CEF Horizon Documentation 4/15/2004 1 Ad Hoc Report Procedures This is one way to create and manipulate the ad hoc reports, which are statistical reports in Horizon. To generate a report, do the following: In Horizon: 1. Find the icon on the navigation bar that is labeled “Ad Hoc Reports.” It should be in the Circulation or Administration folder 2. Double click on the icon to start Ad Hoc Reports. 3. Choose one report type from the left column, for example “Monthly Circulation Detals.” 4. Choose one or more locations from the right column. Be sure to deselect any locations you don’t want reporting on. 5. Choose the date as of which you want statistics. For example, if interested in last month for a monthly report, choose the last day of last month. If interested in the statistics for last year as a whole (this won’t work completely until you’ve been on Horizon a whole year) choose the last day of the year – the monthly report gives year to date figures. 6. Click the button that says “Save to File.” You could print the report instead, but you will probably want to edit it first. 7. When you choose “Save to File” a Windows dialog box appears, allowing you to choose a destination and name for your report. When you name your report, try to give it a descriptive name such as 04MarchCircStats.txt. For this example, save it to your “My Documents” folder. 8. When the progress bar shows that the report has finished generating, you can close the Ad Hoc Reports window. CEF Horizon Documentation 4/15/2004 2 9. Minimize Horizon and find the file you just created by going to My Documents. Double Click on the file. 10. The file should open in Windows Notepad. Or, you could open Word first and open the file in Word. 11. You will notice many line of zeros, since the report includes all the collection codes and statistical categories in all CEF libraries. You can highlight and delete any of the zero lines you want to eliminate at this point, making a more compact report. You will probably want to delete all of the in-house statistics, unless you collect them. If you make a mistake and delete something you wanted to keep, such as a total, there is an Edit-undo option in the menu bar. 12. When satisfied, save and print. 13. There are many other ways to do this task, including using Excel. You might want to experiment with opening the file using Excel. Once you find the right options, you could produce charts and graphs.