4 results found

1. Utilities - Reports and Notices in the staff client need to be available in Leap

   We have a number of custom reports in the Polaris Staff Client that need to be accessible to our Circulation Staff in Leap. Ideally all Polaris canned reports should also be available to all staff in Leap. One custom report we use is for patrons who don't have an email address. Their notification option is set to mailing address. However, if they have a hold we call them instead of sending the hold notice by mail. The custom report is a quick way to find the patrons that we need to call. Staff have to have access to both Polaris and Leap to continue to do their job.

   We have a number of custom reports in the Polaris Staff Client that need to be accessible to our Circulation Staff in Leap. Ideally all Polaris canned reports should also be available to all staff in Leap. One custom report we use is for patrons who don't have an email address. Their notification option is set to mailing address. However, if they have a hold we call them instead of sending the hold notice by mail. The custom report is a quick way to find the patrons that we need to call. Staff have to have access to both Polaris… more

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   2 comments  ·  Reporting & Analytics  ·  Delete…  ·  Admin →
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   UNDER REVIEW  ·  AdminSamantha Quell (Admin, Innovative) responded

   Just to set expectations, our strategy at this time is for users to access reports through the SSRS portal. As Eleanor mentioned in her comment, we are adding customizable menu options to Leap in 7.5 with the intent that they be used to link users to the reporting interface.

2. Update the "canned reports" in Reports -> Notices and SSRS

   There are multiple reports in the "canned reports" available through the Staff Client and through SSRS that deliver incomplete and/or absolutely wrong data.

   For instance, the Patron Register report only looks at extant patrons in the Polaris database right now. That means that, if a library had a patron purge, those patrons are gone. If one runs a Patron Register report after the purge for a time before the purge, the registration numbers will absolutely be wrong. This would also be true where patron merges or general cleanups have taken place.

   Another report, Circulation by Postal Code has a logic error where the calculation depends on an variable describing the upper limit of an iterator. This variable is selected by taking the first TransactionID of a 6001 TransactionTypeID of the start date and simply adding 500,000 to it. While that may work for smaller libraries and/or shorter periods of time, running this as a yearly report at a large consortium will produce incomplete results. (For reference the difference between TransactionIDs for 6001 transaction types at the Inland Library Network for the year 2022 is well over 15 million.)

   I've gotten to the point that I no longer trust these reports, and I rarely recommend them to staff. If two reports can be this wrong, I have to believe that more of them are broken too. So far as I know, they've not seen an update in years, and they're badly in need of one.

   We have staff who rely on reports like these for their governing bodies, for digital resources, and for statistical history. And depending on which reports they're using, they're likely getting the wrong data as answers to important questions.

   There are multiple reports in the "canned reports" available through the Staff Client and through SSRS that deliver incomplete and/or absolutely wrong data.

   For instance, the Patron Register report only looks at extant patrons in the Polaris database right now. That means that, if a library had a patron purge, those patrons are gone. If one runs a Patron Register report after the purge for a time before the purge, the registration numbers will absolutely be wrong. This would also be true where patron merges or general cleanups have taken place.

   Another report, Circulation by Postal Code has a logic… more

   30 votes

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   UNDER REVIEW  ·  8 comments  ·  Reporting & Analytics  ·  Delete…  ·  Admin →
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3. Run date specific report on Patron activity (not last activity)

   I would like to submit the idea that Polaris offers the ability to run a report based on patron activity dates, and not their LAST activity date.
   Currently, we can only run a report using "Last Activity". This is not helpful if trying to determine how many patrons were active in a given period because if they have had activity after the specified period, they would no longer be counted in the report.
   There is a canned report under System > statistical summary, but it only looks at borrows, and would not count ILS card activity such as from a digital resource login or PAC sign in.

   This would be useful as it would allow us to get historic data of active customers.

   I would like to submit the idea that Polaris offers the ability to run a report based on patron activity dates, and not their LAST activity date.
   Currently, we can only run a report using "Last Activity". This is not helpful if trying to determine how many patrons were active in a given period because if they have had activity after the specified period, they would no longer be counted in the report.
   There is a canned report under System > statistical summary, but it only looks at borrows, and would not count ILS card activity such as from a… more

   10 votes

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   UNDER REVIEW  ·  0 comments  ·  Reporting & Analytics  ·  Delete…  ·  Admin →
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4. Purge Settings for Report Files in SimplyReports

   We'd like added the ability to purge report downloads from SimplyReports that are sitting in user folders. This would include deleting ad hoc report, scheduled report, and saved report extracts from their respective user folders after a specified number of days.

   Currently these settings are listed under the Admin section of SimplyReports, but we only found out recently there is no process tied to the settings. We'd like to see this functionality built. Details about their unavailability can be found in the SimplyReports help article "Set the general application defaults" (bottom).

   Idea Value
   We have several users with years of reports which have accumulated. It would be helpful to have a process that manages these files so we don't have to go into individual folders and delete backlogs of reports.

   Also, since there are existing settings already listed in SimplyReports Admin, it would be appropriate to either develop the functionality or remove the settings, as they are misleading.

   We'd like added the ability to purge report downloads from SimplyReports that are sitting in user folders. This would include deleting ad hoc report, scheduled report, and saved report extracts from their respective user folders after a specified number of days.

   Currently these settings are listed under the Admin section of SimplyReports, but we only found out recently there is no process tied to the settings. We'd like to see this functionality built. Details about their unavailability can be found in the SimplyReports help article "Set the general application defaults" (bottom).

   Idea Value
   We have several users with years of… more

   15 votes

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   UNDER REVIEW  ·  0 comments  ·  Reporting & Analytics  ·  Delete…  ·  Admin →
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