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Complete Reports List

Last Updated: Oct 12, 2021 13:23

We are cleaning up and simplifying Reports to make your life easier! Take a look at the 20.12 Release Notes21.1 Release Notes, 21.2 Release Notes, and 21.3 Release Notes for details. You can expect more helpful changes in the next few releases.

Are you not sure how to use a particular report? Or perhaps you're wondering which report would best serve your needs... Either way, we've got you covered! Here you can see what each report does, what you can use it for, and what the PDF outputs look like. Find a report by simply clicking on its category or by using the search bar below.



Popular Reports

We are cleaning up and simplifying Reports to make your life easier. And part of that includes adding new categories—like this one—that may be empty for now. Stay tuned for more updates!


Patrons Reports

Report NameWhat does the report generate?
Information
Patron Counts Statistics showing how many patrons belong to the groups you select for
Patron Information List of simple or detailed patron information
Patron NotesList of Contact, General, Alert, and/or Category Notes for selected patrons
Account
Account Expiring NoticeEmails patrons whose accounts are expiring in the next 30 days
Account Introduction Informational slips for patrons with their login credentials and other important library information
Patron Details Summary Patron Details for each selected patron (a full breakdown of accounts)
Patrons Missing InformationList of patrons without an email or picture on their record
Suspended Patrons List of patrons with a Suspended status and/or suspension notice letters for both patrons and parents
Labels
Patron Barcode Labels (3x10) Labels containing patron barcodes and other customizable patron information
Patron Labels (4x20) Labels with customizable patron information
Patron Mailing Labels (3x10) Labels with patron addresses
Forms

Library Cards (2x5)

Customizable library cards
Patron Desk Reference Reference sheet with patron photos, barcodes, and optional contact information
Reviews
Review Analysis Statistics on items that have been reviewed
Usage
Activity SummaryList of Activity sign-ins from a specified time period and/or activity
Email
Send Email Sends out a customizable email to a selection of patrons
Send Patron Details EmailSends out an individualized Details report to selected patrons


Titles Reports

Report NameWhat does the report generate?
Information
Title Available Copies List showing the number of copies available at each site for each title in the selection
Title Information List of titles with varying amounts of information depending on the format
Title Information by Award List of titles that have won a particular award
Title Information by Category List of titles belonging to particular categories or titles with a particular General Note
Title Information by Language List of titles written in a select language
Title Information by Publisher List of titles with the same publisher and/or titles published within a certain date range
Title Information by Series List of titles in each series or titles in one particular series
Title Information by Subject List of titles belonging to a particular subject or genre
Titles Not Shown in Researcher List of titles that don't show up when looking for items in Researcher
Titles with No Copies List of titles that don't have any copies
Titles with No Cover Art List of titles that don't have cover art
Usage
Title Lifetime Usage Statistics on total usage for each title
Title Year to Date Usage Statistics on total year to date usage for each title
Top Circulated Titles List of titles with the most checkouts


Copies Reports

Report NameWhat does the report generate?
Information
Copy Information List of copies with varying amounts of information (depends on chosen format)
Copy Status List of copies and their current status 
Copy Status Details List of copies; their current status; and patron names, barcodes, and due dates for checked out copies
Reordering Details List of ordering information for copies that may need to be replaced or supplemented
Weeding List List of potential copies to weed based on condition, life to date usage, last use, or publication date
Labels
Copy Labels (3x10)  Labels for item barcodes or envelope labels
Copy Labels (4x20) Labels for study program identification or envelope labels
Copy Labels (5x10) Spine labels
Copy Labels (5x10), Variable Spine labels (change the number of rows and font size)
Copy Labels (8x6, Tall) Labels for study program identification or spine labels
Copy Labels (8x6, Tall), Variable Labels for study program identification or spine labels (change the number of rows and font size)
Copy Labels (8x6, Wide) Wide and short spine labels
Copy Labels (8x6, Wide), Variable Wide and short spine labels (change the number of rows and font size)
Special Status
Discarded Copies List of copies currently assigned to the Discarded Copies system patron (barcode 2)
In Processing Copies List of copies currently assigned to the In Processing System Patron (barcode 7); Union Site copies
Lost Copies List of copies currently assigned to the Lost Copies System Patron (barcode 1)
Special Status CopiesList of copies currently assigned to the selected System Patron (Lost, Discarded, For Library Use, On Repair, On Order, Archived, In Processing, Unknown Patron, or In Transit)
Usage
Copy Monthly Usage Statistics showing total copy usage for each month within the last year
Copy Monthly Usage Detailed Statistics showing total usage for each individual copy for each month in the last year
Copy Usage Details Statistics on total usage for each copy, including total checkouts, total days used, and the last use date


