Reports

Reports in Koha are a way to gather data. Reports are used to generate statistics, member lists, shelving lists, or any list of data in your database.

  • Get there: More > Reports

Custom reports

Koha’s data is stored in a MySQL database which means that librarians can generate nearly any report they would like by either using the guided reports wizard or writing their own SQL query.

Add custom report

Guided report wizard

The guided report wizard will walk you through a six step process to generate a report.

Step 1: Choose the module you want to report on. This will determine what tables and fields are available for you to query.

‘Report is public’ should be left to the default of ‘No’ in most cases especially if the report contains patron or other sensitive information. A public report can be accessed using the JSON reports services by anyone and without authentication.

First step of creating a guided report - choosing which module to work on and whether report is public or not

Note

If your system administrator has set up memcache on your server you might see one more option for the Cache expiry. This is related to your public reports. If you make the report public then it’s constantly running and will cause a large load on your system. Setting this value prevents that.

Creating a guided report - define the cache expiry time

Step 2: Choose a report type. For now, Tabular is the only option available.

Second step of creating a guided report - choosing type

Step 3: Choose the fields you want in your report. You can select multiple fields and add them all at once by using CTRL+click on each item you want to add before clicking the Add button.

Third step of creating a guided report - select columns for display

Step 4: Choose any limits you might want to apply to your report (such as item types or branches). If you don’t want to apply any limits, simply click ‘Next’ instead of choosing an option.

Fourth step of creating a guided report - select criteria to limit on

Step 5: Perform math functions. If you don’t want to do any calculations, simply click ‘Next’ instead of choosing an option.

Fifth step of creating a guided report - pick column to total

Step 6: Choose data order. If you want the data to print out in the order it’s found in the database, simply click ‘Finish’.

Sixth step of creating a guided report - Choose how you want the report ordered

When you are finished you will be presented with the SQL generated by the report wizard. From here you can choose to save the report by clicking ‘Finish’ or copy the SQL and make edits to it by hand.

Confirm custom report

If you choose to save the report you will be asked to name your report, sort it in to groups and subgroups and enter any notes regarding it.

Save custom report

Once your report is saved it will appear on the ‘Use saved’ page with all other saved reports.

List of saved reports, "All" tab is selected

Note

  • You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: table_reports).

From here you can make edits, run the report, or schedule a time to have the report run. To find the report you created you can sort by any of the columns by clicking the on the column header (creation date is the best bet for finding the report you just added). You can also filter your results using the filter menu on the left or use the tabs to find reports based on your custom groups.

Report from SQL

In addition to the report wizard, you have the option to write your own queries using SQL. To find reports written by other Koha users, visit the Koha wiki: http://wiki.koha-community.org/wiki/SQL_Reports_Library. You can also find your database structure in /installer/data/mysql/kohastructure.sql or online at: http://schema.koha-community.org.

To add your query, click the link to ‘Create from SQL’ on the main reports module

Reports main page

or the ‘New report’ button at the top of the ‘Saved reports’ page.

New report button is pressed and the options are New guided report and New SQL report

Fill in the form presented

New report from SQL form

  • Report name: the name is what will appear on the ‘Saved reports’ page to help you identify the report later. It will also be searchable using the filters found on the left of the ‘Saved reports’ page.

  • Report group: you can use the ‘Report group’ to organize your reports in tabs on the ‘Saved reports’ page. You can choose from the list of existing groups, or create one on the fly by choosing the ‘or create’ radio button.

    New report from SQL form, the group drop-down menu is open

    Report groups are set in the REPORT_GROUP authorized value category.

    Warning

    If you’re adding a report group on the fly, the code should not include special characters or spaces.

  • Report subgroup: if you chose a report group, this field will appear to further organize your reports. Choose a subgroup from the list, or create one on the fly by choosing the ‘or create’ radio button.

    Report subgroups are set in the REPORT_SUBGROUP authorized value category.

