Koha-Library-Software/C4/Create-Guided-Reports/English

Title of the Script: Create guided reports.

Author: Maya Hans and Vaibhavi Satardekar

Keywords: koha, koha 24.05, koha library system, reports module, guided reports wizard, create report, tabular report, report criteria, cache expiry, sql reports, saved reports, library automation, video tutorial.

Prerequisite: Cataloging

Visual Cue	Narration
Slide Number 1 Title Slide	Welcome to this Spoken Tutorial on Create Guided reports in Koha.
Slide Number 2 Learning Objectives Create guided report	In this tutorial, we will learn how to: Create a guided report in Koha.
Slide Number 3 System Requirement Ubuntu Linux OS v22.04 Koha v24.05 Firefox v131.0.3 A working internet connection	To record this tutorial, I am using the following setup.
Slide Number 4 Prerequisites You should have knowledge of Library Science	To follow this tutorial you should have knowledge of Library Science.
Show Koha interface Username - Bella Password - Library@1 Library: Spoken Tutorial Library Click on Login	I have logged in as a Superlibrarian.
Click on Reports module	To create a simple guided report in Koha, on the Koha staff interface click on the Reports module. The Reports module allows librarians to create, manage, and run reports for library operations.
Point to Reports page Point to Guided reports Create guided report for simple step-by-step reports, Create from SQL for advanced users, and Use saved to reuse existing reports	The Reports page opens. Here under the Guided reports we can see three types of reports: Create guided report for simple step-by-step reports, Create from SQL for advanced users, and Use saved to reuse existing reports.
Slide Number 5 What is Create guided report? The create guided report is useful for beginners It allows you to generate basic reports by selecting modules and fields SQL is not required for this module.	Now let’s create a guided report. The create guided report is useful for beginners. It allows you to generate basic reports by selecting modules and fields. SQL is not required for this module.
Click on Create guided report Point to Build a report page Step 1 of 6 Choose a module to report on, Set cache expiry, and choose report visibility Choose>>Catalog>>Click on Next	Click on Create guided report. Build a report page opens, with the heading Step 1 of 6 Choose a module to report on, Set cache expiry, and choose report visibility. From the Choose drop down, select the Catalog module. Next is the Report is public field, it controls the visibility of reports. We will leave it as it is. Next is the Cache expiry field. It is the time in seconds for which Koha stores the report results. We will keep it as default and click on the Next button.
Point to Step 2 of 6 Pick a report type Choose>>Tabular>>Click on Next	The heading changes to Step 2 of 6 Pick a report type. From the Choose drop down, select Tabular and click on the Next button.
Point to Step 3 of 6 Select columns for display Select a field and click on Add. Scroll down to Items heading Title / biblio.title Author / biblio.author Date acquired / items.dateaccessioned Price / items.price Call number / items.itemcallnumber Koha itemtype / items.itype ISBN / biblioitems.isbn Edition statement / biblioitems.editionstatement Number of pages / biblioitems.pages Click on Next button	The heading Step 3 of 6 Select columns for display opens. It allows us to choose the fields or columns to display in the report. On the left column, you can see the fields with their codes. Select a field and click on Add to make it appear in the right column. Pause the video, select and add the fields as shown. Click on the Next button.
Point to Step 4 of 6 Select criteria to limit on Narration only Click on Next button	The heading Step 4 of 6 Select criteria to limit on opens. Here you can choose a criteria to show only the records you want in the report. I don’t want to apply any specific criteria. So, I will leave it as it is and click on the Next button.
Point to Step 5 of 6 Pick which columns to total opens Narration only Click on Next button	The heading Step 5 of 6 Pick which columns to total opens. Here you can choose columns to calculate totals. I don’t want to total any columns, so I will leave it as it is and click on the Next button.
Point to Step 6 of 6 Choose how you want the report ordered Narration only Click on Finish button	The last Step 6 of 6 Choose how you want the report ordered appears. Here you can decide the order of the report, for example by title, author, or item type. I will leave the default order and click the Finish button. Please note, clicking this will only create the report.
Point to Confirm customer report Point to Your report will be generated with the following SQL statement Point to You will need to save the report before you can execute it Click on Next button	Confirm customer report page opens. Saying Your report will be generated with the following SQL statement. You will need to save the report before you can execute it. Click on the Next button.
Point to Edit SQL report Point to Your report has been saved In the Report name field type sample report Click on Update SQL button	Edit SQL report page opens. In the required Report name field type sample report. Leave the other fields as such. Scroll down to the bottom of the page and click on the Update SQL button. The text highlighted in the blue box says Your report has been saved. With this we have successfully created a guided report.
Narration only	This brings us to the end of this tutorial.
Slide Number 6 Summary In this tutorial we learned to- Create guided report	Let’s quickly recap.
Slide Number 7 Assignment Create a guided report using the Circulation module Select card number, first name, and due date fields Save the report with the name Borrower Due Report	As an assignment, Create a guided report using the Circulation module. Select the card number, first name, and due date fields. Save the report with the name Borrower Due Report.
Slide Number 8 Thank you	Thank you for joining.

Contributors and Content Editors

Madhurig, VaibhaviS