Wiki source code of Useful reports and reliable counts
Version 1.1 by BibOS Admin on 2026/11/14 19:03
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| author | version | line-number | content |
|---|---|---|---|
| 1 | Define the question first, then validate the result against familiar examples. | ||
| 2 | |||
| 3 | {{toc/}} | ||
| 4 | |||
| 5 | Check the official Koha manual for your installed version. | ||
| 6 | |||
| 7 | {{id name="start-with-question"/}} | ||
| 8 | == Start with a question == | ||
| 9 | |||
| 10 | Koha provides reporting tools, including guided reports and saved SQL reports. A useful report starts with a clear definition of what it counts. Titles, copies, checkouts and unique borrowers answer different questions. | ||
| 11 | |||
| 12 | {{id name="report-brief"/}} | ||
| 13 | == Write a short report brief == | ||
| 14 | |||
| 15 | 1. Name the question and the person who will use the result. | ||
| 16 | 1. Define the date range, branches, item types and relevant statuses. | ||
| 17 | 1. State whether the output counts records, items, transactions or people. | ||
| 18 | 1. List the columns needed and avoid including personal details without a reason. | ||
| 19 | 1. Compare a small result with records your team already knows. | ||
| 20 | |||
| 21 | {{id name="keep-it-reliable"/}} | ||
| 22 | == Keep the report reproducible == | ||
| 23 | |||
| 24 | Save the meaning of each filter alongside the report. Record when it was run and which reporting period it covers. | ||
| 25 | |||
| 26 | Review report permissions and any public exposure separately. For SQL reports, ask a person familiar with your installed Koha schema to review the query. A report copied from another installation may reflect different fields or local policies. | ||
| 27 | |||
| 28 | {{id name="sources"/}} | ||
| 29 | == Official references == | ||
| 30 | |||
| 31 | * [[Koha manual: reports>>https://koha-community.org/manual/latest/en/html/reports.html]] | ||
| 32 | |||
| 33 | == Related guides == | ||
| 34 | |||
| 35 | * [[Catalogue records and items>>doc:Guides.catalogue.catalogue-records.WebHome]] | ||
| 36 | * [[Planning a move to Koha>>doc:Guides.setup.migration.WebHome]] |