Welcome to Reports!
Track circulation and make informed purchases using the
Reports feature in Content Reserve.
Contact: [email protected].
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Objective
In this presentation you will learn how to:
 Use real-time reports to track site performance and collection
statistics.
 Use results to inform decisions related to purchasing and
promotion.
For each report, we'll review how to enter the criteria, and then
take a look at the results.
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Getting Started
1. Login to Content Reserve: www.contentreserve.com.
2. Click on the 'Login' tab.
3. Enter your Content Reserve 'Login ID' and 'Password'.
This is the same Login ID / Password used to order titles.
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Reports Page
Once logged in, click on
the 'Reports' tab.
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Tips for Reports
1. Share or print a report: Report results can be exported to an Excel
spreadsheet. Click on 'Create Worksheet' from any results page.
2. Select multiple items: Control-click to select multiple items in a
drop-down box.
3. Consortia members: Member libraries have the option to run
many reports by library.
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Reports: A Closer Look
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Table of Contents
 Purchase Order History.
 New Patron Registrations.
 Maximum Access Orders.
 Title Statistics.
 Download Standing Orders.
 Patron Activity Chart.
 Download Standing Order Estimates.
 Current Waiting List.
 Activity Charts.
 Waiting List History.
 Purchased Title Report.
 Search Checkouts.
 OverDrive Community Reserve Title Report.
 Digital Library Statistics.
 OverDrive Community Reserve Title Sharing
 Website Traffic Report.
Report.
 Patron Interest Report.
 Turnover Rates Chart.
 Page Request Report.
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Purchase Order History
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Purchase Order History
Purpose: View all purchase orders, including details.
1. From the 'Reports' tab, select 'View Purchase Order History'.
2. All columns on the results table can be sorted.
3. Click an Order ID to view all titles in that order. Each title then links to its detail
page.
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Maximum Access Orders
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Maximum Access Orders
Purpose: View all Maximum Access orders, including details.
1. From the 'Reports' tab, select 'View Maximum Access Orders'.
2. All columns on the results table can be sorted.
3. Click an Order ID to view all titles on that order. Each title on the
order then links to its detail page.
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Download Standing Orders
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Download Standing Orders
Purpose: View all download
standing orders placed for
your library
1. From the 'Reports' tab,
select 'View Download
Standing Orders'.
2. All columns on the results
table can be sorted.
3. Click a plan to view that
month's titles. Each title
on the order then links to
its 'Details' page.
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Download Standing
Order Estimates
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Download Standing Order Estimates
Purpose: View all download
standing order plans, and
associated titles that are not yet
processed.
1. From the 'Reports' tab, select
'View Download Standing
Order Estimates'.
2. All columns on the results
table can be sorted.
3. Click a plan to view that
month's expected titles. Each
title on the order then links to
its 'Details' page. You can
also edit your plan from this
page.
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Activity Charts
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Activity Charts
1. From the 'Reports' tab, select 'View
Purpose: View checkout activity.
2.
3.
4.
5.
6.
7.
Activity Charts'.
Click the select box for 'Chart'. Then
select which data to view.
 View Checkouts by Day, Month,
Publisher, Format, Title, Subject.
 Consortia may also select
'Checkouts by Branch'.
Select 'Title Type':
 Titles Owned.
 Maximum Access.
 Titles Owned + Maximum Access
Consortia: Select Branches to
include.
Select Formats to include.
Select a Start Date and End Date.
Use the Calendar to select, or enter
a date in m/d/yyyy format.
Select a Sort Order.
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Activity Charts
Circulation Activity by Month
Example
Your Library Branches
Chart = Checkouts by Month.
Title Type = Maximum Access + Owned.
Formats = All Formats.
Details: Click on any date
header to view all titles
downloaded for that month.
Analysis: The highest rate of
checkouts to date occurred
in March.
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Purchased Title Report
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Purchased Title Report
Purpose: View all titles owned and
number of checkouts for each.
1. From the 'Reports' tab, select
'View Purchased Title Report'.
2. Click the select box for
'Reports'.
Then select which data to view.
 Titles = All purchased titles.
 Titles by Format = All
purchased titles organized by
format.
3. Select a Start Date and End
Date. Use the Calendar to
select, or enter a date in
m/d/yyyy format.
4. Select a Sort Order.
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Purchased Title Report
Purchased Titles and Checkout Details
Example
Report = Titles.
Filter results by:
1. Number of checkouts.
2. Format (Must run 'Titles by Format').
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OverDrive Community Reserve
Title Report
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OverDrive Community Reserve - Title Report
Purpose: View details about OverDrive Community Reserve titles that have
been accepted into your collection
1. From the 'Reports' tab, select 'View OverDrive Community Reserve Title
Report'.
2. This will display Community Reserve titles currently included in your
library / consortium's inventory.
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OverDrive Community Reserve
Title Sharing Report
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OverDrive Community Reserve - Title Sharing Report
Purpose: View OverDrive Community Reserve titles from your local collection
and which libraries have accepted them.
1. Select 'View OverDrive Community Reserve Title Sharing Report'.
2. This will display Community Reserve titles currently included in your library
/ consortium's inventory and how many libraries have selected the titles.
3. Click on a title to display which libraries have selected that title.
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Turnover Rate Chart
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Turnover Rate Chart
Purpose: View turnover rates for your
