Page Description
This page contains an outline of the reports RSA delivers to your email, posts on the website each month, and runs on Symphony within Workflows. The purpose of these reports will vary depending on the type of report. See the descriptions to learn more about each report.
Links to each type of report or how you can access them will be included in each relevant section. BLUEcloud Analytics (BCA) reports require a login and permissions granted by RSA.
Last updated 24 October 2023
Summary of Reports
BLUEcloud Analytics (BCA) Generated
| Email Subject Line | Delivery Type | Description | Schedule & Frequency | Report Type |
|---|---|---|---|---|
| Monthly Reports – Circulation Last 12 Months | Monthly Email Burst | Circ stats over the last 12 months by home location, item type, and user profile | 1st day of the month | Statistics, Monthly |
| Monthly Reports – Circulation Last Month | Monthly Email Burst | Last month’s circ stats by home location, item type, and user profile. | 1st day of the month | Statistics, Monthly |
| Monthly Reports – Holds ILL Received Last 12 Months | Monthly Email Burst | Counts the items received at your library from transit from other RSA libraries. This counts any data in our system but doesn’t count ILLs outside of WorkFlows. | 1st day of the month | Statistics, Monthly |
| Monthly Reports – Holds ILL Received Last Month | Monthly Email Burst | Hold requests placed by your library, items received to fill those holds, and ILL item types received last month// REPORTS NAMED: ILL Borrowing Requests / ILL coming into your LIB / Transit to Lib Last Month | 1st day of the month | Statistics, Monthly |
| Monthly Reports – Holds ILL Sent Last 12 Months | Monthly Email Burst | Items sent to RSA libraries to fill holds and ILL item types sent ove rthe last 12 months | 1st day of the month | Statistics, Monthly |
| Monthly Reports – Holds ILL Sent Last Month | Monthly Email Burst | Items sent to RSA libraries to fill holds and ILL item types sent last month // REPORTS NAMED: D1500 Report Last Month / Transit from Lib Last Month | 1st day of the month | Statistics, Monthly |
| Monthly Reports – User Counts, part 1 | Monthly Email Burst | Active, Current, Expired Users; a count of users by delinquency type | 1st day of the month | Statistics, Monthly |
| Monthly Reports – User Counts, part 2 | Monthly Email Burst | Users created last month, expired last month, expiring next month, & users removed last month | 1st day of the month | Statistics, Monthly |
| Monthly Reports – Discard Document | Monthly Email Burst | A full count of your items checked out to your DISCARD User; a list of Items checked out to DISCARD tat have OCLC numbers | 1st day of the month | Statistics, Monthly |
| Monthly Reports – Discard Document, Pt. 2 – Items without OCLC Number | Monthly Email Burst | Items checked out to your DISCARD user that do not have OCLC numbers | 1st day of the month | Statistics, Monthly |
| 18+ Juv and YA Profile Users | Monthly Email Burst | Lists all of your JUV and YA profile users. If there are no results, report will say no data present. Includes barcode, expiration date, age and first 3 letters of last name. | 1st day of the month | Statistics, Monthly |
| Long Transit Pre-Cleanup report – Items in Transit 45 Days or More | Monthly Email Burst | Your library’s items that have been in transit for more than 45 days and their destination/origination library | 1st day of the month | Statistics, Monthly |
| Monthly Reports – Reciprocal Borrowing Last 12 Months | Monthly Email Burst | A count of RCIP/non-RSA circs & renewals at your library; a circ/renewal count of other rsa libraries’ users at your library | 1st day of the month | Statistics, Monthly |
| Monthly Reports – Reciprocal Borrowing Last Month | Monthly Email Burst | A count of RCIP/non-RSA circs & renewals at your library; a circ/renewal count of other rsa libraries’ users at your library | 1st day of the month | Statistics, Monthly |
| Old Items in New Item Types | Monthly Email Burst | Items older than 12 Months in the varied ‘new’ item types | 10th day of the month | Statistics, Monthly |
Downloadable Statistics Archive
| Email Subject Line | Delivery Type | Description | Schedule & Frequency | Report Type |
|---|---|---|---|---|
| Checkouts and Renewals – Last Month | Downloadable | Last Month by Station Library broken out by Item Cat 3 & 2 View this report under Circulation |
by the 5th day of the month | Statistics, Monthly |
| Checkouts and Renewals – Previous 12 Months | Downloadable | Previous 12 Months by Station Library broken out by Item Cat 3 & 2 View this report under Circulation |
by the 5th day of the month | Statistics, Monthly |
| ILL Items – Local Checkouts and Renewals | Downloadable | Last Month by Station Library and Item Library.
Your ILL borrowing from other libraries checkout/renew counts by item library. Remember to subtract your user’s checkouts from the total. |
by the 5th day of the month | Statistics, Monthly |
| ILL My Library’s Items – Checkouts and Renewals | Downloadable | Last Month by Station Library and Item Library View this report under Circulation |
by the 5th day of the month | Statistics, Monthly |
| Public Library RCIP Checkouts and Renewals | Downloadable | Last Month by Station Library and User Library View this report under Circulation |
by the 5th day of the month | Statistics, Monthly |
| Public Library LOCAL RCIP Checkouts and Renewals | Downloadable | Last Month by Station Library and User Library View this report under Circulation |
by the 5th day of the month | Statistics, Monthly |
| List of Items in Transit Over 45 days… | Downloadable | (as of the 1st of the month) that will be checked out to the item owning library’s LOSTTRANS user (i.e. SALEM-PL_LOSTTRANS) on the 10th of the month – broken out by library. View this report under Long Transit Cleanup Reports |
by the 5th day of the month | Statistics, Monthly |
| Count of Items Checked Out to LOSTTRANS User… | Downloadable | (i.e. SALEM-PL_LOSTTRANS) on the 10th of the month by Month and Year. Updated on or after the 11th of the month. View this report under Long Transit Cleanup Reports |
on or after the 11th day of the month | Database Maintenance |
| List of Items in Transit TO or FROM your library for more than 45 days | Downloadable | … (as of the first of the month) that were checked out to the item’s owning library LOSTTRANS user (i.e. SALEM-PL_LOSTTRANS) on the 10th of the month. Updated on or after the 11th of the month. View this report under Long Transit Cleanup Reports |
on or after the 11th day of the month | Database Maintenance |
| User Counts – Total, Expired, Current, & Active in Last 6 Months (as of the 1st of the Month) | Downloadable | Counts are broken out by user profile to help with IPLAR reporting.
