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Serials Received Summary

Learn more about the Serials Received Summary report in WorldShare Reports in Power BI.

Overview

The Serials Received Summary report displays a summary of serials received by publication frequency, including binding status. This report defaults to serials received in the last 12 months, but you can adjust the filter to a different time frame as needed. You can use this report to provide statistics on currently received journal titles.

 Note: Receiving values are aggregated at the title level and are not provided at the specific issue.

Report details

  • Dataset: Serials Received
  • Data refresh rate: This report's data is updated nightly. It will be updated by 6 a.m. at your institution's data center time. The data will be "as of" the end of the previous day.
  • Data history start date: Date since the institution started using the Serials module.
  • Default date range: The last 12 months
  • Report type: Interactive

Report interface

Screenshot of the Serials Received Summary report in WorldShare Reports in Power BI

Slicers

The Serials Received Summary report has two slicers that can be applied to the table. Both slicers are set to All by default.

Publication Frequency

Select one or more of the available publication frequency values to update the report visuals. Values include:

  • Select all (default)
  • Bimonthly
  • Daily
  • Every 2 Years
  • Every 3 Years
  • Monthly
  • N/A - No publication frequency was assigned.
  • Semiannual
  • Weekly

Binding Status

Select one or more of the available binding status values to update the report visuals. Values include:

  • Select all (default)
  • Bound
  • Not Bound
  • Pending
  • Sent to Bindery

Visuals

The Serials Received Summary report contains three visuals.

  • Issues Received - The total number of issues received in the specified date range.
  • Issues Received by Publication Frequency - The number of issues received by publication frequency within the specified date range.
    • Click a publication frequency to change all of the report visuals.
    • Reclick the publication frequency to restore all visuals in the report to the default.
  • Serials Received Summary table - The Serials Received Summary table provides the following information for each serial received.

Click a column name to change the column sort.

  • The first click sorts the column in ascending order.
  • The second click sorts the column in descending order.