Reports Wish Lists

Originally compiled at the 2011 Evergreen Conference. Currently under review (June 2013).

Needed Reports

Money owed from one library to another
Patrons by statistical category Brian Feifarek In progress
Money received by day and category
Title list that could be loaded into a bucket or run without accessing the reports interface
Missing data report: what records are missing x field
Missing/inaccurate patron data fields
What items patrons are borrowing from others(?)
Collection development/collection analysis reports: gaps in the collection, items not checked out in x period of time; weeding report; turnover report; shelf list turnover report
Inactive patrons Brian Feifarek In progress
Average use of collection(s), average patron use
Owed bill report with itemized transactions

More humanly-readable reports: List with titles/authors in “natural” case, spaces in call numbers ignored
Obvious mistakes are dropped
Reports that may be run without accessing the report interface; can be run with just a few clicks (e.g. “director’s station)
Ability to tweak reports without cloning or recreating the entire report; e.g. change email address of recurring report without having to clone or recreate
Export templates to share across libraries/Evergreen installations
Auto-kill for hanging report (e.g. reports run for 30 minutes and then are killed)
User-friendly interface
SQL and statements to do multiple comparisons on a column

3rd party reporting tools: “do they work with EG?” list: GIST weeding report; Gift and deselection tool; fiscal reporting