The SHARE Team is pleased to announce that all reports and notices previously only available in Polaris Original are now accessible in Polaris Leap. Instructions for accessing these features are provided below. If you have any questions or need assistance, please do not hesitate to reach out.
Open the Reports and Notices Section
After logging into Polaris Leap, click on Utilities and select Reports and Notices.
Log In to the Reports Server
You will be redirected to the report’s server, which requires a username and password.
Important:
The login screen will say “Email address.” Do not enter your email address. Instead, enter your Polaris Original or Polaris Leap username in the following format:
Below are examples of a username. For this example, I used the name Jane Doe:
- SHARE\Jane.Doe
- Jane.Doe@share.ihls.lcl
- Jane.Doe
DO NOT enter your email address. You will use your Polaris Original or Polaris Leap username.
Please note: Depending on your computer or browser, you may need to refresh the page after logging in.
Navigate to the Desired Report
Once logged in, you will see options for various report folders. If you select Polaris, the folder structure will match what you see when accessing reports directly in Polaris Original.
For example, to run the Item Circulation by Collection report, go to:
Polaris → Circulation → Item Circulation by Collection
Set Report Parameters
After selecting a report, choose:
- Your organization
- Start and end dates (if applicable)
Then click View Report.
View, Print, or Save the Report
The report will be displayed on your screen. You may:
- Print the report by clicking the printer icon (it will print as a PDF)
- Save the report by clicking the disk icon
Mark Reports as Favorites
If you frequently access certain reports, you can add them to your favorites:
- Hover over the report name until a star appears
- Click the star to mark it as a favorite
To access or remove favorites:
- Click the Favorites tab at the top of the page
- Click the star again to remove a report from your favorites
Accessing Overdue and Bill Notices
Continue accessing Overdue and Bill Notices directly through Leap: Utilities → Print Notices → Overdues
This method allows posting to the database. Accessing these notices through the report’s server does not support database posting.