Cherry Creek School District

Introduction to Symphony Reports

2 Types of Reports2 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 DATA

ADD ADD DELETEDELETEUPDATEUPDATE

EDITEDITREMOVE REMOVE

SETSETMOVEMOVELOADLOAD

19 Groups of Reports19 Groups of Reports = Group Seen by Everyone= Group Seen by Everyone

Acquisitions Acquisitions Used by libraries that have the Acquisitions Module. Provides information about ordering, invoicing, funds and Vendors

AdminAdminUsed primarily by the Unicorn Administrator for system operation

Authority Authority Used to maintain consistency between subject and name headings used in the bibliographic data

BibliographicBibliographicAllows you access to your catalog in a report format

CirculationCirculationProvides information about the circulation of library materials to your library users

CopiesCopiesAllows you to review your copy inventory

EDIEDIEDI facilitates the transfer of order or subscription information between the library's computer and vendors' computers: Acquisitions ; Serials

19 Groups of Reports19 Groups of Reports

HousekeepingHousekeepingUsed primarily by the Unicorn administrator and is related to the operation of your system

IBistroIBistroMaintain and update user and data information & list most popular items

Imp/ExpImp/ExpUsed to display, load, and review records that have been imported from a bibliographic utility

InventoryInventoryAllows you evaluate your catalog for an inventory, list titles not inventoried, list missing copies

MaintenanceMaintenanceModify and make very specific record changes

NoticesNoticesAllows you send various types of notices to users

19 Groups of Reports19 Groups of Reports

RequestRequestCount, list and remove requests that are placed through Unicorn by library patrons and managed by library staff

SerialsSerialsAssists in the maintenance of periodical publications that are received on a subscription or on some other regular basis

StatisticsStatisticsUsed to produce circulation counts for total checkouts and renewals

TextTextUsed on a regular basis to maintain the accuracy of your text database and associated search indexes

TitlesTitlesHelps staff maintain bibliographic control over the collection

UserUserProvides information specific to the users of your library

Over 600 Total ReportsOver 600 Total Reports

Acquisitions 56Acquisitions 56 Admin 27Admin 27 Authority 11Authority 11 Bibliographic 43Bibliographic 43 Circulation 59Circulation 59 Copies 23Copies 23 EDI 5EDI 5 Housekeeping 51Housekeeping 51 Ibistro 7Ibistro 7 Imp/Exp 14Imp/Exp 14

Inventory 9Inventory 9 Maintenance 20Maintenance 20 Notices 8Notices 8 Request 4Request 4 Serials 33Serials 33 Statistics 26Statistics 26 Text 12Text 12 Titles 40Titles 40 Patron 16Patron 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 Reports My Circulation

All Reports All Circulation

Report Name Circulation

MY REPORT

Clean Holds ShelfCollection StatusCount TransitsDaily CashDetailed List of Overdues, BillsExpire Available HoldsExpire HoldsHomeroom Checkouts by DueList Bills Paid in FullList Checkouts by HomeroomList Onshelf Items with HoldsList Overdues by HomeroomList TransitsList User ActivityList Users with BillsList Users with CheckoutsList Users with ObligationsList Users with OverduesMonthly CashPurge Inactive HoldsUsers with Available HoldsUsers 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 ReasonsBill Totals By Bill TypeCount UsersBills Paid in FullList ChargesList HoldsList UsersList Users with HoldsUser 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 SummaryCash Report Per WorkstationCirculation by Zip CodeCirculation MailerCount Bills Count ChargesCount HoldsCreate Charge Notices inBatchCreate Circ Notices In BatchCurrent BillsCurrent Charges StatisticsCurrent Holds StatisticsDischarge BWI ebooksEdit Due Dates GloballyFinal Bill NoticeGeneralized Bill NoticesHold Overdue NoticesHold Pickup NoticesHolds to Copies Ratio

List BillsList Bills Paid in FullList Bills, ItemsList Inventory ReportList Items with BillsList Items with ChargesList Items with HoldsList Purchase Alerts with DMList Purchase AlertsList Users with Billed ItemsList Users with Bills, ChargesList Users with ChargesNew Overdue NoticesNotice for Cancelled HoldsNotify User via PhoneOverdue NoticePrint Circulation TablePurge Charge HistoryRecall Notice On Charged ItemsRecall Title Hold NoticesRemove BillsRemove Paid BillsTest 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 email notification and should not be changed at this screen.

Formatting results are checked by default.

Symphony will send a brief email 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