Reports

Destiny offers many different reports to help manage your resources. Report output is based on the accuracy of data in your records.

Besides running system reports, such as Current Checkouts/Fines, you can use Report Builder 2.0 to create custom reports that meet your district’s needs. And, save your most frequently-used reports as Favorites. Want to go back to a report you ran in the past? Use the Report Manager.

District users have access to all reports in a district, while site users can access a more limited list. Also, District and Site Dashboards provide a quick, graphical view of various library and resource data. No report setup needed!

District users have access to the following:

District Dashboard reports

• Access and configure your Dashboard
• Use the Highlights and Reporting widgets

Library reports

Catalog -- Titles & Copies

• Bibliography - Create reading lists for curriculum or promotion.
• Call Number Reports - Identify copies that may be incorrectly cataloged.
• Headings without Authority - Identify "unauthorized" authors, subjects, and series.
• In Transit Copies - Create lists of the copies sent to your libraries.
• Title & Copy List - List your collection with optional copy detail.
• Weeding Log - List copies that were weeded, deleted, or transferred.

Labels

• Barcode Labels - Create new or replacement copy barcode labels.
• Reading Program Labels - Create new or replacement Reading Program Labels.
• Spine/Pocket Labels - Create new or replacement spine/pocket labels.

Statistics

• District Collection Statistics by Call Number - Examine current circulation, age, and value statistics.
• District Collection Statistics by Library - Examine current statistics for each of your libraries.
• District Library Collection Statistics - Historical - Examine circulation statistics for a particular timeframe.
• District Library Statistics - Examine overall library statistics for each site in the district.
• Top Circulation Sites - Rank libraries by total or average circulations.
• District Current Holds and ILLs - View status and details for current holds and interlibrary loans (ILL) across the district.
• WebPath Express Statistics - Examine how patrons are searching WebPath Express.

Note: Some users may also have access to Missouri state reports.

Resource reports

Catalog -- Resources & Items

• Deleted Resources - Retrieve information about resources that have been deleted.
• Duplicate Barcodes - Identify duplicated barcodes in your sites.
• Duplicate Serial Numbers - Identify duplicated serial numbers in your sites.
• Handling eSignature Tracking - View transfers/shipments that are lacking handling eSignature notes.
• Item Status - View the current status of your resources.
• Lost Resources and Fines - Summary of lost resources and fine amounts.
• Resource Components - List your resource related components and the quantities.
• Resource Containers - List your container resources with their contents.
• Resource Need Forecasting - Identify resources that need replacing with optional item detail.
• Resource Value - Examine the current or depreciated value of your resources.
• Textbook Condition/Status - Examine the condition or statuses of your textbooks.
• Title & Copy List - List your collection with optional copy detail.

Circulation

• 1:1 Resource Checkouts - Examine patron checkouts for 1:1 device types.
• 1:1 Resource Checkouts Percentages - View percentage of patrons with resources checked out.
• Resource Checkout Summary - Identify the number of students without resources.

Inventory Control

• Completed Inventories - View the results of completed inventories.
• In-Progress Inventories - Report on inventories that are in-progress.
• Resource Inventory Change Analysis - Report on changes to your collection.

Labels

• Barcode Labels - Create new or replacement item barcode labels.
• Location Labels - Create new or replacement locations barcode labels.

Software

• Items using Software Licenses - View the items that have software licenses assigned to them.
• License Agreements - List your software licenses and optionally their assignments.

Statistics

• District Resource Statistics - Examine overall resource statistics for each site in the district.
• District Textbook Statistics - View current statistics for the textbooks in your district.
• Student to Resource Statistics - Identify resources shortages or surpluses.

Textbook reports

Catalog -- Resources & Items

• Duplicate Barcodes - Identify duplicated barcodes in your sites.
• Lost Textbooks and Fines - Summary of lost textbooks and fine amounts.
• Textbook Condition/Status - Examine the condition or statuses of your textbooks.
• Title & Copy List - List your collection with optional copy detail.
• Weeding Log - List copies that were weeded, deleted, or transferred.

Circulation

• Textbook Checkout Summary - Identify the number of students without textbooks.

Inventory Control

• Textbook Inventory Change Analysis - Report on changes to your collection.

Labels

• Barcode Labels - Create new or replacement copy barcode labels.

Statistics

• District Textbook Statistics - View current statistics for the textbooks in your district.
• Student to Resource Statistics - Identify resources shortages or surpluses.

Patron reports

Patron Lists

• Patron Names - List all your patrons.

Statistics

• Patron Statistics - Historical - Examine patron circulations for a particular time frame.
• Patron Statistics - Summary - Examine current circulation statistics.

Labels/Cards

• Barcode Labels - Create new or replacement patron barcode labels.
• Patron ID Cards - Create new or replacement patron ID cards.

Site users have access to the following:

Site Dashboard reports

• Access and configure your Dashboard
• Use the Highlights and Reporting widgets
• View purchasing recommendations for your library

Library reports

Catalog -- Titles & Copies

• Barcode Lists - Identify used and unused copy barcodes.
• Bibliography - Create reading lists for curriculum or promotion.
• Call Number Reports - Identify copies that may be incorrectly cataloged.
• Headings without Authority - Identify "unauthorized" authors, subjects, and series.
• Reading Program Reports - Identify titles with quizzes or possible purchases.
• Shelf List - List copies in the order they should be shelved.
• Title & Copy List - List your collection with optional copy detail.
• Weeding Log - List copies that were weeded, deleted, or transferred.
• Wish Lists - View the wishes submitted by your patrons.

Circulation

• Checked In Materials - Identify or send notices to patrons confirming that materials were checked in.
• Current Checkouts/Fines - Identify or send notices to the patrons with checkouts and fines.

