All Checked Out Items

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Learn more about the All Checked Out Items report in WorldShare Reports in Power BI.

Overview

The All Checked Out Items report lists all items currently on loan in WMS circulation. A top-level KPI (key performance indicator) provides a quick statistic of the item count. You can use this report to identify items that may require staff action.

Dataset	Circulation Item Status
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	Snapshot (current data only)
Default date range	N/A
Report type	Interactive
Available filters	Item Status Current Status Code Item Branch Name Item Permanent Shelving Location Item Temporary Shelving Location Patron Borrower Category Patron Custom Category 1 Patron Custom Category 2 Patron Custom Category 3 Patron Custom Category 4 Item Status Loan Policy Name Loan Checked Out Date Item Due Date Item Call Number Main Class Item Call Number Subclass

All Checked Out Items slicer, visual, and column

All Checked Out Items report interface - Image

Report slicer

The All Checked Out Items report visual has an Item Material Format slicer, which is set to All by default.

Select one or more of the available values to update the report visual. The available values will depend on your institution's holdings.

Report visual

The All Checked Out Items report displays your institution's On Loan Item Count. This count includes all items in your collection whose status is ON_LOAN.

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
Item Branch Name	Item Due Date	Patron State/Province
Item OCLC Number	Item Long Overdue Date/Time	Patron Postal Code
Item Barcode	Loan Checked Out Date	Patron Phone Number
Item Title	Item Status Loan Policy Name	Patron Email Address
Item Material Format	Patron Barcode	Patron Borrower Category
Item Permanent Shelving Location	Patron Given Name	Patron Expiration Date
Item Temporary Shelving Location	Patron Family Name	Patron Custom Category 1
Item Call Number Main Class	Patron Gender	Patron Custom Category 2
Item Call Number Subclass	Patron Street Address 1	Patron Custom Category 3
Item Call Number	Patron Street Address 2	Patron Custom Category 4
Item Lending Policy	Patron City/Locality

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