Running Recurring Reports
Recurring reports are a useful way to save time by scheduling reports that you run on
a regular basis, such as monthly circulation and monthly patron registration
statistics. When you have set up a report to run on a monthly basis you’ll get an email
informing you that the report has successfully run. You can click on a link in the
email that will take you directly to the report output. You can also access
the output through the reporter interface as described in .
To set up a monthly recurring report follow the procedure in but make the changes described below.
Select the Recurring Report check-box and set the
recurrence interval to 1 month.
Do not select Run ASAP. Instead schedule the report
to run early on the first day of the next month. Enter the date in
YYYY-MM-DD format.
Ensure there is an email address to receive completion emails. You will
receive an email completion notice each month when the output is ready.
Select a folder for the report’s output.
Click Save Report.
You will get a confirmation dialogue box that the Action
Succeeded. Click OK.
You will get an email on the 1st of each month with a link to the report
output. By clicking this link it will open the output in a web browser. It is
still possible to login to the staff client and access the output in
Output folder.
How to stop or make changes to an existing recurring report?
Sometimes you may wish to stop or make changes to a recurring report, e.g. the
recurrence interval, generation date, email address to receive completion email,
output format/folder or even filter values (such as the number of days overdue). You
will need to delete the current report from the report folder, then use the above
procedure to set up a new recurring report with the desired changes. Please note
that deleting a report also deletes all output associated with it.
Once you have been on Evergreen for a year, you could set up your recurring
monthly reports to show comparative data from one year ago. To do this select
relative dates of 1 month ago and 13 months ago.