    Note

    Report subgroups need to have unique values in ‘Authorized value’ and ‘Description’. The ‘Description (OPAC)’ field needs to contain the authorized value for the report group that the subgroup falls under.

    Warning

    If you’re adding a report subgroup on the fly, the code should not include special characters or spaces.

  • Report is public: this should be left to the default of ‘No’ in most cases, especially if the report contains patron or other sensitive information. A public report can be accessed using the JSON reports services by anyone and without authentication.

  • Cache expiry: this field will only appear if your system administrator has set up memcache on your server. This is related to public reports. If you make the report public, it’s constantly running and will cause a large load on your system. Setting this value prevents that.

  • Notes: notes will appear on the ‘Saved reports’ page, and can be used to provide more details about the report or tips on how to enter values when it runs.

  • SQL: type or paste the SQL for the report (see report writing tips below).

Once everything is entered click the ‘Save report’ button and you’ll be presented with options to run it. From here, you can also edit it, duplicate it, or schedule it to be run later.

Once a report is saved, you do not have to recreate it, it will appear on the ‘Saved reports’ page with all other saved reports.

List of saved reports, "All" tab is selected

Note

You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: table_reports).

From the ‘Saved reports’ page, you can make edits, run the report, or schedule a time to run the report later. To find the report you created, you can sort by any of the columns by clicking on the column header (creation date is the best to find the report you just added). You can also filter your results using the filter menu on the left or use the tabs to find reports based on your custom groups.

Report writing tips

Autocomplete

When you start typing in the SQL field, autocomplete options will be displayed.

SQL field when creating a report from SQL, in the box, SEL is typed and a suggestion for SELECT is displayed

Use the arrows on your keyboard to choose the correct option and press ‘Enter’ or ‘Tab’ to insert it into your report, or simply click on the option to insert it.

Autocomplete options include:

  • SQL keywords such as SELECT, FROM, WHERE, etc.

  • table names

  • column names

    Note

    To have suggestions for column names, you must type the table name first, followed by a period, then start typing the column name.

    For example, to have the suggestion for cardnumber, you must type borrowers.ca.

    SQL field when creating a report from SQL, in the box, SELECT borrowers.ca is typed and suggestions for borrowers.cardnumber and borrowers.categorycode are displayed

Runtime parameters

If you feel that your report might be too resource intensive you might want to consider using runtime parameters to your query. Runtime parameters basically make a filter appear before the report is run to save your system resources.

Click the button ‘Insert runtime parameter’ and choose which parameter to add.

The Insert runtime parameter button is pressed and the different options are shown

  • Authorized value: will display a drop down menu of the value descriptions from the chosen authorized value category. The authorized value code will be inserted in the report when it is run.

  • Bibliographic framework: will display a drop down menu of MARC bibliographic frameworks. The framework code will be inserted in the report when it is run.

  • Classification sources: will display a drop down menu of classification sources. The classification code will be inserted in the report when it is run.

  • Date: will display a calendar to pick a date. The date in YYYY-MM-DD format will be inserted in the report when it is run.

  • Item types: will display a drop down menu of item types. The item type code will be inserted in the report when it is run.

  • Libraries: will display a drop down menu of libraries. The library code (branchcode) will be inserted in the report when it is run.

  • List: will display a large text box in which the user can enter many values, one per line. Those values will be inserted in the report, separated by commas, when it is run.

    Warning

    In the case of the list parameter, users must write one value per line.

  • Patron categories: will display a drop down menu of patron categories. The category code will be inserted in the report when it is run.

  • Cash registers: will display a drop down menu of cash registers. The cash register’s internal id will be inserted in the report when it is run.

  • Debit types: will display a drop down menu of debit types. The debit type code will be inserted in the report when it is run.

  • Credit types: will display a drop down menu of credit types. The credit type code will be inserted in the report when it is run.

  • Text field: will display an empty text field in which the user can enter any text.

