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		Quick Reference Guides ProQuest Technical Support

Create Usage Reports

Usage reports can provide you with valuable information about your account. For more information on understanding usage reports, see How to Read a Usage Report.

On this page you can create a usage report to:

• View on screen
• Save in csv or ~-delimited format
• Save in HTML format
• Schedule for delivery

You can also create a shortcut directly to an on-demand usage report

Create a Usage Report

Follow these steps to create a usage report:

1. Make sure you are on the Usage Reports, Create a Usage Report page:

• Click the Usage Report tab, and make sure the Create a Usage Report tab is selected.
• Or, select View/download usage reports from the Quick Picks pull-down menu.

2. If you have access to multiple Accounts or clients, select the desired Account from the drop-down menu located above the tabs. (If there is only one client available, the Account is static text, rather than a drop-down).
3. Select the desired Report Type. The About this Report Type area provides a summary of the currently selected report type.
4. Select your Delivery Method.
5. Depending on the Report Type and the Delivery Method, the remaining options will differ. Select the remaining features you want to see.
6. Click Create Report.

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Create a Link to an On-Demand Usage Report

You can also create a shortcut directly to the on-demand usage report page. Follow these steps:

1. Create the desired usage report on-screen.
2. While viewing the report onscreen, do one of the following:
• Drag the URL from the browser address bar to your desktop to create a shortcut to the report on your desktop.
• Highlight the URL in the browser address bar, then copy and paste it as a link.
• Add the page to your Favorites.

Users can then use this shortcut to quickly view a usage report by simply double-clicking on the shortcut, clicking on the link, or selecting the item from Favorites. They will see the log in screen. After loggging in, they will be taken directly to the usage report request page.

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Report Type

The Report Type drop-down list contains the available report types. (For information on the different usage reports, see How to Read a Usage Report.)

Account

The Account drop-down list contains the clients defined in your ProQuest contract, and their corresponding ID numbers. An account can have other accounts within it...each of which will have a unique corresponding ID.

The account ID number corresponds to internal database records at ProQuest concerning your account. Refer to the account ID numbers when you contact ProQuest about your account. To review your account structure, go to Authentication on the Account Settings tab.

Delivery Method

The Delivery Method option lets you select how you would like to receive your report. Depending on the method you select, the options at the bottom of the page will vary. The available methods are:

• Display to screen as Web Page The report will display within 90 seconds.

• Email Report now The report will arrive by email within 24 hours. You will need to enter the Email Address where you want to receive the report.

• Download now The report can be downloaded immediately. You will need to enter the desired Delivery Format.

• Schedule report for periodic Email delivery The report will be delivered according to the Scheduled Delivery Options you select. You will need to enter the Email Address where you want to receive the report and enter the desired Delivery Format.

Show Items with Zero Usage

This option lets you control whether you want to view items that have not been used during the desired usage period. Check Yes to view all items, including those that have not been used. Check No to only view those items that have been used during the usage period.

Include sub-accounts in this report?

This option lets you control whether you want to view the statistical breakout for each site in addition to account summary (Yes) or just the summary information for the account as a whole (No).

Usage Period

Select the desired usage period. The options available here will vary, depending on the Report Type you select.

Scheduled Delivery Options

This option lets you control when and how frequently the Usage Reports are emailed to you:

• Use the first drop-down box to select the day of the month you want to receive the report.
• Use the second drop-down box to select the frequency you want to receive the reports.
• Use the third drop-down box to set the month for the initial report.

Delivery Format

This option lets you control the format of the Usage Reports you download or schedule for email delivery.

Emailed Reports are available as HTML files, '~' delimited files, or CSV files (which are Excel compatible). If you have selected a Counter report, you can also select an XML file (which is formatted according to the Counter 2 standard, using the Counter DTD).

Downloaded Reports are available as either '~' delimited files, or CSV files (which are Excel compatible). If you have selected a Counter report, you can also select an XML file (which is formatted according to the Counter 2 standard, using the Counter DTD).

Scheduled Reports are available as HTML files, '~' delimited files, or CSV files (which are Excel compatible). If you have selected a Counter report, you can also select an XML file (which is formatted according to the Counter 2 standard, using the Counter DTD).

Email Address

By default this option contains the default email address for the account. You can accept this address or enter a different address. You may only enter one email address.

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