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How do I create a useful report to help with stocktaking or weeding, when the Inventory process is not being used?

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Applies to
  • WorldShare Reports
  • WorldShare Circulation
  • Report Designer  
Answer

You will need to have Report Designer (the Report Launch Pad) to create this report. You will start with a standard Report and add a new query from a different universe, so the data can be combined and produced in the one report.  This report will also allow you to include the publication date, with the circulation event report .

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. Open the standard Circulation Event report.
3. Go to Design Mode.
4. Click on the icon to Edit Data Provider. The query panel will appear.
5. Click on Add Query from the universe and choose the LHR Detail Universe.
6. Bring in the objects you’d like from this Universe. Item barcode (is required), Publication Date.
[ Item barcode is required, as this is the common data object in both universes you will need to merge them] 
7. Click Run Queries.
8. Choose to include the result objects in the document 'without generating a table'.
9. Merge the queries by going to Data Access > Data Objects > Merge.
10. Choose Item Barcode from the Circulation Event report , hold down Ctrl, and click Item Barcode
from Query 1 > OK.

Now you need to create a new Variable to get the Publication Date added to this report.

To create some new Variables for the data you want to see in this report, do the following :

1. From the icons on the left, select the Select the Available objects  icon > scroll down to Variables.
2. Right click on Variables > New.
3. Under Qualification select Detail.
4. To create the new variable e.g. Published Date type a unique name for this variable, such as this one (one that
does not already exist in the databases).
5. For the Associated Dimension > Item barcode (merged dimension) from the drop-down list.
6.To create the required Formulae type = [Query 1]. then select the correct Available Object from the list below of
available objects (it needs to be the associated matching object, in this case it would be Publication Date.
For example:  = [Query 1].[Published date]
8. Select OK.
9.You can check you have written the query correctly by selecting the ‘green tick’ to test.
9. Now select the new variable Published Date and drag into a new column where you want it to display.
10. Save As with a name that reminds you what it reports on and save to your institutions folder.
11. Report can be exported into Excel or PDF if required.

 
Page ID
24574