4 results found

1. Polaris 8.2 - Allow SSO logins for SimplyReports

   Allow SSO logins for SimplyReports. Right now, staff who are SSO accounts only cannot log into SimplyReports. Leap and /PolarisAdmin support SSO and we'd like to be able to extend this to SimplyReports.

   This prevents us from being able to fully adopt SSO at some locations because the staff can't create reports. This means we have to continue to hold onto and maintain less secure connections between networks, so these staff can run SimplyReports.

   12 votes

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   COMPLETED  ·  1 comment  ·  Reporting & Analytics  ·  Delete…  ·  Admin →

2. Polaris 7.6 - Exclude deleted record sets from SimplyReports

   When you are using the general filters in SimplyReports, the record set list includes record sets that have been deleted. I'd like to either have the deleted record sets excluded or have a check box that allows you to exclude them.

   14 votes

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   COMPLETED  ·  2 comments  ·  Reporting & Analytics  ·  Delete…  ·  Admin →

3. Polaris 8.2 - 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

   38 votes

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   COMPLETED  ·  6 comments  ·  Reporting & Analytics  ·  Delete…  ·  Admin →

4. Polaris 7.7 - Make it possible to create a record set from Saved Reports in Simply Reports

   Currently, when you create a report in Simply Reports and save it for future use, the saved report will allow you to generate a PDF or a spreadsheet file, but will not allow you to request that a record set be created. You can only create a record set by recreating the report from scratch in the Simply Reports interface. We have reports that we run monthly to catch items that are newly assigned to LOST, MISSING, and DAMAGED statuses, and to get a record set that I can work with, I have to run each report from scratch, manually. This is time-consuming and makes mistakes more likely. Please consider adding the capability for saved reports in Simply Reports to generate a new record set when run. Thanks!

   Idea Value
   Time saving, more efficient, more useful

   Currently, when you create a report in Simply Reports and save it for future use, the saved report will allow you to generate a PDF or a spreadsheet file, but will not allow you to request that a record set be created. You can only create a record set by recreating the report from scratch in the Simply Reports interface. We have reports that we run monthly to catch items that are newly assigned to LOST, MISSING, and DAMAGED statuses, and to get a record set that I can work with, I have to run each report from scratch, manually.… more

   62 votes

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   COMPLETED  ·  4 comments  ·  Reporting & Analytics  ·  Delete…  ·  Admin →