Report highlight: usage by period

It’s almost summer, and Ms. Honey needs to see circulation statistics for the whole school year. What is the best report for this? The Usage by Period report! See checkouts, check-ins, renewals, and hold requests for a particular date range.

To run the Usage by Period report:

1. Go to Operations > Reports.
2. Click Add report
   • On the templates window, turn on previews to see examples of each format!
3. Go to Statistics / Usage > Usage by Period.
4. On the Overview tab, customize your new report’s name and add any helpful notes.
5. Use the Selections tab to set any policy restrictions and your Date Range.
6. The Options tab is where you set your format. For end-of-year reporting, we suggest Month of the Year and Entire Range.
7. Click Run. To save this report for future use, click Save and Run.
8. Retrieve the report by going back to Operations or use the Message Drawer.

Further reading…

Have questions? Reach out to our stellar support team at (800) 347-4942 · support@companioncorp.com for help!