Add a Custom Report

If the report you need is not already available, the 'Guided Reports' Wizard will walk you through creating a custom report.

• Go to the 'Reports' module (usually under 'More' in your Global Nav)
• Choose 'Guided Reports' under 'Guided Reports Wizard'

Answer the 6 questions presented in order to create your report.

Step 1: Choose a Module to Report on

• Choose a Koha module to build a report on (patrons, circ, cataloging, etc)
• Click 'Next'

Step 2: Pick a Report Type

• IMPORTANT: Only Tabular should be chosen with this option

Step 3: Select Columns for Display

Step 4: Select Criteria to Limit

• This is optional, if you don't want to limit results by any one field, just leave this section blank.

Step 5: Pick which columns to perform mathmatical functions on

• This is optional, if you don't want to do any math on the results, just leave this section blank.

Step 6: Choose how you want the report ordered

• This is optional, if you want the results to come out as they are in the table, just leave this section blank.

Edit Reports

Custom reports can be edited in their entirety from the Saved Guided Reports page.

• Get there: More > Reports > Guided Reports > Use Saved

• To edit a report click 'Edit SQL' beside the report
• A page with editable fields will open so that you can change the title, notes and SQL related to the report

Questions

Can I have reports run on a schedule?

Yes, you can use the Task Scheduler tool.

• Get there: More > Tools > Task Scheduler

Is there a repository for reports?

There is a page on the Koha Wiki: http://wiki.koha.org/doku.php?id=sql_library with reports written by Koha libraries around the world.

NEKLS also has a great page (http://www.nexpresslibrary.org/training/reports-training/) with a list of reports they have written.