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Monday, 21 February 2011

Reports and Display Items

It is possible to run a report to show the usage of items that have been used in a display.  However, in order to do this the initial set up must be correct.

Every item that is to be used in the display must have an accession note added to its record.
  • Go to the accession record of the item and click on the Notes tab
  • Add a line for the start of the display (see no. 2 in the image below) - you must enter the Event as Displayed, the start date of the display, and finally in the Notes box the name of the display.




  • If you have also set the Status of the item to Display you will find that a 'Found' event is added when an item is issued (see no. 3 in the image above).

Running the Report

The report you need can be found at:
  • Cataloguing menu
  • Reports
  • Usage (recalculated) of displayed items
It will prompt you for:
  • Display date
  • Display title/name
PLEASE NOTE: Before you run the report the recalculate usage function in Heritage must be run.  Please contact me when you need this to be done and let me have your start and end dates as appropriate.

1 comment:

  1. Thanks for this Marie this will make running the stats for displays a lot easier.

    ReplyDelete