Circulation Reports

Report NameWhat does the report generate?
Information
Loaned Items Information List of loaned and temporary items along with their due dates
Overdue Items and Unpaid Charges Information List of both overdue items and unpaid charges along with due dates and charge amounts
Overdue Items Information List of items that are overdue
Temporary Items Information List of temporary items currently checked out to patrons
Charges and Payments
Forgiven Charges List of charges that have been forgiven within a certain date range
Patron Payment History List of past patron payments and credits from a specified time period
Refunded Payments List of refunds, including methods, amounts, and reasons
Notices
Coming Due Items Notice Notices for patrons letting them know that their items are due soon
Damaged Items Notice Notices and/or mailing labels for parents of patrons with damaged item fees
In-Stock Hold Notice Notices for patrons letting them know that an in-stock hold is ready for them to pick up
Needed for Reservation Notice List of patrons with items due in the near future that are needed for reservations
Overdue Items and Unpaid Charges Notice Notices for patrons with overdue items and/or unpaid charges
Overdue Items Notice Notices for patrons with items that are overdue
Unpaid Charges Notice Notices for patrons with charges, fines, and/or fees that haven't been paid yet
Reservations
Reservation Labels

Labels for items and equipment with reservations

Reservation Packing List

List of upcoming reservations so you can prepare them to go to their proper patron/location

Reservation Picking List

List of upcoming reservations for pulling and delivering items

Reservations List

List of future reservations, including the patron name, title, date range, and more

Reserved Items List

List of items that have been placed on reserve


Statistics / Usage Reports (previously Statistics)

Report NameWhat does the report generate?
Monthly Checkout per PatronStatistics on how many items were checked out each month by each patron
Patron Library Usage SummaryStatistics showing how many items were checked out each month within the specified date range
Patron Monthly Checkout CountStatistics on how many items were checked out each month
Researcher Monthly UsageStatistics on Researcher accessions and queries over time
Return StatisticsStatistics on how many books have been returned each month and how close to the due date they were returned on average
Top Borrowing PatronsList of patrons who have checked out the most items
Usage by Item PolicyStatistics showing how much items with a specific policy are used during different time periods
Usage by Item-Patron PolicyUsage statistics on various item and patron policy combinations with item policies listed first
Usage by Patron PolicyStatistics showing how much different types of patrons are using the library
Usage by Patron-Item PolicyUsage statistics on various patron and item policy combinations with patron policies listed first
Usage by Period Item usage statistics over different time periods


Charges / Payments Reports

Report NameWhat does the report generate?
Charges and Overdue FinesList of unpaid charges and/or overdue fines
Patron Financials BriefList of patrons and their balances


Holds Reports

Report NameWhat does the report generate?
Expired In-Stock HoldsList of copies in the holds area with expired or cancelled requests
In-Stock HoldsList of copies in the holds area of the library that have been assigned to fill a request
On-Shelf HoldsList of requested copies that are still on shelves somewhere in the library
Pending HoldsList of holds placed on copies currently checked out to other patrons


Inventory Reports

Report NameWhat does the report generate?
Copies Inventoried List of copies that have been inventoried on or after the specified date
Copies Not Inventoried List of copies that have not been inventoried on or after the specified date
Inventory Statistics Summary Statistics showing the total items inventoried, items not inventoried, and lost items inventoried on or after the specified date


Collection Analysis Reports

Report NameWhat does the report generate?
Brief Analysis Statistics on item counts, purchase costs, and replacement costs
Houston Super SummaryDetailed collection analysis with classifications used by the HISD
Missouri Super SummaryDetailed collection analysis using the Missouri standard call number classifications
Publication Date Summary Title and copy statistics by publication year
Super Summary Statistics that show the number of items in your collection and their value, the age of your items and average publication year, and usage information


