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  • Make sure your filter operators are consistent between borrowing and lending reports. So if you filter your partners or statuses by the "Is not equal to" parameter in your borrowing reports make sure you're also using "Is not equal to" in your lending reports.
  • Filter the borrowing or lending creation date by greater than or equal to 7/10/17 - our CSU+ go-live date.
  • Filter partners to exclude anything except CSU campuses (so remove partners like Document Delivery, ILLiad, etc).
  • Unless you are measuring fill rates or some other function that requires capturing the number of unfilled requests filter out borrowing statuses like Cancelled by patron, Rejected by partner, Cancelled by staff, etc.
  • If you don't want to actually use the above parameters in your report (partners, date, status) you can delete the column from the selected column report while retaining the filter.

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Drag in any measure from the left side (it doesn't matter what it is because you'll be editing it manually to become what you want). Click on the image icon that looks like bullet points to see the menu of options and pick "Edit formula"

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