[Wactclc-alma] Item Withdrawl Report

[McGaughey, Colleen]

I used the canned / out of box report, and tweaked it a bit. This is the selected columns that I ended up with. It still doesn't show me all the details that I need to capture. I could be using the wrong criteria information though. I find the information contain in the folders to be somewhat confusing.

[cid:2fbe02b5-9820-4b7c-b955-728f369f6d74]

These were the results of the report:

[cid:c35e513d-c143-4980-bd8b-e507001ddb73]

As you can see, I added replacement cost, rather than inventory price. Also, I would like for the report to display decimal amounts. I know there is a way to do that, but I don't know what setting it is found under. I can't determine how to sort by fiscal year. I am not sure what the base status is referring to when it states that the item is in place, but this is a report on items that have been withdrawn.

Thank you for taking the time to help.

Stay safe,
Colleen McGaughey
Clover Park Technical College
________________________________
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> on behalf of McGaughey, Colleen <Colleen.McGaughey at cptc.edu>
Sent: Tuesday, June 16, 2020 10:35 AM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Item Withdrawl Report

Hey Wade,

There is a canned / out of box report that I was trying to use, that Exlibris mentions on their webpage. The problem is, I am not sure which folders to use to get the report to display fiscal year numbers, price, etc. I don't know if using Inventory Price is the right one in your example. I think it may need to be Replacement Cost, which is a field we always fill in on the item record..

The path to the out of box report I have been trying to configure is.

shared folders/Alma/inventory/reports/item withdrawals

Thanks for your help.

Best,
Colleen McGaughey
Clover Park Technical College
________________________________
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> on behalf of Guidry, Wade <WadeG at bigbend.edu>
Sent: Tuesday, June 16, 2020 9:18 AM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Item Withdrawl Report


I created a simple example to follow.



You can find it in the shared analytics folder here:

/shared/Community/Reports/Consortia/WACTCLC/Collection Development/withdraw-report-example



The report is on the physical inventory subject area.



Criteria in the report include life cycle, date last modified, title, material type, and price.



You can export the data to Excel to do additional math on the report.



If your library doesn’t include price in some or all item records, then you’ll just have to estimate prices, maybe based on material type.



Here’s a screenshot of the criteria in this example report:



[cid:image001.png at 01D643BF.09287830]













Wade Guidry

WACTCLC

Library Consortium Services Manager

wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

http://www.wactclc.org<http://www.wactclc.org/>

509.760.4474



Pronouns: he/him/his





From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of McGaughey, Colleen
Sent: Tuesday, June 16, 2020 8:44 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Item Withdrawl Report



I have been asked to create an Item Withdrawl report. I know that there is an out of the box report, but I am unclear as how to configure it to display the analytic information that has been requested.



We would like to know the number of items withdrawal in the fiscal year, the average cost per item, and the total cost of the items that were withdrawn.



Could someone help me with setting up this analytic report?



Thanks!

Colleen McGaughey

Clover Park Technical College
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