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Reports Conversion v6 to v7

Last Updated: May 14, 2021 13:06

Moving from v6 to v7? You'll need to convert your saved reports. 

Not all of the report templates in v6 have a v7 equivalent, but the lists in these tabs should give you a good idea of where to start. In many cases, multiple v6 report templates were consolidated into one v7 template that allows for various sorting and formatting options. Reports are highly customizable, so test each of the options to find the best report and format to fit your needs.

There are more reports in v7 than are listed here. See the Complete Reports List for more info.

Some reports haven't been moved to v7 because we aren't sure if they're still being used. If there's a v6 report you use and need that isn't in v7, please let us know which report it is and how you use it so we can better inform our decisions. 

General

Version 6Version 7
Pull Pending HoldsOn-Shelf Holds
Series List - 1 LineTitle Information by Series
Study Programs - 1 LineAccelerated Reader Information
Guided Reading Information
Fountas and Pinnell Information
Reading Counts Information
Title List - 1 LineTitle Information
Title Information by Award
Title Information by Category
Title Information by Language
Title Information by Publisher
Title Information by Subject
Titles with No Copies
Titles with No Cover Art
Title List - 1 Line LandscapeTitle Information
Title Information by Award
Title Information by Category
Title Information by Language
Title Information by Publisher
Title Information by Subject
Titles with No Copies
Titles with No Cover Art
Title List - DetailedTitle Information
Title Information by Award
Title Information by Category
Title Information by Language
Title Information by Publisher
Title Information by Subject
Titles with No Copies
Titles with No Cover Art
Title List - SummaryTitle Information
Title Information by Award
Title Information by Category
Title Information by Language
Title Information by Publisher
Title Information by Subject
Titles with No Copies
Titles with No Cover Art
Title List - Lexile Not EnteredTitles with No Lexile Score
Title List - Lexile ScoreTitles with Lexile Score
Title List - MARC Format

Use an Export:
Export Items, Title Based




Publication Date Summary

Version 6Version 7
Ignore Super Summary ClassificationsNot Available
Super Summary ClassificationsNot Available
StandardPublication Date Summary



Usage

Version 6Version 7
Top Circulated ItemsTop Circulated Items
Year to Date UsageTitle Year to Date Usage
Lifetime UsageTitle Lifetime Usage



Cards

Card catalogs are obsolete, so these are no longer an option in v7.

Version 6Version 7
Author CardsNot Available
Catalog Card SetNot Available
ISBD Author CardsNot Available
ISBD Subject CardsNot Available
ISBD Title CardsNot Available
Series CardsNot Available
Shelf List CardsNot Available
Subject CardsNot Available
Title CardsNot Available



Bibliography

In Search, print a report for an item or all of the items in your results. Learn More




General

Version 6Version 7
Catalog Format - 1 LineCopy Information
Catalog Format - CopiesNot Available
Catalog Format - TitlesNot Available
Copy List - 1 LineCopy Information
Copy List - 1 Line LandscapeCopy Information
Copy List - CompleteCopy Information
Copy List - DetailedCopy Information
Copy List - Simple, with BarcodesCopy Information
Copy List - SummaryCopy Information
Copy StatusCopy Status
Copy Status DetailsCopy Status Details
Item AnalysisBrief Analysis
Reordering DetailsReordering Details
Weeding ListWeeding List


Inventory

We've included a few useful inventory reports in v7, but you may find the reports you can run following an inventory session are more useful overall.

Version 6Version 7
Inventoried ItemsCopies Inventoried
Inventory Statistics SummaryInventory Statistics Summary
Lost Items InventoriedLost Copies
Not Inventoried ItemsCopies Not Inventoried


Labels

All individual envelope and spine label reports, including Legacy reports, have been discontinued in favor of customizable label reports in standard sizes that can be altered to fit your needs.

Version 6Version 7
AR Spine LabelsCopy Labels (5x10) – Spine Labels
Copy Labels (8x6, Tall) – Spine Labels, Study Programs
Barcode Labels - 2 Line Custom 3x10Copy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels
Copy Labels (8x6, Tall) -- Spine Labels, Study Programs
Barcode Laser Labels - 3x10Copy Labels (3x10) – Study Programs, Small Labels, Envelope Labels
Copy Labels (8x6, Tall) – Spine Labels, Study Programs
Envelope and Spine, Center with Scannable Barcode

Copy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels
Copy Labels (4x20) – Study Programs, Small Labels, Envelope Labels
Copy Labels (8x6, Tall) – Spine Labels, Study Programs

