REPORTS1: Canned, Permissions, Custom
This form covers Canned, Permissions, and Custom Reports functionality for SCLS and library staff.
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Email *
Enter your first and last name *
Enter your library *
Vendor *
Demonstrate the different types of "canned" reports that are available for all modules *
Vendor should show examples of "canned" reports, such as weeding reports.
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Demonstrate creating a custom report.  For example, a shelf list for a library or a weeding report for multiple locations.
 *
Vendor should show and describe creating a custom report, showing the fields that can be requested.
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Demonstrate how to set Limited Access permissions to the report: User can run and schedule but not edit reports *
Vendor should describe a limited reports permission.
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Create a custom report and show Medium Access: User can edit only certain report information (date ranges, item codes) and run and schedule the reports *
Vendor should describe a medium reports permission.
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Create a custom report and show Full Access: User has full access to all report options *
Vendor should describe full reports access with running, scheduling and editing permission for all reports.
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Demonstrate how to assign reports to specific logins, roles or libraries versus assigning a report to be available to all logins *
Vendor should show how staff can create a report and then assign access for that report to a specific login(s).
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Demonstrate how reports are organized and the sorting, filtering and searching options you can use to find a specific report *
Vendor should show the reports interface.
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Demonstrate the tools that are available to schedule reports to run automatically *
Vendor should show scheduling options for reports, including possible limits to the number of reports that can be scheduled at any time of the day or night.
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Demonstrate the available report delivery and formatting options *
Vendor should show options for email delivery, downloading reports, such as Excel, PDF, Printing, etc.
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Demonstrate writing your own report with a query language (ex: SQL) instead of using pre-defined reports and/or selectable report options *
Vendor should show where option to write a custom report option is located and how that setup differs from setting up a report using the report tools.  
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
What query language is used to write custom reports? *
Vendor should describe the query language, such as SQL, that is used to write custom reports.
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
If our system staff are not able to create a custom report, is it possible to request a custom report be created and what is the estimated turn around time?  Do you have any examples of reports that were created at the request of the library/system?
*
Vendor should describe options for requesting a custom report, if this is available, including how long it takes.  Give examples of the types of reports that have been created for libraries. 
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Overall, how satisfied are you with how Canned Reports were demonstrated? *
Least satisfied
Most satisfied
Overall, how satisfied are you with how Reports Permissions were demonstrated? *
Least satisfied
Most satisfied
Overall, how satisfied are you with how Custom Reports were demonstrated? *
Least satisfied
Most satisfied
Please enter any additional comments on Canned Reports.
Please enter any additional comments on Reports Permissions.
Please enter any additional comments on Custom Reports.
A copy of your responses will be emailed to the address you provided.
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