Zur Startseite
OCLC Support

WorldShare Reports self-paced training

Find WorldShare Reports training simulations and videos.

WorldShare Reports

 

Title and description Length  
Start here: Standard reports

In this video you’ll learn about WorldShare Reports, specifically standard or pre-defined reports. You’ll learn how to access the reports, and how to use user prompts and input controls to select data for the report, and view or filter that data.
9:55

 

Scheduling reports

In this video, you'll learn how to schedule reports (including selecting a destination), and how to retrieve scheduled reports.
8:13

 

Export options

In this video, you'll learn about exporting reports in specific file formats that can be used outside WorldShare Reports.
2:23

 

WorldShare Report Designer

 

Title and description Length  
WorldShare Report Designer: Terminology and interface

In this course you’ll learn about terminology used in WorldShare Report Designer, and practice navigating in the Report Designer interface.

After completing this exercise, please take a few moments to complete this brief survey.
N/A     Access self-paced course
Exploring the data

WorldShare Reports provides more than 50 standard, pre-defined reports. WorldShare Report Designer has more than 1000 data elements, organized into several universes, that you can use to create custom reports. This exercise consists of 12 questions and answers designed to familiarize you with these reports, universes, and data elements.

After completing this exercise, please take a few moments to complete this brief survey.
N/A     Access self-paced course
Create a report

Learn how to use WorldShare Report Designer to create a simple report.
7:38

 

Sort and format a report

This video demonstrates how to sort and format reports, including switching between portrait and landscape modes, aligning and wrapping text, and repeating a table header on each page.
7:34

 

Calculations and formulas

This video demonstrates using functions to calculate sums, counts, or averages in a report; inserting breaks to calculate subtotals; and creating simple formulas.
6:31

 

Input controls

In this video you will learn why and how to add input controls to a report in WorldShare Report Designer.
5:32

 

Charts

After watching this video, you will be able to select a chart type, add a chart to a report and format it, and turn a table into a chart.
5:58

 

Multiple universe reports

In this video, you’ll learn how to create multiple universe reports in WorldShare Report Designer. People also refer to this task as making cross-universe reports, or merging data from different universes.
12:46

 

Variables

After watching this video, you will be able to determine when to use a variable, differentiate three kinds of variables, and create and use variables in reports.
8:30

 

Saving and retrieving reports

Learn about saving and retrieving reports in WorldShare Report Designer.
6:26

 

Modify an existing reports

In this video you’ll learn how to modify existing reports, which could be standard reports, or reports that you have previously created in Report Designer.
10:10