Customer overviews
Learn how to generate and view customer overviews in the Wise staff client.
Customer overviews provide access to a number of reports about customers. These reports can be accessed within the Wise staff client at Customers > Overviews. Wise uses a reports generator that is linked the staff client. The reports generator ensures that all data is retrieved and then presented in the correct manner. Once all data is retrieved and the report is compiled, it will display in your web browser. For more information, see View reports.
- Customer count per date
- Generate a report of the count of registered customers per date for your library in the Wise staff client.
- Customer count report
- Generate a report of the count of registered customers for your library in the Wise staff client.
- Development customer count (fixed period or choose period)
- Generate a report of number of new and ended customer accounts for your library in the Wise staff client.
- Library-at-home report
- Generate a report of library-at-home customer details in the Wise staff client.
- Policy
- Generate a table of your library's policies in the Wise staff client.
- Subscriptions per new arrivals profile
- Generate a report of to see how many customers are subscribed to each acquisition profile at your library in the Wise staff client.
- Online memberships
- Generate a report of customers who registered for a library membership via the web portal.
- Share cards
- View a report of customer shared cards for a selected location in the Wise staff client.
- Duplicate customers
- Learn how to view and merge duplicate customer accounts in the Wise client.
- Ignored customers when deduplicating
- Learn how to create a report of customers who were ignored during the deduplication process.
- Number of customer badges
- Generates a report of customer accounts with assigned badges in the Wise staff client.
- SchoolWise
- Not for use in US libraries.
- MediatheekWise
- Not for use in US libraries.