The session focuses on the Reports Module in Heritage.

All sessions include a tutorial with hands-on practical exercises. Where possible, these are based on the data in the Demonstration Dataset which is available in your copy of Heritage. The workbooks can be used again at your site by other Library staff.

Who should attend?

This workshop has been designed for librarians who are regularly and confidently using the reports module to produce a variety of reports in Heritage and want to take their knowledge to the next level.  All attendees need to have previously attended an Intermediate level training course or workshop in Heritage reports to get the most from this workshop.

The ability to extract accurate statistics from your Library Management System is an integral part of library management and essential in helping you manage all aspects of your library.

Your Trainer is there to assist you in producing useful reports you can save to a USBmemory stick (which we provide) to take back to use in your own library. The Advanced Reports workshop includes a tutorial followed by hands-on practical experience to consolidate what you have learnt.

Where possible, all notes given are based on examples provided in the Demonstration Dataset with comes free with your own copy of Heritage. This means the course notes provided can be used again at your site by other library staff.

Some of the topics this Workshop will cover are as follows:

• Exploring Existing Available Reports
• How Data is Stored & Retrieved in Heritage
• Multiple break points
• Multiple section criteria
• Report Delimiters - ('with', 'limit' & every')
• Sorting Results (including multi-valued fields)
• Statistical Reports
• Creating Banded Reports
• Practical Exercises

Where possible we always try to cover the full course content. However content may vary depending on number of attendees and the overall ability of the group. To ensure that you cover everything that you are interested in you may want to consider a bespoke one-to-one training session. For more information please contact Craig Smith at craig@isoxford.com

Workshop timing

The workshop runs from 10am to 3.30pm with registration from 9.30am. It includes coffee or tea and biscuits and a buffet lunch.