This is a list of basic report templates to help new users get started.

To add them to your Evergreen installation you will need to first create a templates folder either by running the template_folder SQL below OR manually by using the client. If you use the SQL the folder will be shared across the whole consortium (all libraries) by default.

The report templates are associated with the first folder that is created i.e. id "1". It is assumed there are no existing templates since the ids are hard coded.

If you wish to contribute to this list please note that the template id needs to be incremented (it is currently set to "5" which is the number of samples available right now), the associated folder id is set to "1" and owner to "1" (admin).

Run this SQL insert to create a template folder "Sample Reports".

INSERT INTO reporter.template_folder (id, parent, owner, create_time, name, shared, share_with) VALUES (2, NULL, 1, '2009-10-01 10:00:01.634927-05', 'Sample Reports', TRUE, 1);

Run these SQL inserts to create the report templates.

Name: New Items List

Description: List all new items for selected date range and library.

INSERT INTO reporter.template (id, owner, create_time, name, description, DATA, folder) VALUES (1, 1, '2009-10-01 10:04:09.378398-05', 'New Items List', 'List all new items for selected date range and library.', '{"version":2,"core_class":"acp","select":[{"alias":"Title Proper (normalized)","column":{"colname":"title","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-record-bre-simple_record-rmsr-title","relation":"df8d81aecbe6b10702cbd762ac04cac9"},{"alias":"Author (normalized)","column":{"colname":"author","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-record-bre-simple_record-rmsr-author","relation":"df8d81aecbe6b10702cbd762ac04cac9"},{"alias":"Name","column":{"colname":"name","transform":"Bare","transform_label":"Raw Data"},"path":"acp-location-acpl-name","relation":"c17ecc44e3cd2de457e5c9f1e6e0a26f"},{"alias":"Call Number Label","column":{"colname":"label","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-label","relation":"286d7899ae25bee8bdd7dcde49f9e0b7"},{"alias":"Creation Date/Time","column":{"colname":"create_date","transform":"date","transform_label":"Date"},"path":"acp-create_date","relation":"7d74f3b92b19da5e606d737d339a9679"},{"alias":"Publication Year (normalized)","column":{"colname":"pubdate","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-record-bre-simple_record-rmsr-pubdate","relation":"df8d81aecbe6b10702cbd762ac04cac9"},{"alias":"Record ID","column":{"colname":"id","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-record-bre-id","relation":"640e9f1ba83104cf4de312413f51b877"},{"alias":"ISBN","column":{"colname":"isbn","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-record-bre-simple_record-rmsr-isbn","relation":"df8d81aecbe6b10702cbd762ac04cac9"},{"alias":"Short (Policy) Name","column":{"colname":"shortname","transform":"Bare","transform_label":"Raw Data"},"path":"acp-circ_lib-aou-shortname","relation":"ab9ff91ac334900edb50f0a5a8e3501f"}],"from":{"path":"acp-call_number","table":"asset.copy","alias":"7d74f3b92b19da5e606d737d339a9679","join":{"call_number-ed55d72666ad50c3c4b9652f5627aba0":{"path":"acp-call_number-acn-record","table":"asset.call_number","key":"id","type":"left","alias":"19a58c77dfa7418c489d7591bce37fc6","join":{"record-19a58c77dfa7418c489d7591bce37fc6":{"type":"left","path":"acp-call_number-acn-record-bre-simple_record","table":"biblio.record_entry","key":"id","alias":"7f0e2da56d7bdf7c7434e87c5abaab5c","join":{"id-rmsr-id-7f0e2da56d7bdf7c7434e87c5abaab5c":{"type":"left","path":"acp-call_number-acn-record-bre-simple_record-rmsr","table":"reporter.materialized_simple_record","key":"id","label":"Item -> Call Number/Volume -> Bibliographic Record :: Simple Record Extracts 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Label","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}},"640e9f1ba83104cf4de312413f51b877":{"label":"Item -> Call Number/Volume :: Bib Record","alias":"640e9f1ba83104cf4de312413f51b877","path":"acp-call_number.acn-record","reltype":"has_a","idlclass":"bre","table":"biblio.record_entry","fields":{"dis_tab":{"id":{"colname":"id","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Record ID","datatype":"id","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}}}}', 1);

Name: Circs by Month

Description: List all circulations for selected library and month.

