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Create a custom report

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Learn how to create a custom report.

Queries are used in Web Intelligence to access data. Rather than having to know the specifics of formal Structured Query Language (SQL), you only need to know which universe the data that you want is stored in, the data object requested, and its basic relationships to get started.

Reports are built in the Query Panel using Report objects.

 Note: Report Designer times out after 20 minutes of inactivity.

Create a query

In this example, you will create a report listing the amount expended on items received during a given time period. This report uses the following objects in the Acquisitions universe:

Completed query in Report Designer

Completed query in Report Designer

1. Open WorldShare Report Designer and select the Acquisitions universe

  1. In the left navigation, click Report Launch Pad.
  2. Click the Home button (Screenshot of the Home button in WorldShare Reports and Report Designer) in the left of the WorldShare logo.
  3. Click Applications > Web Intelligence to open WorldShare Report Designer.
  4. Double-click Universe in the Select a Data Source dialog.
  5. Double-click Acquisitions in the Select a Universe dialog. The Query Panel dialog opens.

2. Add report objects in the Query Panel and run the custom report

Report objects can be added to the Result Objects or Query Filters panels in the Query Panel dialog. You can browse or search for report objects in the universe panel.

  1. Search for the following report objects in the Universe panel of the Query Panel dialog. As you locate each report object, double-click it to add it to the Result Objects panel.
    • Title
    • Publication Date
    • Shelving Location - Double-click the Shelving Location report object under the Copy folder.
    • Fund Name Level 1
    • Expended Amount
  2. Search for Copy Received Date in the Universe panel and drag it to the Query Filters panel. Since Copy Received Date will be used as a filter in the report, it will need to be formatted before the report is run. To format Copy Received Date:
    1. Click In List to open the Query drop-down list and then select Between.
    2. Click each Define Filter Type button (Screenshot of the Define filter type button in WorldShare Reports and Report Designer) and select Prompt from the pop-up menu.
  3. (Optional) Click the Show/hide data preview panel button (Screenshot of the Show/hide data preview panel button in WorldShare Reports and Report Designer) to add the Data Preview pane to the Query Panel and then click Refresh to preview of the data as it will appear in your custom report.
  4. Click Run to run the report. Your prompt will appear and need to be completed before the report will run.

If you save your custom report, it will be available in search after 24 hours.