Handy Library Manager
 for Windows


Help, how to topics > Print reports > How to define library last month loans report?


How to define library last month loans report?

You can generate and print the report for loans from last month in the Manage Loans window. First, set the advanced search filter to show only the transactions from last month, then design the report and print it.

Click View to display all predefined searches. Select Last Month Loans. This view displays only loan transaction that took place in the last month.
If you do not have the above view you can easily create it: How to display library loan transactions from the last month and save the view for future use?


Open the report window.

  • Click Report box and select New Report.

Select the data fields.

  • Click Exclude All Fields (1) to remove data fields from the Included Fields (2) box.

  • In All Fields box select the field, for example TITLE (1). Click Include Selected Field (2) to list the field in the Included Fields box (this data will be displayed on the report).
  • This report will include the following data: item title (TITLE), author (AUTHOR), library item type (TYPE), check out date (LOANDATE).

Define the column width.

  • How to adjust column width: select field name (1), enter new width value, click Set Width (3).
  • Total width should be smaller than the width of the print area: page width (8.5) - left margin (0.5) - right margin (0.5).

Group the report content.

  • In Group By box select TYPE (1).
  • In All Fields box select TYPE and click Include Selected Field (2). The TYPE is listed in Included Fields in the Group Report Header (3).
  • Click Quick Preview (4) to preview report settings.
  • Click Save with View. Click Save Report (5) to save the report for future use.

Save the report for future use.

  • Enter report name (1). Click Save (2).

  • To run a newly predefined report, find it on the Reports tab in the Library Administrator window.
  • In the Report Category click LOAN. In the Report box click Last Month Loans. Click Preview/Print Report.

Question:
I am planning to print loan transactions from the past year. Can I review the number of library transactions we had during that time?

Answer:
You can generate a report for the loans that occurred last year. First, set up an advanced search filter to display only the loans from that period. Once you have the transactions displayed, you can generate the report and print it.




How to reuse the predefined library search. How to select data fields for the report. How to group library loan transactions by item type.

Copyright © 2024 · All Rights Reserved · PrimaSoft PC