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Receiving Activity by Location

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Learn more about the Receiving Activity by Location report in WorldShare Reports in Power BI.

Overview

The Receiving Activity by Location report summarizes receiving activity by branch and shelving location within a specified period. It provides details of copies received by branch name and shelving locations, a visualization of copies received by material format, and a visualization of copies received by branch and shelving location, the latter of which can be drilled up/down between branch and shelving location.

This report defaults to your current budget period and excludes monographic series items to avoid double-counting. However, it can be filtered (and bookmarked) to select other budgets, received date time periods, material format, order type, acquisitions type, processing type, branch, shelving location, and the staff member who received the copies.

 

Dataset Acquisitions
Data refresh rate This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Data history start date Data since institutions started using WMS Acquisitions
Default date range Your current budget period
Report type Interactive
Available filters

Receiving Activity by Location slicers, visuals, and columns

Receiving Activity by Location report interface - Image
Screenshot of the Receiving Activity by Location report in WorldShare Reports in Power BI

Report slicers

The Receiving Activity by Location report visuals and columns have four slicers that can be applied to them. By default, each slicer is set to All.

Slicer Values
Order Type Select one or more of the following values to update the report visuals.
  • Select all (default)
  • (Blank)  - Do not use.
  • Approval plan
  • Blanket Order
  • DDA Plan
  • Gift /Donation list
  • Legal Deposit List
  • Purchase order
  • Standing Order
  • Template
Acquisitions Type Select one or more of the following values to update the report visuals.
  • (Blank)  - Do not use.
  • One-time
  • Subscription
Processing Type Select one or more of the following values to update the report visuals.
  • Select all (default)
  • (Blank)  - Do not use.
  • Electronic Product
  • Local
  • Monograph
  • Monographic series
  • Serial
Material Format Select one or more of the available values to update the report visuals. The available values will depend on your institution's holdings.

Report visuals

Visual Description
Total Copies Received The total number of copies received at your institution.
Copies Received by Material Format The total number of copies received at your institution by material format.
  • Click a material format in the graph or the list to change the report visuals.
  • Reclick the material format in the graph or the list to restore all visuals in the report to the default.
Copies Received by Branch Name and Shelving Location The total number of copies received at your institution by branch name and shelving location.
  • Click a branch name and shelving location to change the report visuals.
  • Reclick the branch name and shelving location in the graph to restore all visuals in the report to the default.

Report columns

Click a column name to change the column sort.

  • The first click sorts the column in ascending order.
  • The second click sorts the column in descending order.
  • The third click restores the column to its original order.
Report columns
Branch Name
Shelving Location
Copies Received