Overview of hold requests

​The Overview of hold requests provides reports about hold requests per the specifications you provide.

1. Go to Hold requests > Overviews > Overview of hold requests. The Overview of hold requests screen opens.
2. Provide overview information. Required fields are marked with an (*) asterisk. 

   Field	Description
   Branch(es)*	Choose one or more branch for which to view holds requests. Use ctrl+click to select multiple branches. By default, the branch that is signed in is provided.
   Status	Select one or more hold request status. Use ctrl+click to select multiple statuses.
   Date of hold request* up to and including	Enter the date range when hold requests were placed. Use the dd-mm-yyyy format or select a date by clicking the calendar icon.
   Source	Select the source of the hold request. You cannot select multiple sources. Leave this field blank to create a report will all sources. Hold sources are populated from the (TABXRB) Source holds / ILL table in the Wise configuration manager.
   Sorting*	Select the sorting order for the overview. The overview can be sorted by: T - Title N - Borrower Number L - Borrower Name R - Hold Request Date

3. Click Create report. The report is generated in a new browser window.

The report displays an overview of hold requests by your selected sorting order. The following details are included in the report:

• Hold  - the hold request ID
• Pause begin date - the date the request was put on hold (if applicable)
• Hold resume date - the date the request resumed from being on hold (if applicable)
• Date - the date the request was placed by the customer
• Message - if a message has been sent to the customer, the date will display here
• Stop - the location where the item will be picked up
• Source - where the hold was placed
• Status - the status of the hold request
• Days - the number of days that the item has been on the hold request shelf