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WorldShare Reports training

Find training on WorldShare Reports and WorldShare Report Designer here.

OCLC offers self-paced courses, tutorials, and videos on WorldShare Reports and Report Designer.

Training questions? Please visit OCLC Training FAQ.

For WorldShare Reports training in French, please see Formation en Français.

Report WorldShare

Standard reports

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In this three-minute video you’ll learn about WorldShare Reports, specifically standard or pre-defined reports. You’ll learn how to access the reports, use prompts to specify the data to include in the reports, and use the filter bar to refine the report results.

Export reports

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In this three-minute video, learn about exporting reports in file formats that can be used outside WorldShare Reports.

WorldShare Report Designer

Users of Report Designer will benefit from using the WorldShare Reports training as a starting point (Standard reports, and Export reports).

For additional Report Designer learning options, please see the following materials.

Create a custom report

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In this seven-minute video you’ll learn how to use WorldShare Report Designer to create a simple report.

Modify a report

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In this four-minute video you’ll learn how to modify existing reports.  These could be standard reports, or reports previously created in Report Designer.

Scheduling reports

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In this 8-minute video, you'll learn how to schedule reports (including selecting a destination), and how to retrieve scheduled reports.