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OCLC Support

How can I use Last Seen Date for a Stocktake Report, when the Inventory option is not being used?

Applies to
  • WorldShare Reports
  • Report designer  
Answer

You will need to have Report Designer (the Report Launch Pad) to create this report. You will start by creating a NEW report using the Report Launch Pad. This report will allow you to see the last date an item was issued and you can then filter the report to get a certain time frame you may require. 

This type of report is very useful, if wanting a report to use for stocktaking or weeding purposes, if you haven't used the Inventory option.

Steps:

  1. Open Report Launch Pad.
  2. Select Application > Web Intelligence. 
  3. Select New  > Universe > Circulation item Status > Ok.
  4. Open the yellow Item folder > select  Item OCLC number > drag across and drop into the Result Object box. 
  5. Select  Item Title > drag across and drop into the Result Object box. 
  6. Select  Item Barcode > drag across and drop into the Result Object box. 
  7. Open the yellow Dates/Time  folder > select  Item OCLC number > drag across and drop into the Result Object box. 
  8. Select  Item Last Issued Date folder >  select the Item Last Issued Date  > drag across and drop into the Result Object box. 
  9. Open the yellow Item Last seen Date  folder > select  Item Last seen Date > drag across and drop into the Result Object box. 
  10. Open the yellow Item Status Detail folder > select  Item Status Current Status  drag across and drop into the Result Object box. 
  11. Open the yellow Measures folder > select  Item Issue Count  drag across and drop into the Result Object box.
  12. And also > select  Item Soft Issue Count  drag across and drop into the Result Object box. 
  13. Now you need to add a Query filter > Open the yellow Item Last seen Date  folder > select  Item Last seen Date > drag across and drop into the Query Filter section.
  14. Set the time frame you want to report on.
  15. Select Refresh to see a preview of this report that will be returned.
  16. Make and adjustments required > when satisfied select  Run Query.
  17. Save As with a name that reminds you what it reports on and save to your institutions folder.
  18. Report can be exported into Excel or PDF if required.
Page ID
28581