Running Circulation Reports in Workflows

I.  Logging into DIVREPT at the DIVINFO workstation

A.  Open Workflows icon

B.  Enter information as follows:      

• UserID: DIVREPT
• Alt ID: (skip this line)
• PIN:  DIVREPT
• StationID:  divinfo

II.  Enter the Report mode

A.  From the toolbar at the top of the screen select the "reports wizard" button and then the 3rd button on the right, or "Finished Reports"

It will look like this:  click to see example

B.  A screen will appear that looks like the configuration screen.  It will list defaults.   Click "OK" to accept the defaults.

C. A screen will appear with a list of all finished reports.  Your options on the bottom of the screen are: "view","e-mail", "print" and "remove".  

D.  Remove the Due Today Reports

• Select "remove".  
• Select any report titled "divduetoday".  On Mondays, there are 3 -- on other days there is only one.  
• Click remove
• Click remove 
• Click remove all
• Click ok

E. Print the other reports.  You must select each report to print separately.  You cannot select the whole group to print at one time.

• Select a report by clicking on its name.  I will turn blue
• Click print
• Select "system print" NOT "pc print"
• Click OK
• Select view finished reports list to get back to the list of reports.
• Repeat until all items are printed.

F. Delete the reports that you have just printed.  Follow the instructions in "D", but select all the reports.

III.  Your next procedure is Using the Reports to Reconcile the Drawer

IV.  Your last procedure is Sorting and Mailing Reports.

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