[Evergreen-reports] Monthly Recurring Reports

[Jennifer Weston]

Hi Irene,

For a recurring report to run automatically on a monthly schedule, I do
this:

Filters:
Choose a Date Transform of "Year + Month" for whatever date field you are
using.
Change the Operator to be "Equals"

When you create the Report Definition, choose a "Relative Date" for the
date field and choose "1 month ago"
When you schedule the report, schedule it to run on the first day of the
month -- that way it looks backwards and collects data from the previous
month.

I hope that helps!  Just let me know if you have any questions.

Best,
Jennifer

Jennifer Weston, MLIS
Product and Education Specialist
Equinox Open Library Initiative
jennifer.weston at equinoxOLI.org <jennifer.weston at equinoxoli.org>
*https://equinoxOLI.org <https://equinoxOLI.org>*
phone:  877-OPEN-ILS (673-6457)
direct:  770-709-5574


On Wed, Mar 23, 2022 at 11:08 AM Patrick, Irene via Evergreen-reports <
evergreen-reports at list.evergreen-ils.org> wrote:

> I run reports every month to pull statistics for the previous month.  I
> have been running these reports manually, and I started looking into a way
> to set them up to run automatically.  However, I haven’t come up with a
> solution yet.
>
>
>
> What I’ve been doing for my monthly reports is pulling the needed
> information manually, using the Date transform and the Between operator to
> specify the beginning and ending dates for the report.  I was hoping I
> could find a way to set up recurring reports to replace the manual
> reports.  After checking with our consortium folks, the suggestion was to
> use Age as the transform.  But Age appears to be defined as 30 days.  When
> I tested a recurring report for December statistics using Age, I set it to
> run in the wee hours of January 1, but the output missed activity that
> occurred on December 1.  I tested a few more reports for February, but
> running those late in the day on Feb. 28 picked up activity in January.
>
>
>
> The other problem I see with using Age is that if there’s a problem and
> the automated reports fail to run at the specified time, when they do run,
> they’ll pull information for the wrong days.
>
>
>
> I have not seen anything in the Evergreen documentation that specifically
> defines the Age transform, or that explains how to set up monthly reports
> that pull information for a specific month, no matter how many days are in
> the month.  Do any of you have monthly recurring reports working?  If so,
> can you tell me how I should set them up?
>
>
>
> Thanks for any advice!
>
>
>
> *Irene Patrick*
>
> Electronic Resources Librarian
>
> State Library of North Carolina
>
> NC Department of Natural and Cultural Resources
>
> 919.814.6788 |  irene.patrick at ncdcr.gov
>
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