Study Programs Reports

Report NameWhat does the report generate?
Accelerated Reader InformationList of titles with their Accelerated Reader points, reading levels, and test numbers
Fountas and Pinnell InformationList of titles with their Fountas and Pinnell reading levels
Guided Reading InformationList of titles with their Guided Reading levels
Patron LexileList of patrons and their current Lexile scores

Patron Lexile Graph 

(Lexile registration only)

Line graphs that show each patron's Lexile scores over the years as well as the default scores
Reading Counts InformationList of titles with their Reading Counts points, reading level, and test numbers
Titles with Lexile ScoreList of titles and their Lexile scores
Titles with No Lexile ScoreList of titles that don't have an entered Lexile score


Interlibrary Loans Reports

These reports are only available to those with a Centralized Catalog.

Report NameWhat does the report generate?
Interlibrary Loans - Overdue at Current SiteList of patrons at the current site with overdue items belonging to other sites
In-Transit from Current SiteList of items that are in-transit from the current site
In-Transit Holds for Current SiteList of items that are on in-transit hold for the current site
In-Transit to Current SiteList of items that are in-transit to the current site
Interlibrary Loans - Overdue at Other SitesList of patrons at other sites with overdue items belonging to the current site


Special Reports (previously System)

Report NameWhat does the report generate?
Command Barcodes List of scannable Circulation command barcodes that are commonly used
Damage Code Barcodes List of scannable damage code barcodes
Item PoliciesList of all item policies in your system
Manual Checkout SheetPrintable checkout sheet to record patron and item information
Operator SummaryList of all patrons who are considered operators
Patron PoliciesList of all patron policies in your system

Patron SIF Updates 

(SIF registration only)

List of patron names, barcodes, RefIds, and the last time they were updated via SIF
Policy ExceptionsList of all policy exceptions in your system
Subscriptions InformationList of library subscriptions and varying amounts of information, depending on the chosen format
System AnalysisBasic overview of a system's registration, configuration, and records

Union Site Copies

(Centralized Catalog only)

List of copies that are currently assigned to the Union Site

Union Site Patrons 

(Centralized Catalog only)

List of all patrons currently assigned to the Union Site
Unused Barcodes List of unused barcode ranges or barcode labels


Legacy Reports

Report NameWhat does the report generate?
Archived CopiesList of copies currently assigned to the Archived Items System Patron (barcode 6)
Charges and Overdue Fines - Charges OnlyList of unpaid charges
Charges and Overdue Fines - CompleteList of unpaid charges and overdue fines
Charges and Overdue Fines - Fines OnlyList of unpaid overdue fines
Expired PatronsList of patrons with an expired account
Inactive PatronsList of patrons with the status of Inactive
In-Transit from Current Site, Late in ArrivingList of items that are in-transit from the current site and late in arriving
In-Transit to Current Site, Late in ArrivingList of items that are in-transit to the current site and late in arriving
Library Use CopiesList of copies currently assigned to the Library Use System Patron (barcode 3)
Lost Items Charge NoticeNotices for patrons with unpaid lost items charges
On Order CopiesList of copies currently assigned to the On Order System Patron (barcode 5)
On Repair CopiesList of copies currently assigned to the On Repair System Patron (barcode 4)

Overdue Items Information

(Old Format)

List of items that are overdue along with their due dates and charge amounts
Overdue Items Posting ListList of patrons with overdue items and charge amounts that you can post for patrons to see
Patron Credit DetailsList of patron credit
Patron Overdue ListList of patrons with overdue items, including information on the items and fine amounts
Patrons with No EmailList of patrons without a listed primary email address
Patrons with No PictureList of patrons without a picture
Routes InformationList of route names, responsible patrons, and route periods
Routes Patron ListList of all patrons included in each route
Routing SlipsSlips for each route listing the route name, responsible patron, route start and end dates, instructions, and patrons included in the route list
Severely Overdue Items NoticeNotices for patrons with items that are severely overdue
Unknown CopiesList of copies currently assigned to the Unknown Patron System Patron (barcode 8)