updated more help files
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Nicole Engard
Henri-Damien LAURENT
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<h1>Add a Custom Report</h1>
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<p>If the report you need is not already available, the 'Guided Reports' Wizard will walk anyone through creating a custom report.</p>
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<p>If the report you need is not already available, the 'Guided Reports' Wizard will walk you through creating a custom report.</p>
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<p>There are three elements of a standard 'guided' report: columns, rows and filters. For issues and acquisitions, desired data is placed in each cell (count or amount, or loan length).</p>
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<ul>
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<li>Go to the 'Reports' module (usually under 'More' in your Global Nav)</li>
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<li>Choose 'Guided Reports' under 'Guided Reports Wizard'</li>
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</ul>
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<p>Now, you can build a report in 6 easy steps!</p>
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<p>Answer the 6 questions presented in order to create your report.</p>
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<p><strong>Step 1: Choose a Module to Report on</strong></p>
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<ul>
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<li>Choose a module to build a report on</li>
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<li>Choose a Koha module to build a report on (patrons, circ, cataloging, etc)</li>
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<li>Click 'Next'</li>
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</ul>
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<p><strong>Step 2: Pick a Report Type</strong></p>
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<li style="color: #990000">IMPORTANT: Only Tabular should be chosen with this option</p>
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<ul><li style="color: #990000">IMPORTANT: Only Tabular should be chosen with this option</li></ul>
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<p><strong>Step 3: Select Columns for Display</strong></p>
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<p><strong>Step 4: Select Criteria to Limit</strong></p>
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<p>This is optional, if you don't want to limit results by any one field, just leave this section blank.</p>
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<p><strong>Step 5: Pick which columns to total</strong></p>
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<p>This is optional, if you don't want to do any math on the results, just leave this section blank.</p>
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<ul><li>This is optional, if you don't want to limit results by any one field, just leave this section blank.</li></ul>
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<p><strong>Step 5: Pick which columns to perform mathmatical functions on</strong></p>
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<ul><li>This is optional, if you don't want to do any math on the results, just leave this section blank.</li></ul>
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<p><strong>Step 6: Choose how you want the report ordered</strong></p>
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<p>This is optional, if you want the results to come out as they are in the table, just leave this section blank.</p>
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<ul><li>This is optional, if you want the results to come out as they are in the table, just leave this section blank.</li></ul>
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<h1>Edit Reports</h1>
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<ul><li><em>Get there:</em> More > Reports > Guided Reports > Use Saved</li></ul>
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<ul.<li>To edit a report click 'Edit SQL' beside the report</li>
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<ul><li>To edit a report click 'Edit SQL' beside the report</li>
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<li>A page with editable fields will open so that you can change the title, notes and SQL related to the report</li></ul>
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<!-- TMPL_INCLUDE NAME="help-top.inc" -->
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<h1>Checkouts by patron category</h1>
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<p>This report will show you how many items were checked out, by borrower (or 'patron') category</p>
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<ul>
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<li>Go to the 'Reports' module (usually under 'More' in your Global Nav)</li>
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<li>Choose 'Checkouts by patron category' under 'Other'</li>
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<li>'Select a borrower category' using the dropdown menu provided (or select the default 'Any Category code' at the top of the dropdown menu to choose all borrower categories)</li>
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<li>'Select a branch' to report on (or, leave at the default 'all' to perform the report on all branches)</li>
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<li>Click 'Submit'</li>
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</ul>
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<h1>Catalog by Item Type</h1>
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<h1>Catalog by Item Type</h1>
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<p>This one-step report will show you how many items of each item type are currently in your branch library or libraries.</p>
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<!-- TMPL_INCLUDE NAME="help-top.inc" -->
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<!--<h1>Batch Modify Items</h1>-->
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<h1>Batch Delete Items</h1>
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<p>Using this tool you will be able to delete a batch of items using a file of barcodes, or by scanning barcodes one by one.
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<ul><li>Choose your option (either upload file or enter barcodes one by one)</li>
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<li>Click 'Continue'</li>
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<li>You will be prompted to confirm deletion</li>
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<ul><li>From the confirmation screen you can uncheck the items you do not want to delete</li></ul>
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<li>Confirm Deletion<li>
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</ul>
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<!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
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<h1>Holidays Calendar</h1>
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The calendar is used to define days when the library is closed for circulation rules.
