Patron Statistics
IMPORTANT: The Patron 'Wizard' is designed to be a simple statistical snapshot, In each wizard, you will choose a single category to represent 'row' and another to represent 'column'.
- Go to the 'Reports' module (usually under 'More' in your Global Nav)
- Choose 'Patrons' under 'Statistics Wizards'
- Use the radio button to choose a category for 'row' (In the case above, we've selected 'patron category' for the row
- Use dropdowns to apply filters to this category
- Use the radio button to choose a category for 'column' (In the case above, we've selected 'branch' for the column)
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- Use dropdowns to apply filters to this category
- Options without radio buttons such as 'Patron status', 'Patron activity', and 'Date of Birth' are limits you can place on the report.
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TIP: To place no limits for a category, choose the blank field. When blank field is chosen all categories will be included in the statistical count.
- Choose a method for 'outputting' (viewing) the report: Options are 'browser' or saving as a file viewable in a program like Excel.
- Click 'Submit'
- For each patron category (rows), there is a count given by branch. Each row and columns are also totaled