REPORTS TRAINING MATERIALS

Report Guides

General Guides
Standardized Report Columns

Circulation – Counts

Holds – Counts

Holds – Lists

The YouTube playlist below links to four training modules:

  • Introduction to Reports
  • Folder Management
  • Cloning Templates
  • Running Reports
  • Recurring Reports

Meeting notes  (PDF form)
Click this link to visit our YouTube channel for a recording of the Reports Committee meetings.

Understanding Evergreen Reports
This video, from Georgia PINES, is a full walk-through of the Evergreen Reports module and how it relates to the underlying database.

Reports That Help Patrons Now
Using unfilled holds reports, cancelled holds reports and other similar reports to improve collection development and speed up hold satisfaction for patrons.

Basic Reports
This playlist, from Evergreen Indiana, has 10 videos demonstrating the reports module and process.
You can select a video using the playlist menu in the top right corner, or, to view the entire playlist and see all videos, click here.

Useful Links from Georgia PINES