Click on the History Reports” sub-tab. “Item the item’s barcode. Enter the date” and date”. “Start “End Click on the history” button to generate the report. “Show Click on Report Output”. “Download Click on the download icon to export the report to Excel. Open the file. (a box will come up saying you are trying to open….. click “yes”) Edit and format the Excel document as desired (See page 6 for helpful tips on formatting your report). Patron with breakdown by Statistical Class Click on the tab. “Patrons” Click on the count reports” sub-tab. “Patron Columns selected for output: Patron statistical class description Scroll down and click on the plus sign beside general filters” to expand the list filters. “Patron Check the quick pick” checkbox, then click on This will also automatically select “Library “Marigold. and highlight all available Marigold libraries just below Click on the desired library. “Branch” Click to generate the report. “Submit” Click Report Output”. “Download Click on the download icon to export the report to Excel. Open the file. (a box will come up saying you are trying to open….. click “yes”) Edit and format the Excel document as desired (See page 6 for helpful tips on formatting your report). Helpful tips for formatting your report
Click on the “Item History Reports” sub-tab. the item’s barcode. Enter the “Start date” and “End date”. Click on the “Show history” button to generate the report. Click on “Download Report Output”. Click on the download icon to export the report to Excel. Open the file. (a box will come up saying you are trying to open….. click “yes”) Edit and format the Excel document as desired (See page 6 for helpful tips on formatting your report). Patron with breakdown by Statistical Class Click on the “Patrons” tab. Click on the “Patron count reports” sub-tab. Columns selected for output: Patron statistical class description Scroll down and click on the plus sign beside “Patron general filters” to expand the list filters. Check the “Library quick pick” checkbox, then click on “Marigold. This will also automatically select “Branch” and highlight all available Marigold libraries just below Click on the desired library. Click “Submit” to generate the report. Click “Download Report Output”. Click on the download icon to export the report to Excel. Open the file. (a box will come up saying you are trying to open….. click “yes”) Edit and format the Excel document as desired (See page 6 for helpful tips on formatting your report). Helpful tips for formatting your report