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Periodical entity

Find information about the Periodical entity in Amlib OpenReports.

Magazines currently subscribed 

  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 “Current Main Entries with Cost
  4. Enter a Group if the Reports for example Periodicals
  5. Enter a Sub Group for example Current subscriptions
  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 or leave as First 1000 if it will list all Main entries at first 1000
  10. Show Sub totals if a calculation based on Groups is required (Default is unticked). For the sample untick this
  11. Show total if a Total calculation of the Sub totals is required (Default is unticked). For this sample untick this
  12. 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 Periodicals Entity from the Entities / Data Fields
  2. Drag and drop the required Data Fields into the Display Field Column. In this sample we have Periodical Subs Supplier, Periodical Main Title, Periodicals Renewal Due, Periodical Subs Cost

Group

There will be no Group for this report. However it could be useful to Group by Supplier instead of having it in the Display fields

Filter

  1. Select the Periodicals Entity
  2. Drag and drop Periodical Subs End Date to the Filter
  3. Select Greater than from the Drop-down Options
  4. Select Today from the Calendar

Order by

There can be an order if required. In this sample the Order is Periodical Subs Supplier and Periodical Main Title

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

Copies received since a certain date 

  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 “List of Copies received”
  4. Enter a Group if the Reports for example Periodicals
  5. Enter a Sub Group for example Copies Received
  6. Choose Report Type from the Drop-down options (Table is default):

    15. 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 untick this
  11. Show total if a Total calculation of the Sub totals is required (Default is unticked). For the sample untick this
  12. 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 Periodicals Entity from the Entities / Data Fields
  2. Drag and drop the required Data Fields into the Display Field Column. In this sample we have Periodical Copy Title, Periodical Copy Barcode, Periodicals Date Recd, Periodical Subs Cost per Issue

Group

Drag and drop Periodical Main Title to the Group fields column

Filter

  1. Select the Periodicals Entity
  2. Drag and drop Periodical Date Received to the Filter
  3. Select Greater than or Equal from the Drop-down Options
  4. Select the required Date from the Calendar. It is also possible to add a Less than or equal to date to make it a range of dates

Order by

There can be an order if required.

For the Sample, Periodical Main Title (Ascending) and Periodical Date Recd (Descending) so the copies most current show first

Preview

Select Preview to view the Report

Note: The Headings can be made wider so that they look better

Save

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

Items borrowed since they have been received for current subscription

  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 “Count of Items issued for Periodicals – Most recent Subscription
  4. Enter a Group if the Reports for example Periodicals
  5. Enter a Sub Group for example Count of Issues per Main Periodical
  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 leave as unticked
  11. Show total if a Total calculation of the Sub totals is required (Default is unticked). For the sample leave as unticked
  12. 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 Periodicals Entity from the Entities / Data Fields
  2. Drag and drop the required Data Fields into the Display Field Column. In this sample we have Periodical Frequency, Periodical Subs Cost, Per Subs Cost Per Issue, Periodical Subs Start Date and Periodical End Date and/or other details required
  3. Highlight the Counter Entity
  4. Drag and drop the Group detail Count to the Display Fields
  5. It is possible at this stage to alter Headings or Formats of the Display field as required

Group

  1. From the Periodicals Entity, drag and drop Periodical Main Title to the Group fields column
  2. From the Stockitem Entity, drag and drop Item Perm Location to the Group fields column
  3. From the Stock History Entity, drag and drop Stock History Type to the Group fields column
  4. It will be the last one of the Group fields that the Counter will add

Filter

  1. Select the Periodical Entity
  2. Drag and drop Periodical Main Title to the Filter
  3. Make the Filter Not Empty to ensure that you report on just those records
  4. Select the Stock History Entity
  5. Drag and drop Stock History Type to the Filter
  6. Select Equal and ensure ISSUE (or RETURN) is selected, depending on what is required
  7. Select the Periodical Entity
  8. Drag and drop Subs Start Date to the Filter
  9. Select Greater than or Equal from the Drop-down Options
  10. Select the required Date from the Calendar. In this sample we have chosen Today – 365 to get the Subscriptions started a year ago to report on. It is also possible to select a range of dates

Order by

There can be an order if required

Save

The Report can be saved so it can be used again in the Viewer or Designer

Preview

Select Preview to view the Report

Items borrowed all subscriptions - count only 

  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 “Periodicals – Loans
  4. Enter a Group if the Reports for example Periodicals
  5. Enter a Sub Group for example No of Loans per Issue
  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: 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. 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 Periodicals Entity from the Entities / Data Fields
  2. Drag and drop the required Data Fields into the Display Field Column. In this sample we have Periodical Copy Barcode, StockHistoryType
  3. As we wish to COUNT the No of Issues:
    • Select StockHistory Type
    • Ensure that the Function is set to COUNT
    • It is a good idea to alter the alignment to right so that the Number of the Count line up correctly
    • Change the Header if required – for example No of Issues
    • We also altered the width to 3 cms

Group

Drag and drop Periodical Main Title to the Group fields column

Filter

  1. Select the Stock History Entity
  2. Drag and drop Stock History Date to the Filter
  3. Select Greater than or Equal from the Drop-down Options
  4. Select the required Date from the Calendar. It is also possible to add a Less than or equal to date to make it a range of dates
  5. Select Stock History Type and Drag and drop to the Filter
  6. Ensure ISSUE (or RETURN) is selected
  7. Select Periodical Main Title and make it Not Empty to ensure that you report on just those records

Order by

There can be an order if required.

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

Filter on Location

It is possible to also Filter on Location (Note: It is better to use Item Perm Location as Subscription Location is no longer relevant – Subscriptions are based on Library Groups)

Resulting in the following report:

Select the required Date from the Calendar. It is also possible to add a Less than or equal to date to make it a range of dates

Order by

There can be an order if required.

For the Sample, Periodical Main Title (Ascending) and Periodical Date Recd (Descending) so the copies most current show first

Preview

Select Preview to view the Report

Note: The Headings can be made wider so that they look better

Save

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

 

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