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Borrower history entity

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  2. Opslaan als pdf
Find information about the Borrower history entity in Amlib OpenReports.

History by class

The Entity to select will depend on whether the Borrower Type keeps Borrower Reading History. It may be better to run the report from the Stock History to view the Item Return history for each Borrower or Borrower Class.

  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 “Borrower History by Class”
  4. Enter a Group if the Reports for example Borrower History
  5. Enter a Sub Group for example Class
  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
    • All: To display all the details
  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 Borrower History Entity from the Entities / Data Fields
  2. Drag and drop the required Data Fields into the Display Field Column. In this sample we have Borrower History Date and Borrower History Title

Group

  1. Highlight the Borrower History Entity from the Entities/Data fields column
  2. Drag and drop Borrower Class to the Group field’s column which will base the Report by Class. Also drag and drop Borrower Full Name – Surname, Given to the Group fields column

Filter

  1. Select the Borrower History Entity
  2. Drag and drop Borrower History Type to the Filter
  3. Select Equal and select the History type (e.g. READING) from the Drop-down Options
  4. Drag and drop Borrower Class to the Filter. Select the Classes from the Drop-down list
  5. Drag and drop Borrower History Date to the Filter.
  6. Select Greater than or Equal and select a date from the Calendar (or choose Today – xx days)

Order by

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

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

Preview

Select Preview to view the Report

Save

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