    Note

    You have to put “%” in a text box to ‘leave it blank’. Otherwise, it literally looks for “” (empty string) as the value for the field.

    For example entering nothing for: “title=<<Enter title>>” will display results with title=’’ (no title).

    If you want to have to have something not mandatory, use “title like <<Enter title>>” and enter a % at run time instead of nothing.

After you choose the type of runtime parameter, it will ask you for the parameter label. This is what the user will see as the label for the choice they have to make or text they have to enter.

The syntax inserted into the report is <<Label|authorized_value>>.

  • The << and >> are just delimiters to indicate the start and end of the runtime parameter.

  • The label will be displayed on the left of the choice or value to enter.

  • The authorized_value can be omitted if not applicable. If it is absent, a free text field will be displayed. If it contains an authorized code (see table below), a drop down of the values will be displayed.

Note

You can write those in manually as well, you don’t have to go through the ‘Insert runtime parameter’ button. As long as the syntax is correct, Koha will interpret it as a runtime parameter.

List of parameters that can be used in runtime parameters

Parameter

What the user sees

What gets inserted in query

date

date picker

validly formatted date

branches

drop down of branch names

branch code

itemtypes

drop down of item type names

item type

categorycode

drop down of patron category descriptions

borrower category code

biblio_framework

drop down of MARC bibliographic frameworks

framework code

list

large text box

comma separated values

(auth-value-category)

drop down of auth-value descriptions in category

authorized value

(nothing)

text box

entered text

Note

You can have more than one runtime parameter in a given SQL query.

Example 1

SELECT surname,
       firstname
FROM borrowers
WHERE branchcode = <<Enter patrons library|branches>>
    AND surname LIKE <<Enter filter for patron surname (% if none)>>

When running the report, the user is asked to choose a library from a drop-down menu and enter a surname in an input text field

Example 2

SELECT *
FROM items
WHERE homebranch = <<Pick your branch|branches>>
    AND barcode LIKE <<Partial barcode value here>>

When running the report, the user is asked to choose a library from a drop-down menu and enter a barcode in an input text field

Example 3

SELECT title,
       author
FROM biblio
WHERE frameworkcode = <<Enter the frameworkcode|biblio_framework>>

When running the report, the user is asked to choose a bibliographic framework from a drop-down menu

Example 4

SELECT cardnumber,
       surname,
       firstname
FROM borrowers
WHERE dateexpiry <= <<Expiry date|date>>

When running the report, the user is asked to pick a date in the calendar (date picker)

Example 5

SELECT *
FROM items
WHERE itemnumber IN <<List of itemnumbers (one per line)|list>>

When running the report, the user is asked to enter a list of values

Warning

In the case of the list parameter, users must write one value per line.

SQL report from Mana

In the “Create report from SQL”, you can search Mana KB for pre-made reports by clicking on “New report” and choosing “New SQL from Mana”.

image1428

Note

This option will only appear if you’ve configured Mana KB in the administration module.

You will be prompted to enter keywords to search the knowledge base.

image1429

In the search results, you will see

  • the details of the report (name, notes and type)

  • how many people have used this entry (# of users)

  • when it was used for the last time (last import)

  • additional comments made by other Koha users (comments)

image1430

Click on “Import” to import a copy of the report in your own saved reports.

You can then edit it, duplicate it, delete it, run it as you would any of your own reports.

Duplicate report

Reports can also be added by duplicating an existing report. Visit the ‘Saved reports’ page to see all of the reports listed on your system already.

image895

To the right of every report there is an ‘Actions’ pull down. Clicking that and choose ‘Duplicate’ to use an existing report as the basis for your new report. That will populate the new report form with the existing SQL for easy editing and resaving.

Edit custom reports

Every report can be edited from the reports lists. To see the list of reports already stored in Koha, click ‘Use saved.’

List of saved reports, "All" tab is selected

Note

  • You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: table_reports).

To find the report you’d like to edit you can sort by any of the columns by clicking the on the column header. You can also filter your results using the filter menu on the left or use the tabs to find reports based on your custom groups.

