& More Date Range Gadgets Date Depends on the Report Run Date

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1 Gadgets & More Date Range Gadgets Allows you to choose a specific date, before or after a date or a range of dates using the Workflows calendar gadget. Date Depends on the Report Run Date Allows you to choose the dates based upon when the report runs selecting a number of days before or after. This would be useful for scheduled reports.

2 Amount Range Enter a dollar amount equal to, less than, greater than, not equal or between. Payment Type Some gadgets allow you to choose from a list. Click as many selections as needed in the list to choose from and they will appear in the List Selected column. Notice the 2 choices: Includes Excludes

3 String List Sometimes a specific field calls for a String entry, such as Homeroom. Enter the exact name or word you are searching for and click Add. Click Save when you have finished entering your selections. Calendar The Calendar gadget is used to simplify the selection of a date.

4 VED List Several gadgets open a Ved List window. This will perform a text string search in a specific field such as Extended Information in the Student Record. Choose a Selection from the Entry ID dropdown for Extended Information we could choose Comment or Note. Occurrence: sometimes fields are repeated, there may be multiple comment lines, choose from Any or 1,2,3,4 or 5. Operator: does the Search String Contain (anywhere), Equal (exact) or Not Equal (does not contain this text). Search Strings: add as many words or sentences you wish to search for. Remember they must be typed exactly as they appear in the record. When all the information is entered click the Add button A summary of the selections appears in the window view

5 Your selections for Entry ID and Search String. For Occurrences: 0=Any 1=1 2=2 For = Contains; = is Equal; ~ = Not equals. Click OK when finished. Setting up a Report to Automatically Students To set this up students must have a valid school account You must contact the System Administrator before you can start ing reports to students as there are several changes in the system that must occur first.

6 Library Address will need to change to where the address is located: Primary or Address 1 You must Schedule the report to Run Check the Auto to recipients with addresses in their patron record box In the Reply to field enter your library s district address: abclibrary@cherrycreekschools.org Click Schedule to add the report to the list of scheduled reports You should be familiar with reports as your library is receiving reports providing statistics and hold information Examples of reports that are setup through notification include: The Hold Requests and Nightly Onshelf Hold Report provides the list of items requested from other libraries

7 Your Libraries Monthly Circ Count that provides statistics for the month Loading a Report into Excel Some reports you may wish to export the data into Excel. This can be accomplished making a few changes to the output format when opening a finished report. Results will need to be edited and cleaned-up in Excel. Statistical reports displaying results in columns are good candidates for this type of formatting. Select and view the report Uncheck the View Log and Format Report box and Click OK Under the File selection menu choose Save As Name your file and save as a Text Document Open the Excel program on your computer

8 Under the File selection menu choose Open Make sure to choose All Files under File Type so that it displays text documents as well as Excel files Choose your file and select Open Select a Delimited file type Click the Next Button Leave the Tab box checked Click the Finish Button The report has been imported but needs to be cleaned & edited