content.
1. From the 'Reports' tab, select 'View
2.
3.
4.
5.
6.
Turnover Rate Charts'.
Click the select box for 'Chart'.
Then select which data to view.
 Turnover Rates By Publisher.
 Turnover Rates By Format.
 Turnover Rates By Title.
 Turnover Rates By Subject.
Consortia: Select which branches to
include.
Select Formats to include.
Select a Start Date and End Date.
Use the Calendar to select, or enter a
date in m/d/yyyy format.
Select a Sort Order.
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Turnover Rate Chart
Turnover Rates by Format
Your Library Branches
Example
Chart = Turnover Rates By Format.
Formats = All Formats.
Higher percentages
indicate a faster
turnover rate.
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New Patron Registrations
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New Patron Registrations
Purpose: Track number of patrons
new to your service. View by the
date each first logged into your
OverDrive Digital Library.
1. From the 'Reports' tab, select
2.
3.
4.
5.
'View New Patron Registrations'.
Click the select box for 'Chart'.
Then select which data to view.
 View New Patrons by Day or
Month.
Consortia: Select which branches
to include.
Select a Start Date and End Date.
Use the Calendar to select, or
enter a date in m/d/yyyy format.
Select a Sort Order.
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New Patron Registrations
New Patrons By Day
Example
Chart = New Patrons By Day.
Your Library Branches
14 new patrons logged in
on 2/1/2007 and 2/12/2007.
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New Patron Registrations
New Patrons By Month
Example
Chart = New Patrons By Month.
Your Library Branches
Best Practice: Boost promotion
when numbers of new patrons
begin to decline.
• Press releases.
• Events.
• Give-aways.
• Print materials.
• Web graphics.
• Training.
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Title Statistics
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Title Statistics
Purpose: View statistics for top
checkouts and waitlisted titles,
formats, and subjects.
1. From the 'Reports' tab, select
'View Title Statistics'.
2. Click the select box for 'Chart'.
Then select which data to
view.
 View Checkouts by Title,
Format, or Subject.
 View Waiting List by Title,
Format, or Subject.
3. Enter 'Number of results'
desired. For example, enter '10'
to view the top ten circulating
titles.
4. Select a Start Date and End
Date. Use the Calendar to
select, or enter a date in
m/d/yyyy format.
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Title Statistics
Top Checkouts by Subject
Example
Chart = Checkouts by Subject.
Number of results = 100.
Analysis: Top five subject
areas for this library include
Fiction, Romance, Nonfiction,
Mystery, and Suspense.
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Title Statistics
Waiting List by Subject
Example
Chart = Waiting List by Subject.
Number of results = 100.
Analysis: Top waitlisted subject
areas for this library include
Fiction, Romance, Nonfiction,
Mystery, Suspense, and
Historical Fiction.
Best practices:
1. Purchase additional titles in
popular subject areas.
2. Boost promotion for less
popular subject areas.
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Patron Activity Chart
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Patron Activity Chart
Purpose: View patron download
and borrowing activity.
1. From the 'Reports' tab, select
2.
3.
4.
5.
'View Patron Activity Charts'.
Click the select box for
'Chart'. Then select which
data to view.
 View Checkouts by Day or
Month.
 View Waiting List by Title,
Format, or Subject.
Consortia: Select which
branches to include.
Select a Start Date and End
Date. Use the Calendar to
select, or enter a date in
m/d/yyyy format.
Select a Sort Order.
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Patron Activity Chart
Checkouts by Month
Example
Chart = Checkouts by Month.
Analysis: These results display
the number of unique (or
individual) patrons
downloading titles each
month over a six month
period.
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Current Waiting List
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Current Waiting List
Purpose: View titles currently on
your patrons' waiting lists.
1. From the 'Reports' tab, select
'View Current Waiting List'.
2. Consortia: Select which
branches to include.
3. Select a Sort Order.
Your Library Branches
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Current Waiting List
Example
Current Waiting List.
Your Library Branches
Analysis: This chart is sorted on
'Holds' so that titles with the most
holds appear at the top.
1. With 10 holds on a title and a
21 day lending period patrons
could be waiting 7 months for
a hold.
2. Consider purchasing
additional copies of these
titles.
3. You may also want to run
'View Waiting List History'.
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Waiting List History
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Waiting List History
Purpose: View titles that have
been on your patrons' waiting lists
during a specific time period.
1. From the 'Reports' tab, select
2.
3.
4.
5.
6.
'View Waiting List History'.
Click the select box for 'Chart'.
Then select which data to view.
 View Waiting List by Day,
Month, Publisher, Format, Title,
or Subject.
 Consortia may also select 'View
Waiting List by Branch'.
Consortia: Select branches to
include.
Select Formats to include.
Select a Start Date and End Date.
Use the Calendar to select, or
enter a date in m/d/yyyy format.
Select a Sort Order.
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Waiting List History
Waiting List By Title
Your Library Branches
Example
Chart = Waiting List by Title.
Formats = All Formats.
Analysis: This chart is sorted
on the 'Holds' column so that
the titles with the most holds
over time appear at the top.
Best Practice: Consider
purchasing additional copies
of waitlisted titles which are
popular over a period of
months.
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Search Checkouts
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Search Checkouts
Purpose: Search and view active
patron checkouts by library card
number, title, or checkout ID.
1. From the 'Reports' tab, select
'Search Checkouts'.
2. Enter information to search on:
 Library Card Number.
 Title.
 Checkout ID.
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Search Checkouts
Search by Library Card
Example
Chart = Search by Library
Card Number (NO SPACES).
This chart from 'Search Checkouts'
shows all titles currently checked out
to a particular library card.
Click 'View' to open a detail page for
any record.
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Search Checkouts
'How to reactivate a download link'
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Reactivate a Download
A borrower might report:

