WorldShare Report Designer for Tipasa
Tipasa users have access to the Report Launch Pad to create a custom report, schedule or edit an existing report, view previously saved versions of a report, or access reports saved in your institution shared folder.
Save and retrieve custom reports in your institution's shared folder for all reporting staff to view; the shared folder's name will be your institution's OCLC symbol. You can also save a personal copy in the My Documents menu.
Export reports immediately or schedule reports to run automatically from the Report Launch Pad.
Available universes include:
- Interlibrary Loan
- Circulation Patron Information
Refer to WorldShare Report Designer, Report objects by Universe, Interlibrary Loan and Report objects by Universe, Circulation Patron Information for more information.
Note: WMS libraries who have purchased Report Designer will have access to additional universes.
Create a query
To build a custom report, log into WorldShare and navigate to Analytics > Reports > Classic Launch Pad. The Report Launch Pad will open a new browser window.
For more information on using Report Designer, see Create a custom report.
Example custom report
In this example, you are going to create a report listing the reasons for no for requests you've created as a borrowing library for the last several months. This report uses the following objects in the Interlibrary Loan universe:
- Dimensions: OCLC Request ID, Request Item Title, Request Item OCLC Number, Request Item Article Title, Request Item Article Issue Date, Request Item Imprint, Lending Institution Symbol, Lending Institution Name, Lender Reason for No, Lender Unfilled Date/Time
- Measures: Lender Unfilled Date Year, Lender Reason for No, Lending Institution Symbol
- In the left navigation, click Classic Launch Pad.
- Click the Home button (
) on the left of the WorldShare logo. - Click Applications > Web Intelligence to open WorldShare Report Designer.
- Double-click Universe in the Select a Data Source dialog.
- Double-click Interlibrary Loan in the Select a Universe dialog. The Query Panel dialog opens.
- Search for the following report objects in the Universe panel of the Query Panel dialog. As you locate each report object, double-click it to add it to the Result Objects panel.
- Request Detail
- OCLC Request ID
- Request Item Title
- Request Item OCLC Number
- Request Item Article Title
- Request Item Article Issue Date
- Request Item Imprint
- Lending Institution Symbol
- Lending Institution Name
- Lender Unfilled Date/Time
- Search for Lender Unfilled Date Year in the Universe panel and drag it to the Query Filters panel. Since Lender Unfilled Date Year will be used as a filter in the report, it will need to be formatted before the report is run. To format Lender Unfilled Date Year:
- Select Equal to from the drop-down list.
- Enter 2018 in the Type a constant text field.
- Search for Lender Reason for No in the Universe panel and drag it to the Query Filters panel. To format Lender Reason for No:
- Select Not In List from the drop-down list.
- Click the Define Filter Type button (
) and select Values from List from the pop-up menu. - Select N/A from the Lender Reason for No dialog, then click OK.
- Search for Lending Institution Symbol in the Universe panel and drag it to the Query Filters panel. To format Lending Institution Symbol:
- Select Not Equal to from the drop-down list.
- Enter your OCLC symbol in the Type a constant text field.
- (Optional) Click the Show/hide data preview panel button (
) to add the Data Preview pane to the Query Panel and then click Refresh to preview of the data as it will appear in your custom report. - Click Run to run the report. Your prompt will appear and need to be completed before the report will run.
Generate a report of Tipasa users
Watch a video
Create a report from the ILL universe
Run time: 7:29
Libraries with a Tipasa subscription can use WorldShare Report Designer to create reports from the Interlibrary Loan universe. This video will show you how to do that.