Available reports for WMS users

Types of WS reports

Acquisitions reports - Table

Name	Description	Frequency
Acquisitions Dashboard	Provides an “at-a-glance” view of acquisition activity at your institution through the following graphs: Top 10 Expenditures By Fund, Top 10 Expenditures By Vendor, Top 10 Expenditures By Material Format, and Top 10 Expenditures By Classification.	Nightly
Acquisitions Data Last Refreshed Date	Displays when acquisitions data was last refreshed.	N/A
Fund Balance Report	Displays a summary of fund balance activity for a specified budget period.	Nightly
Open Encumbrances Report	Displays a list of items ordered but not fully paid within a specified period of time.	Nightly
Paid Invoice Item Detail Report	Lists detailed information about a paid invoice.	Nightly
Paid Invoice Summary Report	Displays a summary of paid invoices within a specified period of time.	Nightly
Payment Activity by Classification Report	Displays a summary of payment activity by classification within a specified budget period.	Nightly
Payment Activity by Fund Report	Displays a summary of payment activity by fund within a specified budget period.	Nightly
Payment Activity by Location Report	Displays a summary of payment activity by branch and shelving location within a specified period of time.	Nightly
Payment Activity by Material Format Report	Displays a summary of payment activity by material format within a specified period of time.	Nightly
Payment Activity by Processing Type Report	Displays a summary of payment activity by processing type within a specified budget period of time.	Nightly
Payment Activity by Requestor Report	Displays a summary of payment activity by requestor within a specified period of time.	Nightly
Payment Activity by Vendor Report	Displays a summary of payment activity by vendor and material format within a specified period of time.	Nightly
Receiving Activity by Location	Displays a summary of receiving activity by branch and shelving location within a specified period of time.	Nightly
Serials Received Summary Report	Displays a summary of serials received by publication frequency within a specified period of time.	Nightly
Title Copy Detail Report	Lists detailed information about payment activity.	Nightly
Vendor Performance	Displays a summary of vendors and the average number of days to fulfill items within a specified period of time.	Nightly

Cataloging/Collection reports - Table

Name	Description	Frequency
Branch Item Holdings by Material Format	Displays item holdings quantity by branch and material format.	Monthly
Branch Item Holdings by Shelving Location	Displays item holdings quantity by branch and shelving location.	Monthly
Cataloging Data Last Refreshed Date	Displays when cataloging data was last refreshed.	N/A
Count of New and Removed Group Titles	Displays the combined count of new and removed titles as well as the net change in title holdings activity for the group by Month, Year.	Nightly
Group Cataloging Data Last Refreshed	Displays when group data was last refreshed.	N/A
LHR Duplicate Barcodes	Displays where a single barcode value has been used in multiple LHR items to help assist your library in cleaning up LHR and circulation data.	Nightly
New Titles List	Displays new titles acquired in a specified time period.	Monthly
Removed Titles List	Displays the list of “removed” titles for an institution in a specified time period.	Monthly
Title Counts for Group Catalog Report	Displays the combined count of titles held by the group by Month, Year, and by Material Format.	Monthly
Title Holdings by Material Format	Displays the count of titles that an institution holds in its collection by material format.	Monthly
Title Holdings by Material Format and Publish Date	Displays a heatmap providing the count of titles that an institution holds in its collection by material format and publication decade.	Monthly
Title Holdings by OCLC Subject Conspectus	Displays the count of titles that an institution holds in its collection based on the OCLC Subject Conspectus	Monthly
Title Holdings Count by Institution	Displays the count of titles held by individual members of the group by Month, Year.	Monthly
Titles Held by a Single Institution	Displays the list of titles uniquely held by a specified member institution of the group.	Nightly

