WorldShare Reports release notes, February 2021

New Acquisitions Vendor Universe

The Acquisitions Vendor Universe is now available in WorldShare Report Designer. If you are a Report Designer customer this gives your library the ability to create custom reports based on data found in the Vendors screen of the Acquisitions module in WorldShare Management Services.

This new universe is made up of the following folders, which generally align with the Vendors screen in the Acquisitions module:

• Measure - contains the Vendor Count measure
• Institution - contains institution identifying objects such as institution symbol and institution name
• General - contains general information, such as Vendor Name and indicators to denote if the vendor is in use and if it is public
• Vendor Addresses - contains report objects for the address(es) associated with the vendor
• Contacts - contains report objects for the contact(s) associated with the vendor, and their contact information such as email addresses and phone numbers
• Identifiers - contains identifying vendor information such as Vendor ID and Tax Number
• Local Identifiers - contains information to link vendors to your local institution system, such as your accountancy system ID and match codes
• Customer Account Numbers - contains the report object Vendor Customer/Account Number
• Acquisition Settings - contains report objects for vendor currency and default delivery method
• Notes - contains your notes about the vendor

This new universe can be used to create multi-universe reports with the Acquisitions Universe using the Vendor ID object located in the Identifiers folder.

There is a row of data for each combination of vendor, address, and contact. Therefore, you may have more than one row for a given vendor. In the example below, our test vendor "Analytics Vendor" has 2 contacts (each associated with address "Analytics Address 4") and 5 total addresses. This vendor is represented by 6 rows of data:

Additional French language support for Circulation Fiscal Transaction universe

This release of WorldShare Reports and Report Designer introduces additional French language support for certain report objects in the Circulation Fiscal Transaction universe. Some values for the following objects now support the French language.

• Tipo de acción fiscal
• Artículo Material Formato
• Tipo de artículo
• Política de préstamo de artículos
• Tipo de dirección
• Tipo de teléfono
• Tipo de dirección de correo electrónico
• Condición de socio patrocinador