How can I use Last Seen Date for a stocktake or shelving 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:
- Open Report Launch Pad.
- Select Application > Web Intelligence.
- Select New > Universe > Circulation item Status > Ok.
- Open the yellow Item folder > select Item OCLC number > drag across and drop into the Result Object box.
- Select Item Title > drag across and drop into the Result Object box.
- Select Item Barcode > drag across and drop into the Result Object box.
- Open the yellow Dates/Time folder > select Item OCLC number > drag across and drop into the Result Object box.
- Select Item Last Issued Date folder > select the Item Last Issued Date > drag across and drop into the Result Object box.
- Open the yellow Item Last seen Date folder > select Item Last seen Date > drag across and drop into the Result Object box.
- Open the yellow Item Status Detail folder > select Item Status Current Status drag across and drop into the Result Object box.
- Open the yellow Measures folder > select Item Issue Count drag across and drop into the Result Object box.
- And also > select Item Soft Issue Count drag across and drop into the Result Object box.
- 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.
- Set the time frame you want to report on.
- Select Refresh to see a preview of this report that will be returned.
- Make and adjustments required > when satisfied select Run Query.
- Save As with a name that reminds you what it reports on and save to your institutions folder.
- Report can be exported into Excel or PDF if required.
Additional information
My report designer is missing features. How do I get those features turned on?