Pardon the mess! The Support Center is undergoing construction. 
How helpful was this page?
Related Blog Posts
Blog Posts
-
How to add reports in the new beta–you beta be trying it!
created by
Jan 16, 2024
-
Remind me with reports... for notes!
created by
Oct 04, 2023
-
Loaned Items Notice for teachers
created by
Sep 21, 2023
-
Summer tip: how to print library cards
created by
Jul 12, 2023
-
End-of-year reports
created by
May 10, 2023
-
Curate your collection–Stats with Super Summary
created by
Feb 01, 2023
-
How to share your district report standards
created by
Jan 18, 2023
-
Share your top titles
created by
Jan 10, 2023
-
Cash drawer report to the rescue!
created by
Oct 04, 2022
-
¿Hablas español?- Filter search results by language
created by
Aug 16, 2022
Complete Reports List
Last Updated: $action.dateFormatter.formatDateTime($content.getLastModificationDate())
This page has been moved over to https://support.goalexandria.com/operations/reports/#CompleteReportsList
We are cleaning up and simplifying Reports to make your life easier! Take a look at the 20.12 Release Notes, 21.1 Release Notes, 21.2 Release Notes, 21.3 Release Notes, and 21.7 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
| Report Name | What does the report generate? |
|---|---|
| List of copies that have not been inventoried on or after the specified date | |
| List of copies with varying amounts of information (depends on chosen format) | |
| List of loaned and temporary items along with their due dates | |
| List of requested copies that are still on shelves somewhere in the library | |
| List of items that are overdue | |
| List of simple or detailed patron information | |
| List of titles with varying amounts of information depending on the format | |
| List of potential copies to weed based on condition, life to date usage, last use, or publication date | |
| View a list of potential items to weed based on usage, publication, and more |
Patrons Reports
| Report Name | What 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 Items Out Count | See which patrons do or don't have the item specified in the Options tab |
| Patron Notes | List of Contact, General, Alert, and/or Category Notes for selected patrons |
| Account | |
| Patron Details Summary | Patron Details for each selected patron (a full breakdown of accounts) |
| Patrons Missing Information | List 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 |
| Forms | |
| 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 Summary | List of Activity sign-ins from a specified time period and/or activity |
| Send Email | Sends out a customizable email to a selection of patrons |
| Send Patron Details Email | Sends out an individualized Details report to selected patrons |
Titles Reports
| Report Name | What 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 Term | List of titles belonging to particular categories or titles with a particular General Note |
| 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 |
| View a list of potential items to weed based on usage, publication, and more. | |
| Usage | |
| Title Lifetime Usage | Statistics on total usage for each title |
| Titles Missing Information | See titles missing specific information such as cover art or genre. |
| 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 Name | What does the report generate? |
|---|---|
| Information | |
| Copy Information | List of copies with varying amounts of information (depends on chosen format) |
| List of copies with copy notes | |
| 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 |
| Get information on duplicate barcodes. We recommend eliminating duplicates as soon as possible. | |
| Reordering Details | List of ordering information for copies that may need to be replaced or supplemented |
| List of potential copies to weed based on condition, life to date usage, last use, or publication date | |
| 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 Copies | List 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 Name | What does the report generate? |
|---|---|
| Information | |
| Loaned Items Information | List of loaned and temporary items along with their due dates |
| Overdue Items or 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 |
| Reservations | |
| Reservation Labels | Labels for items and equipment with reservations |
List of upcoming reservations so you can prepare them to go to their proper patron/location | |
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 Name | What does the report generate? |
|---|---|
| Monthly Checkout per Patron | Statistics on how many items were checked out each month by each patron |
| Patron Library Usage Summary | Statistics showing how many items were checked out each month within the specified date range |
| Patron Monthly Checkout Count | Statistics on how many items were checked out each month |
| Researcher Monthly Usage | Statistics on Researcher accessions and queries over time |
| Return Statistics | Statistics on how many books have been returned each month and how close to the due date they were returned on average |
| Top Borrowing Patrons | List of patrons who have checked out the most items |
| Usage by Item Policy | Statistics showing how much items with a specific policy are used during different time periods |
| Usage by Item-Patron Policy | Usage statistics on various item and patron policy combinations with item policies listed first |
| Usage by Patron Policy | Statistics showing how much different types of patrons are using the library |
