CARLI Shared Analytics Reports: Fulfillment

Finding and Copying Reports

CARLI's shared reports folder is found within the Shared Folders tree of your analytics catalog. 

Shared Folders > Community > Reports > Consortia > CARLI > Shared Reports

Some reports may be found in topic-specific folders.  

Copying the Report

Any user with the Designs Analytics role may copy a report into your institution's shared reports folder.

1. Open Analytics: Go to Analytics > Design Analytics.
2. Click Catalog.
3. Expand the Shared Folders down to CARLI's shared reports:
   e.g., Shared Folders > Community > Reports > Consortia > CARLI > Shared Reports.
4. Locate the report by name in the list. When found, select More > Copy.
5. Change folders into your institution's reports folder.
   e.g., Shared Folders > [institution name] > Reports
6. Click the Paste button on the toolbar.
7. Click Edit to do a test-run of the report.
8. Return to Alma.

Shared Fulfillment Reports

Patrons with Overdue Items

Path to Report: /Shared Folders/Community/Reports/Consortia/CARLI/Shared Reports/Fulfillment
What it does: Lists an institution's own patrons (no I-Share or ILL) with loans due prior to the current date.
This might be useful for: Contacting patrons with items due at the end of a semester; monitoring or setting user blocks.
Fields in the final report: Primary ID, user group, patron name, due date, item barcode, title.
Author: Ted Schwitzner 
Author's library: CARLI
Posted: 7/13/2020

Relevant Reports in Other Areas

Item Maintenance Barcode Has Trailing Space Character. Use for solving "Item not found at any member institution" error.