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Circulation Holds Reports

Last Updated: Dec 14, 2020 12:35


Tools > Reports > Circulation > Holds

Expired In-Stock Holds

Generates a list of copies in the holds area with expired or cancelled requests

 More information

Choose how long to keep in-stock holds in your patron policies.

Use(s)

Run this report periodically to see which copies need to be returned to their shelves.

Selections

Expired In-Stock Holds report Selections tab

Options
Expired In-Stock Holds report Options tab
Example Report

In-Stock Holds

Generates a list of copies in the holds area of the library that have been assigned to fill a request

 More information
Use(s)

Set up a scheduled saved report to get a list of holds that became in-stock that day or the day before. Do this by using a relative date with the In-Stock Hold Available selection (this day, last day, etc).

Selections

In-Stock Holds report's Selections tab

In-Stock Hold Expiration Date: Get a list based on when in-stock holds will be expiring.

In-Stock Hold Available: Get a list based on when holds become in-stock.

Options

In-Stock Holds report Options tab

Example Report

On-Shelf Holds

Generates a list of requested copies that are still on shelves somewhere in the library

 More information
Use(s)

Run this report to get a list of copies that need to be gathered for holds. Once all the copies have been retrieved, bookdrop them to change their statuses to In-Stock

Selections

On-Shelf Holds report Selections tab

This report now includes a Title selection.

Options
On-Shelf Holds report Options tab
Example Reports

Standard format

Simple format


Pending Holds

Generates a list of holds placed on copies currently checked out to other patrons

 More information

You can select by both hold expiration and suspension dates.

Selections

Pending Holds report Selections tab

This report now includes a Title selection.

Options

Pending Holds report Options tab

Example Report