Envelope and Spine, CenteredCopy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels
Copy Labels (4x20) – Study Programs, Small Labels, Envelope Labels
Copy Labels (8x6, Tall) – Spine Labels, Study Programs
Envelope and Spine, LeftCopy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels
Copy Labels (4x20) – Study Programs, Small Labels, Envelope Labels
Copy Labels (8x6, Tall) – Spine Labels, Study Programs
Envelope and Spine, Left with Scannable BarcodeCopy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels
Copy Labels (4x20) – Study Programs, Small Labels, Envelope Labels
Copy Labels (8x6, Tall) – Spine Labels, Study Programs
Envelope and Spine, with Control NumberCopy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels
Copy Labels (4x20) – Study Programs, Small Labels, Envelope Labels
Copy Labels (8x6, Tall) – Spine Labels, Study Programs
Horizontal Spine Labels - 5x10 CenterCopy Labels (5x10)Spine Labels
Horizontal Spine Labels - 5x10 Center (Large)Copy Labels (5x10)Spine Labels
Horizontal Spine Labels - 5x10 Center (Medium)Copy Labels (5x10)Spine Labels
Horizontal Spine Labels - 5x10 LeftCopy Labels (5x10)Spine Labels
Horizontal Spine Labels - 5x10 Left (Large)Copy Labels (5x10)Spine Labels
Interest Level Add-onCopy Labels (4x10)Study Programs, Small Labels, Envelope Labels
Copy Labels (8x6, Tall)Spine Labels, Study Programs
Lexile Add-onCopy Labels (4x10)Study Programs, Small Labels, Envelope Labels
Copy Labels (8x6, Tall)Spine Labels, Study Programs
LOC Style Spine Labels - 10x3 LandscapeCopy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels
LOC Style Spine Labels - 8x6Copy Labels (8x6, Tall) – Spine Labels, Study Programs
Reading Counts Add-onCopy Labels (4x10) Study Programs, Small Labels, Envelope Labels
Copy Labels (8x6, Tall) Spine Labels, Study Programs
Reading Counts Spine LabelCopy Labels (4x10) Study Programs, Small Labels, Envelope Labels
Copy Labels (8x6, Tall) Spine Labels, Study Programs
Reading Level Add-onCopy Labels (4x10) Study Programs, Small Labels, Envelope Labels
Copy Labels (8x6, Tall) Spine Labels, Study Programs
Smart Barcode Labels - 3x10Copy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels
Spine Only, CenteredCopy Labels (8x6, Tall) Spine Labels, Study Programs
Copy Labels (8x6, Wide) – Spine Labels
Spine Only, Centered (Large)Copy Labels (8x6, Tall) Spine Labels, Study Programs
Copy Labels (8x6, Wide) – Spine Labels
Spine Only, LeftCopy Labels (8x6, Tall) Spine Labels, Study Programs
Copy Labels (8x6, Wide) – Spine Labels
Spine Only, Left (Large)Copy Labels (8x6, Tall) – Spine Labels, Study Programs
Copy Labels (8x6, Wide) – Spine Labels



Usage

Version 6Version 7
Copy Usage - 1 LineCopy Monthly Usage
Copy Usage - DetailedCopy Monthly Usage Detailed
Item Copy UsageCopy Usage Details
Super Summary Classifications - Ignore Super Summary Call NumbersNot Available
Super Summary ClassificationsNot Available


Collection Analysis

Version 6Version 7
Collection Analysis - State - NY BEDSNot Available
Collection Analysis - State - IOWANot Available
Super Summary, RegularSuper Summary
Super Summary, MissouriMissouri Super Summary
Super Summary, CollapsedSuper Summary
Super Summary, Missouri ElementaryMissouri Super Summary
Super Summary, Secondary & K12Missouri Super Summary
Super Summary, HoustonHouston Super Summary

General

Version 6Version 7
Patron CountsPatron Counts
Patron HistoryMoved to Patrons > Actions > Show History
Patron List - 1 LinePatron Information
Inactive Patrons
Patrons with No Email
Patrons with No Picture
Expired Patrons
Patron List - DetailedPatron Information
Inactive Patrons
Patrons with No Email
Patrons with No Picture
Expired Patrons
Patron Overdue ListPatron Overdue List
Patron SIF UpdatesPatron SIF Updates




Forms

Version 6Version 7
Patron CardsLibrary Cards (2x5)
Patron Desk ReferencePatron Desk Reference
Rolodex CardsNot Available


Labels

Version 6Version 7
Barcode - First Name, Last Name 3x10Patron Barcode Labels (3x10)
Barcode - Last Name, First Name 3x10Patron Barcode Labels (3x10)
Mailing - One AcrossPatron Barcode Labels (3x10)
Mailing - Three AcrossPatron Barcode Labels (3x10)


Status

Version 6Version 7
Account Information - 2 Per PageAccount Introduction
Account Information - 4 Per PageAccount Introduction
Account Information - EmailAccount Introduction
Account Information - LettersAccount Introduction
Patron StatusAccount Status Summary
Suspended Patrons - 1 LineSuspended Patrons
Suspended Patrons - LettersSuspended Patrons
Suspended Patrons - Letters to ParentsSuspended Patrons
Suspended Patrons - Self MailerSuspended Patrons


Usage

Version 6Version 7
Patron Monthly Usage - 1 LinePatron Monthly Checkout Count
Patron Monthly Usage - DetailedMonthly Checkout per Patron
Top Circulation PatronsTop Borrowing Patrons



Lexile

Version 6Version 7
Patron Lexile - 1 LinePatron Lexile
Patron Lexile - DetailedPatron Lexile
Patron Lexile - GraphPatron Lexile Graph


Saved Lists

Log in to Researcher or Patron Status to see your Saved Lists.

