Introduction to WorldShare Reports in Power BI for WMS users

Overview

This page serves as an introductory resource for WorldShare Reports in Power BI, providing essential documentation and training materials. It is intended for users who are:

• New to using WorldShare Reports in Power BI
• Returning to WorldShare Reports in Power BI and looking to review key workflows and functions

This resource is designed to help you get started and build a solid foundation for using WorldShare Reports in Power BI effectively. On this page, you will find

• Information about roles assigned to WorldShare Reports in Power BI users
• Additional resources to help you explore WorldShare Reports in Power BI when ready

Roles

The roles assigned to your WorldShare account determine your access level and the actions you can take. The main product roles are described below.

For library admin: To manage roles, see WorldShare Admin > User Management.

For library staff: If you are unsure which roles are assigned to your account, ask an admin user at your library. If your institution does not have an admin user, please contact OCLC Support.

To view full descriptions and comparisons of all roles, see WorldShare Reports in Power BI account roles.

Available standard reports

WorldShare Reports in Power BI provides standard reports to monitor your institution's activity in the following areas: Acquisitions, Cataloging/Collection, Circulation, and E-Resources. For detailed report overviews, see Standard reports by data domain.

Community Center

Current WorldShare Reports in Power BI product users are encouraged to join the OCLC Community Center to connect with peers and OCLC staff on product workflows, attend webinars, and provide feedback on the product. For more information, see Power BI rollout.

Training

OCLC offers recorded classes and videos on WorldShare Reports in Power BI. See WorldShare Reports in Power BI training.

Next steps