Follett Digital and eContent

• Follett Digital - View Follett Digital reports.

Holds

• Holds - View all current holds and reserves.
• Hold Notices - Print or email ready hold notices.
• InterLibrary Loans - View all ILL titles by status.

Inventory Control

• Completed Inventories - View the results of completed inventories.
• In-Progress Inventories - Report on inventories that are in-progress.

Labels

• Barcode Labels - Create new or replacement copy barcode labels.
• Reading Program Labels - Create new or replacement Reading Program Labels.
• Spine/Pocket Labels - Create new or replacement spine/pocket labels.

Statistics

• Collection Statistics - Historical - Examine circulation statistics for a particular time frame.
• Collection Statistics - Summary - Examine current circulation, age, and value statistics.
• Copy Transaction Data - Extract XML containing transactions in a date range.
• Hold Statistics - Identify titles in high demand based on the holds placed.
• Library Statistics - View a snapshot of the state of the library plus statistics.
• One Search Database Usage - Identify the databases in highest and lowest demand.
• Search Statistics - Examine how patrons are searching the library.
• Title/Copy Data - Extract XML and Microsoft Excel containing titles and copies in a call number range.
• Top Homerooms/Grades - View a list of the homerooms or grade levels with the most circulations.
• Top Patrons - View a list of the patrons with the most circulations.
• Top/Bottom Titles - View a list of the titles with the most or least circulations.
• WebPath Express Statistics - Examine how patrons are searching WebPath Express.

Note: Some users may also have access to Missouri state reports.

Resource reports

Catalog -- Resources & Items

• Barcode Lists - Identify used and unused item barcodes.
• Deleted Resources - Retrieve information about resources that have been deleted.
• Item Status - View the current status of your resources.
• Lost Resources and Fines - Summary of lost resources and fine amounts.
• Preventative Maintenance - View your defined maintenance schedules.
• Resource Components - List your resource related components and the quantities.
• Resource Containers - List your container resources with their contents.
• Resource Need Forecasting - Identify resources that need replacing with optional item detail.
• Resource Value - Examine the current or depreciated value of your resources.

Circulation

• 1:1 Resource Checkouts - Examine patron checkouts for 1:1 device types.
• 1:1 Resource Checkouts Percentages - View percentage of patrons with resources checked out.
• Checked In Materials - Identify or send notices to patrons confirming that materials were checked in.
• Class Barcodes - Print a class's barcodes for faster circulation.
• Class List - List class sections by teacher or student.
• Current Checkouts/Fines - Identify or send notices to the patrons with checkouts and fines.
• Resource Checkout Summary - Identify the number of students without resources.

Inventory Control

• Completed Inventories - View the results of completed inventories.
• In-Progress Inventories - Report on inventories that are in-progress.
• Resource Inventory Change Analysis - Report on changes to your collection.

Labels

• Barcode Labels - Create new or replacement item barcode labels.
• Location Labels - Create new or replacement locations barcode labels.

Statistics

• Item Transaction Data - Extract XML containing transactions in a date range.
• Student to Resource Statistics - Identify resources shortages or surpluses.

Textbook reports

Catalog -- Titles & Copies

• Barcode Lists - Identify used and unused copy barcodes.
• Lost Textbooks and Fines - Summary of lost textbooks and fine amounts.
• Textbook Adoptions - Examine where textbooks are in the adoption schedule.
• Textbook Condition/Status - Examine the condition or statuses of your textbooks.
• Title & Copy List - List your textbooks with optional copy detail.
• Weeding Log - List copies that were weeded, deleted, or transferred.

Circulation

• Checked In Materials - Identify or send notices to patrons confirming that materials were checked in.
• Class Barcodes - Print a class's barcodes for faster circulation.
• Class List - List class sections by teacher or student.
• Current Checkouts/Fines - Identify or send notices to the patrons with checkouts and fines.
• Outstanding Textbook Obligations - Identify books that should be returned.
• Textbook Checkout Summary - Identify the number of students without textbooks.

Inventory Control

• Completed Inventories - View the results of completed inventories.
• In-Progress Inventories - Report on inventories that are in-progress.
• Textbook Inventory Change Analysis - Report on changes to your collection.

Labels

• Barcode Labels - Create new or replacement copy barcode labels.

Statistics

• Student to Textbook Statistics - Identify textbook shortages or surpluses.
• Textbook Statistics - View a snapshot of your collection plus statistics.

Patron reports

Circulation

• Checked In Materials - Identify or send notices to patrons confirming that materials were checked in.
• Current Checkouts/Fines - Identify or send notices to the patrons with checkouts and fines.
• Fine History - View fine payments and refunds for a particular time frame.
• Overdue Materials - List overdue copies in the order they should be shelved.

Patron Lists

• Barcode Lists - Identify used and unused copy barcodes.
• Patron Names - List all your patrons.

Statistics

• Patron Data - Extract XML containing patron information.
• Patron Statistics - Historical - Examine patron circulations for a particular time frame.
• Patron Statistics - Summary - Examine current circulation statistics.

Labels/Cards

• Barcode Labels - Create new or replacement patron barcode labels.
• Patron ID Cards - Create new or replacement patron ID cards.

District and site users have access to the following:

• My Favorites - A list of reports you have marked as favorites.
• Custom Reports:
  • Report Builder 2.0 - Choose the information and format you want (for library and patron reports). The updated format lets you build, preview, and export custom reports in an all-in-one interface, and includes additional data points.
  • Report Builder Classic - Choose the information and format you want.
• Enriched Reports - Preconfigured reports to track and analyze your library collection, resources, and patrons.

  Note: Enriched Reports is only available for Destiny Cloud customers.

• Destiny AI - Reporting and insights, in a simple conversational interface.