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Circulation Information Reports

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Tools > Reports > Circulation > Information





Circulation Groups have been temporarily restored but will be moving to Textbook Tracker only soon.

Loaned Items Information

  Textbook Tracker: Loaned Textbooks Information

Generates a list of loaned items (including temporary items) along with their due dates

Use(s)
  • Librarians and teachers can run this report to get a list of students in a particular group or class who have loaned items out. They can then remind their students to return their items when they're due. Consider creating Saved Reports that automatically send emails to staff with this information periodically.

Run a Coming Due Items Notice report to get notice slips for individual patrons and parents that let them know library items are due soon.

Selections

screenshot of the Loaned Items Information Selections tab (patrons with a status of, patrons with items borrowed, patrons with items due, patrons with a policy of, copies with a policy of, patrons from, patrons in grade, circulation group code, patrons with last name, patrons in barcode range, and patrons with barcodes)

This report now includes a Title selection.

Options

Example Reports


Brief format


Brief Counts Only format


Brief with Serial Number format

Detailed format

Brief Landscape format

Detailed with Serial Number format

Overdue Items or Unpaid Charges Information

Generates a list of both overdue items and unpaid charges along with due dates and charge amounts 

Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts. Overdue fines continuously accumulate until items are returned. Once the item is returned, the fine becomes a charge.

Use(s)

Librarians and teachers can run this report to get a list of students in a particular group or class who have overdue items and unpaid charges. They can then remind their students to return their items and pay their charges. Consider creating Saved Reports that automatically send emails to staff with this information periodically.

Run an Overdue Items and Unpaid Charges Notice report to get notice slips for individual patrons and parents.

Selections
Options

Example Reports

Brief

Standard

Detailed

Overdue Items Information

  Textbook Tracker: Textbook Overdue Items Information

Generates a list of items that are overdue

Use(s)
  • Librarians and teachers can run this report to get a list of students in a particular group or class who have overdue items. They can then remind their students to return their items and pay their overdue fines. Consider creating Saved Reports that automatically send emails to staff with this information periodically.
  • Run this report if you need to check the shelves to see if "overdue" items have been returned already. Use the Standard format and sort by Copy Call Number.
  • Libraries that use Self-Service can run this report to make sure items were checked in properly. Use the Standard format and sort by Copy Call Number.
  • Use the Posting format to print an overdue list that can be posted in a classroom or library. (You can choose whether to show patron names or barcodes.)

Run an Overdue Items Notice report to get notice slips for individual patrons and parents.

Selections

Overdue Items Information report's Selections tab

Options

Overdue Items Information report's Options tab


Example Reports

Posting

Brief

Standard

Detailed

Temporary Items Information

Generates a list of temporary items currently checked out to patrons

 
Selections

Temporary Items Information report Selections tab

This report now includes a Title selection.

Options

Temporary Items Information report Options tab

Example Reports

1 Line format

Detailed format

1 Line Landscape format