[open-ils-commits] r870 - in ESI-Examples: . reports (gmc)

svn at svn.open-ils.org svn at svn.open-ils.org
Wed Apr 21 10:10:24 EDT 2010 

Author: gmc
Date: 2010-04-21 10:10:22 -0400 (Wed, 21 Apr 2010)
New Revision: 870

Added:
   ESI-Examples/reports/
   ESI-Examples/reports/EvergreenReportTemplates_1_6.sql
Log:
Canned report templates for Evergreen 1.6

Library Collections
-----------------------------
Brief Inventory List (by library & call number range)
Detailed Inventory List (by library & call number range)
Count Items Added by Date Range
Count Items Added by Date Range & Statistical Category
Count of Items by Library
Count of Items by Shelving Location & Circulation Modifier
Count Items Deleted by Date Range
Count Titles by Library
List of Items by Copy Status
List of Titles & Items based on Circulation Modifier
List of Titles by Physical Format
List Pre-Cataloged Titles & Items
List Titles Deleted by Deletion Date

Library Patrons
-----------------------------
Count of Inactive Patron Accounts by Library
Count Patrons by Permission Group &  Home Library
Count Patrons by Statistical Category & Home Library
Count Patrons Added by Zip Code & Date Range
Count Patrons Added by Date Range & Library
List of Patrons with Open Transactions by Permission Group & Library
List of Patrons with Open Transactions by Library
List of Patrons with Outstanding Balances by Permission Group & Library
List of Patrons with Outstanding Balances by Library
Patron Mailing List

Library Services
-----------------------------
Count Items Loaned by Receiving Library & Date Range
Count Items Loaned by Sending Library & Date Range
Count of Unfulfilled Holds by Library
Count of Holds Filled by Library & Date Range
Count In-House Usage by Library & Circulation Modifier
Count Circulations by Non-Cataloged Type & Date Range
Count Circulations by Patron Permission Group 
Count Circulations by Library & Shelving Location
Count Circulations by Library & Circulation Modifier
Count Circulations by Hour of the Day
Count Circulations by Day of the Week
List Available Holds by Capture Date (aka Clean Holds Shelf report)
Open Pre-Cataloged Circulations

To install, load the report templates into the Evergreen database
using the Postgres command-line SQL tool like this:

psql -U evergreen < EvergreenReportTemplates_1_6.sql

The reports were created by Shae Tetterton at Equinox and
packaged by Steve Callender.  Equinox is grateful to Bibliomation,
Kirtland Community College, the Pioneer Library System, and others
for testing.



Added: ESI-Examples/reports/EvergreenReportTemplates_1_6.sql
===================================================================
--- ESI-Examples/reports/EvergreenReportTemplates_1_6.sql	                        (rev 0)
+++ ESI-Examples/reports/EvergreenReportTemplates_1_6.sql	2010-04-21 14:10:22 UTC (rev 870)
@@ -0,0 +1,96 @@
+/*
+ * Copyright (C) 2010 Equinox Software, Inc.
+ *
+ * Evergreen report templates for 1.6
+ *
+ * Reports created by Shae Tetterton <shae at esilibrary.com>
+ * Packaged by Steven Callendar <stevecallendar at esilibrary.com>
+ *
+ * Equinox gratefully acknowledges the assistance of Bibliomation,
+ * Kirtland Community College, and the Pioneer Library System
+ * with testing these reports.
+ *
+ * This program is free software; you can redistribute it and/or
+ * modify it under the terms of the GNU General Public License
+ * as published by the Free Software Foundation; either version 2
+ * of the License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU General Public License for more details.
+ *
+ */
+
+-- To install these reports from the command line, log into
+-- your Evergreen server and run:
+--
+-- psql -U evergreen < EvergreenReportTemplates_1_6.sql
+--
+-- You may need to supply something other than '-U evergreen'
+-- to psql in order to connect to your database; if so, please consult 
+-- with your DBA.
+--
+-- Make sure you do not already have an "General Report Templates (from Equinox)" 
+-- folder, otherwise these reports will be added to it. 