From this list you can edit any custom report by clicking ‘Actions’ to the right of the report and choosing ‘Edit’ from the menu that appears.

"Edit" option of the report action button

The form to edit the report will appear. Use the “update button” to save your modifications or click on “update and run SQL” to save and display the report results.

The edit report form with the 'update' button and 'save and run sql' button

Running custom reports

Once custom reports are saved to Koha, you can run them by going to the Saved Reports page and clicking the ‘Actions’ button to the right of the report and choosing ‘Run’.

image899

When you report runs you will either be asked for some values

image900

or you will see the results right away

image901

From the results you can choose to rerun the report by clicking ‘Run report’ at the top, edit the report by clicking the ‘Edit’ button or starting over and creating a new report by using the ‘New’ button. You can also download your results by choosing a file type at the bottom of the results next to the ‘Download the report’ label and clicking ‘Download.’

Note

A comma separated text file is a CSV file and it can be opened by any spreadsheet application.

Send report output to batch modification tools

After running a report that contains itemnumbers, biblionumbers and/or patron cardnumbers the list of numbers can be imported directly into the relevant batch modification tool by clicking the ‘Batch operations with X visible records’ button in the report results. The X depends on the number of records you have chosen to display on screen (up to 1000).

image1343

Statistics reports

Statistic reports will show you counts and sums. These reports are all about numbers and statistics, for reports that return more detailed data, use the guided report wizard. These reports are limited in what data they can look at, so it’s often recommended to use custom reports for official end of the year statistics.

Acquisitions statistics

Note

These reports are limited in what data they can look at, so it’s often recommended to use custom reports for official end of the year statistics.

Using the form provided, choose which value you would like to appear in the column and which will appear in the row.

Using the form provided, choose which value you would like to appear in the column and which will appear in the row.

If you choose to output to the browser your results will print to the screen.

image903

You can also choose to export to a file that you can manipulate to your needs.

When generating your report, note that you get to choose between counting or summing the values.

image904

Choosing amount will change your results to appear as the sum of the amounts spent.

image905

Patron statistics

Note

These reports are limited in what data they can look at, so it’s often recommended to use custom reports for official end of the year statistics.

Using the form provided, choose which value you would like to appear in the column and which will appear in the row.

View of patron form for patron statistics

If you choose to output to the browser your results will print to the screen.

image907

Based on your selections, you may see some query information above your results table. You can also choose to export to a file that you can manipulate to your needs.

Catalog statistics

Note

These reports are limited in what data they can look at, so it’s often recommended to use custom reports for official end of the year statistics.

Using the form provided, choose which value you would like to appear in the column and which will appear in the row.

image908

If you choose to output to the browser your results will print to the screen.

image909

You can also choose to export to a file that you can manipulate to your needs.

Circulation statistics

Note

These reports are limited in what data they can look at, so it’s often recommended to use custom reports for official end of the year statistics.

Using the form provided, choose which value you would like to appear in the column and which will appear in the row.

Circulation statistics reporting wizard, with options to select the report parameters

If you choose to output to the browser your results will print to the screen.

image911

You can also choose to export to a file that you can manipulate to your needs.

Note

To get a complete picture of your monthly or daily circulation, you can run the report twice, once for ‘Type’ of ‘Checkout’ and again for ‘Renewal.’

This report uses ‘Period,’ or date, filtering that allows you to limit to a month by simply selecting the first day of the first month through the first day of the next month. For example, 10/1 to 11/1 to find statistics for the month of October.

  • To find daily statistics, set your date range.</br> Example: “I want circulation data starting with date XXX up to, but not including, date XXX.”

