List Copy Actions - Report

This guide is designed to introduce to the List Copy Actions report available in Talis Aspire Reading List.

Introduction

The List Copy Actions report displays all instances where a list has been copied in your tenancy, when it was done and by whom.

Access to these reports are managed via a permission, so you can request that this permission is on any role you choose, see What is a role and what is a permission?

If you have this permission already the report tab will show on your home screen when you are logged in.

Why use this report?

This report can be useful for identifying potential duplicate lists if you have had academics manually copying lists to a new time period prior to performing your rollover.

Report Filters

Copied List Title: allows a text search of the List Title using the controls “Contains”, “Exact”, “Starts with”, “Ends with”, “Is empty” and “Is not empty”

Copy Linked to Hierarchy: allows the report to be filtered by whether the copy is linked to the hierarchy node (Yes) or not (No)

Copy Linked To: allows a text search of the Hierarchy Node using the controls “Contains”, “Exact”, “Starts with”, “Ends with”, “Is empty” and “Is not empty”

From Date copied & To Date copied: allows the report to be filtered by the date the list was copied. The From and To filters can be used individually to specify lists copied after a given date or before a given date. Alternatively both date filters can be used to specify a date range.

Copy Time Period & Original Time Period: allows the report to be filtered by the time period of the source list (From Original Time Period) and its copy (Copy Time Period).

Include Rollover Copies?: allows the report to be filtered by whether the copy was done by a rollover (Yes) or not (No)

What’s export to CSV?

By exporting to CSV (comma separated values) the data can be read by a number of software programmes so that the data can manipulated further, through sorting, filtering and queries.

How up to date are the reports?

Real-time data, as soon as you make a change the reports reflect the data.

TOP TIP

Regularly running the same report and have to set the filter each time?

Bookmark or save to favourites in your browser the report screen with the filters set, access via the bookmarked or favourite link then log in, filters are retained. If using different date ranges each time these will still have to be set manually.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk