Insignia Library system

User Defined/ Custom Reports

The Insignia Library System allows you to design your own reports. To create a new report, follow these steps:

1. 
   Click on “Reports” on the Navigator Toolbar.
   
2. 
   Click on “User Defined”.
   
3. 
   Select a category of report:
   
   1. 
      "Copies" provides information relating to holdings.
      
   2. 
      "Patrons" provides information relating to library users.
      
   3. 
      "Titles" provides information relating to bibliographic item records.
      
   4. 
      “Equipment” provides information relating to Media Manager equipment.
      
   5. 
      “Kits” provides information relating to Kits that have been created in the Assets module.
      
   6. 
      “Circulation” provides information relating to circulation statistics and information.
      
   7. 
      “Text Book Copy” provides information on textbooks in the system.
      
4. 
   To work with a report created previously, choose the corresponding category and title from the dropdown lists.
   
5. 
   To create a new report, click on the “New” button.
   
6. 
   Select the report columns you wish to use by clicking in the corresponding box beside the fields and placing a number in them. For example, if you wish to have a report with Title, Author, and Barcode in it, and you wish to have Title in the first column, then place a number “1” in the box beside Title, etc.
   
7. 
   Set the search fields from the dropdown menus and enter your criteria.
   
8. 
   Input a title for your report.
   

9. 
   If you wish to print the report in landscape format, check the “Landscape” checkbox
   
10. 
    To save this layout for future use, click on the “Save” button
    
11. 
    Print the report by clicking on “Preview” and then on the printer icon on the top of the screen