Evergreen DokuWiki - evergreen-reports

automated_sql_reports

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Automated SQL Report Scripting (Draft) Requirements * Setup or make use of a database user that can run SELECT queries against your database server. * Use a converter script to change .csv to .xls file formatting. * Install and configure Mutt for a text-based e-mail client to automatically send the finished reports to the library.

canned_reports

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Existing Canned Reports This is a list of existing canned reports, available from the contrib/equinox git repository. (NOTE: This bug explains some problems with using these reports in Evergreen 2.2 or later.) The initial release is thanks to ESI (announcement). The Reports Wish Lists has a few other reports that might be worth including in future Evergreen releases.

community-documentation

Anonymous (anonymous@undisclosed.example.com) — 2025-05-15T19:09:15+00:00

Community Reports Resources Written Documentation and Blogs * Official Community Reports Documentation * Missouri Evergreen Reports Resources * PINES Basic Reports Guide * PINES Advanced Reports Guide * Sitka's Reports Documentation * Emerald Elephant (for help with learning SQL) Training Courses * PINES Basic Reports Class sign up for a free account to view * PINES Advanced Reports Class sign up for a free account to view Conference Presentations *

ils_user

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Reports: ILS User templates Getting started First, let's click on one of our sub-folders under the main Templates folder in the "My Folders" box. Then click on the "Create a a new Template for this folder" link. Let's fill in the Template Name field and Template Description fields with something like "my test template #1". Let's change the Template Type dropdown menu to "ILS User". At this point the fields and entities available for filter/display should change and look something like this…

posting_guidelines

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Evergreen Reports: Posting Guidelines These guidelines were developed by the Evergreen Reports Task Force. They are intended to assist users in correctly selecting and running those reports submitted by the Evergreen community. When you submit your report, please include the following:

reports_wireframes

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Reports Wireframes

rig_meetings

Anonymous (anonymous@undisclosed.example.com) — 2026-01-14T21:40:59+00:00

Evergreen Reports Interest Group Meetings The Reports Interest Group will meet via video chat. We will post access information to the Reports and General mailing lists. Typical Meeting Schedule: * Every other month (odd months) on the last Wednesday

rig_participants

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Evergreen Reports Interest Group Participants To get yourself listed or revise your listing, feel free to either add/change your information directly (email to request a DokuWiki account). Name Organization Evergreen "Forest" Library Type Roles

rig

Anonymous (anonymous@undisclosed.example.com) — 2025-06-25T18:00:08+00:00

Evergreen Reports Interest Group The Evergreen Reports Interest Group (formerly the Evergreen Reports Taskforce) was established in April 2010 at the annual Evergreen International Conference. The goal of the interest group is to establish a framework for sharing reports and improving the reporting system in Evergreen.

sample_reports

Anonymous (anonymous@undisclosed.example.com) — 2025-08-21T15:22:30+00:00

Sample Report Templates and SQL Queries This page is a work in progress Report Template Posting Guidelines When posting a report template to these pages, please include: * A descriptive title for the template. * A brief description of what the template does and how it can be used

sidebar

Anonymous (anonymous@undisclosed.example.com) — 2023-04-06T16:55:12+00:00

Reports Interest Group Home Meetings Sample Report Templates and SQL Queries Community Reports Resources

sql

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Evergreen SQL Report Submissions This is the main page for SQL report submissions by the Evergreen community. Please refer to the Report Posting Guidelines page before you submit your report. SQL Report Categories ITEM REPORTS BORROWER REPORTS CIRCULATION REPORTS STAFF REPORTS Back to Evergreen Reports main page

taskforce_activities

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Activities * Help to define reporting development needs * Share reporting tools, including documentation for using them Goals Unofficial The interest group aims to: * Identify Evergreen reports/reporting needs * Enable reports sharing among Evergreen libraries and organizations

taskforce_meetings

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Evergreen Reports Interest Group Meetings The Reports Interest Group meets via IRC (#evergreen). We will post updates to the Reports and General mailing lists. Typical Meeting Schedule: * The third week of Sept, Nov, Jan, March, [April Conference], and May.

taskforce_participants

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

taskforce_reports-related_development_projects

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Reports-Related Development Projects Development Currently In Progress Web-based interface for easy access to "quick reports" * PINES is working with Emerald Data Systems to create a new reports interface that streamlines and simplifies the process for running basic daily reports so that front-line staff and directors can run a report independently of technical library staff.

taskforce_wish_lists

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Reports Wish Lists Originally compiled at the 2011 Evergreen Conference. 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

taskforce

Anonymous (anonymous@undisclosed.example.com) — 2022-07-25T19:15:39+00:00

test

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

just creating a namespace for images... there were some file permission errors with the wiki.. I had to tweak the perms for this directory under the hood

wishlist_reports

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Missing data report: Which records are missing "X" field? Sample - Patrons missing an email address A simple report to list users, by organization, which are missing an email address on their record. Displayed Fields ILS User :: Last Name ILS User :: First Name ILS User :: Middle Name ILS User :: Home Library :: Short (Policy) Name ILS User :: Current Library Card :: Barcode ILS User :: Main (Profile) Permission Group :: Group Name ILS User :: Mailing Address :: Street (1) ILS User :: Maili…