Generating inventory reports for the library or district media center

The In-Progress and Completed Inventory reports let you view a summary of your inventories and generate reports listing the copies in them.

How do I generate a report?

What information does the report include?

How is the report sorted?

What is the "date last seen"?

Generating an Inventory Report

To open your list of inventories, open either of the following pages:

• Open the Library or Media page of Reports and select In-Progress Inventories or Completed Inventories.
• Click View In Progress & Completed Inventories in Inventory in the Back Office.

To sort the list, click any column heading to sort in ascending order (). Click again to sort the list in descending order ().

To generate an In-Progress Inventory report

1. On the In Progress tab, click adjacent to the inventory.
2. On the Progress Details page that opens, select the copies you want to include on the report.
3. Click .
4. When the Report Manager opens, click View to open the job summary.
5. Click Report on the Job Summary.

To generate a Completed Inventory report

1. On the Completed tab, click adjacent to the inventory.
2. Click Report on the Job Summary.

To delete a completed inventory, click .
Please note that, once you delete an inventory, you can no longer generate its reports.
Once you delete its Completed Inventory Report, you can no longer view the completed inventory.

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What information does the report include?

At the top, the report shows the name of the inventory, the school name, and the overall totals of Accounted For and Unaccounted For copies.

The report is first grouped into Accounted For and Unaccounted For sections.
If you generated an In-Progress report and chose 'Accounted For' or 'Unaccounted For', the report is limited to those copies.

For each copy, the report includes columns for the following information:

• Copy barcode number
• Call Number
• Author
• Title
• The date the copy was last seen

The date you generated the report appears at the bottom of the last page.

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How is the report sorted?

If you chose "All copies in the inventory", the copies are grouped into Accounted For and Unaccounted For sections.

The report is sorted first by Call Number, then by Author, and finally by Title.

For each title, the copies appear in numerical order by barcode number.

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What is the "date last seen"?

Every time Destiny updates information about a copy during one of the following transactions or processes, Destiny also updates its date last seen information:

• Check Out (Library Manager)
• Including it in a Pick List (Media Manager)
• Check In
• Inventory
• Individual Update in Update Copies
• Receive in Update Copies (Library Manager)
• Add titles ( or I want to "Add to the List") to a Resource List when adding records using a barcode scan, a barcode list, or a barcode file.

So, for example, if you checked in several copies or received some transferred from your district cataloger last week, you can set the date to a week ago. Then you do not need to scan those copies.

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