Page tree

Legacy Reports

Last Updated: Dec 23, 2021 10:29

Legacy Label Reports

If you have any saved reports using these templates, it's time to recreate them in a newer format; the old ones are now obsolete. Our new custom label reports for both patrons and copies offer advanced, field-level customization so you can design labels that fits your specific needs.

 More information

As of 7.18.8, most Legacy label reports have been removed. Restored reports are not supported.

Patrons Reports

Legacy Report

Updated Report

Library Cards (Removed)

Library Cards (2x5)

Patron Barcode Labels (Removed)

Patron Barcode Labels (3x10)

Patron Mailing Labels (Removed)

Patron Mailing Labels (3x10)

New! The Patron Labels (4x20) report allows you to create smaller labels.

Copies Reports

Legacy Report

Updated Report

Notes

Copy Barcode Labels 

(Removed)

Copy Labels (3x10)


Envelope and Spine Labels 

(Restored)

Copy Labels (3x10)

Copy Labels (4x20)

Copy Labels (8x6, Tall)

As of 7.19.5, the Envelope and Spine Labels report has been restored. Note that Legacy reports are not supported.

Horizontal Spine Labels 

(Removed)

Copy Labels (5x10)


LOC Style Spine Labels 

(Removed)

Copy Labels (8x6, Tall)

Copy Labels (3x10)

Spine Labels 

(Removed)

Copy Labels (8x6, Tall)

Copy Labels (8x6, Wide)

Study Program Labels 

(Removed)

Copy Labels (4x20)

Copy Labels (8x6, Tall)

Choose the right label for your program:

  • Accelerated Reader: 8x6 (V0032)

  • Lexile: 4x20 (V0036)

  • Reading Counts: 4x20 (V0036)

  • Reading Level: 4x20 (V0036)

  • Interest Level: 4x20 (V0036)

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.

The default font size is small, fitting on one row. However, the font used in some legacy reports may match the Large option on new label reports, which takes up two fields. Try it out and use what works best for you.

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 FormatInformationCopy Barcode Labels (Legacy)Copy Labels (3x10)
StandardCall Number
Barcode Image
Barcode Number
Title

Standard with AuthorCall Number
Barcode Image
Barcode Number
Author

2 Line Custom TextCall Number
Custom Text
Custom Text
Barcode Image (small)
Barcode Number
Title

Smart LabelsCall Number
Title
Barcode Image
Barcode Number
Author


Archived Copies

Generates a list of copies currently assigned to the Archived Items System Patron (barcode 6)

Recommended Replacement: Special Status Copies report selecting by a status of Archived (6)

 More information

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.

Selections

Archived Copies report Selections tab

Options

Archived Copies report Options tab

Example Report

Charges and Overdue Fines - Charges Only

Generates a list of unpaid charges 

Recommended Replacement: Charges and Overdue Fines report with the Other Charges/Fees option 

 More information

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.

Selections

Charges and Overdue Fines - Charges Only report Selections tab

This report now includes a Title selection.

Options

Charges and Overdue Fines - Charges Only report Options tab

Example Report

The Textbook Tracker version of this report is staying! It can be found under the Charges / Payments category.

Charges and Overdue Fines - Complete

 Textbook Tracker: Textbook Charges and Overdue Fines - Complete

Generates a list of unpaid charges and overdue fines

Recommended Replacement: Charges and Overdue Fines report with the All Charges, Fees, and Fines option 

 More information

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.

Selections
Charges and Overdue Fines - Complete report Selections tab

This report now includes a Title selection.

Options

Charges and Overdue Fines - Complete report Options tab

Example Report

Charges and Overdue Fines - Fines Only

Generates a list of unpaid overdue fines

Recommended Replacement: Charges and Overdue Fines report with the Overdue Fines Only option

 More information

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.

Selections
Charges and Overdue Fines - Fines Only report Selections tab

This report now includes a Title selection.

Options

Charges and Overdue Fines - Fines Only report Options tab

Example Report

Expired Patrons

 Textbook Tracker

Generates a list of patrons with expired accounts

Recommended Replacement: Patron Information report selecting by a status of Inactive

 More information

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.

This report will only generate results if you have enabled account expiration dates (Preferences > Patrons > Patron Rules > uncheck Disable account expiration dates).

Use(s)

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

Selections

Expired Patrons report Selections tab

Options

Expired Patrons report Options tab

Example Reports

1 Line format

Detailed format

Detailed format (with patron pictures)

Inactive Patrons

 Textbook Tracker

Generates a list of patrons with the status of Inactive

Recommended Replacement: Patron Information report selecting by a status of Inactive

 More information
Use(s)

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

Selections

Inactive Patrons report's Selections tab

Options

Example Reports

1 Line format

Detailed format

Detailed format (with patron pictures)

In-Transit from Current Site, Late in Arriving

Generates a list of items that are in-transit from the current site and late in arriving

 More information

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.

Selections

In-Transit from Current Site, Late in Arriving report Selections tab

Options

In-Transit from Current Site, Late in Arriving report Options tab

Example Reports

Show Expected Arrival Date unchecked

Show Expected Arrival Date checked


In-Transit to Current Site, Late in Arriving

Generates a list of items that are in-transit to the current site and late in arriving

 More information

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.

Selections

In-Transit to Current Site, Late in Arriving report Selections tab

Options

In-Transit to Current Site, Late in Arriving report Options tab

Example Reports

Show Expected Arrival Date unchecked

Show Expected Arrival Date checked


Library Use Copies

Generates a list of copies currently assigned to the Library Use System Patron (barcode 3)

Recommended Replacement: Special Status Copies report selecting by a status of For Library Use (3)

 More information

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.