Note: Each sheet/tab count is as of the last day of the month. |
by the 5th day of the month | Statistics, Monthly |
| New Users Created in X Month | Downloadable | All users broken out by library created in month View this report under User Counts By Month |
by the 5th day of the month | Statistics, Monthly |
| Users Renewed in X Month | Downloadable | Only seems to count users renewed using the Renew Privilege wizard. We are looking for a way to show users who had their privilege expires date manually updated. View this report under User Counts By Month |
by the 5th day of the month | Statistics, Monthly |
| Holding Counts by Catalog Format (as of the 1st of the Month) | Downloadable | A per library count of items by Catalog Format with total item count. View this report under Holding Counts By Month |
by the 5th day of the month | Statistics, Monthly |
| Holding Counts by Item Type (as of the 1st of the Month) | Downloadable | A per library count of items by Catalog Format with total item count. View this report under Holding Counts By Month |
by the 5th day of the month | Statistics, Monthly |
| Total checkouts ADML | Downloadable | Total count of checkouts by library per month for ADML View this report under ADML and eRead IL |
by the 5th day of the month | Statistics, Monthly |
| Total checkouts eRead IL | Downloadable | Total count of checkouts by library per month for eRead Illinois
Note: Look at the column titled Total Checkouts in yellow highlighting. Other columns aren’t relevant to your total circ count. |
by the 5th day of the month | Statistics, Monthly |
| Holds Placed Last Month | Downloadable | …in RSAcat & RSAcat Mobile by Hold Range and Catalog Format View this report under RSAcat Stats |
by the 5th day of the month | Statistics, Monthly |
| Holds Placed Previous Year (12 months) | Downloadable | …in RSAcat & RSAcat Mobile by Hold Range and Catalog Format View this report under RSAcat Stats |
by the 5th day of the month | Statistics, Monthly |
| Patron Search Counts (RSAcat) | Downloadable | Search counts for all of RSA (Summary tab) and by Library Profile (Details tab) View this report under RSAcat Stats |
by the 5th day of the month | Statistics, Monthly |
WorkFlows Reports
*Delivery type = Workflows N/A are automated and are not available to be viewed at the library level.
| Email Subject Line | Delivery Type | Description | Schedule & Frequency | Report Type |
|---|---|---|---|---|
| List Onshelf Items with Holds | WorkFlows | Hold lists. Found in Workflows>Holds>Onshelf items. | daily 10a, 12p, 2p, 4p | Holds Processing |
| Clean Holds Shelf | Gmail | Tells you which items have reached their hold available limit. Workflows will put back ON SHELF or put IN TRANSIT to either owning library or to fill another hold. | daily in morning | Holds Processing |
| Hold Notices | WorkFlows N/A | Emailed to patrons with emails entered in Workflows when holds are available for pickup. | daily 10a and 4p | Notices / Holds Processing |
| Overdue Notices | WorkFlows | Emailed to patrons with emails entered in Workflows. Frequency, wording, and timing is set per library. May be printed from Workflows. Found in Workflows (CIRC login)>Reports>Finished reports. |
daily – time varies | Notices |
| Generalized Bill Notices | WorkFlows | Emailed to patrons with emails entered in Workflows. Frequency, wording, and timing is set per library. May be printed from Workflows. Found in Workflows (CIRC login)>Reports>Finished reports. |
daily – time varies | Notices |
| Courtesy Notices | WorkFlows N/A | Emailed to patrons with emails entered in Workflows. Frequency, wording, and timing is set per library. | daily – time varies | Notices |
| Patron Expiration Notices | WorkFlows N/A | Emailed to patrons with emails entered in Workflows. Frequency, wording, and timing is set per library. | daily – time varies | Notices |
| Convert Discard items | WorkFlows N/A | Converts items checked out to DISCARD the previous month. | monthly during the first 2 weeks | Database Maintenance |
| Remove Discard Items | WorkFlows N/A | Removes items checked out to DISCARD the previous month. | monthly during the first 2 weeks | Database Maintenance |
| Assumed Lost | WorkFlows N/A | Workflows marks items long overdue as assumed lost, which removes the item from an active checkout and creates a bill on patron’s account. Timing is 20 days overdue for Item cat 3 = MOVIE, 30 days for all other items OR on a custom schedule as requested per library. | daily | Database Maintenance |
| New Books, Movies, Music lists for RSAcat “book” Carousels | WorkFlows N/A | Items that appear on your RSAcat carousels are usually based on new items entered into the database by your library since a certain number of days (30, 60 or however long you have specified) | Sunday | Database Maintenance |
| Load Offline Transactions | WorkFlows N/A | The database gets updated around these times if you have come back online before then. | daily 9:30a, 10:30a, 2:30p, 5p | Database Maintenance |