+--
+
+BEGIN;
+
+SET client_encoding = 'UTF8';
+SET standard_conforming_strings = off;
+SET check_function_bodies = false;
+SET client_min_messages = warning;
+SET escape_string_warning = off;
+
+-- Create Template Folders
+
+INSERT INTO reporter.template_folder (parent, "owner", create_time, name, shared, share_with) VALUES (NULL, 1, now(), 'General Report Templates (from Equinox)', true, 1);
+INSERT INTO reporter.template_folder (parent, "owner", create_time, name, shared, share_with) VALUES ((select id from reporter.template_folder where name='General Report Templates (from Equinox)' and parent is null), 1, now(), 'Library Services', true, 1);
+INSERT INTO reporter.template_folder (parent, "owner", create_time, name, shared, share_with) VALUES ((select id from reporter.template_folder where name='General Report Templates (from Equinox)' and parent is null), 1, now(), 'Library Patrons', true, 1);
+INSERT INTO reporter.template_folder (parent, "owner", create_time, name, shared, share_with) VALUES ((select id from reporter.template_folder where name='General Report Templates (from Equinox)' and parent is null), 1, now(), 'Library Collections', true, 1);
+
+-- Create Templates
+
+INSERT INTO reporter.template ("owner", create_time, name, description, data, folder) VALUES (1, now(), 'Brief Inventory List', 'List of titles and items by shelving location, owning library and call number range.', '{"version":3,"core_class":"acp","select":[{"alias":"Shelving Location","column":{"colname":"name","transform":"Bare","transform_label":"Raw Data"},"path":"acp-location-acpl-name","relation":"c17ecc44e3cd2de457e5c9f1e6e0a26f"},{"alias":"Call Number","column":{"colname":"label","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-label","relation":"286d7899ae25bee8bdd7dcde49f9e0b7"},{"alias":"Title","column":{"colname":"title","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-record-bre-simple_record-rmsr-title","relation":"df8d81aecbe6b10702cbd762ac04cac9"},{"alias":"Barcode","column":{"colname":"barcode","transform":"Bare","transform_label":"Raw Data"},"path":"acp-barcode","relation":"7d74f3b92b19da5e606d737d339a9679"}],"from":{"path":"acp-location","table":"asset.copy","label":"Item","alias":"7d74f3b92b19da5e606d737d339a9679","idlclass":"acp","template_path":"acp","join":{"call_number-7d74f3b92b19da5e606d737d339a9679":{"key":"id","path":"acp-call_number-acn-record","table":"asset.call_number","label":"Item :: Call Number/Volume","alias":"286d7899ae25bee8bdd7dcde49f9e0b7","idlclass":"acn","template_path":"acp-call_number","type":"left","join":{"record-286d7899ae25bee8bdd7dcde49f9e0b7":{"type":"left","key":"id","path":"acp-call_number-acn-record-bre-simple_record","table":"biblio.record_entry","alias":"7f0e2da56d7bdf7c7434e87c5abaab5c","join":{"id-rmsr-id-7f0e2da56d7bdf7c7434e87c5abaab5c":{"type":"left","key":"id","path":"acp-call_number-acn-record-bre-simple_record-rmsr","table":"reporter.materialized_simple_record","label":"Item -> Call Number/Volume -> Bibliographic Record :: Simple Record Extracts ","alias":"df8d81aecbe6b10702cbd762ac04cac9","idlclass":"rmsr","template_path":"acp-call_number.acn-record.bre-simple_record"}}}}},"location-7d74f3b92b19da5e606d737d339a9679":{"key":"id","path":"acp-location-acpl","table":"asset.copy_location","label":"Item :: Shelving Location","alias":"c17ecc44e3cd2de457e5c9f1e6e0a26f","idlclass":"acpl","template_path":"acp-location"}}},"where":[{"alias":"Call Number Label","column":{"colname":"label","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-label","relation":"286d7899ae25bee8bdd7dcde49f9e0b7","condition":{"between":"::P0"}},{"alias":"Owning Library","column":{"colname":"owning_lib","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-owning_lib","relation":"286d7899ae25bee8bdd7dcde49f9e0b7","condition":{"in":"::P1"}},{"alias":"Location ID","column":{"colname":"id","transform":"Bare","transform_label":"Raw Data"},"path":"acp-location-acpl-id","relation":"c17ecc44e3cd2de457e5c9f1e6e0a26f","condition":{"in":"::P2"}}],"having":[],"order_by":[],"rel_cache":{"order_by":[{"relation":"c17ecc44e3cd2de457e5c9f1e6e0a26f","field":"name"},{"relation":"286d7899ae25bee8bdd7dcde49f9e0b7","field":"label"},{"relation":"df8d81aecbe6b10702cbd762ac04cac9","field":"title"},{"relation":"7d74f3b92b19da5e606d737d339a9679","field":"barcode"}],"7d74f3b92b19da5e606d737d339a9679":{"label":"Item","alias":"7d74f3b92b19da5e606d737d339a9679","path":"acp","join":"","reltype":"","idlclass":"acp","table":"asset.copy","fields":{"dis_tab":{"barcode":{"colname":"barcode","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Barcode","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}},"286d7899ae25bee8bdd7dcde49f9e0b7":{"label":"Item :: Call Number/Volume","alias":"286d7899ae25bee8bdd7dcde49f9e0b7","path":"acp-call_number","join":"","reltype":"has_a","idlclass":"acn","table":"asset.call_number","fields":{"dis_tab":{"label":{"colname":"label","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Call Number","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{"label":{"colname":"label","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Call Number Label","join":"","datatype":"text","op":"between","op_label":"Between","op_value":{}},"owning_lib":{"colname":"owning_lib","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Owning Library","join":"","datatype":"org_unit","op":"in","op_label":"In list","op_value":{}}},"aggfilter_tab":{}}},"df8d81aecbe6b10702cbd762ac04cac9":{"label":"Item -> Call Number/Volume -> Bibliographic Record :: Simple Record Extracts ","alias":"df8d81aecbe6b10702cbd762ac04cac9","path":"acp-call_number.acn-record.bre-simple_record","join":"","reltype":"might_have","idlclass":"rmsr","table":"reporter.materialized_simple_record","fields":{"dis_tab":{"title":{"colname":"title","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Title","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}},"c17ecc44e3cd2de457e5c9f1e6e0a26f":{"label":"Item :: Shelving Location","alias":"c17ecc44e3cd2de457e5c9f1e6e0a26f","path":"acp-location","join":"","reltype":"has_a","idlclass":"acpl","table":"asset.copy_location","fields":{"dis_tab":{"name":{"colname":"name","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Shelving Location","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{"id":{"colname":"id","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Location ID","join":"","datatype":"id","op":"in","op_label":"In list","op_value":{}}},"aggfilter_tab":{}}}}}', (select f.id from reporter.template_folder f JOIN reporter.template_folder ff on (f.parent = ff.id) where ff.name='General Report Templates (from Equinox)' and f.name='Library Collections'));
+INSERT INTO reporter.template ("owner", create_time, name, description, data, folder) VALUES (1, now(), 'Detailed Inventory List', 'List of titles and items filtered by shelving location and library. Displays detailed bibliographic information.', '{"version":3,"core_class":"acp","select":[{"alias":"Call Number","column":{"colname":"label","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-label","relation":"286d7899ae25bee8bdd7dcde49f9e0b7"},{"alias":"TCN Value","column":{"colname":"tcn_value","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-record-bre-simple_record-rmsr-tcn_value","relation":"df8d81aecbe6b10702cbd762ac04cac9"},{"alias":"Title","column":{"colname":"title","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-record-bre-simple_record-rmsr-title","relation":"df8d81aecbe6b10702cbd762ac04cac9"},{"alias":"Author (normalized)","column":{"colname":"author","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-record-bre-simple_record-rmsr-author","relation":"df8d81aecbe6b10702cbd762ac04cac9"},{"alias":"ISBN","column":{"colname":"isbn","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-record-bre-simple_record-rmsr-isbn","relation":"df8d81aecbe6b10702cbd762ac04cac9"},{"alias":"Publication Year (normalized)","column":{"colname":"pubdate","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-record-bre-simple_record-rmsr-pubdate","relation":"df8d81aecbe6b10702cbd762ac04cac9"},{"alias":"Publisher (normalized)","column":{"colname":"publisher","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-record-bre-simple_record-rmsr-publisher","relation":"df8d81aecbe6b10702cbd762ac04cac9"},{"alias":"Barcode","column":{"colname":"barcode","transform":"Bare","transform_label":"Raw Data"},"path":"acp-barcode","relation":"7d74f3b92b19da5e606d737d339a9679"}],"from":{"path":"acp-location","table":"asset.copy","label":"Item","alias":"7d74f3b92b19da5e606d737d339a9679","idlclass":"acp","template_path":"acp","join":{"call_number-7d74f3b92b19da5e606d737d339a9679":{"key":"id","path":"acp-call_number-acn-record","table":"asset.call_number","label":"Item :: Call Number/Volume","alias":"286d7899ae25bee8bdd7dcde49f9e0b7","idlclass":"acn","template_path":"acp-call_number","type":"left","join":{"record-286d7899ae25bee8bdd7dcde49f9e0b7":{"type":"left","key":"id","path":"acp-call_number-acn-record-bre-simple_record","table":"biblio.record_entry","alias":"7f0e2da56d7bdf7c7434e87c5abaab5c","join":{"id-rmsr-id-7f0e2da56d7bdf7c7434e87c5abaab5c":{"type":"left","key":"id","path":"acp-call_number-acn-record-bre-simple_record-rmsr","table":"reporter.materialized_simple_record","label":"Item -> Call Number/Volume -> Bibliographic Record :: Simple Record Extracts ","alias":"df8d81aecbe6b10702cbd762ac04cac9","idlclass":"rmsr","template_path":"acp-call_number.acn-record.bre-simple_record"}}}}},"location-7d74f3b92b19da5e606d737d339a9679":{"key":"id","path":"acp-location-acpl","table":"asset.copy_location","label":"Item :: Shelving Location","alias":"c17ecc44e3cd2de457e5c9f1e6e0a26f","idlclass":"acpl","template_path":"acp-location"}}},"where":[{"alias":"Call Number Label","column":{"colname":"label","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-label","relation":"286d7899ae25bee8bdd7dcde49f9e0b7","condition":{"between":"::P0"}},{"alias":"Owning Library","column":{"colname":"owning_lib","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number-acn-owning_lib","relation":"286d7899ae25bee8bdd7dcde49f9e0b7","condition":{"in":"::P1"}},{"alias":"Location ID","column":{"colname":"id","transform":"Bare","transform_label":"Raw Data"},"path":"acp-location-acpl-id","relation":"c17ecc44e3cd2de457e5c9f1e6e0a26f","condition":{"in":"::P2"}}],"having":[],"order_by":[],"rel_cache":{"order_by":[{"relation":"286d7899ae25bee8bdd7dcde49f9e0b7","field":"label"},{"relation":"df8d81aecbe6b10702cbd762ac04cac9","field":"tcn_value"},{"relation":"df8d81aecbe6b10702cbd762ac04cac9","field":"title"},{"relation":"df8d81aecbe6b10702cbd762ac04cac9","field":"author"},{"relation":"df8d81aecbe6b10702cbd762ac04cac9","field":"isbn"},{"relation":"df8d81aecbe6b10702cbd762ac04cac9","field":"pubdate"},{"relation":"df8d81aecbe6b10702cbd762ac04cac9","field":"publisher"},{"relation":"7d74f3b92b19da5e606d737d339a9679","field":"barcode"}],"7d74f3b92b19da5e606d737d339a9679":{"label":"Item","alias":"7d74f3b92b19da5e606d737d339a9679","path":"acp","join":"","reltype":"","idlclass":"acp","table":"asset.copy","fields":{"dis_tab":{"barcode":{"colname":"barcode","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw 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Data","alias":"ISBN","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}},"pubdate":{"colname":"pubdate","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Publication Year (normalized)","join":"","datatype":"int","op":"=","op_label":"Equals","op_value":{}},"publisher":{"colname":"publisher","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Publisher (normalized)","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}},"tcn_value":{"colname":"tcn_value","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"TCN Value","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}},"c17ecc44e3cd2de457e5c9f1e6e0a26f":{"label":"Item :: Shelving 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+INSERT INTO reporter.template ("owner", create_time, name, description, data, folder) VALUES (1, now(), 'List Pre-Cats', 'Note: Only lists items still checked out. When the item is checked in, the item will cease to be a pre-cataloged item. The bar code may be transferred to a full cataloging record to retain bar code and transaction data.', '{"version":3,"core_class":"acp","select":[{"alias":"Precat Dummy Title","column":{"colname":"dummy_title","transform":"Bare","transform_label":"Raw Data"},"path":"acp-dummy_title","relation":"7d74f3b92b19da5e606d737d339a9679"},{"alias":"Precat Dummy Author","column":{"colname":"dummy_author","transform":"Bare","transform_label":"Raw Data"},"path":"acp-dummy_author","relation":"7d74f3b92b19da5e606d737d339a9679"},{"alias":"Barcode","column":{"colname":"barcode","transform":"Bare","transform_label":"Raw Data"},"path":"acp-barcode","relation":"7d74f3b92b19da5e606d737d339a9679"}],"from":{"path":"acp-circulations","table":"asset.copy","label":"Item","alias":"7d74f3b92b19da5e606d737d339a9679","idlclass":"acp","template_path":"acp","join":{"id-circ-target_copy-7d74f3b92b19da5e606d737d339a9679":{"key":"target_copy","type":"left","path":"acp-circulations-circ","table":"action.circulation","label":"Item :: Circulations","alias":"ddeeaf1839fe1496b309babab563fea7","idlclass":"circ","template_path":"acp-circulations"}}},"where":[{"alias":"Call Number/Volume","column":{"colname":"call_number","transform":"Bare","transform_label":"Raw Data"},"path":"acp-call_number","relation":"7d74f3b92b19da5e606d737d339a9679","condition":{"=":"-1"}},{"alias":"Circulating Library","column":{"colname":"circ_lib","transform":"Bare","transform_label":"Raw Data"},"path":"acp-circulations-circ-circ_lib","relation":"ddeeaf1839fe1496b309babab563fea7","condition":{"in":"::P0"}}],"having":[],"order_by":[],"rel_cache":{"7d74f3b92b19da5e606d737d339a9679":{"label":"Item","alias":"7d74f3b92b19da5e606d737d339a9679","path":"acp","join":"","reltype":"","idlclass":"acp","table":"asset.copy","fields":{"dis_tab":{"barcode":{"colname":"barcode","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Barcode","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}},"dummy_title":{"colname":"dummy_title","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Precat Dummy Title","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}},"dummy_author":{"colname":"dummy_author","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Precat Dummy Author","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{"call_number":{"colname":"call_number","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Call Number/Volume","join":"","datatype":"link","op":"=","op_label":"Equals","op_value":{"value":"-1","label":"\"-1\""}}},"aggfilter_tab":{}}},"order_by":[{"relation":"7d74f3b92b19da5e606d737d339a9679","field":"dummy_title"},{"relation":"7d74f3b92b19da5e606d737d339a9679","field":"dummy_author"},{"relation":"7d74f3b92b19da5e606d737d339a9679","field":"barcode"}],"ddeeaf1839fe1496b309babab563fea7":{"label":"Item :: Circulations","alias":"ddeeaf1839fe1496b309babab563fea7","path":"acp-circulations","join":"","reltype":"has_many","idlclass":"circ","table":"action.circulation","fields":{"dis_tab":{},"filter_tab":{"circ_lib":{"colname":"circ_lib","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Circulating Library","join":"","datatype":"org_unit","op":"in","op_label":"In list","op_value":{}}},"aggfilter_tab":{}}}}}', (select f.id from reporter.template_folder f JOIN reporter.template_folder ff on (f.parent = ff.id) where ff.name='General Report Templates (from Equinox)' and f.name='Library Collections'));
+INSERT INTO reporter.template ("owner", create_time, name, description, data, folder) VALUES (1, now(), 'List Titles by Circulation Modifier', 'Filtered by Circ Modifier and Owning Library. Displays title, call number and circulation modifier. 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reporter.template_folder f JOIN reporter.template_folder ff on (f.parent = ff.id) where ff.name='General Report Templates (from Equinox)' and f.name='Library Patrons'));
