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Complete Reports List

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.



Patrons Reports

Report NameWhat does the report generate?
Information
Operator Summary List of all patrons who are considered operators
Patron Alert Notes List of patron alert notes
Patron Category Notes List of patron category notes
Patron Contact Notes List of patron contact notes
Patron Counts Statistics showing how many patrons belong to the groups you select for
Patron Credit Details List of patron credit
Patron General Notes List of general notes
Patron Information List of simple or detailed patron information
Patron Overdue List List of patrons with overdue items, including information on the items and fine amounts
Union Site Patrons  (CC only) List of all patrons currently assigned to the Union Site
Account
Account Introduction Informational slips for patrons with their login credentials and other important library information
Account Status Summary List of charges, credits, loaned items, holds, and reservations for each patron
Card Expiring NoticeEmails patrons whose library cards are expiring in the next 30 days
Expired Patrons List of patrons with an expired library card
Inactive Patrons List of patrons with the status of Inactive
Patrons with No Email List of patrons without a listed email address
Patrons with No Picture List of patrons without a picture
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 information gathered by Activity from a specified time period (dates, patrons, and activity reasons)
Library Usage SummaryStatistics on how many patrons used and didn't use your library in the month/year range you specify
Patron Monthly Usage Statistics on how many items were checked out each month
Patron Monthly Usage Detailed Statistics on how many items were checked out each month by each patron
Top Borrowing Patrons List of patrons who have checked out the most items
Lexile 
Patron Lexile List 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
SIF
Patron SIF Updates (SIF registration only)List of patron names, barcodes, RefIds, and the last time they were updated via SIF
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
Study Programs
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
Reading Counts Information List of titles with their Reading Counts points, reading level, and test numbers
Lexile
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


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 copies that need to be replaced
Union Site Copies (CC only) List of copies that are currently assigned to the Union Site
Weeding List List of poor condition or little used copies with their publication year, life to date use, and last use 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
Archived Copies List of copies currently assigned to the Archived Items System Patron (barcode 6)
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
Library Use Copies List of copies currently assigned to the Library Use System Patron (barcode 3)
Lost Copies List of copies currently assigned to the Lost Copies System Patron (barcode 1)
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)
Unknown Copies List of copies currently assigned to the Unknown Patron System Patron (barcode 8)
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


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?
General
Brief Analysis Statistics on item counts, purchase costs, and replacement costs
Publication Date Summary Title and copy statistics by publication year
Super Summary Various collection, age, and usage statistics, depending on the chosen format
State Reports
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


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 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
Temporary Items Information List of temporary items currently checked out to patrons
Charges and Information
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
Forgiven Charges List of charges that have been forgiven within a certain date range
Patron Balance List of patrons and their balances
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
Lost Items Charge Notice Notices for patrons with unpaid lost items charges
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
Severely Overdue Items Notice Notices for patrons with items that are severely overdue
Unpaid Charges Notice Notices for patrons with charges that haven't been paid yet
Holds
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
Reservations
Reservation LabelsLabels for items and equipment with reservations
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
ILL (Centralized Catalog only)
Current Site Overdue ILL Information 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 from Current Site, Late in Arriving List of items that are in-transit from the current site and late in arriving
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
In-Transit to Current Site, Late in Arriving List of items that are in-transit to the current site and late in arriving
Other Sites Overdue ILL Information List of patrons at other sites with overdue items belonging to the current site


Statistics Reports

Report NameWhat does the report generate?
Usage by Time Period
Usage by Period Item usage statistics over different time periods
Patron Usage
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
Item Usage
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
Other Usage
Return Statistics Statistics on how many books have been returned each month and how close to the due date they were returned on average


Periodicals Reports

Report NameWhat does the report generate?
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
Subscriptions Information List of library subscriptions and varying amounts of information, depending on the chosen format


System Reports

Report NameWhat does the report generate?
Barcodes
Command Barcodes List of scannable Circulation command barcodes that are commonly used
Damage Code Barcodes List of scannable damage code barcodes
Unused Barcodes List of unused barcode ranges or barcode labels
Miscellaneous
Item Policies List of all item policies in your system
Manual Checkout Sheet Printable checkout sheet to record patron and item information
Patron Policies List of all patron policies in your system
Policy Exceptions List of all policy exceptions in your system
System Analysis Basic overview of a system's registration, configuration, and records