Report Guides
General Guides
Standardized Report Columns
Circulation – Counts
- Daily Circulation Count
- Daily Circulation Count by Library Name (for multiple branches in one report)
- Count Items provided TO other Missouri Evergreen Libraries (ME Lends)
- Count Items provided TO other Missouri Evergreen Libraries, choosing and showing Destination Libraries (ME Detailed Lends)
- Count Items received FROM other Missouri Evergreen Libraries (ME Borrows)
- Count Items received FROM other Missouri Evergreen Libraries, choosing and showing Owning Libraries (ME Detailed Borrows)
- Count Non-Returned Items
- Number of items circulated at a specified library based on shelving location and checkout date
- Number of items circulated based on checkout library
- Count circulations lent to non-library-patrons
- Number of items circulated based on circulating library and patron library
- Number of items circulated based on circulation modifier and date
- Number of items circulated based on date created
- Number of items circulated based on hour of the day and day of the week
- Number of items circulated based on hour of the day and day of the week (no OPAC renewals)
- Number of items circulated based on owning library and patron library
- Number of items circulated based on patron permission group and postal code
- Number of items circulated based on shelving location
- Number of items circulated based on statistical category
- Number of items circulated during a period of time
- Number of renewals and total circs based on library and shelving location
Circulation – Lists
- History of transits based on item barcode
- Items checked out filtered by status, shelf, circulation modifier & patron profile
- List of items based on number of circulations
- List of items checked in based on checkout library
- List of items circulated based on due date and checkout library
- List of items circulated between date and time and checkout library
- List of pre-cat circulations based on circulating library
Collection – Counts
- Number of Items Added by Date Range (location and circulation modifier)
- Number of Items Added by Date Range and Statistical Category
- Number of Items Added by Date Range
- Number of Items Added by Location within a Circulation Modifier
- Number of Items by Status in a Date Range by Branch
Holds – Counts
- Count Holds per Title per Pickup Library for Demand Purchasing
- Number of Daily Holds Fulfilled Based on Library
- Number of Holds Placed by Staff vs. Patron based on Library
- Number of Holds Unfulfilled Based on Library
- Number of Monthly Holds Fulfilled Based on Library
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.
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