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+INSERT INTO reporter.template ("owner", create_time, name, description, data, folder) VALUES (1, now(), 'List Patrons with Outstanding Balances', 'Displays patron information with total of balance owed. Filtered by patrons home library.', '{"version":3,"core_class":"mobts","select":[{"alias":"Last Name","column":{"colname":"family_name","transform":"Bare","transform_label":"Raw Data"},"path":"mobts-usr-au-family_name","relation":"372aecb08d8fd4cd60d9cc1bb8934edf"},{"alias":"First Name","column":{"colname":"first_given_name","transform":"Bare","transform_label":"Raw Data"},"path":"mobts-usr-au-first_given_name","relation":"372aecb08d8fd4cd60d9cc1bb8934edf"},{"alias":"Patron Barcode","column":{"colname":"barcode","transform":"Bare","transform_label":"Raw Data"},"path":"mobts-usr-au-cards-ac-barcode","relation":"224c8e96d8b0fdf42856adb3b1f78d3d"},{"alias":"Balance Owed","column":{"colname":"balance_owed","transform":"sum","transform_label":"Sum"},"path":"mobts-balance_owed","relation":"ae3578afd60590f04b45a941451bbcde"}],"from":{"path":"mobts-usr","table":"money.open_billable_xact_summary","label":"Open Billable Transaction Summary","alias":"ae3578afd60590f04b45a941451bbcde","idlclass":"mobts","template_path":"mobts","join":{"usr-ae3578afd60590f04b45a941451bbcde":{"key":"id","type":"left","path":"mobts-usr-au","table":"actor.usr","alias":"372aecb08d8fd4cd60d9cc1bb8934edf","join":{"id-ac-usr-5a23fa0dc9911ea27fea6578b04b274a":{"type":"left","key":"usr","path":"mobts-usr-au-cards-ac","table":"actor.card","label":"Open Billable Transaction Summary -> ILS User :: All Library Cards","alias":"224c8e96d8b0fdf42856adb3b1f78d3d","idlclass":"ac","template_path":"mobts-usr.au-cards"}},"label":"Open Billable Transaction Summary :: usr","idlclass":"au","template_path":"mobts-usr"}}},"where":[{"alias":"Home Library","column":{"colname":"home_ou","transform":"Bare","transform_label":"Raw Data"},"path":"mobts-usr-au-home_ou","relation":"372aecb08d8fd4cd60d9cc1bb8934edf","condition":{"in":"::P0"}}],"having":[],"order_by":[],"rel_cache":{"ae3578afd60590f04b45a941451bbcde":{"label":"Open Billable Transaction Summary","alias":"ae3578afd60590f04b45a941451bbcde","path":"mobts","join":"","reltype":"","idlclass":"mobts","table":"money.open_billable_xact_summary","fields":{"dis_tab":{"balance_owed":{"colname":"balance_owed","transform":"sum","aggregate":true,"params":null,"transform_label":"Sum","alias":"Balance Owed","join":"","datatype":"money","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}},"order_by":[{"relation":"372aecb08d8fd4cd60d9cc1bb8934edf","field":"family_name"},{"relation":"372aecb08d8fd4cd60d9cc1bb8934edf","field":"first_given_name"},{"relation":"224c8e96d8b0fdf42856adb3b1f78d3d","field":"barcode"},{"relation":"ae3578afd60590f04b45a941451bbcde","field":"balance_owed"}],"224c8e96d8b0fdf42856adb3b1f78d3d":{"label":"Open Billable Transaction Summary -> ILS User :: All Library Cards","alias":"224c8e96d8b0fdf42856adb3b1f78d3d","path":"mobts-usr.au-cards","join":"","reltype":"has_many","idlclass":"ac","table":"actor.card","fields":{"dis_tab":{"barcode":{"colname":"barcode","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Patron Barcode","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}},"372aecb08d8fd4cd60d9cc1bb8934edf":{"label":"Open Billable Transaction Summary :: usr","alias":"372aecb08d8fd4cd60d9cc1bb8934edf","path":"mobts-usr","join":"","reltype":"has_a","idlclass":"au","table":"actor.usr","fields":{"dis_tab":{"first_given_name":{"colname":"first_given_name","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"First Name","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}},"family_name":{"colname":"family_name","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Last Name","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{"home_ou":{"colname":"home_ou","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Home Library","join":"","datatype":"org_unit","op":"in","op_label":"In list","op_value":{}}},"aggfilter_tab":{}}}}}', (select f.id from reporter.template_folder f JOIN reporter.template_folder ff on (f.parent = ff.id) where ff.name='General Report Templates (from Equinox)' and f.name='Library Patrons'));
+INSERT INTO reporter.template ("owner", create_time, name, description, data, folder) VALUES (1, now(), 'Count Patrons by Permission Group', 'Counts by library and permission group. Filters include Home Library, Permission Group and Record Creation Date/Time.', '{"version":3,"core_class":"au","select":[{"alias":"Home Library","column":{"colname":"name","transform":"Bare","transform_label":"Raw Data"},"path":"au-home_ou-aou-name","relation":"8deb774ac638eb70a238a77d7fa9b277"},{"alias":"Permission Group","column":{"colname":"name","transform":"Bare","transform_label":"Raw Data"},"path":"au-profile-pgt-name","relation":"36cbae28efe27cc2b3a89bcfe8043584"},{"alias":"# of Patrons","column":{"colname":"id","transform":"count","transform_label":"Count"},"path":"au-id","relation":"fe21ca9ecd516f33ec379ecc11aa7051"}],"from":{"path":"au-home_ou","table":"actor.usr","label":"ILS User","alias":"fe21ca9ecd516f33ec379ecc11aa7051","idlclass":"au","template_path":"au","join":{"profile-fe21ca9ecd516f33ec379ecc11aa7051":{"key":"id","path":"au-profile-pgt","table":"permission.grp_tree","label":"ILS User :: Main (Profile) Permission Group","alias":"36cbae28efe27cc2b3a89bcfe8043584","idlclass":"pgt","template_path":"au-profile"},"home_ou-fe21ca9ecd516f33ec379ecc11aa7051":{"key":"id","path":"au-home_ou-aou","table":"actor.org_unit","label":"ILS User :: Home Library","alias":"8deb774ac638eb70a238a77d7fa9b277","idlclass":"aou","template_path":"au-home_ou"}}},"where":[{"alias":"Record Creation