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Legacy Circulation Documentation: Reports

Viewing Reports

Log in to Workflows using the pseudo-supervisor report account login for your library

To view finished reports:

  1. Click the Reports tab
  2. Click Finished Reports in the Common Tasks box
  3. A list of finished reports should appear in the window in chronological order (most recently finished first)
  4. Select appropriate report and click View
  5. To print a report, copy and paste the report into a Word document and print

Running a Log Scan

To run a oone-time History report for an item or patron:

  1. Click the Reports tab
  2. Click Schedule New Reports in the Common task box
  3. Click the Custom tab
  4. Select Log Scan
  5. Click Setup & Schedule
  6. Name the report
  7. Click the Search String tab
  8. Enter User ID or item barcode
  9. Click Transaction Selection tab
  10. Click on the gadget next to the Transaction Date Range field
  11. Use the calendar wizard to identify the date range
  12. Click OK
  13. Click Schedule
  14. Under Printing/Distribution, select desired option (print, email, etc.)
  15. Click Schedule

Create a New Recurring Report

To create a new recurring report, submit an INFORM.