A missing download button.

A download error.
Why does this happen?

Adobe eBooks: A license can
be downloaded one time
during a single lending period.

OverDrive Video: A license
can be downloaded two times
during a single lending period.

OverDrive Audio Titles: A
license can be downloaded
three times during a single
lending period.
A license for a checked out title is
downloaded when a borrower
clicks the download button.
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Reactivate a Download
Use Content Reserve to
reactivate a download:
1.
You will need the borrower's
library card number and title.
2.
Login to Content Reserve:
Reports Tab > Search
Checkouts.
3.
Enter the library card number.
The 'Checkout Details' page
appears.
4.
Click 'View' next to the title
you wish to reactivate.
5.
Under 'Reactivate Checkout',
enter a reason (required for
Adobe eBooks).
6.
Click 'Reactivate'.
7.
The title can now be
downloaded.
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Digital Library Statistics
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Digital Library Statistics
Purpose: View a profile of your
collection including number of
titles, checkouts, holds, patrons,
and subscriptions.
1. From the 'Reports' tab, select
'View Digital Library Statistics'.
2. The report is automatically
generated.
3. Date Range: The default date
range is 'From inception to
now'. To select a new date
range click 'Select a date
range'.
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Website Traffic Report
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Website Traffic Report
Purpose: View total number
page requests, patron sessions,
and top 50 referral sites for the
past 3 calendar months.
1. From the 'Reports' tab, select
'View Traffic Reports'.
2. Select or enter a date range
within the last 3 months.
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Website Traffic Report
Example
Website Traffic Report.
Information includes:
 Summary.
 Page Request Breakdown:
Number of page requests
per day.
 Patron Session Breakdown:
Number of patron sessions
per day.
 Patron Referral Breakdown:
Top 50 sites which refer
patrons to your site.
Best Practice: Add a web icon to your
main library sites to drive patron traffic to
your OverDrive Digital Library. Track results
under 'Patron Referral Breakdown'.
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Patron Interest Report
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Patron Interest Report
Purpose: View a list of the most
frequently viewed titles for the
past 3 calendar months.
1. From the 'Reports' tab, select
'View Patron Interest Reports'.
2. Select or enter a date range
within the last 3 months.
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Patron Interest Report
Example
Patron Interest Report.
Information includes:
 Summary: Total detail
pages viewed.
 Breakdown (top 50 titles):
Titles where the detail page
is most frequently viewed.
The 'Breakdown' includes titles where the detail
page is most frequently viewed. These may be
different from the most circulated titles.
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Page Request Report
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Page Requests Report
Purpose: View a list of the most
frequently viewed pages for the
past 3 calendar months.
1. From the 'Reports' tab, select
'View Page Request Reports'.
2. Select or enter a date range
within the last 3 months.
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Page Requests Report
Example
Website Page Requests
Report.
Information includes:
1. Summary: Total page
requests.
2. Breakdown:
Pages most frequently
viewed.
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