evergreen-user:templates_definitions_and_reports
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evergreen-user:templates_definitions_and_reports [2009/04/03 13:30] – Explained that the document icon next to "Templates" doesn't mean it's a document sylvar | evergreen-user:templates_definitions_and_reports [2022/02/10 13:34] (current) – external edit 127.0.0.1 | ||
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+ | This document is under construction. | ||
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+ | ====== The report interface ====== | ||
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+ | First, access the reporting interface from Admin -> Local System Administration -> Reports | ||
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+ | ===== Creating sub-folders ===== | ||
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+ | Then, in the "My Folders" | ||
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+ | {{: | ||
+ | {{: | ||
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+ | Then enter a label for your folder in the Folder Name field and click " | ||
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+ | An " | ||
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+ | Now repeat these steps and create sub-folders for both the " | ||
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+ | ===== Creating Templates ===== | ||
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+ | ==== The different parts of template creation ==== | ||
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+ | Select the sub-folder you just created from the My Folders -> Templates folder. | ||
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+ | {{: | ||
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+ | Click on the " | ||
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+ | From this screen you will create the actual template. | ||
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+ | This is where you enter the name of your template. | ||
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+ | This is where you enter a description for your template. | ||
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+ | This is where you choose the type of template (ie. circ, patron, inhouse use, etc.) We'll revisit this dropdown menu in a moment. | ||
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+ | These are the different objects and fields that you can choose for both selection (filter) criteria and report output. | ||
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+ | This box will list the fields you choose to display in your report. | ||
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+ | This box will list the fields you wish to filter on. | ||
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+ | This box lists special filter criteria on summarized (aggregated) information. | ||
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+ | ==== The template types ==== | ||
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+ | Here we will go over the different Template Types and create sample reports for each. The first three we should go over is Item, Bibliographic Record, and ILS User. These " | ||
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+ | * [[evergreen-reports: | ||
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