Skip to main content

 

OCLC Wise Support EN

Customer count per date

Generate a report of the count of registered customers per date for your library in the Wise staff client.

The customer count per date report generates a snapshot report that counts the number of registered customers in the library for each main branch. The report can be generated for a specific date, account type, borrower category, or counting group.

Generate a Customer count per date overview

  1. Go to Customers > Overviews > Customer count per date. A selection window appears.
  2. Provide the details for the report. Fields marked with an (*) asterisk are required. 
    Field Description
    Institution Choose the institution (library system)
    Main branch Choose the main branch for the report. Leaving this blank will result in all main branches being selected.
    Branch Select a branch, if you want to limit the report to a specific branch location.
    Stop Select a mobile library, if you want to limit the report to a specific mobile library location.
    Count date Date for which the report must be generated.
    Count*

    Select the method by which the report counts:

    • 1 - SCAT: show count per SCAT
    • 2 - Count group: show count per group
  3. Click Create report. The report is generated and opens in your web browser. 

Customer count per date report output

The report displays the following information:

Field Description
Membership type The membership type being counted
Code Membership code
Description Description of the membership
Quantity Count of customers

 

  • Was this article helpful?