Fixed branch reports
Learn how to create branch reports in the Wise configuration manager.
Branch reports are generated in the Wise configuration manager, under Management Organizations > Branches. The reports generated from this screen are fixed and fields cannot be chosen. Two different reports can be generated in this section.
All branches
To generate a report that displays information about all of the branches:
- Click Report at the top of the screen.
- Select your Library Organization from the Organization drop-down menu.
- Do not select a value from the Branch menu; leave this field set to <Empty>.
- (Optional) Check the box Elaborate report. Checking this box will result in a report with information from all of the branch tabs.
- Click Ok. A new browser tab will open. It will display an overview of all of the branches in your Library Organization with the following columns:
- Branch
- Name
- Category
- Sector
- Municipality
- CBS
Individual branch
To generate a report that displays information a single branch:
- Click Report at the top of the screen.
- Select your Library Organization from the Organization drop down menu.
- Select the branch you want to create a report for from the Branch drop down menu.
- (Optional) Check the box Elaborate report. Checking this box will result in a report with information from all of the branch tabs.
- Click Ok. A new browser tab will open. It will display an overview of all of the branches in your Library Organization with the following columns:
- Branch
- Name
- Category
- Sector
- Municipality
- CBS
View your reports
To change the view of branch reports, use the functions in BIRT and Excel.
- With Branch, choose Legend and click Ok to create a BIRT report of all branches and all fields.
To export your report:
- Go to the created report.
- Click on the third icon at the top of the screen, Export data. A new screen appears.
- For Available results sets, select Table.
- Select the columns you would like to export from the Available Columns list. To select multiple columns, hold Ctrl and click on your selected columns.
- Select your preferred Export format, Output encoding and Separator.
- Click Ok to confirm. Select whether to open or save your file.