Circulation reports - Table

Name	Description	Frequency
All Checked Out Items Report	Provide a detailed list of items currently checked out.	Nightly
Circulation Add-Delete Report	Displays items added or deleted in the last seven days.	Nightly
Circulation Dashboard	Provides an “at-a-glance” view of circulation activity at your institution using two sets of visualizations: Historical Trends (default) and Current State.	Nightly
Circulation Data Last Refreshed Date	Displays when circulation data was last refreshed.	N/A
Circulation Events Detail Report	Lists the circulation event details within a specified date range.	Nightly
Daily Payments Report	Displays details about daily payments by branch and payment method with a specified date range.	Nightly
Fiscal Detail Report	Lists detailed fiscal transactions within a specified date range.	Nightly
Fiscal Summary Report	Displays a summary of monthly billing counts and fiscal amounts by branch within a specified date range.	Nightly
Group All Checked Out Items Report	Displays a list of checked out items for a WMS Group where the patron's institution is different than the item's owning institution.	Nightly
Group Circulation Events Detail Report	Displays a list of circulation events for a WMS Group where the patron's institution is different than the item's owning institution.	Nightly
Group Open Holds Request Report	Displays a list of open hold requests for a WMS Group.	Nightly
Group Overdue Items Report	Displays a list of overdue items for a WMS Group where the patron's institution is different than the item's owning institution.	Nightly
High Use Circulation Titles Summary Report	Lists titles identified as high use (based on circulation activity, such as checkouts, renewals and holds) within a specified date range.	Nightly
Holds List Report	Provides a list of items currently on hold.	Nightly
Holds Ready for Pickup Report	Provides a list of items that are currently on hold and are ready for pickup by a patron.	Nightly
Hourly Average Circulation Activity Daily Chart	Displays a chart of average circulation activity by hour within a specified date range for one selected branch for one selected day.	Nightly
Hourly Average Circulation Activity Summary Report	Lists circulation activity (checkouts, renewals and holds) by hour and day of the week within a specified date range.	Nightly
Item Status Statistics Chart	Displays a bar chart that shows the distribution of current statuses for items owned in the institution.	Nightly
Items in Transit Report	Displays details about items that are currently in transit by branch within a specified date range.	Nightly
Lost or Missing Items Report	Lists details about items that are currently lost or missing.	Nightly
Monthly Circulation Statistics Report	Displays circulation statistics by event branch, patron category, permanent shelving location, temporary shelving location or material format within a specified date range.	Nightly
Open Holds Report	Displays the current detailed list of items with holds placed on them.	Nightly
Outstanding Fees and Bills Report	Displays the current detailed list of fees and bills that are outstanding.	Nightly
Overdue Items Aging Report	Displays a list of titles based on the number of days overdue.	Nightly
Patron Counts Summary Report	Displays counts of patrons by branch, custom category (e.g. major, class year), patron type and postal code (zip code).	Nightly
Patron Information Detail Report	Lists detailed information that includes many of the data fields in the patron record.	Nightly
Recalled Items Report	Displays a detailed list of recalled items by branch.	Nightly

