Available reports for WMS users

Types of WS reports

Acquisitions reports - Table

Name	說明	Frequency
採購儀表板	Provides an “at-a-glance” view of acquisition activity at your institution through the following graphs: Top 10 Expenditures By Fund, Top 10 Expenditures By Vendor, Top 10 Expenditures By Material Format, and Top 10 Expenditures By Classification.	Nightly
Acquisitions Data Last Refreshed Date	Displays when acquisitions data was last refreshed.	N/A
Fund Balance Report	Displays a summary of fund balance activity for a specified budget period.	Nightly
Open Encumbrances Report	Displays a list of items ordered but not fully paid within a specified period of time.	Nightly
已付款發票項目詳細報告	Lists detailed information about a paid invoice.	Nightly
已付款發票摘要報告	Displays a summary of paid invoices within a specified period of time.	Nightly
Payment Activity by Classification Report	Displays a summary of payment activity by classification within a specified budget period.	Nightly
Payment Activity by Fund Report	Displays a summary of payment activity by fund within a specified budget period.	Nightly
Payment Activity by Location Report	Displays a summary of payment activity by branch and shelving location within a specified period of time.	Nightly
Payment Activity by Material Format Report	Displays a summary of payment activity by material format within a specified period of time.	Nightly
Payment Activity by Processing Type Report	Displays a summary of payment activity by processing type within a specified budget period of time.	Nightly
Payment Activity by Requestor Report	Displays a summary of payment activity by requestor within a specified period of time.	Nightly
Payment Activity by Vendor Report	Displays a summary of payment activity by vendor and material format within a specified period of time.	Nightly
接收的活動 (按位置)	Displays a summary of receiving activity by branch and shelving location within a specified period of time.	Nightly
已收到期刊摘要報告	Displays a summary of serials received by publication frequency within a specified period of time.	Nightly
題名副本詳細資料報告	Lists detailed information about payment activity.	Nightly
供應商表現	Displays a summary of vendors and the average number of days to fulfill items within a specified period of time.	Nightly

Cataloging/Collection reports - Table

Name	說明	Frequency
分館項目館藏 (按資料格式)	Displays item holdings quantity by branch and material format.	Monthly
分館項目館藏 (按上架地點)	Displays item holdings quantity by branch and shelving location.	Monthly
Cataloging Data Last Refreshed Date	Displays when cataloging data was last refreshed.	N/A
新的與已移除的群組題名計數	Displays the combined count of new and removed titles as well as the net change in title holdings activity for the group by Month, Year.	Nightly
上次重新整理的群組編目資料	Displays when group data was last refreshed.	N/A
LHR重複條碼	Displays where a single barcode value has been used in multiple LHR items to help assist your library in cleaning up LHR and circulation data.	Nightly
新題名清單	Displays new titles acquired in a specified time period.	Monthly
已移除題名清單	Displays the list of “removed” titles for an institution in a specified time period.	Monthly
群組目錄報告的題名計數	Displays the combined count of titles held by the group by Month, Year, and by Material Format.	Monthly
題名館藏 (按資料格式)	Displays the count of titles that an institution holds in its collection by material format.	Monthly
題名館藏 (按資料格式與出版日期)	Displays a heatmap providing the count of titles that an institution holds in its collection by material format and publication decade.	Monthly
Title Holdings by OCLC Subject Conspectus	Displays the count of titles that an institution holds in its collection based on the OCLC Subject Conspectus	Monthly
依機構的題名館藏計數	Displays the count of titles held by individual members of the group by Month, Year.	Monthly
由單一機構收藏的題名	Displays the list of titles uniquely held by a specified member institution of the group.	Nightly