  • For a whole month, an example range would be: 11/01/2009 to 12/01/2009

  • For a whole year, an example range would be: 01/01/2009 to 01/01/2010

  • For a single day, an example would be: 11/15/2009 to 11/16/2009 to find what circulated on the 15th

Tracking in house use

Using the Circulation statistics reporting wizard you can run reports on in house usage of items simply by choosing ‘Local use’ from the ‘Type’ pull down:

Circulation statistics reporting wizard with Type drop-down menu open and "Local use" highlighted.

Serials statistics

Note

These reports are limited in what data they can look at, so it’s often recommended to use custom reports for official end of the year statistics.

Using the form provided, choose how you would like to list the serials in your system.

serialsform

If you choose to output to the browser your results will print to the screen.

image914

You can also choose to export to a file that you can manipulate to your needs.

Holds statistics

Note

These reports are limited in what data they can look at, so it’s often recommended to use custom reports for official end of the year statistics.

Using the form provided you can see statistics for holds placed, filled, cancelled and more at your library. From the form choose what value you want to display in the column and what value to show in the row. You can also choose from the filters on the far right of the form.

Form for holds statistics

If you choose to output to the browser your results will print to the screen.

image916

You can also choose to export to a file that you can manipulate to your needs.

Patrons with the most checkouts

This report will simply list the patrons who have the most checkouts.

Form to select parameters to run Top checkouts report

If you choose to output to the browser your results will print to the screen.

image918

You can also choose to export to a file that you can manipulate to your needs.

Most circulated items

This report will simply list the items that have the been checked out the most.

image919

If you choose to output to the browser your results will print to the screen.

image920

You can also choose to export to a file that you can manipulate to your needs.

Patrons with no checkouts

This report will list for you the patrons in your system who haven’t checked any items out.

Report form for creating a report of patrons who have never checked out items

If you choose to output to the browser your results will print to the screen.

image922

You can also choose to export to a file that you can manipulate to your needs.

Items with no checkouts

This report will list items in your collection that have never been checked out.

Form for the report of items with no checkouts

If you choose to output to the browser your results will print to the screen.

image924

You can also choose to export to a file that you can manipulate to your needs.

Catalog by item type

This report will list the total number of items of each item type per branch.

Catalog by item type

If you choose to output to the browser your results will print to the screen.

Catalog by item type results

You can also choose to export to a file that you can manipulate to your needs.

Lost items

This report will allow you to generate a list of items that have been marked as Lost within the system

Input for lost item report

Once you have chosen parameters, you will see the corresponding list of items.

Results of lost item report

Note

  • You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: lostitems-table).

Orders by fund

If you use the Acquisitions module, you will be able to see all the items that were ordered in each fund.

image1499

Once you choose the fund you wish to view, you can export the results or view them in the browser. If you choose to view them directly, you will be shown the list of orders.

Example of a report result of Orders by fund

Note

  • You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: funds-table).

Average loan time

This report will list the average time items are out on loan based on the criteria you enter:

Wizard to generate report for average loan time, with options to select the report parameters (checkout date, patron category, item type...)

If you choose to output to the browser your results will print to the screen.

image929

You can also choose to export to a file that you can manipulate to your needs.

Report dictionary

The report dictionary is a way to pre-define common filters you’d like to apply to your reports. This is a good way to add in filters that the report wizard doesn’t include by default. To add a new definition, or filter, click ‘New definition’ on the reports dictionary page and follow the 4 step process.

Step 1: Name the definition and provide a description if necessary

image930

Step 2: Choose the module that the will be queried.

image931

Step 3: Choose columns to query from the tables presented.

image932

Step 4: Choose the value(s) from the field(s). These will be automatically populated with options available in your database.

image933

Confirm your selections to save the definition.

image934

Your definitions will all appear on the Reports Dictionary page

image935

Then when generating reports on the module you created the value for you will see an option to limit by the definition at the bottom of the usual filters.

image936

Report plugins

Some plugins that are available can be used to make or enhance reports.

  • Get there: More > Reports > Report plugins > Report plugins

From this page, you will see only report-type plugins.

See the managing plugins section of this manual to learn how to manage your report-type plugins.