Doorgaan naar de website
OCLC Support

Borrower entity

Find information about the Borrower entity in Amlib OpenReports.

Borrower list with email addresses

Skills outlined in this Sample –Filtering, Group Fields

  1. Select New from the buttons of the Report Designer
  2. The Edit Report Window will display
  3. Enter a Report Title in the Report Title section. For the sample we can give a Title of “Borrower List - Emails
  4. Enter a Group if the Reports are to be grouped logically together so they can be found easier in Report Viewer and Designer. For example Borrower
  5. Enter a Sub Group if the Reports are going to be grouped further together by a secondary classification. For example List
  6. Show details: For this sample Report we will leave as the Defaults
    • All: Shows the break-down of details within the Fields
  7. Show Sub totals: For the sample leave this unticked.
  8. Show total: For the sample leave this unticked.
  9. Private: For our sample leave this unticked.
  10. Show header on first page. For our sample leave this ticked
  11. Show header on next pages. For our sample leave this unticked
  12. Choose Report Type from the Drop-down options (Table is default):
    • Table – set out in rows and columns (select for the sample)
  13. Chart – if set to chart there are many options in relation to what
  14. Select Orientation
    • Landscape (select for the sample)
    • Portrait

Display Fields

  1. Highlight the Borrower Entity from the Entities / Data Fields
  2. Drag and drop Full Name - Surname, Given
  3. Drag and drop Borrower Email into the Display Fields Table
  4. Changing the Header could be useful to simplify the Report layout

    For the sample change the Full Name-Surname, Given Header to simply Name Borrower

  5. Continue to drag other Data Fields as required
  6. Select Back to return to the Report Designer

Filter

It may be necessary to filter the Report to target certain Borrowers and their Email In the Sample we will list only those Borrowers with Emails

  1. Return to Report Designer
  2. Select the Borrower Entity
  3. Select Borrower Email Data Field
  4. Drag this Field over to the Filter By Section
  5. Select Not empty from the Drop-down Options

Order by

It is useful to have an Order sequence to ensure it orders correctly

Note: Make sure the Order is one of the Data Fields within the Display or Group Columns. If a Group column exists, it is logical to have it ordered by that Data Field first

  1. Drag and drop Data Fields over to the Order by section
  2. Select either Ascending or Descending from the drop-down box
  3. In the sample report it is useful to Order it by Full name – Surname, Given in Ascending Order

Save

Once the Report is successful it is useful to Save it to be available in the Report Viewer, so that the report can be used in the future

Report Viewer

The same report now displays in Report Viewer

Count of new borrowers within a time frame

Skills outlined in this Sample – Getting Subtotals and Totals, Choosing not to Display the details, Change the alignment to be Right rather than Left, selecting a date from the Calendar

  1. Select New from the buttons of the Report Designer
  2. The Edit Report Window will display
  3. Enter a Report Title in the Report Title section. This can display at the top of the report. For the sample we can give a Title of “New borrowers joined this year
  4. Enter a Group if the Reports for example Borrower
  5. Enter a Sub Group for example Count
  6. Choose Report Type from the Drop-down options (Table is default):
    • Table – set out in rows and columns (select for the sample)
  7. Select Orientation
    • Landscape (select for the sample)
  8. Leave Show Sql
  9. Show details: For this sample Report we will leave as the Defaults
    • None: Shows the numbers for the results but not the details within the Report. Fields will be hidden
  10. Show Sub totals if a calculation based on Groups is required (Default is unticked). For the sample tick this
  11. Show total if a Total calculation of the Sub totals is required (Default is unticked). For the sample tick this
  12. Tick Private For our sample leave this unticked.
  13. Show header on first page. For our sample leave this ticked
  14. Show header on next pages. For our sample leave this unticked

Display Fields

  1. Highlight the Entity from the Entities / Data Fields
  2. For this sample, select the entity of Borrower
  3. Drag and drop Borrower Barcode into the Display Field Table, which will Count the Nos of Barcodes entered since the Date in the Filter
  4. Select on the Borrower Barcode to make the Function Count
  5. Also since the Function will be Count it is good to have the figures aligned to the Right to display better

Group

  1. Highlight the Borrower Entity from the Entities/Data fields column
  2. Drag and drop Borrower Type to the Group fields column which will base the Count on Borrower Type

Filter

  1. Return to Report Designer
  2. Select the Borrower Entity
  3. Drag and drop Borrower Joined Date to the Filter
  4. Select Greater than or equal to from the Drop-down Options
  5. Select the Date from the Calendar. See information on using the Calendar later in the Guide

Order by

It is useful to have an Order sequence to ensure it orders correctly

  1. Drag and drop Borrower Type over to the Order by section
  2. Select Ascending from the drop-down box

Preview

1. Select Preview to view the Report

Save

Once the Report is successful, save so it can be used again in the Viewer or Designer

 

  • Heeft dit artikel u geholpen?