Wes Osborn
If you’re new to Polaris reporting, the list below will give you an idea of some of the basic / common reports that other libraries in the consortium run. We’ve made this post a wiki, so anyone can click on the edit icon (at the bottom of the post) to add their own details about reports that they run.
Before adding a new report, please search for and copy the link to the Report Definition on Discourse. Thanks to @shoffman for your help in getting this topic started.
If you’d like more information on running reports in reporting services, please see our primer on SSRS (SharePoint) .
Daily basis
##Hold Requests To Fill
Circulation > Holds > Hold Requests To Fill
Report of reserved items to be pulled from your shelves to fill holds for patrons. It is not recommended that you run this report. Instead, consider using the request manager, mobile picklist or a custom report.
Printed notices (also run daily)
##Fines Z Fold Mailer
Notices > Fines > Fines Z Fold Mailer
Print notice that includes patron fines and fees. Must be run in Polaris Client so results can be posted to the database.
##Sample report output (patron information is redacted)
[image]
Weekly basis
##Circulation By Workstation
Circulation > Circulation By Workstation
Circulation of each stat class by library or branch, individual (or all) workstations, within a date range
##Sample report output (patron information is redacted)
[image]
Holds request Z fold mailer – hold notifications by mail
Monthly basis
##Circulation By Items Assigned Branch
Circulation > Circulation By Items Assigned Branch
Allows you to select the item’s assigned (owning) branch. Shows where items with the selected assigned branch have circulated throughout the system, broken down by loaning (checkout) branch and material type.
##Sample report output (patron information is redacted)
[image]
##E-Mail Delivery Failure report
Notices > E-mail delivery failure report
Lists invalid emails for a specified date range for libraries participating in the CLC Email Annex.
Note: bounced emails are not included in this report.
##Sample report output (patron information is redacted)
[image]
Telephone delivery failure report
Text delivery failure report
Quarterly
##Items Missing in Last 90 Days
Custom > Items Missing in Last 90 Days
List of any item that has had the circ status changed to “Missing” within the last 90 days of running the report
##Sample report output (patron information is redacted)
[image]