INSERT INTO reporter.template (id, owner, create_time, name, description, DATA, folder) VALUES (2, 1, '2009-10-01 10:41:47.226744-06', 'Circs by Month', 'List all circulations for selected library and month.', '{"version":2,"core_class":"circ","select":[{"alias":"Check out month","column":{"colname":"xact_start","transform":"month_trunc","transform_label":"Year + Month"},"path":"circ-xact_start","relation":"f45381a54504218e39aca33492d29306"},{"alias":"Shelving location","column":{"colname":"name","transform":"Bare","transform_label":"Raw Data"},"path":"circ-target_copy-acp-location-acpl-name","relation":"016fb9411002aa9643f0ae914dc920e6"},{"alias":"Circ Count","column":{"colname":"id","transform":"count_distinct","transform_label":"Count Distinct"},"path":"circ-id","relation":"f45381a54504218e39aca33492d29306"}],"from":{"path":"circ-target_copy","table":"action.circulation","label":"Circulation","alias":"f45381a54504218e39aca33492d29306","idlclass":"circ","template_path":"circ","join":{"target_copy-f45381a54504218e39aca33492d29306":{"path":"circ-target_copy-acp-location","table":"asset.copy","key":"id","alias":"ec5d1b4798c830f1d9c4211d25c7742a","join":{"location-ec5d1b4798c830f1d9c4211d25c7742a":{"path":"circ-target_copy-acp-location-acpl","table":"asset.copy_location","key":"id","label":"Circulation -> Item :: Shelving Location","alias":"016fb9411002aa9643f0ae914dc920e6","idlclass":"acpl","template_path":"circ-target_copy.acp-location"}}}}},"where":[{"alias":"Check Out Date/Time","column":{"colname":"xact_start","transform":"month_trunc","transform_label":"Year + Month"},"path":"circ-xact_start","relation":"f45381a54504218e39aca33492d29306","condition":{"in":"::P0"}},{"alias":"Circulating Library","column":{"colname":"circ_lib","transform":"Bare","transform_label":"Raw Data"},"path":"circ-circ_lib","relation":"f45381a54504218e39aca33492d29306","condition":{"in":"::P1"}}],"having":[],"order_by":[],"rel_cache":{"f45381a54504218e39aca33492d29306":{"label":"Circulation","alias":"f45381a54504218e39aca33492d29306","path":"circ","reltype":"","idlclass":"circ","table":"action.circulation","fields":{"dis_tab":{"id":{"colname":"id","transform":"count_distinct","aggregate":"true","params":"undefined","transform_label":"Count Distinct","alias":"Circ Count","datatype":"id","op":"=","op_label":"Equals","op_value":{}},"xact_start":{"colname":"xact_start","transform":"month_trunc","aggregate":"undefined","params":"undefined","transform_label":"Year + Month","alias":"Check out month","datatype":"timestamp","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{"xact_start":{"colname":"xact_start","transform":"month_trunc","aggregate":"undefined","params":"undefined","transform_label":"Year + Month","alias":"Check Out Date/Time","datatype":"timestamp","op":"in","op_label":"In list","op_value":{}},"circ_lib":{"colname":"circ_lib","transform":"Bare","aggregate":"undefined","params":"undefined","transform_label":"Raw Data","alias":"Circulating Library","datatype":"org_unit","op":"in","op_label":"In list","op_value":{}}},"aggfilter_tab":{}}},"order_by":[{"relation":"f45381a54504218e39aca33492d29306","field":"xact_start"},{"relation":"016fb9411002aa9643f0ae914dc920e6","field":"name"},{"relation":"f45381a54504218e39aca33492d29306","field":"id"}],"016fb9411002aa9643f0ae914dc920e6":{"label":"Circulation -> Item :: Shelving Location","alias":"016fb9411002aa9643f0ae914dc920e6","path":"circ-target_copy.acp-location","reltype":"has_a","idlclass":"acpl","table":"asset.copy_location","fields":{"dis_tab":{"name":{"colname":"name","transform":"Bare","aggregate":"undefined","params":"undefined","transform_label":"Raw Data","alias":"Shelving location","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}}}}', 1);

