Summary of Reports

The availability of these reports will depend on the set up of each individual VDX system. The availability of reports is dependent on the set up of the Resource Groups which defines which reports are available. This list includes reports that are specific to particular groups of users (e.g. UnityUK, VOB, Core) and will not normally be made available to other users.

This counts supply days for the fulfilled requests received by your library from other libraries or suppliers. The performance figures show the average and maximum days for each of your library’s suppliers. This is calculated on the received date minus the entry date of the request.

This counts the supply days for the requests made of your library by other libraries. It measures the performance of your own library at supplying material. This is calculated on the shipped date of the request minus the request date.

Allows responder to produce report on requests shipped for claiming from the BL (UnityUK users).

This is a list of all patron/user last names in the entire system in VDX internal ID number order. The Start and End Date fields are not valid for this report.

Core is a National Library of Australia Service Level.

This is a borrower (requester) report of Copy requests ordered by Title. Results are returned for the current user's home location only.

This is a lender (responder) report listing all Copy requests that have been shipped. Ordered by Title. Results are returned for the current user's home location only.

This report is for UnityUK users only

This counts how many Requests there are at your location, as a Borrower (Requester), at the NOT SUPPLIED status. This is just at the location the user is currently logged in at. The total number of the NOT SUPPLIED responses is shown regardless of the Action that caused the NOT SUPPLIED status.

This counts how many Requests there are at your location, as a Responder, at the NOT SUPPLIED status. This is just at the location the user is currently logged in at. The total number of the NOT SUPPLIED responses is shown regardless of the Action that caused the NOT SUPPLIED status.

This lists brief records of items your location has actioned as SHIPPED without a subsequent action of Received made by the requesting location.

This shows the number of Requests sent to your library, listed by each

Borrower (Requester). This report lists only requests that are currently at your

library or for which your library was the last lender (responder). It can be

limited by the date the request was first created by the borrower (requester).

This lists all requests that are not Complete and if Loan request either Cancelled or Returned or if Copy request Cancelled or Received. Only returns results for the current user's home location.

Selects all incomplete requests for your Location as the lender (responder). Displays the ILL number, Borrower (Requester) Symbol, date of last ILL action, current ILL Status, and whether Loan or Copy is being requested.

This is a borrower (requester) report of Loan requests ordered by Title. Results are returned for the current users home location only.

This is a lender (responder) report listing all Loan requests that have been shipped. Ordered by Title. Results are returned for the current users home location only.

VOB specific report.

This shows the current or last supplier and number of requests made by

your location to that supplier between the specified dates. The dates

are the date of the request was first made, not the date the request was

sent to that particular supplier.

For general request processing the most important report is the Picklist and the Standard Picklist report. These reports allows you as the responding location to print incoming request records in order to facilitate pulling the material from the shelves for fulfilment. The Standard Picklist report is a more up to date version of the original Picklist.

This is a list of statuses with a count of requests at that status that

are either To be Acknowledged or are Idle and at Check Manual. Returns results for the current user's home location only.

Requester's requests at 'idle' with authorisation status of:

For Manual Authorisation

To be authorised

AutoMediated:AuthManual

This reports show two lists: the number of requests received by your library for each day of the week, and the number of requests made by your library to other locations for each day of the week within the specified period.

This is a list of statuses with a count of how many lender (responder) side requests are at that status and To Be Acknowledged. Returns results for the current user's home location only.

Reports on requester's requests which are idle and have authorisation status of 'to be authorised' and are flagged as being held locally.

This lists bibliographic information used by a lender (responder) to retrieve requested items. The output is in PDF format. Once a request has been printed on a Picklist, it will not be included in future Picklists. However it can be found again by selecting the appropriate report in Batch Re-runs.

This lists items which the requesting location has actioned as RECEIVED. The output is in PDF format. Once a request has been printed on a Received List, it will not be included in future Received Lists. However it can be found again by checking the appropriate Standard Received List in Batch Reruns

Some field definitions:

For: This combines the Forename and Last Name of the Requesting User record’s Details.

Phone: This is from the Requesting Location Parent record borrower (requester) address.

Email: This is from the Requesting Location Parent record borrower (requester) address

Pickup: This is showing the VDX Location internal code for the library the material is to be picked up from.

Cost: This is from the Request record, if a cost is included in the record, otherwise it is left blank.

Request Number: This is the original Borrower (Requester) ILL no.

Supplying Library: This is the Lender (Responder) Location name.

Title: This is the bibliographic title of the requested material from the Request record sent to Lenders (Responders). .

Return by: This is the due date from the Responder.

Notes: This note is from the request’s note field.

This lists items the requesting location has actioned as RETURNED. These can be used as return mailing labels. The output is in PDF format. Once an item has been printed on a Returned List, it will not be included in future Returned Lists. The item can be found in the appropriate Standard Returned List in Batch Rerun reports.

Reference Number: the ILL number from the Requesting Location.

Order Date: the original entry date of when the request was created.

This list can be used for shipping slips for routing materials. The output is in PDF format. Once a request has been printed on a Shipping List, it will not be included in future Shipping Lists. However it can be found in the appropriate Standard Shipping List in Batch Rerun reports.

VOB specific report.

Lists all Copy and Loan requests that are To Be Acknowledged and the last action was one of the following:

Message-indication

Lost-Indication

Renew Answer-No-Indication

Renew Answer-Yes-Indication

Overdue-Indication

Recall-Indication

Cancel Reply-No-Indication

Cancel Reply-Yes-Indication

Answer Hold-Indication

Answer Conditional-Indication

Returns results for the current user's home location only.

Lists all Copy and Loan requests that are To Be Acknowledged and the last action was one of the following:

Message-indication

Damaged-Indication

Lost-Indication

Renew-Indication

Cancel-Indication

Conditional Reply-No-Indication

Conditional Reply-Yes-Indication

Lists results for the current user's home location only.