Introducing canned reports from Equinox Software! Due to increasing demand, Equinox has created nearly 40 canned reports and released them under the GPL. The templates are compatible with all releases of Evergreen 1.6.0.
The reports are divided into three categories: Library Collections, Library Patrons, and Library Services. Ideas for these reports came from studying national and state regulations for library statistics as well as invaluable feedback from Kirtland Community College, Bibliomation, and Pioneer Library System. These reports are not meant to be exhaustive but to help libraries get started in collecting their daily, monthly, quarterly and yearly statistics. The reports can be cloned and manipulated to add or subtract additional displayed fields or filters.
The report templates are provided in the form of an SQL script that you can download directly. To ensure that you get the most recent version of the file in case it gets updated, use the “original format” link from this page. Users of Subversion can also retrieve it from the ILS-Contrib repository:
svn co svn://svn.open-ils.org/ILS-Contrib/ESI-Examples/reports
Once you have the
EvergreenReportTemplates_1_6.sql file in hand, transfer it to your Evergreen server and import it into your database using the following command:
psql -U evergreen < EvergreenReportTemplates_1_6.sql
The specific invocation of
psql may be slightly different depending on how your sysadmin configured Postgres.
Once you’ve run the SQL script, go to the reports page in the staff client. You should see a new shared report template folder called in “General Report Templates (from Equinox)” owned by the ‘admin’ user. Equinox customers who are running 126.96.36.199 or later can also file a support ticket to get the new templates installed.
Equinox is also launching a new service to create reports and report sources for Evergreen and Koha and share the reports with the community. We’ll be making a formal announcement soon, but if you need help creating a new report, please contact us.
Here’s the list of reports. More information about the displayed values and filters can be found in the report descriptions.