Circulation Reports
  • 17 Nov 2022
  • 2 Minutes to read
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Circulation Reports

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Article summary

Surpass Cloud includes many helpful circulation and holds reports.

circ-report

My Recent Reports

Reports you have run within the past 24 hours are listed here for your convenience. You can view the report on-screen, print it, and/or download it in PDF form.

For reports that take more than a few seconds to compile, you can continue use other areas of Surpass Cloud, or even log out, and the report will continue to compile. The report will be listed in My Recent Reports while it is compiling and when it is ready for viewing, printing, or downloading.

Only the reports that you have run yourself are listed here. Reports run by other users aren't listed here.

You can Delete a recent report by clicking on the icon to the right of recent reports. This will allow you to delete them before the 24 hours when an auto delete would occur.

Circulation Reports

  • Daily Summary - A group of reports showing the circulation activity that took place for a given date or range of dates. This can include any combination of check-ins, check-outs and renewals.

  • Multi-Day Statistics - Lists by day the number of resources checked out, number of resources checked in, and number of resources renewed.

  • Renewal Analysis - Lists resources that have been renewed a given number of times (or range of times) since the beginning of the year.

  • Circulation Analysis - Lists titles, authors, categories, etc. (any MARC field you select) with the number of times each has circulated during a given period of time.

  • Circulation Counts - A summary, arranged by Dewey or LC class, circulation category and/or patron type of the number of resources checked out, checked in, renewed, and held.

Holds Reports

  • Holds Status - Lists resources on hold and the details of each hold including the patron who held the resource and the current status of the hold (waiting or holding).

  • Picking List - Lists resources for which there are pending holds, the number of copies currently in the library and a list of patrons who have reserved them.

  • Holds Analysis - Lists resources that have been held a given number of times (or range of times) for a date range.

  • OPAC Holds - Lists resources that were put on hold using the Public Catalog (OPAC) so they can be pulled from the shelves and set aside for the patrons who placed them on hold.

  • Holds Ready for Pickup - Lists resources are holding for patrons to pick up.

  • Hold Slips - Prints slips that can be attached to resources that are ready for patron pick-up.


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