| Usage by Patron-Item Policy | Usage 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 Name | What does the report generate? |
|---|---|
| Charges and Overdue Fines | List of unpaid charges and/or overdue fines |
| Patron Financials Brief | List of patrons and their balances |
Holds Reports
| Report Name | What does the report generate? |
|---|---|
| Expired In-Stock Holds | List of copies in the holds area with expired or cancelled requests |
| In-Stock Holds | List of copies in the holds area of the library that have been assigned to fill a request |
| On-Shelf Holds | List of requested copies that are still on shelves somewhere in the library |
| Pending Holds | List of holds placed on copies currently checked out to other patrons |
Inventory Reports
| Report Name | What 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 Name | What does the report generate? |
|---|---|
| Brief Analysis | Statistics on item counts, purchase costs, and replacement costs |
| Houston Super Summary | Detailed collection analysis with classifications used by the HISD |
| Missouri Super Summary | Detailed 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 Name | What does the report generate? |
|---|---|
| Accelerated Reader Information | List of titles with their Accelerated Reader points, reading levels, and test numbers |
| Fountas and Pinnell Information | List of titles with their Fountas and Pinnell reading levels |
| Guided Reading Information | List of titles with their Guided Reading levels |
| Patron Lexile | List of patrons and their current Lexile scores |
(Lexile registration only) | Line graphs that show each patron's Lexile scores over the years as well as the default scores |
| Reading Counts Information | List of titles with their Reading Counts points, reading level, and test numbers |
| Titles with Lexile Score | List of titles and their Lexile scores |
| Titles with No Lexile Score | List 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 Name | What does the report generate? |
|---|---|
| Interlibrary Loans - Overdue at Current Site | List of patrons at the current site with overdue items belonging to other sites |
| In-Transit from Current Site | List of items that are in-transit from the current site |
| In-Transit Holds for Current Site | List of items that are on in-transit hold for the current site |
| In-Transit to Current Site | List of items that are in-transit to the current site |
| Interlibrary Loans - Overdue at Other Sites | List of patrons at other sites with overdue items belonging to the current site |
Special Reports (previously System)
| Report Name | What does the report generate? |
|---|---|
| Item Policies | List of all item policies in your system |
| Manual Checkout Sheet | Printable checkout sheet to record patron and item information |
| Operator Summary | List of all patrons who are considered operators |
| Patron Policies | List of all patron policies in your system |
(SIF registration only) | List of patron names, barcodes, RefIds, and the last time they were updated via SIF |
| Policy Exceptions | List of all policy exceptions in your system |
| Subscriptions Information | List of library subscriptions and varying amounts of information, depending on the chosen format |
| System Analysis | Basic overview of a system's registration, configuration, and records |
(Centralized Catalog only) | List of copies that are currently assigned to the Union Site |
(Centralized Catalog only) | List of all patrons currently assigned to the Union Site |
Legacy Reports
| Report Name | What does the report generate? |
|---|---|
| Archived Copies | List of copies currently assigned to the Archived Items System Patron (barcode 6) |
| Charges and Overdue Fines - Charges Only | List of unpaid charges |
| Charges and Overdue Fines - Complete | List of unpaid charges and overdue fines |
| Charges and Overdue Fines - Fines Only | List of unpaid overdue fines |
| Expired Patrons | List of patrons with an expired account |
| Inactive Patrons | List of patrons with the status of Inactive |
| In-Transit from Current Site, Late in Arriving | List of items that are in-transit from the current site and late in arriving |
| In-Transit to Current Site, Late in Arriving | List of items that are in-transit to the current site and late in arriving |
| Library Use Copies | List of copies currently assigned to the Library Use System Patron (barcode 3) |
| Lost Items Charge Notice | Notices for patrons with unpaid lost items charges |
| On Order Copies | List of copies currently assigned to the On Order System Patron (barcode 5) |
| On Repair Copies | List of copies currently assigned to the On Repair System Patron (barcode 4) |
(Old Format) | List of items that are overdue along with their due dates and charge amounts |
| Overdue Items Posting List | List of patrons with overdue items and charge amounts that you can post for patrons to see |
| Patron Credit Details | List of patron credit |
| Patron Overdue List | List of patrons with overdue items, including information on the items and fine amounts |
| Patrons with No Email | List of patrons without a listed primary email address |
| Patrons with No Picture | List of patrons without a picture |
| Routes Information | List of route names, responsible patrons, and route periods |
| Routes Patron List | List of all patrons included in each route |
| Routing Slips | Slips 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 Notice | Notices for patrons with items that are severely overdue |
| Unknown Copies | List of copies currently assigned to the Unknown Patron System Patron (barcode 8) |