Circulation reports - Table

Name	說明	Frequency
所有已借出項目報告	Provide a detailed list of items currently checked out.	Nightly
流通新增-刪除報告	Displays items added or deleted in the last seven days.	Nightly
流通儀表板	Provides an “at-a-glance” view of circulation activity at your institution using two sets of visualizations: Historical Trends (default) and Current State.	Nightly
Circulation Data Last Refreshed Date	Displays when circulation data was last refreshed.	N/A
流通事件詳細資料報告	Lists the circulation event details within a specified date range.	Nightly
每日付款報告	Displays details about daily payments by branch and payment method with a specified date range.	Nightly
會計明細報告	Lists detailed fiscal transactions within a specified date range.	Nightly
會計摘要報告	Displays a summary of monthly billing counts and fiscal amounts by branch within a specified date range.	Nightly
分組所有已借出項目報告	Displays a list of checked out items for a WMS Group where the patron's institution is different than the item's owning institution.	Nightly
群組流通事件詳細資料報告	Displays a list of circulation events for a WMS Group where the patron's institution is different than the item's owning institution.	Nightly
群組開放預約請求報告	Displays a list of open hold requests for a WMS Group.	Nightly
群組逾期項目報告	Displays a list of overdue items for a WMS Group where the patron's institution is different than the item's owning institution.	Nightly
高使用流通題名摘要報告	Lists titles identified as high use (based on circulation activity, such as checkouts, renewals and holds) within a specified date range.	Nightly
預約清單報告	Provides a list of items currently on hold.	Nightly
預約準備領取報告	Provides a list of items that are currently on hold and are ready for pickup by a patron.	Nightly
每小時平均流通活動日圖	Displays a chart of average circulation activity by hour within a specified date range for one selected branch for one selected day.	Nightly
每小時平均流通活動摘要報告	Lists circulation activity (checkouts, renewals and holds) by hour and day of the week within a specified date range.	Nightly
項目狀態統計圖表	Displays a bar chart that shows the distribution of current statuses for items owned in the institution.	Nightly
正在轉換報告中的項目	Displays details about items that are currently in transit by branch within a specified date range.	Nightly
遺失或遺失項目報告	Lists details about items that are currently lost or missing.	Nightly
每月流通統計報告	Displays circulation statistics by event branch, patron category, permanent shelving location, temporary shelving location or material format within a specified date range.	Nightly
開啟預約報告	Displays the current detailed list of items with holds placed on them.	Nightly
未結費用與帳單報告	Displays the current detailed list of fees and bills that are outstanding.	Nightly
逾期項目帳齡報告	Displays a list of titles based on the number of days overdue.	Nightly
讀者計數摘要報告	Displays counts of patrons by branch, custom category (e.g. major, class year), patron type and postal code (zip code).	Nightly
讀者資訊詳細資料報告	Lists detailed information that includes many of the data fields in the patron record.	Nightly
已催還項目報告	Displays a detailed list of recalled items by branch.	Nightly