Date/Time","column":{"colname":"create_date","transform":"date","transform_label":"Date"},"path":"au-create_date","relation":"fe21ca9ecd516f33ec379ecc11aa7051","condition":{"between":"::P0"}},{"alias":"Group ID","column":{"colname":"id","transform":"Bare","transform_label":"Raw Data"},"path":"au-profile-pgt-id","relation":"36cbae28efe27cc2b3a89bcfe8043584","condition":{"in":"::P1"}},{"alias":"Organizational Unit ID","column":{"colname":"id","transform":"Bare","transform_label":"Raw Data"},"path":"au-home_ou-aou-id","relation":"8deb774ac638eb70a238a77d7fa9b277","condition":{"in":"::P2"}}],"having":[],"order_by":[],"rel_cache":{"fe21ca9ecd516f33ec379ecc11aa7051":{"label":"ILS User","alias":"fe21ca9ecd516f33ec379ecc11aa7051","path":"au","join":"","reltype":"","idlclass":"au","table":"actor.usr","fields":{"dis_tab":{"id":{"colname":"id","transform":"count","aggregate":true,"params":null,"transform_label":"Count","alias":"# of Patrons","join":"","datatype":"id","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{"create_date":{"colname":"create_date","transform":"date","aggregate":null,"params":null,"transform_label":"Date","alias":"Record Creation Date/Time","join":"","datatype":"timestamp","op":"between","op_label":"Between","op_value":{}}},"aggfilter_tab":{}}},"order_by":[{"relation":"8deb774ac638eb70a238a77d7fa9b277","field":"name"},{"relation":"36cbae28efe27cc2b3a89bcfe8043584","field":"name"},{"relation":"fe21ca9ecd516f33ec379ecc11aa7051","field":"id"}],"36cbae28efe27cc2b3a89bcfe8043584":{"label":"ILS User :: Main (Profile) Permission Group","alias":"36cbae28efe27cc2b3a89bcfe8043584","path":"au-profile","join":"","reltype":"has_a","idlclass":"pgt","table":"permission.grp_tree","fields":{"dis_tab":{"name":{"colname":"name","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Permission Group","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{"id":{"colname":"id","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Group ID","join":"","datatype":"id","op":"in","op_label":"In list","op_value":{}}},"aggfilter_tab":{}}},"8deb774ac638eb70a238a77d7fa9b277":{"label":"ILS User :: Home Library","alias":"8deb774ac638eb70a238a77d7fa9b277","path":"au-home_ou","join":"","reltype":"has_a","idlclass":"aou","table":"actor.org_unit","fields":{"dis_tab":{"name":{"colname":"name","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Home Library","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{"id":{"colname":"id","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Organizational Unit ID","join":"","datatype":"org_unit","op":"in","op_label":"In list","op_value":{}}},"aggfilter_tab":{}}}}}', (select f.id from reporter.template_folder f JOIN reporter.template_folder ff on (f.parent = ff.id) where ff.name='General Report Templates (from Equinox)' and f.name='Library Patrons'));
+INSERT INTO reporter.template ("owner", create_time, name, description, data, folder) VALUES (1, now(), 'Count Patrons by Library & Statistical Category', 'Count of patrons in the system based on a filter of home library and statistical category. Displays stat cat values, home library and a count of patrons.', '{"version":3,"core_class":"au","select":[{"alias":"Home Library","column":{"colname":"name","transform":"Bare","transform_label":"Raw Data"},"path":"au-home_ou-aou-name","relation":"8deb774ac638eb70a238a77d7fa9b277"},{"alias":"Stat Cat Value","column":{"colname":"value","transform":"Bare","transform_label":"Raw Data"},"path":"au-stat_cat_entries-actscecm-stat_cat-actsc-entries-actsce-value","relation":"784a9f87333f06e35f32830983db3465"},{"alias":"# of Patrons","column":{"colname":"id","transform":"count","transform_label":"Count"},"path":"au-id","relation":"fe21ca9ecd516f33ec379ecc11aa7051"}],"from":{"path":"au-stat_cat_entries","table":"actor.usr","label":"ILS User","alias":"fe21ca9ecd516f33ec379ecc11aa7051","idlclass":"au","template_path":"au","join":{"home_ou-fe21ca9ecd516f33ec379ecc11aa7051":{"key":"id","path":"au-home_ou-aou","table":"actor.org_unit","label":"ILS User :: Home 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+INSERT INTO reporter.template ("owner", create_time, name, description, data, folder) VALUES (1, now(), 'Count Holds Filled by Library & Date Range', 'Displays fulfillment date, library and count. Filters on date range and fulfilling library.', '{"version":3,"core_class":"ahr","select":[{"alias":"Fulfillment Date","column":{"colname":"fulfillment_time","transform":"month_trunc","transform_label":"Year + Month"},"path":"ahr-fulfillment_time","relation":"3b0d7d05c65006de7b2ca20f5fe39690"},{"alias":"Library","column":{"colname":"name","transform":"Bare","transform_label":"Raw Data"},"path":"ahr-fulfillment_lib-aou-name","relation":"3dfe8a00f25c41b166514c78ed89ab14"},{"alias":"Count","column":{"colname":"id","transform":"count","transform_label":"Count"},"path":"ahr-id","relation":"3b0d7d05c65006de7b2ca20f5fe39690"}],"from":{"path":"ahr-fulfillment_lib","table":"action.hold_request","label":"Hold Request","alias":"3b0d7d05c65006de7b2ca20f5fe39690","idlclass":"ahr","template_path":"ahr","join":{"fulfillment_lib-3b0d7d05c65006de7b2ca20f5fe39690":{"key":"id","path":"ahr-fulfillment_lib-aou","table":"actor.org_unit","label":"Hold Request :: Fulfilling Library","alias":"3dfe8a00f25c41b166514c78ed89ab14","idlclass":"aou","template_path":"ahr-fulfillment_lib"}}},"where":[{"alias":"Fulfilling Library","column":{"colname":"fulfillment_lib","transform":"Bare","transform_label":"Raw Data"},"path":"ahr-fulfillment_lib","relation":"3b0d7d05c65006de7b2ca20f5fe39690","condition":{"in":"::P0"}},{"alias":"Fulfillment