Generate a Collection Statistics - Historical report

Note: In District Back Office, this report is called District Library Collection Statistics - Historical.

Use the Collection Statistics - Historical report to:

  • Review circulation statistics for a particular period.
  • See results by call number prefix, Dewey number, or copy category.
  • Show only copies with a certain number of circulations.
  • Get information on particular titles in a Resource List.

You can:

  • Save the report, and run it frequently.
  • Output as .pdf or .xls.

Circulation statistics can be gathered by date range and can show a summary or title and copy details.

Note: Your district may limit the time and days when certain reports and tasks are performed. If you cannot run a report, talk to your Destiny Administrator.

To generate the report:

  1. Select Reports > Library Reports.
  2. Under Statistics, click Collection Statistics - Historical (site users) or District Library Collection Statistics - Historical (district users). The report setup page appears.Collection Statistics - Historical report.
  3. Do any of the following:
    FieldDo the following...
    Circulations

    Enter a date range.

    Note:

    You can limit to one date or a range.

    • All dates: Leave both fields blank.
    • One date: Enter the same date in both fields.
    • On or before a specific date: Leave the From field blank, and enter a date in the to field.
    • On or after a specific date: Enter a date in the From field, and leave the to field blank.

    For

    Note: This only appears when running a report at the district level.

    Use the drop-down to choose a specific site or site type.

    Collection Statistics - Historical report at district level with For drop-down.

    Show

    Note: This only appears when running a report at the site level.
    Use the drop-down to choose what information to include in the report.
    Organized by

    Use the drop-down to select:

    • Call Number Prefix
    • Dewey
    • Copy Category (site only)

    Notes:

    • If running the report at a site, Copy Category is also an option. The remaining fields on the page are limited to Limit Copies. Instead of choosing Circulation Types, you can choose the Copy Categories to use for the report.
    • The Call Number Prefix and Dewey menu options affect only materials with call numbers containing both a prefix and a Dewey Decimal number, such as REF 523 MER. To ignore prefixes, select Dewey. To sort by the prefix, select Call Number Prefix. To group by (and limit to) copies in categories, select Copy Category.
    Call Number

    Enter a range.

    Note: You can limit to one call number or a range.

    • All call numbers: Leave both fields blank.
    • One call number: Enter the same call number in both fields.
    • On or before a specific call number: Leave the From field blank, and enter a call number in the to field.
    • On or after a specific call number: Enter a call number in the From field, and leave the to field blank.
    Use the call number prefix map
    Note: This only appears when running a report at the district level.
    Select the checkbox to use and group the report by the mapped call number prefixes.
    Increment by Dewey
    Note: If running the report at a site, this is only available if you selected Summary Only from the Show drop-down.
    Use the drop-down to select how to incrementally group the report.
    Limit Copies
    Note: This is only available at the site if you selected Title & Copy Details from the Show drop-down.
    1. Select the checkbox to show copies that have more, less, or a specific number of circulations.
    2. Choose the option from the drop-down.
    3. Type a number into the field.
    Resource ListUse the drop-down to select a specific Resource List.
    Circulation TypesClick Update to select the circulation type to use.
    Output as

    Select a report format from the drop-down:

    • PDF.
    • Microsoft Excel.
  4. Do any of the following:
    • To generate the report now, click Run Report.
    • To save the setup, click Save Setup and enter a unique and descriptive name. Do one of the following:
      • Click Save to save the report.
      • Click Save & Run to save and generate the report.

Work with Saved Reports

A saved report appears on the Saved Reports tab, where you have more options:

  • Add to Favorites: Click . Reports saved to your My Favorites page show a favorite icon,heart icon.
  • Run: Click Run. Each time you run the report, the results reflect the current contents of your textbook inventory.
  • Edit: Click Edit icon.. When you resave a report after editing (even with a different name), the original report setup is overwritten.
  • Duplicate: Click Duplicate Report icon. This is a quick way to create one or more additional reports based on the original saved report's settings.
  • Delete: Click Delete icon. Destiny notifies you if the report is a favorite of any other users. When you delete a saved report, previously run reports are not deleted from the Report Manager.

Notes:

  • Each time you run the report, the results reflect the current contents of your inventory.
  • Other users with permission to run reports can also run your saved reports.