Summary

There are several Holds reports that are available to Users. This guide will provide the steps required to run a Picking Report.

Search for Holds

You can either access the Circulation > Holds > List screen, or click the Browse icon in the Holds > Search screen or complete a search for the required holds. To complete a search:

1. Navigate to Circulation > Holds > Search.
   
   

2. Click on the down arrow at the end of the field under Field Name and click on, for example catalogTitle, from the list that displays.

3.  Click on the Add button at the end of the right hand side field or hit the Enter key on the keyboard.

4. The term catalogTitle CO”” will display in the field at the top of the screen.

5. Click on the Search button or hit the Enter key on the keyboard.

6. The Holds > List screen will display.

Run a Picking Report

2. The Report Setup screen will display.
   
   
3. There are two Picking reports. Click on Picking Report in the Select report list-box. If your library system consists of more than one branch you may wish to run the Picking Report by Branch. The process to run either report is the same.
   
   
4. Click on Picking Report in the Select report list-box
   
   
5. Click on the down arrow at the end of the Format field and select the format required.
6. Click the Go icon.
   
   
7. The Report screen will display and, when ready, the Download Picking Report link will display. Click on the report link
   
   
   
8. The File Download popup screen or Do you want to open…panel will display. Both options include the Open, Save, and Cancel buttons.
   
   
9. Click on the Open button to display the report to the screen from where you can then print it. Click the Save button to save the report to a location on your computer. Click the Cancel button if you do not want to proceed.
10. To return to the list screen click the Return to list icon.

This report can be scheduled by clicking the Schedule this Report icon.

See the How to Schedule a Report guide. 

Screen Example of the Picking Report

The report data includes:

• Copy Branch
• Collection
• Classification
• Author
• Title
• Barcode
• Borrower
• Roll Class
• Borrower Branch