Name: Books in collection

Description: List all books in collection. [Could get to be a huge report since it is not limited by anything.]

INSERT INTO reporter.template (id, owner, create_time, name, description, DATA, folder) VALUES (3, 1, '2009-10-01 10:04:05.739197-06', 'Books in collection', 'List all books in collection.', '{"version":2,"core_class":"bre","select":[{"alias":"Author (normalized)","column":{"colname":"author","transform":"Bare","transform_label":"Raw Data"},"path":"bre-simple_record-rmsr-biblio_record-bre-simple_record-rmsr-author","relation":"f99e43559b41300beb113d66fba4e407"},{"alias":"Title Proper (normalized)","column":{"colname":"title","transform":"Bare","transform_label":"Raw Data"},"path":"bre-simple_record-rmsr-biblio_record-bre-simple_record-rmsr-title","relation":"f99e43559b41300beb113d66fba4e407"},{"alias":"Record ID","column":{"colname":"id","transform":"Bare","transform_label":"Raw Data"},"path":"bre-simple_record-rmsr-biblio_record-bre-simple_record-rmsr-id","relation":"f99e43559b41300beb113d66fba4e407"}],"from":{"path":"bre-simple_record","table":"biblio.record_entry","alias":"a23baa18c3b4a3421dfdf18cb3271518","join":{"id-rmsr-id-a23baa18c3b4a3421dfdf18cb3271518":{"path":"bre-simple_record-rmsr-biblio_record","table":"reporter.materialized_simple_record","key":"id","type":"left","alias":"340a5bc269c2796366e8d218ac4e560e","join":{"id-bre-id-340a5bc269c2796366e8d218ac4e560e":{"type":"left","path":"bre-simple_record-rmsr-biblio_record-bre-simple_record","table":"biblio.record_entry","key":"id","alias":"df6e5648150fd835624ba36df30b9267","join":{"id-rmsr-id-df6e5648150fd835624ba36df30b9267":{"type":"left","path":"bre-simple_record-rmsr-biblio_record-bre-simple_record-rmsr","table":"reporter.materialized_simple_record","key":"id","label":"Bibliographic Record -> Fast Simple Record Extracts -> Bibliographic Record :: Simple Record Extracts ","alias":"f99e43559b41300beb113d66fba4e407","idlclass":"rmsr","template_path":"bre-simple_record.rmsr-biblio_record.bre-simple_record"}}}}}}},"where":[],"having":[],"order_by":[],"rel_cache":{"f99e43559b41300beb113d66fba4e407":{"label":"Bibliographic Record -> Fast Simple Record Extracts -> Bibliographic Record :: Simple Record Extracts ","alias":"f99e43559b41300beb113d66fba4e407","path":"bre-simple_record.rmsr-biblio_record.bre-simple_record","reltype":"might_have","idlclass":"rmsr","table":"reporter.materialized_simple_record","fields":{"dis_tab":{"author":{"colname":"author","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Author (normalized)","datatype":"text","op":"=","op_label":"Equals","op_value":{}},"title":{"colname":"title","transform":"Bare","aggregate":"undefined","params":"undefined","transform_label":"Raw Data","alias":"Title Proper (normalized)","datatype":"text","op":"=","op_label":"Equals","op_value":{}},"id":{"colname":"id","transform":"Bare","aggregate":"undefined","params":"undefined","transform_label":"Raw Data","alias":"Record ID","datatype":"id","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}},"order_by":[{"relation":"f99e43559b41300beb113d66fba4e407","field":"author"},{"relation":"f99e43559b41300beb113d66fba4e407","field":"title"},{"relation":"f99e43559b41300beb113d66fba4e407","field":"id"}]}}', 1);

Name: Item Count (PINES)

Description: Total item counts using a before creation date and circ modifier.