Selections

Library Use Copies report Selections tab

Options

Library Use Copies report Options tab

Example Report

Lost Items Charge Notice

Generates notice slips for patrons with unpaid lost item charges

Recommended Replacement: Unpaid Charges Notice report with either the All Charges, Fees, and Fines or Lost Fees Only options

 More information

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.
Selections

Lost Items Charge Notice report Selections tab

This report now includes a Title selection.

Options

Lost Items Charge Notice report Options tab

Example Reports

2 Per Page format


4 Per Page format

Letters format

Letters to Parents format

Letters with Summary format


Self Mailer format

Email format (PDF lists all patrons who received an email)

Email format (example of an email sent to a patron)

Mailing Labels 3 Across format

On Order Copies

Generates a list of copies currently assigned to the On Order System Patron (barcode 5)

Recommended Replacement: Special Status Copies report selecting by a status of On Order (5)

 More information

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

Selections

On Order Copies report Selections tab

Options

On Order Copies report Options tab

Example Report

On Repair Copies

Generates a list of copies currently assigned to the On Repair System Patron (barcode 4)

Recommended Replacement: Special Status Copies report selecting by a status of On Repair (4)

 More information

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.

Selections
On Repair Copies report Selections tab
Options

On Repair Copies report Options tab

Example Report

This is the old version of the Overdue Items Information report. Check out the new report!

Overdue Items Information

 Textbook Tracker: Textbook Overdue Items Information (Legacy)

Generates a list of items that are overdue along with their due dates and current fines

Recommended Replacement: Updated Overdue Items Information report

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

Selections

Overdue Items Information report Selections tab

This report now includes a Title selection.

Options

Overdue Items Information report Options tab

Example Reports

1 Line format

1 Line with Charges format

1 Line with Serial Number format

Detailed format

Detailed with Cost format

Detailed with Fines format

Detailed with Contact Info format



Overdue Items Posting List

Generates a list of patrons with overdue items and fine amounts

Recommended Replacement: Updated Overdue Items Information report using the Posting format

 More information
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.

Selections

Overdue Items Posting List report Selections tab

This report now includes a Title selection.

Options

Overdue Items Posting List report Options tab

Hide Patron's Name: When checked, patron names are replaced with patron barcodes.

Example Report

Simple format

Detailed format


Patron Credit Details

 Textbook Tracker

Generates a list of patrons with credit and the amounts

Recommended Replacement: Patron Financials Brief report

 More information
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.

Selections

Patron Credit Details report Selections tab

Options

Patron Credit Details report Options tab

Example Report

Patron Overdue List

Generates a list of all overdue items for selected patrons

Recommended Replacement: Updated Overdue Items Information report using the Detailed format

 More information
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.

Selections

Patron Overdue List report's Selections tab

Options

Patron Overdue List report Options tab

Example Report

Patrons with No Email

 Textbook Tracker

Generates a list of patrons without a listed primary email address

Recommended Replacement: Patrons Missing Information report

 More information
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.
Selections

Patrons with No Email report's Selections tab

Options

Patrons with No Email report Options tab

Example Report

Patrons with No Picture

 Textbook Tracker

Generates a list of patrons without a picture

Recommended Replacement: Patrons Missing Information report

 More information
Use(s)

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

Selections

Patrons with No Pictures report's Selections tab

Options

Patrons with No Picture report Options tab

Example Report

Routes Information

Generates a list of route names, responsible patrons, and route periods

 More information
Selections

Routes Information report Selections tab

Options

Routes Information report Options tab

Example Report

Routes Patron List

Generates a list of all patrons included in each route 

 More information

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

Selections
Routes Patron List report Selections tab
Options

Routes Patron List report Options tab

Example Report

Routing Slips

Generates slips for each route listing the route name, responsible patron, route start and end dates, instructions, and patrons included in the route list

 More information
Use(s)

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

Selections

Routing Slips report Selections tab

Options
Routing Slips report Options tab
Example Report

Severely Overdue Items Notice

Generates notices for patrons with items that are severely overdue

Recommended Replacement: Overdue Items Notice report selected by a certain number of days overdue (Patrons with items ______ Days Overdue)

 More information

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.
Selections

Patrons with items more than ______ Days Overdue: Enter a minimum number of days overdue.

This report now includes a Title selection.

Options

Example Reports

2 Per Page format

4 Per Page format

Letters format


Letters to Parents format

Letters with Summary format

Self Mailer format


Email format (PDF lists all patrons who received an email)

Email format (example of an email sent to a patron)

Mailing Labels 3 Across format

Title Information by Award

Generates a list of titles that have won a particular award

Recommended replacement: Title Information Report

 More information

Award names are saved under MARC field 586_a.

Manage your MARC award terms in Tools > Authority Control > Titles.

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

1 Line format

Detailed report

1 Line Landscape format

1 Line format (including cover art)

Detailed format (including cover art)

Summary format








Title Information by Language

Generates a list of titles written in a select language

Recommended replacement: Title Information Report

 More information
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.



1 Line format

Detailed format

1 Line Landscape format

Detailed format

Detailed format (including cover art)

Summary format

Title Information by Publisher

Generates a list of titles with the same publisher and/or titles published within a certain range of years

Recommended replacement: Title Information Report

 More information

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

1 Line format

Detailed format

1 Line Landscape format

1 Line format (including cover art)

Detailed format (including cover art)

Summary format

Unknown Copies

Generates a list of copies currently assigned to the Unknown Patron System Patron (barcode 8)

Recommended Replacement: Special Status Copies report selecting by a status of Unknown Patron (8)

 More information

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

Selections

Unknown Copies report Selections tab

Options

Unknown Copies report Selections tab

Example Report