Overview of holds

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

1. Go to Hold requests > Overviews > Overview of holds. The Holds Overview 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. The name (or preferred name) of the customer as well as the title of the held item will also 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