E-Resources reports - Table

Name	說明	Frequency
Note: You must have WorldShare License Manager to view the following reports.
E-Resources Data Last Refreshed Date	Displays when e-resources data was last refreshed.	N/A
計數 4 合併的資料庫使用摘要	Displays a summary by month of your institution's C4DB1 COUNTER data.	Nightly
計數 4 合併的資料庫使用詳細資料	Displays a detailed view by database name by month of your institution's C4DB1 COUNTER data.	Nightly
計數 4 合併的電子期刊/電子書使用摘要	Displays a summary by month of your institution's C4BR1 and C4JR1 COUNTER data.	Nightly
計數 4 合併的電子期刊/電子書使用詳細資料	Displays a detailed view by title of your institution's C4BR1 and C4JR1 COUNTER data.	Nightly
計數 4 合併的供應商使用詳細資料	Displays a detailed view by vendor by month of your institution's C4DB1 COUNTER data.	Nightly
使用詳細資料為零的計數器 4 題名	Displays details of the titles from C4BR1 and C4JR1 files where COUNTER Report Total (i.e., ft_total) was equal to zero for the selected time period.	Nightly
COUNTER 4 前 100 個題名的使用	Displays details of the hundred titles with the highest COUNTER Report Total (i.e., ft_total) value from C4BR1 and C4JR1 files for the selected time period.	Nightly
計數 5 拒絕資料庫摘要	Displays a summary of your library's C5DR_D2 data for a requested period of time.	Nightly
計數 5 資料庫使用摘要	Displays a summary of your library's C5DR_D1 data for a requested period of time.	Nightly
計數 5 資料庫供應商使用詳細資料	Provides your library a detailed view of your library's C5DR_D1 data by database name by month.	Nightly
計數 5 電子書題名使用對比	Displays a detailed view by title by month of your institution's C5TR_B1 COUNTER data.	Nightly
計數 5 電子期刊標題使用對比	Displays a detailed view by title by month of your institution's C5TR_J1 COUNTER data.	Nightly
計數 5 電子期刊/電子書平台使用	Displays a summary by platform by month of your library's C5TR_J1 and C5TR_B1 COUNTER data.	Nightly
計數 5 合併的電子期刊/電子書使用摘要	Displays a summary by month of your library's C5TR_J1, C5TR_J2, C5TR_B1, and C5TR_B2 COUNTER data.	Nightly
計數 5 合併的電子期刊/電子書使用詳細資料	Displays a detailed view of your library's C5TR_J1, C5TR_J2, C5TR_B1, and C5TR_B2 COUNTER data by title.	Nightly
計數 5 平台使用摘要	Displays a summary by month of your library's C5PR_P1 COUNTER data.	Nightly
Note: You must have access to the WorldCat knowledge base to view the following reports.
WorldCat知識庫 - 館藏重疊摘要報告	Displays a summary of duplicate and unique titles/coverages when comparing an electronic collection to another electronic collection(s).	Monthly
WorldCat知識庫 - 館藏重疊詳細資料報告	Displays a detailed list of titles in the overlap analysis. It displays the type of content and the coverage dates by content type for each title in the base and comparison collections.	Monthly
WorldCat知識庫 - 我的館藏重疊摘要報告	Displays a summary of duplicate and unique titles/coverages when comparing an electronic collection from the knowledge base to a library’s collection(s) in the knowledge base.	Monthly
WorldCat知識庫 - 我的館藏重疊詳細資料報告	Displays a detailed list of titles in the overlap analysis.	Monthly

Interlibrary Loan reports - Table

 Note: Only libraries using Tipasa can view Interlibrary Loan reports. You must have the WORLDSHARE_ILL_ADMIN role to view the Reports tab and Interlibrary Loan Reports.

Name	說明	Frequency
文件遞交活動概觀	Displays a summary of activity for document delivery requests and fulfillments.	Monthly
文件遞交請求詳細資料	Displays a detailed listing of document delivery requests for a given period of time.	Monthly
文件遞交請求統計	Displays when interlibrary loan data was last refreshed.	Monthly
上次重新整理館際互借資料	Displays when interlibrary loan data was last refreshed.	N/A

Metadata reports - Table

Name	說明	Frequency
每天記錄管理操作	Displays the daily number of initial holdings set, holdings deleted and WorldCat records replaced.	Nightly
每月記錄管理操作	Displays the monthly number of initial holdings set, holdings deleted and WorldCat records replaced.	Monthly
每日WorldCat詮釋資料 API 操作	Displays the daily number of Metadata API actions.	Nightly
每月WorldCat詮釋資料 API 操作	Displays the monthly number of Metadata API actions.	Monthly
每日LHR維護摘要	Displays the daily number of local holdings records (LHRs) added, deleted, moved, and updated in addition to removed shared print commitments.	Nightly
Monthly LHR Maintenance Summary	Displays the monthly number of local holdings records (LHRs) added, deleted, moved, replaced, and deleted in addition to removed shared print commitments.	Monthly
Monthly LHR Maintenance Detail	Displays the monthly number of local holdings records (LHRs) added, replaced, and deleted in addition to removed shared print commitments.	Monthly
更新大批 LBD 記錄 (紀錄工作清單)	Displays statistics for local bibliographic data (LBD) records that were edited in bulk for the days or months that you selected.	Nightly or Monthly
更新整批 LHR - (紀錄工作清單)	Displays statistics for local holdings records (LHRs) that were edited in bulk for the days or months that you selected.	Nightly or Monthly

Open an SFTP report

1. Log on to the secure SFTP site.
2. Browse to the correct folder. For example, click /xfer > /wms/ > reports to access the circulation reports. The reports are listed in this folder.

Types of SFTP reports

See Reconciliation SFTP reports.