Permission required: Reports
You can find some information for your library's state reports on the Insights tab, and other information by using the Checkouts, Purchased titles summary, and Simultaneous Use orders reports you'll find there.
If you're an Advantage library and need to run reports for your Advantage collection, please visit this help article for instructions.
To view how many unique users have checked out a title in a specific time period, select the Insights tab, then look at the "Total unique users" field (under "Summary").
You can edit the time period by selecting in the box under "Summary."
To view your library's circulation statistics for the year, use the Checkouts report. When you select Run new report, you can customize your report options to view checkouts for specific formats (ebook, audiobook, Kindle, etc.) during a specific time period.
To view your library's year-end holdings for each format, select the Insights tab, then look at the totals under "Current holdings."
You'll see a recent total of how many titles (and copies) you own in each format.
- To report the most accurate numbers, check "Current holdings" as close to your year end as possible.
- Weeded and expired titles aren't included in your total.
- Each Cost Per Circ or Simultaneous Use title counts as a single copy.
To view your yearly expenditures by format, use the Purchased titles summary and Simultaneous Use orders reports.
When you run the Purchased titles summary report, you can customize your report options to view purchased titles by format during a specific time period.
When you run the Simultaneous Use orders report, you can run the report for a specific time period, then select Create worksheet to export the results into Microsoft Excel. From there, you'll be able to calculate total expenditures by format.
If your library has CPC content, you can view the cost of CPC plans from the View invoices page in Marketplace (Invoicing > View invoices). To do so, select Search invoices, then set the search options for your specified date range and select Content: CPC under "Invoice type."