WorldShare Reports in Power BI account roles
WorldShare Admin
For more information about roles and managing accounts, see WorldShare Admin, User management.
To view all available WorldShare roles, see WorldShare Admin, Roles.
WorldShare Reports in Power BI roles
- Analytics Report Scheduler
- Analytics Report Admin
- Analytics Report Staff
- Analytics User - Do not use
Note: You can view individual standard reports (Acquisitions, Cataloging/Collection, Circulation, E-Resources, Interlibrary Loan, and Metadata) without having one of the above roles assigned. See WorldShare Reports in Power BI authorization roles for more information.
WorldShare Reports in Power BI roles and descriptions
| Action | Role | ||
|---|---|---|---|
| Analytics Report Scheduler | Analytics Report Admin | Analytics Report Staff | |
| View My Files. | x | ||
| Assign Analytics Report roles to other users | x | ||
| View My Library and export data. | x | x | |
| View My Files. | x | x | |
WorldShare Reports in Power BI authorization roles
Note: If you are not assigned a WorldShare Reports in Power BI role or one of the roles listed below, you cannot access reports in the Reports / Visualizations tab.
Acquisitions reports
If you have one of the roles below assigned, you can view individual Acquisitions standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Acquisitions roles.
| Report | Roles | |||
|---|---|---|---|---|
| Acquisitions Admin | Acquisitions Report Viewer | Acquisitions Senior Staff | Serials Admin | |
| Acquisitions Overview | x | x | x | |
| Fund Balance | x | x | x | |
| Open Encumbrances | x | x | x | |
| Paid Invoice Detail | x | x | x | |
| Paid Invoice Summary | x | x | x | |
| Payment Activity Analysis | x | x | x | |
| Receiving Activity by Location | x | x | x | |
| Serials Claimed Summary | x | x | x | x |
| Serials Received Summary | x | x | x | x |
| Title Copy Payment Detail | x | x | x | |
| Vendor Performance | x | x | x | |
Cataloging/Collection reports
If you have one of the roles below assigned, you can view individual Cataloging/Collection standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Record Manager roles.
| Report | Roles | |||
|---|---|---|---|---|
| Cataloging Agent | Cataloging Reports Viewer | Cataloging Full | Cataloging Admin | |
| LHR Duplicate Barcodes | x | x | x | x |
| New Titles List | x | x | x | x |
| Removed Titles List | x | x | x | x |
Circulation reports
If you have one of the roles below assigned, you can view individual Circulation standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Circulation roles.
| Reports | Roles | ||
|---|---|---|---|
| Circulation Admin | Circulation Reports Viewer | Circulation Desk | |
| All Checked Out Items | x | x | x |
| Circulation Events Detail | x | x | x |
| Circulation Item Deletions | x | x | x |
| Daily Payments | x | x | x |
| Fiscal Detail | x | x | x |
| Fiscal Summary | x | x | x |
| High Use Circulation Titles | x | x | x |
| Hourly Average Circulation Activity | x | x | x |
| Items in Transit | x | x | x |
| Item Status Statistics | x | x | x |
| Lost or Missing Items | x | x | x |
| Monthly Circulation Statistics | x | x | x |
| Outstanding Fees and Bills | x | x | x |
| Overdue Items | x | x | x |
| Patron Counts Summary | x | x | x |
| Patron Information Detail | x | x | x |
| Recalled Items | x | x | x |
Interlibrary Loan reports
Note: Only libraries using Tipasa can view Interlibrary Loan reports.
If you have one of the roles below assigned, you can view individual Interlibrary Loan standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Interlibrary Loan roles.
| Reports | Roles |
|---|---|
| WorldShare ILL Admin | |
| Patron Counts Summary | x |
| Patron Information Detail | x |