E-Resources reports - Table

Name	Description	Frequency
Note: You must have WorldShare License Manager to view the following reports.
E-Resources Data Last Refreshed Date	Displays when e-resources data was last refreshed.	N/A
COUNTER 4 Merged Database Usage Summary	Displays a summary by month of your institution's C4DB1 COUNTER data.	Nightly
COUNTER 4 Merged Database Usage Detail	Displays a detailed view by database name by month of your institution's C4DB1 COUNTER data.	Nightly
COUNTER 4 Merged E-Journal/E-book Usage Summary	Displays a summary by month of your institution's C4BR1 and C4JR1 COUNTER data.	Nightly
COUNTER 4 Merged E-Journal/E-book Usage Detail	Displays a detailed view by title of your institution's C4BR1 and C4JR1 COUNTER data.	Nightly
COUNTER 4 Merged Vendor Usage Detail	Displays a detailed view by vendor by month of your institution's C4DB1 COUNTER data.	Nightly
COUNTER 4 Titles with Zero Usage Detail	Displays details of the titles from C4BR1 and C4JR1 files where COUNTER Report Total (i.e., ft_total) was equal to zero for the selected time period.	Nightly
COUNTER 4 Top 100 Title Usage	Displays details of the hundred titles with the highest COUNTER Report Total (i.e., ft_total) value from C4BR1 and C4JR1 files for the selected time period.	Nightly
COUNTER 5 Database Denials Summary	Displays a summary of your library's C5DR_D2 data for a requested period of time.	Nightly
COUNTER 5 Database Usage Summary	Displays a summary of your library's C5DR_D1 data for a requested period of time.	Nightly
COUNTER 5 Database Vendor Usage Detail	Provides your library a detailed view of your library's C5DR_D1 data by database name by month.	Nightly
COUNTER 5 E-Book Title Usage Comparison	Displays a detailed view by title by month of your institution's C5TR_B1 COUNTER data.	Nightly
COUNTER 5 E-Journal Title Usage Comparison	Displays a detailed view by title by month of your institution's C5TR_J1 COUNTER data.	Nightly
COUNTER 5 E-Journal/E-book Platform Usage	Displays a summary by platform by month of your library's C5TR_J1 and C5TR_B1 COUNTER data.	Nightly
COUNTER 5 Merged E-Journal/E-book Usage Summary	Displays a summary by month of your library's C5TR_J1, C5TR_J2, C5TR_B1, and C5TR_B2 COUNTER data.	Nightly
COUNTER 5 Merged E-Journal/E-book Usage Detail	Displays a detailed view of your library's C5TR_J1, C5TR_J2, C5TR_B1, and C5TR_B2 COUNTER data by title.	Nightly
COUNTER 5 Platform Usage Summary	Displays a summary by month of your library's C5PR_P1 COUNTER data.	Nightly
Note: You must have access to the WorldCat knowledge base to view the following reports.
WorldCat knowledge base - Collection Overlap Summary Report	Displays a summary of duplicate and unique titles/coverages when comparing an electronic collection to another electronic collection(s).	Monthly
WorldCat knowledge base - Collection Overlap Detail Report	Displays a detailed list of titles in the overlap analysis. It displays the type of content and the coverage dates by content type for each title in the base and comparison collections.	Monthly
WorldCat knowledge base - My Collection Overlap Summary Report	Displays a summary of duplicate and unique titles/coverages when comparing an electronic collection from the knowledge base to a library’s collection(s) in the knowledge base.	Monthly
WorldCat knowledge base - My Collection Overlap Detail Report	Displays a detailed list of titles in the overlap analysis.	Monthly

Interlibrary Loan reports - Table

 Note: Only libraries using Tipasa can view Interlibrary Loan reports. You must have the WORLDSHARE_ILL_ADMIN role to view the Reports tab and Interlibrary Loan Reports.

Name	Description	Frequency
Document Delivery Activity Overview	Displays a summary of activity for document delivery requests and fulfillments.	Monthly
Document Delivery Request Detail	Displays a detailed listing of document delivery requests for a given period of time.	Monthly
Document Delivery Request Statistics	Displays when interlibrary loan data was last refreshed.	Monthly
Interlibrary Loan Data Last Refreshed	Displays when interlibrary loan data was last refreshed.	N/A

Metadata reports - Table

Name	Description	Frequency
Daily Record Manager Actions	Displays the daily number of initial holdings set, holdings deleted and WorldCat records replaced.	Nightly
Monthly Record Manager Actions	Displays the monthly number of initial holdings set, holdings deleted and WorldCat records replaced.	Monthly
Daily WorldCat Metadata API Actions	Displays the daily number of Metadata API actions.	Nightly
Monthly WorldCat Metadata API Actions	Displays the monthly number of Metadata API actions.	Monthly
Daily LHR Maintenance Summary	Displays the daily number of local holdings records (LHRs) added, deleted, moved, and updated in addition to removed shared print commitments.	Nightly
Monthly LHR Maintenance Summary	Displays the monthly number of local holdings records (LHRs) added, deleted, moved, replaced, and deleted in addition to removed shared print commitments.	Monthly
Monthly LHR Maintenance Detail	Displays the monthly number of local holdings records (LHRs) added, replaced, and deleted in addition to removed shared print commitments.	Monthly
Update Bulk LBD Records (Record Work Lists)	Displays statistics for local bibliographic data (LBD) records that were edited in bulk for the days or months that you selected.	Nightly or Monthly
Update Bulk LHRs (Record Work Lists)	Displays statistics for local holdings records (LHRs) that were edited in bulk for the days or months that you selected.	Nightly or Monthly

Open an SFTP report

1. Log on to the secure SFTP site.
2. Browse to the correct folder. For example, click /xfer > /wms/ > reports to access the circulation reports. The reports are listed in this folder.

Types of SFTP reports

See Reconciliation SFTP reports.