INSERT INTO reporter.template (id, owner, create_time, name, description, DATA, folder) VALUES (4, 1, '2009-10-01 10:48:40.75899-06', 'Item Count (PINES)', 'Total item counts using a before creation date and circ modifier.', '{"version":2,"core_class":"acp","select":[{"alias":"Short (Policy) Name","column":{"colname":"shortname","transform":"Bare","transform_label":"Raw Data"},"path":"acp-circ_lib-aou-shortname","relation":"ab9ff91ac334900edb50f0a5a8e3501f"},{"alias":"Copy ID","column":{"colname":"id","transform":"count_distinct","transform_label":"Count Distinct"},"path":"acp-id","relation":"7d74f3b92b19da5e606d737d339a9679"}],"from":{"path":"acp-call_number","table":"asset.copy","alias":"7d74f3b92b19da5e606d737d339a9679","join":{"circ_lib-eb2d7f1fefe6a54c8f29fd69d7d4f600":{"path":"acp-circ_lib-aou","table":"actor.org_unit","key":"id","label":"Item :: Circulating Library","alias":"ab9ff91ac334900edb50f0a5a8e3501f","idlclass":"aou","template_path":"acp-circ_lib"},"editor-7d74f3b92b19da5e606d737d339a9679":{"path":"acp-editor-au","table":"actor.usr","key":"id","label":"Item :: Last Editing User","alias":"03702337177587977a5b3b194af79581","idlclass":"au","template_path":"acp-editor"},"call_number-7d74f3b92b19da5e606d737d339a9679":{"path":"acp-call_number-acn","table":"asset.call_number","key":"id","label":"Item :: Call Number/Volume","alias":"286d7899ae25bee8bdd7dcde49f9e0b7","idlclass":"acn","template_path":"acp-call_number"}},"label":"Item","idlclass":"acp","template_path":"acp"},"where":[{"alias":"Organizational Unit ID","column":{"colname":"id","transform":"Bare","transform_label":"Raw Data"},"path":"acp-circ_lib-aou-id","relation":"ab9ff91ac334900edb50f0a5a8e3501f","condition":{"in":"::P0"}},{"alias":"Is Deleted","column":{"colname":"deleted","transform":"Bare","transform_label":"Raw Data"},"path":"acp-editor-au-deleted","relation":"03702337177587977a5b3b194af79581","condition":{"=":"f"}},{"alias":"Create Date/Time","column":{"colname":"create_date","transform":"date","transform_label":"Date"},"path":"acp-call_number-acn-create_date","relation":"286d7899ae25bee8bdd7dcde49f9e0b7","condition":{"<":"::P1"}}],"having":[],"order_by":[],"rel_cache":{"ab9ff91ac334900edb50f0a5a8e3501f":{"label":"Item :: Circulating Library","alias":"ab9ff91ac334900edb50f0a5a8e3501f","path":"acp-circ_lib","reltype":"has_a","idlclass":"aou","table":"actor.org_unit","fields":{"dis_tab":{"shortname":{"colname":"shortname","transform":"Bare","aggregate":"undefined","params":"undefined","transform_label":"Raw Data","alias":"Short (Policy) Name","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{"id":{"colname":"id","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Organizational Unit ID","datatype":"org_unit","op":"in","op_label":"In list","op_value":{}}},"aggfilter_tab":{}}},"order_by":[{"relation":"ab9ff91ac334900edb50f0a5a8e3501f","field":"shortname"},{"relation":"7d74f3b92b19da5e606d737d339a9679","field":"id"}],"7d74f3b92b19da5e606d737d339a9679":{"label":"Item","alias":"7d74f3b92b19da5e606d737d339a9679","path":"acp","reltype":"","idlclass":"acp","table":"asset.copy","fields":{"dis_tab":{"id":{"colname":"id","transform":"count_distinct","aggregate":"true","params":"undefined","transform_label":"Count Distinct","alias":"Copy ID","datatype":"id","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}},"03702337177587977a5b3b194af79581":{"label":"Item :: Last Editing User","alias":"03702337177587977a5b3b194af79581","path":"acp-editor","reltype":"has_a","idlclass":"au","table":"actor.usr","fields":{"dis_tab":{},"filter_tab":{"deleted":{"colname":"deleted","transform":"Bare","aggregate":"undefined","params":"undefined","transform_label":"Raw Data","alias":"Is Deleted","datatype":"bool","op":"=","op_label":"Equals","op_value":{"value":"f","label":"False"}}},"aggfilter_tab":{}}},"286d7899ae25bee8bdd7dcde49f9e0b7":{"label":"Item :: Call Number/Volume","alias":"286d7899ae25bee8bdd7dcde49f9e0b7","path":"acp-call_number","reltype":"has_a","idlclass":"acn","table":"asset.call_number","fields":{"dis_tab":{},"filter_tab":{"create_date":{"colname":"create_date","transform":"date","aggregate":"undefined","params":"undefined","transform_label":"Date","alias":"Create Date/Time","datatype":"timestamp","op":"<","op_label":"Before (Date/Time)","op_value":{}}},"aggfilter_tab":{}}}}}', 1);