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<ul>
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<li>From the pull down you can choose which branch to apply holidays to.</li>
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<ul><li style="background-color: #ffe599">TIP: If you're entering universal holidays (that apply to all branches) you will be presented with an option to add to all when adding a new holiday.</li></ul>
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<li>To add a new holiday, click on the date you'd like to add a holiday to</li>
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<ul><li style="background-color: #ffe599">TIP: Click the plus sign (+) to the right of the holiday options for a helpful tip.</li></ul>
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<li>Click on the date and fill in the necessary fields for your library.</li>
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<li>Chose whether this holiday is repeated every day of the week or yearly.</li>
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<ul><li style="background-color: #ffe599">TIP: An example of a repeatable holiday would be Christmas, New Year's or a staff in-service day</li></ul>
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<li>When you've entered the necessary data click 'Save'</li>
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<li>Once saved your holiday will be color-coded on the calendar and listed below the calendar</li>
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</ul>
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<p>Libraries can define library closings and holidays to be used when
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calculating due dates. You can make use of the Calendar by turning on
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the proper system preferences:</p><ul class="itemizedlist" type="disc"><li class="listitem"><p><span class="emphasis"><em>Get there: </em></span>More > Administration >
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Global System Preferences > Circulation > useDaysMode</p><ul class="itemizedlist" type="circle"><li class="listitem"><p>Choose the method for calculating due date - either
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include days the library is closed in the calculation or don't
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include them.</p></li></ul></li><li class="listitem"><p><span class="emphasis"><em>Get there:</em></span> More > Administration >
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Global System Preferences > Circulation > finescalendar</p><ul class="itemizedlist" type="circle"><li class="listitem"><p>This will check the holiday calendar before charging
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fines</p></li></ul></li></ul>
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<h3>Adding Events</h3>
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<p>Before adding events, choose the library you would like to apply
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the closings to. When adding events you will be asked if you would
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like to apply the event to one branch or all branches. To add events,
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simply</p><ul class="itemizedlist" type="disc"><li class="listitem"><p>Click on the date on the calendar that you would like to
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apply the closing to</p></li><li class="listitem"><p>In the form that appears above the calendar, enter the
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closing information</p><ul class="itemizedlist" type="circle"><li class="listitem"><p>Library will be filled in automatically based on the
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library you chose from the pull down at the top of the
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page</p></li><li class="listitem"><p>The day information will also be filled in automatically
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based on the date you clicked on the calendar</p></li><li class="listitem"><p>In the description enter the reason the library is
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closed</p></li><li class="listitem"><p>Next you can choose if this event is a one time event or
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if it is repeatable.</p></li><li class="listitem"><p>Finally decide if this event should be applied to all
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libraries or just the one you have originally selected</p></li></ul></div></li><li class="listitem"><p>After saving you will see the event listed in the summary
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below the calendar</p></li></ul>
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<h3>Editing Events</h3><p>To edit events</p><ul class="itemizedlist" type="disc"><li class="listitem"><p>Click on the event on the calendar that you want to change
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(do this by clicking on the date on the calendar, not the event
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listed in the summary)</p></li><li class="listitem"><p>From this form you can make edits to the holiday or deleete
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the holiday completely. Both actions require that you click 'Save'
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before the change will be made.</p></li><li class="listitem"><p>Clicking on repeatable events will offer slightly different
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options</p>
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<ul class="itemizedlist" type="circle"><li class="listitem"><p>In the form above you will note that there is now an
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option to 'Generate an exception for this repeated holiday,'
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choosing this option will allow you to make it so that this
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date is not closed even though the library is usually closed
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on this date.</p></li></ul></li></ul>
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<h3 class="title">Additional Help</h3><p>When adding or editing events you can get additional help by
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clicking on the blue plus sign next to various different options on
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the form</p>
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<h2>Questions</h2>
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<p><strong>Why do I want to add holidays for my branch?</strong></p>
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<!-- TMPL_INCLUDE NAME="help-top.inc" -->
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<h1>Task Scheduler</h1>
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<p>The task scheduler is a way to schedule reports to run whenever
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you want.</p><p>To schedule a task, visit the Task Scheduler and fill in the
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form</p>
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<ul class="itemizedlist" type="disc"><li class="listitem"><p>Current Server Time shows the time on your server (schedule
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all of your reports to run based on that time - not on your local
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time)</p></li><li class="listitem"><p>Time should be entered as hh:mm (2 digit hour, 2 digit
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minute)</p></li><li class="listitem"><p>Date should be entered using the calendar pop up</p></li><li class="listitem"><p>From Report choose the report you want to schedule</p></li><li class="listitem"><p>Choose whether to receive the text of or a link to the
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results</p></li><li class="listitem"><p>In the Email filed enter the email of the person you want to
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receive your report</p></li></ul><p>Below the task scheduler form, there is a list of scheduled
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reports</p>
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<p>You can also schedule reports directly from the list of saved
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reports by clicking the 'Schedule' link</p>
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<h3>Troubleshooting</h3><p>Task scheduler will not work if the user the webserver runs as
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doesn't have the permission to use it. To find out if the right user
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has the permissions necessary, check /etc/at.allow to see what users
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are in it. If you don't have that file, check etc/at.deny. If at.deny
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exists but is blank, then every user can use it. Talk to your system
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admin about adding the user to the right place to make the task
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scheduler work.</p>
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<!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
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