Reports Run by SAILS

Statistical Reports

Here is a summary of the statistical reports your library can receive:

Monthly:

Monthly Summary report: - emailed to the library director and gives a total number of checkouts and renewals done at your library.

Monthly Summary - in house circ - emailed to the library director and gives a total number of checkouts and renewals to inhouse patrons. This should be deducted from the figure in the monthly summary report to get an accurate total of items circulated.

Monthly item statistics - items circulated at your library broken out by item category 1.

Monthly patron statistics - items circulated at your library broken out by patron profile.

Monthly ILL statistics - items circulated at your library broken out by owning library. SAILS distributes a summary spreadsheet by the 15th day of each month with all library's borrowing and lending totals. If you want to figure it out yourself - deduct the number next to your library from the total. This will give you the total number of items you have borrowed from other libraries.

Monthly ILL Items Loaned - items owned by your library circulated at other libraries. This will not include non-SAILS libraries. This figure gives you your library's lending activity. These circulation transactions are not included in your library's monthly total.

Nonresident Loans - this report lists items loaned broken out by patron category 2 (town or city where the patron resides) To get the number your library loans to nonresidents, deduct the number next to your library from the total.

The nonresident reports includes a line - INHOUSE. Combine this figure with the NOMASS and then deduct this from the total to come up with your true nonresident lending figure. INHOUSE is a user category 2 for library use patrons with inhouse profiles such as missing, lost, discard, etc.

Monthly cataloging - items added - this report gives you a count of items added to your library's collection in the previous month broken down by item category 1.

Lost Missing Discard report - this gives you a count of items checked out to LOST, Missing, and Discard patrons. The count is broken out by item category 1.

Missing Report - this report lists all the items owned by your library that have been set to missing. This report runs on a schedule determined by each library

Maintenance Reports - Weekly

List Transit - many library's have requested that SAILS run a weekly transit report. It gives you a list of items in transit to your library. If you want to have the ability to sort the reports results (first by call number and then by sending library) you can get the same results from the Pending Transits wizard on the circulation toolbar.

»Tip - How to use the Pending Transits Wizard - see how to view the owning library.

Cash report by workstation - This report can be set up on request and reports money collected by workstation.

Bill totals by bill reasons - this report can be set up on request. It will report the amount of money collected in the previous week broken out by bill reason (overdues, lost, damaged, etc.). It runs twice - one time for money collected and one time to report bills cancelled or forgiven.

Bills - SAILS runs bills every Tuesday. Bills will be printed for any patron that the system has set to Assumed Lost in the past week. If a patron has an email address a copy of the bill is automatically emailed to the patron.

Unfillable Holds with Missing or Lost Copies - this report lists titles where the last copy is set to missing, lost, or discard.

Maintenance Reports - Daily

Onshelf Hold Items - this is run three times a day and the results are available using the Onshelf Holds Wizard under HOLDS in Workflows, the RHA login in Workflows, or the Holds email account on Gmail. Some staff members have also requested the report be sent to them via email. The reports are now separated by library.

Daily statistics - these reports are available by request

Overdues

Currently, notices are generated on the following schedule:

1st overdues - 7 days after an item is due
2nd overdues - 28 days after an item is due
3rd overdues - 56 days after an item is due

Notices are sent out via text message, email, or telephone notification depending upon the patron's preference. Faculty and students/cadets from our academic members receive email notification. K-12 members have a choice of having lists of overdues by classroom or individual notices for students and faculty.

Optional reports

We can run weeding reports, special statistical reports, new title reports, and various user reports on request. If you are interested in requesting any special reports, please fill out the Workflows Request form.

Related tips

» Mark item used - to collect a use count on items that do not typically circulate.
» Reports & printing procedures