Name: Items in Statistical Categories

Description: Counts of items in item stat cats.

INSERT INTO reporter.template (id, owner, create_time, name, description, DATA, folder) VALUES (5, 1, '2009-10-01 10:24:24.127575-06', 'Items in Statistical Categories', 'Counts of items in item stat cats.', '{"version":2,"core_class":"asce","select":[{"alias":"Name","column":{"colname":"name","transform":"Bare","transform_label":"Raw Data"},"path":"asce-stat_cat-asc-name","relation":"c7d7c50e4af523cd8de3be16fff02a66"},{"alias":"Value","column":{"colname":"value","transform":"count_distinct","transform_label":"Count Distinct"},"path":"asce-value","relation":"65d25b8523a93bf7eb8c3a806e5d1375"}],"from":{"path":"asce-stat_cat","table":"asset.stat_cat_entry","label":"Item Stat Cat Entry","alias":"65d25b8523a93bf7eb8c3a806e5d1375","idlclass":"asce","template_path":"asce","join":{"stat_cat-65d25b8523a93bf7eb8c3a806e5d1375":{"path":"asce-stat_cat-asc","table":"asset.stat_cat","key":"id","label":"Item Stat Cat Entry :: Stat Cat","alias":"c7d7c50e4af523cd8de3be16fff02a66","idlclass":"asc","template_path":"asce-stat_cat"}}},"where":[],"having":[],"order_by":[],"rel_cache":{"65d25b8523a93bf7eb8c3a806e5d1375":{"label":"Item Stat Cat Entry","alias":"65d25b8523a93bf7eb8c3a806e5d1375","path":"asce","reltype":"","idlclass":"asce","table":"asset.stat_cat_entry","fields":{"dis_tab":{"value":{"colname":"value","transform":"count_distinct","aggregate":true,"params":null,"transform_label":"Count Distinct","alias":"Value","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}},"order_by":[{"relation":"c7d7c50e4af523cd8de3be16fff02a66","field":"name"},{"relation":"65d25b8523a93bf7eb8c3a806e5d1375","field":"value"}],"c7d7c50e4af523cd8de3be16fff02a66":{"label":"Item Stat Cat Entry :: Stat Cat","alias":"c7d7c50e4af523cd8de3be16fff02a66","path":"asce-stat_cat","reltype":"has_a","idlclass":"asc","table":"asset.stat_cat","fields":{"dis_tab":{"name":{"colname":"name","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Name","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}}}}', 1);