divided by subsystem Some of the folders contain subfolders

9 Steps for Generating a Report Select the subsystem folder for the required report Double click the report name to open the Report Wizard Select organizations and dates Set sort if available Click Submit to produce the Report Preview Window Hint If data for today should be included select tomorrow’s date as the end date

10 Save, Print or By default the report will be displayed in PDF format with options to save, print (all pages or just selected ones) or the report There are sticky notes and highlighter tools available in this format The report will stay in the cache for approximately 30 minutes, causing a repeat generation to possibly produce the same results even when other data is available

11 Output Options PDF is the default output option but there are other formats available To change the output format either use the down arrow by the side of the printer icon or right click on the report and make a selection from the Output Type submenu

Output Options 12 Available formats: –PDF – some printers, without an appropriate driver may not be able to print these documents successfully. –HTML – useful for large reports as it is faster than PDF. –MHTML – Mime HTML with ability to include links. –Excel – Excel should be loaded on the PC or server to view the report immediately. There will be a choice to save to another location if Excel is not available. –CSV – Comma Separated Values – a simple plain text format. –Word – Word must be loaded on the PC or server to view the report immediately. There will be a choice to save to another location if Word is not available.

Custom Folder 13 Customized reports may be saved in the Custom folder where they will not be overwritten during upgrades SimplyReports allows reports to be saved to this location by “publishing” the desired report Toolbar reports may be customized using Microsoft Visual Studio.net - select toolbar report, right click and select Customize from the context menu--a copy of the report will be saved to the custom folder for editing

14 Polaris Staff Help Help Using Polaris Standard Reports Standard Polaris Reports List Customization

15 Help – Using Polaris Standard Reports The Using Polaris Standard Reports section of the Polaris Basic Topics guide includes step-by-step instructions for generating, sending and customizing toolbar reports

16 Help – Standard Polaris Reports List Also in the Polaris Basic Topics Guide is a list of toolbar reports with detailed descriptions of what each report generates

17 Help - Customization Instructions for customizing toolbar reports using Microsoft Visual Studio.net are in the Polaris Basic Topics guide in the Using Polaris Standard Reports section