Patrons Reports

Copies Reports

Label Customization

Custom label reports contain loose representation of an actual label in height and width; these are not meant to be an exact—just enough to get a rough feel for how they are laid out. Each field in the template can be customized using the options on the right. Formatting options can vary based on the type of data you've chosen to display in that field. For example, a barcode image cannot be bold.

When you're finished customizing your labels, click Create Saved Report so it's ready the next time you need it. Remember to give it a descriptive title so you know exactly what the labels are formatted for.

Example

In Legacy reports, you could choose a format that would automatically customize your labels. In new label reports, you get to do the customizing. Here's an example of how the new labels can be formatted to match the old Legacy formats using the same information.

Legacy Format	Information	Copy Barcode Labels (Legacy)	Copy Labels (3x10)
Standard	Call Number Barcode Image Barcode Number Title
Standard with Author	Call Number Barcode Image Barcode Number Author
2 Line Custom Text	Call Number Custom Text Custom Text Barcode Image (small) Barcode Number Title
Smart Labels	Call Number Title Barcode Image Barcode Number Author

These items are unavailable to patrons. You may want to archive copies that are kept in a special room and not generally available for circulation.

Example Report

Archived Copies Report.pdf

Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts.

Use(s)

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

Example Report

Charges and Overdue Fines - Charges Only Report.pdf

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 unpaid charges and overdue fines. They can then remind their students to pay those charges and fines. Consider creating Saved Reports that automatically send emails to staff with this information periodically.

Example Report

Charges and Overdue Fines - Complete Report.pdf

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 fines. They can then remind their students to pay those fines. Consider creating Saved Reports that automatically send emails to staff with this information periodically.

Example Report

Charges and Overdue Fines - Fines Only Report.pdf

Use(s)

Run this report to review the status of copies under a certain title in preparation for a class that needs them.

Example Report

Account expiration dates can be viewed or edited on the Personal tab of Patrons Management. Set the number of days patrons' accounts are active using patron policies. When a patron's account expires, their status will be changed to Inactive during Alexandria maintenance.

Use(s)

Run this report regularly to see which patrons need to be renewed or removed.

Example Reports

Use(s)

Run this report regularly to see which patrons need to be renewed or removed.

Example Reports

An item is considered late in arriving when it’s in transit longer than what’s specified in Circulation Preferences > Circulation Settings > Average In Transit Period.

Example Reports

An item is considered late in arriving when it’s in transit longer than what’s specified in Circulation Preferences > Circulation Settings > Average In Transit Period.

Example Reports

These copies could be holiday books reserved for library reading events or books used in displays.

Use(s)

Run this report to make sure all of the copies you need for upcoming library book displays or reading events are assigned to Library Use.

Example Report

Library Use Copies Report.pdf

All patrons with an item checked in via the Lost Copies System Patron and an unpaid lost item charge will be included in this report.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid lost item charges. Consider creating some Saved Reports that automatically send out this report:

• Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.

• Set up a Saved Report that emails students or parents directly when they have unpaid lost item charges.

Example Reports

These are items that have been ordered but not yet received.

Example Report

On Order Copies Report.pdf

The On Repair system patron keeps track of damaged copies being repaired that aren't available to patrons.

Use(s)

Librarians or aides can run this report to see which copies need to be repaired. Reference the list again when bookdropping repaired copies to make them available again.

Example Report

On Repair Copies Report.pdf

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.

Example Reports

Use(s)

Print this report and hang it up in the library or classrooms to remind patrons about their overdue items. Don't want other patrons knowing who has overdue items? Check the Hide Patron's Name option. Patrons with overdue items will be able to identify themselves on the list without others knowing.

Example Report

Use(s)

Run this report at the end of the year to see which patrons still have credit that needs to be cleared out, if necessary.

Example Report

Patron Credit Details Report.pdf

Use(s)

Regularly send this report to teachers so they can remind students to return their overdue items. Get reports for particular homerooms or classes by using the Patrons from selection.

Example Report

Patron Overdue List Report.pdf

Use(s)

• Run this report after importing patron records to see which patrons need to have a primary email address manually added.

• If you use any email notice reports, run this report to get a list of who's missing a primary email address. Then you can contact those patrons and add an email. Otherwise, they won't receive notices.

Example Report

Patrons with No Email Report.pdf

Use(s)

Run this report after importing patron pictures to see if any patrons were missed.

Example Report

Patrons with No Picture Report.pdf

Example Report

Routes Information Report.pdf

If a patron is included in multiple routes, their name will appear multiple times in the list.

Example Report

Routes Patron List Report.pdf

Use(s)

Attach a slip to each routed item so patrons know who to pass the item on to next.

Example Report

Routing Slips Report.pdf

Overdue fine amounts, which become charges when the items are checked in, are shown as well.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have severely overdue items. Consider creating some Saved Reports that automatically send out this report:

• Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.

• Set up a Saved Report that emails students or parents directly when they have severely overdue items.

Example Reports

Award names are saved under MARC field 586_a.

Use(s)

• Run this report when a librarian, teacher, or student needs a list of titles with a particular award for reading assignments or activities. Note that this information can also be found through Researcher by using the Awards filter in the Search interface. 

• Run this report and select by a particular award to see which titles are listed as having that award. Then you can determine which titles need to have the award added or removed.

Example Reports

Use(s)

Librarians or teachers can run this report to get a list of titles in another language while planning lessons and assignments for multilingual students or students learning another language.

Publisher information is saved in the 260_b MARC field, and publishing year information is saved in the 260_c MARC field. 

Use(s)

Librarians or teachers can run this report to get a list of titles with particular publishing information for reading assignments or activities. 

Example Reports

This system patron keeps track of copies that have been temporarily misplaced.

Example Report

Unknown Copies Report.pdf