Date/Time","column":{"colname":"fulfillment_time","transform":"date","transform_label":"Date"},"path":"ahr-fulfillment_time","relation":"3b0d7d05c65006de7b2ca20f5fe39690","condition":{"between":"::P1"}}],"having":[],"order_by":[],"rel_cache":{"3b0d7d05c65006de7b2ca20f5fe39690":{"label":"Hold Request","alias":"3b0d7d05c65006de7b2ca20f5fe39690","path":"ahr","join":"","reltype":"","idlclass":"ahr","table":"action.hold_request","fields":{"dis_tab":{"id":{"colname":"id","transform":"count","aggregate":true,"params":null,"transform_label":"Count","alias":"Count","join":"","datatype":"id","op":"=","op_label":"Equals","op_value":{}},"fulfillment_time":{"colname":"fulfillment_time","transform":"month_trunc","aggregate":null,"params":null,"transform_label":"Year + Month","alias":"Fulfillment Date","join":"","datatype":"timestamp","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{"fulfillment_lib":{"colname":"fulfillment_lib","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Fulfilling Library","join":"","datatype":"org_unit","op":"in","op_label":"In list","op_value":{}},"fulfillment_time":{"colname":"fulfillment_time","transform":"date","aggregate":null,"params":null,"transform_label":"Date","alias":"Fulfillment Date/Time","join":"","datatype":"timestamp","op":"between","op_label":"Between","op_value":{}}},"aggfilter_tab":{}}},"order_by":[{"relation":"3b0d7d05c65006de7b2ca20f5fe39690","field":"fulfillment_time"},{"relation":"3dfe8a00f25c41b166514c78ed89ab14","field":"name"},{"relation":"3b0d7d05c65006de7b2ca20f5fe39690","field":"id"}],"3dfe8a00f25c41b166514c78ed89ab14":{"label":"Hold Request :: Fulfilling Library","alias":"3dfe8a00f25c41b166514c78ed89ab14","path":"ahr-fulfillment_lib","join":"","reltype":"has_a","idlclass":"aou","table":"actor.org_unit","fields":{"dis_tab":{"name":{"colname":"name","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Library","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}}}}', (select f.id from reporter.template_folder f JOIN reporter.template_folder ff on (f.parent = ff.id) where ff.name='General Report Templates (from Equinox)' and f.name='Library Services'));
+INSERT INTO reporter.template ("owner", create_time, name, description, data, folder) VALUES (1, now(), 'Count Circulations by Non-Cataloged Type & Date Range', 'Displayed count of circulations by non-cataloged type, circulating library and date. 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+INSERT INTO reporter.template ("owner", create_time, name, description, data, folder) VALUES (1, now(), 'Count Circulations by Patron Permission Group', 'Displays check out date (by month), permission group(s), circulating library and count. Filters on check out date, circulating library and permission group.', '{"version":3,"core_class":"circ","select":[{"alias":"Check Out Date","column":{"colname":"xact_start","transform":"month_trunc","transform_label":"Year + Month"},"path":"circ-xact_start","relation":"f45381a54504218e39aca33492d29306"},{"alias":"Permission Group","column":{"colname":"name","transform":"Bare","transform_label":"Raw Data"},"path":"circ-usr-au-profile-pgt-name","relation":"68d4ec98c1db9ec1f039affcbca7ee2c"},{"alias":"Circulating Library","column":{"colname":"name","transform":"Bare","transform_label":"Raw 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+INSERT INTO reporter.template ("owner", create_time, name, description, data, folder) VALUES (1, now(), 'Count Circulations by Library & Shelving Location', 'Displays checkout dates, circulating library, shelving location and counts. Filters on check out date (range), circulating library and shelving location. 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Services'));
+INSERT INTO reporter.template ("owner", create_time, name, description, data, folder) VALUES (1, now(), 'Count Circulations by Library & Circulation Modifier', 'Displays checkout dates, circulating library, circ modifier and counts. Filters on check out date (range), circulating library and circ modifier.', '{"version":3,"core_class":"circ","select":[{"alias":"Check Out Date","column":{"colname":"xact_start","transform":"month_trunc","transform_label":"Year + Month"},"path":"circ-xact_start","relation":"f45381a54504218e39aca33492d29306"},{"alias":"Circulating Library","column":{"colname":"name","transform":"Bare","transform_label":"Raw Data"},"path":"circ-circ_lib-aou-name","relation":"0dedf4f8c60c2d21e02de82082a7f62b"},{"alias":"Circ Modifier","column":{"colname":"name","transform":"Bare","transform_label":"Raw 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+INSERT INTO reporter.template ("owner", create_time, name, description, data, folder) VALUES (1, now(), 'Count Circulations by Hour of the Day', 'Displays circs by hour at each circulating library. Filters include date range and circulating library.', '{"version":3,"core_class":"circ","select":[{"alias":"Hour of Day","column":{"colname":"xact_start","transform":"hour_trunc","transform_label":"Hour"},"path":"circ-xact_start","relation":"f45381a54504218e39aca33492d29306"},{"alias":"Circulating Library","column":{"colname":"name","transform":"Bare","transform_label":"Raw Data"},"path":"circ-circ_lib-aou-name","relation":"0dedf4f8c60c2d21e02de82082a7f62b"},{"alias":"Count","column":{"colname":"id","transform":"count","transform_label":"Count"},"path":"circ-id","relation":"f45381a54504218e39aca33492d29306"}],"from":{"path":"circ-circ_lib","table":"action.circulation","label":"Circulation","alias":"f45381a54504218e39aca33492d29306","idlclass":"circ","template_path":"circ","join":{"circ_lib-f45381a54504218e39aca33492d29306":{"key":"id","path":"circ-circ_lib-aou","table":"actor.org_unit","label":"Circulation :: Circulating Library","alias":"0dedf4f8c60c2d21e02de82082a7f62b","idlclass":"aou","template_path":"circ-circ_lib"}}},"where":[{"alias":"Check Out Date/Time","column":{"colname":"xact_start","transform":"date","transform_label":"Date"},"path":"circ-xact_start","relation":"f45381a54504218e39aca33492d29306","condition":{"between":"::P0"}},{"alias":"Circulating Library","column":{"colname":"circ_lib","transform":"Bare","transform_label":"Raw Data"},"path":"circ-circ_lib","relation":"f45381a54504218e39aca33492d29306","condition":{"in":"::P1"}}],"having":[],"order_by":[],"rel_cache":{"f45381a54504218e39aca33492d29306":{"label":"Circulation","alias":"f45381a54504218e39aca33492d29306","path":"circ","join":"","reltype":"","idlclass":"circ","table":"action.circulation","fields":{"dis_tab":{"id":{"colname":"id","transform":"count","aggregate":true,"params":null,"transform_label":"Count","alias":"Count","join":"","datatype":"id","op":"=","op_label":"Equals","op_value":{}},"xact_start":{"colname":"xact_start","transform":"hour_trunc","aggregate":null,"params":null,"transform_label":"Hour","alias":"Hour of Day","join":"","datatype":"timestamp","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{"xact_start":{"colname":"xact_start","transform":"date","aggregate":null,"params":null,"transform_label":"Date","alias":"Check Out Date/Time","join":"","datatype":"timestamp","op":"between","op_label":"Between","op_value":{}},"circ_lib":{"colname":"circ_lib","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Circulating Library","join":"","datatype":"org_unit","op":"in","op_label":"In list","op_value":{}}},"aggfilter_tab":{}}},"order_by":[{"relation":"f45381a54504218e39aca33492d29306","field":"xact_start"},{"relation":"0dedf4f8c60c2d21e02de82082a7f62b","field":"name"},{"relation":"f45381a54504218e39aca33492d29306","field":"id"}],"0dedf4f8c60c2d21e02de82082a7f62b":{"label":"Circulation :: Circulating Library","alias":"0dedf4f8c60c2d21e02de82082a7f62b","path":"circ-circ_lib","join":"","reltype":"has_a","idlclass":"aou","table":"actor.org_unit","fields":{"dis_tab":{"name":{"colname":"name","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Circulating Library","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}}}}', (select f.id from reporter.template_folder f JOIN reporter.template_folder ff on (f.parent = ff.id) where ff.name='General Report Templates (from Equinox)' and f.name='Library Services'));
+INSERT INTO reporter.template ("owner", create_time, name, description, data, folder) VALUES (1, now(), 'Count Circulation by Library & Day of the Week', 'Breakdown of circulations by the day of the week. Includes a checkout date filter and circulating library filter.', '{"version":3,"core_class":"circ","select":[{"alias":"Check Out Date/Time","column":{"colname":"xact_start","transform":"day_name","transform_label":"Day Name"},"path":"circ-xact_start","relation":"f45381a54504218e39aca33492d29306"},{"alias":"# of Circulations","column":{"colname":"id","transform":"count","transform_label":"Count"},"path":"circ-id","relation":"f45381a54504218e39aca33492d29306"}],"from":{"path":"circ","table":"action.circulation","label":"Circulation","alias":"f45381a54504218e39aca33492d29306","idlclass":"circ","template_path":"circ"},"where":[{"alias":"Circulating Library","column":{"colname":"circ_lib","transform":"Bare","transform_label":"Raw Data"},"path":"circ-circ_lib","relation":"f45381a54504218e39aca33492d29306","condition":{"in":"::P0"}},{"alias":"Check Out Date/Time","column":{"colname":"xact_start","transform":"date","transform_label":"Date"},"path":"circ-xact_start","relation":"f45381a54504218e39aca33492d29306","condition":{"between":"::P1"}}],"having":[],"order_by":[],"rel_cache":{"f45381a54504218e39aca33492d29306":{"label":"Circulation","alias":"f45381a54504218e39aca33492d29306","path":"circ","join":"","reltype":"","idlclass":"circ","table":"action.circulation","fields":{"dis_tab":{"id":{"colname":"id","transform":"count","aggregate":true,"params":null,"transform_label":"Count","alias":"# of Circulations","join":"","datatype":"id","op":"=","op_label":"Equals","op_value":{}},"xact_start":{"colname":"xact_start","transform":"day_name","aggregate":null,"params":null,"transform_label":"Day Name","alias":"Check Out Date/Time","join":"","datatype":"timestamp","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{"circ_lib":{"colname":"circ_lib","transform":"Bare","aggregate":null,"params":null,"transform_label":"Raw Data","alias":"Circulating Library","join":"","datatype":"org_unit","op":"in","op_label":"In list","op_value":{}},"xact_start":{"colname":"xact_start","transform":"date","aggregate":null,"params":null,"transform_label":"Date","alias":"Check Out Date/Time","join":"","datatype":"timestamp","op":"between","op_label":"Between","op_value":{}}},"aggfilter_tab":{}}},"order_by":[{"relation":"f45381a54504218e39aca33492d29306","field":"xact_start"},{"relation":"f45381a54504218e39aca33492d29306","field":"id"}]}}', (select f.id from reporter.template_folder f JOIN reporter.template_folder ff on (f.parent = ff.id) where ff.name='General Report Templates (from Equinox)' and f.name='Library Services'));
+
+COMMIT;

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