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About standard reports

Learn how to navigate the All reports screen to search for and run standard reports in WorldShare Reports in Power BI.

All reports screen

The All reports screen opens after you click Reports / Visualizations in the left navigation. This screen contains a customizable reports table from which you can launch standard reports. The image below is an example of this screen.

You can click the Show Sidebar button (Screenshot of the Show/Hide Sidebar button in the WorldShare Reports in Power BI sidebar) to hide or show the left navigation for the Analytics module. Hiding the sidebar expands the reports screen and enhances the report visuals. By default, the sidebar is shown.

Screenshot of the All reports screen in WorldShare Reports in Power BI

1. Search

Use the Search text field to find a specific report. This is an auto-filter text field. Filtering of reports starts after the first keystroke in the text field.

Queries entered in the Search text field search across all available columns in the reports table.

2. Customize the table view

Use the Customize table view buttons to change the All reports table. Any changes you make to the table will remain in future sessions until you reset the table to its default or make additional changes.

Action Button Description
Show filters Screenshot of the Show Filters button the All reports screen in WorldShare Reports in Power BI Use the Show filters button to filter the available reports by column and value.

To apply a filter:
  1. Click the Show filters button.
  2. Select a column from the Columns drop-down list.
  3. Select an operator from the Operator drop-down list.
  4. Enter a value in the Value text field. The filter is automatically applied to the All reports table.
  5. (Optional) Click + Add filter to add another filter.
    1. Select a Boolean operator from the Boolean drop-down list.
      • And (default)
      • Or
    2. Repeat steps 1-4 above.

To remove an applied filter:

  1. Click the Show filters button.
  2. Click the Delete button (Screenshot of the Clear filter button in WorldShare Reports in Power BI) to remove a single filter from the table.
    Or
    Click Remove all to remove all filters from the table.
Show columns Screenshot of the Show Columns button the All reports screen in WorldShare Reports in Power BI Use the Show columns button to select and deselect the columns in the All reports table. Five columns are shown in the table by default.

You can use drag and drop to rearrange the order of the columns in the reports table.

To show a column:
  1. Click the Show columns button.
  2. Search or browse for the column you want to show in the table.
  3. Select the toggle button next to the column show it in the table.

To hide a column:
  1. Click the Show columns button.
  2. Search or browse for the column you want to hide from the table.
  3. Select the toggle button next to the column to hide it from the table.

From the Show columns dialog, you can also:

  • Click Show all to show all columns in the table.
  • Click Hide all to hide all columns from the table. When you select this option, only the Title and Action columns will appear in the All reports table.
Reset to default Screenshot of the Reset to default button the All reports screen in WorldShare Reports in Power BI Use this button to reset the All reports table to its default setting.

Available filters

Available All reports table filters - Table
Column Available operators
Favorite (default) is
Title
  • contains (default)
  • equals
  • starts with
  • ends with
  • is empty
  • is not empty
  • is any of
Description
Type
Created by
Last Modified by
Scheduled
Category
Sharing level
Dataset
Data domain(s)
Keywords
  • contains (default)
  • is empty
  • is not empty
Created
  • is (default)
  • is not
  • is after
  • is on or after
  • is before
  • is on or before
  • is empty
  • is not empty
Last modified

Available columns

Available All reports table columns - Table
Column Description
Favorite (default) Allows you to favorite and unfavorite reports. Click a star in the Favorites column to favorite or unfavorite a report.
  • Favorited reports have a solid star (Screenshot of the Favorites button, selected, in WorldShare Reports in Power BI) and appear at the top of the All reports table.
  • Unfavorited reports have star outline (Screenshot of the Favorites button, deselected, in WorldShare Reports in Power BI).
Title Allows you to access a report. Click the report title to run the report.

 Note: This column cannot be removed from the reports table.
Description Describes the report. OCLC generates descriptions for standard reports.
Keywords Displays the keywords assigned to the report. OCLC generates the keywords for standard reports.
Type Displays the report type assigned to the report. OCLC generates the report type for standard reports.  
Created (default) Displays the date and time when the report was created.
Created by (default) Displays the user who created the report.
Last modified (default) Displays the date and time when the report was last modified.
Last modified by Displays the user who last modified the report.
Scheduled Do not use. This functionality is not available in Release 1.
Category (default) Displays the category assigned to the report.
Sharing level (default) Displays the sharing level assigned to the report.
Dataset Displays the dataset assigned to the report.

A dataset maps to data in the database but presents data to you in non-technical terms. A dataset contains classes, objects, and pre-defined query filters.
Data domain(s) (default) Displays the data domain(s) assigned to the report.

A general subject area that contains one or more datasets (e.g., Circulation is a data domain containing datasets such as Circulation Events and Circulation Item Status.).
Action Click the Action button (Screenshot of the Action button in the Action column on the All reports screen in WorldShare Reports in Power BI) to view a pop-up menu of additional actions you can perform on a report.
  • View - Click to view the report. This is an alternative to clicking the report's title to open it.

 Note: This column cannot be removed from the reports table.

3. Rows

The number of rows per page and page navigation buttons appear at the top and bottom of the reports table.

  • Select a number from the Rows drop-down list to change the number of rows you see per page. Options include:
    • 20 (default)
    • 40
    • 60
  • If there is more than one results page, use the navigation buttons to move between pages. Options include:
    • |< - Click to return to the first page of results
    • < - Click to go back one page
    • > - Click to move forward one page
    • >| - Click to move to the last page of results