Version 6Version 7
Saved Lists - DetailedNot Available
Saved Lists - LettersNot Available

General

Version 6Version 7
Coming Due and Needed for ReservationNeeded for Reservation Notice
Due Date - LabelsNot Available
Due Date - SlipsNot Available
Loaned Items - 1 LineLoaned Items Information
Loaned Items - 1 Line LandscapeLoaned Items Information
Loaned Items - CompleteLoaned Items Information
Loaned Items - DetailedLoaned Items Information


Listings

Version 6Version 7
Listings - 1 LineOverdue Items Information
Listings - 1 Line with ChargesOverdue Items Information
Listings - DetailedOverdue Items Information
Listings - Detailed with Contact InfoOverdue Items Information
Listings - Detailed with CostOverdue Items Information
Listings - Detailed with Overdue FinesOverdue Items Information
Posting ListOverdue Items Posting List
Posting List - DetailedOverdue Items Notice


Notices

Version 6Version 7
Circulation LetterOverdue Items Notice
Circulation Letter to ParentsOverdue Items Notice
Circulation Letter with SummaryOverdue Items Notice
Circulation Notice - 2 Per PageOverdue Items Notice
Circulation Notice - 4 Per PageOverdue Items Notice
Circulation Notice - DetailedOverdue Items Notice
Circulation Notice - Email FormatOverdue Items Notice
Circulation Notice - Self MailerOverdue Items Notice
Circulation Notice - SimpleOverdue Items Notice
Damaged Items LetterDamaged Items Notice
In-Stock Hold NoticeIn-Stock Hold Notice
In-Stock Hold Notice - EmailIn-Stock Hold Notice
In-Stock Hold Notice - 4 Per PageIn-Stock Hold Notice
Mailing Labels - One AcrossIn-Stock Hold Notice
Mailing Labels - Three AcrossIn-Stock Hold Notice
Recall LettersNot Available
Refund Letter - Email FormatNot Available
Refund LettersNot Available


Charges and Payments

Version 6Version 7
Cash DrawerThis report has moved to Circulation > Actions Menu > Cash Drawer Balance
Charges and Overdue Fines - Charges OnlyCharges and Overdue Fines - Charges Only
Charges and Overdue Fines - Fines OnlyCharges and Overdue Fines - Fines Only
Charges and Overdue Fines - StandardCharges and Overdue Fines - Complete
Charges ForgivenForgiven Charges
Credits AcceptedPatron Credit Details
Credits Un-acceptedNot Available - This is no longer a concept in v7
Patron Payment HistoryPatron Payment History
Payment Summary StatisticsNot Available
Refunds and Forgiven AmountsRefunded Payments
Forgiven Charges


Holds

Version 6Version 7
In-Stock HoldsIn-Stock Hold Notice
Item Hold Queue - In-Stock HoldsIn-Stock Hold Notice
Item Hold Queue - Pending HoldsPending Holds
Pending HoldsPending Holds


Reservations

Version 6Version 7
Items ReservationsNot Available
Reservations - 1 LineReservations List
Reservations - LabelsNot Available
Reservations ItemsReserved Items List


In-Transit

Version 6Version 7
In Transit - Late in ArrivingIn-Transit from Current Site, Late in Arriving
In-Transit to Current Site, Late in Arriving
In Transit - StandardIn-Transit from Current Site
In-Transit to Current Site
In Transit - HoldsIn-Transit Holds for Current Site


Special Items

Version 6Version 7
Archived CopiesArchived Copies
Discarded CopiesDiscarded Copies
Library Use CopiesLibrary Use Copies
Lost CopiesLost Copies
On Order CopiesOn Order Copies
On Repair CopiesOn Repair Copies
Reordering DetailsReordering Details
Unknown Patron ItemsUnknown Copies

Budgets

Budgets are not available in v7.

Version 6Version 7
Budget List - 1 LineNot Available
Budget List - CompleteNot Available


Orders

Orders are not available in v7.

Version 6Version 7
Claim LetterNot Available
Order FormNot Available
Order List - 1 LineNot Available
Order List - CompleteNot Available
Patron Receipt LetterNot Available


Routes

Version 6Version 7
Patron 1 LineNot Available
Routes List 1 Line

Routes Information

Routes List CompleteNot Available
Routing Slip CompleteNot Available
Routing Slip SimpleRouting Slips
Routing Slip Single LineNot Available


Subscriptions

Version 6Version 7
Renewal ListNot Available
Subscription Due DatesNot Available
Subscription HistoryNot Available
Subscription List 1 Line

Subscriptions Information

Subscription List Complete

Subscriptions Information

Subscriptions Claim LetterNot Available
Subscriptions Claim Letter - EmailNot Available


Vendors

Version 6Version 7
Vendor List - 1 LineNot Available
Vendor List - CompleteNot Available

In v7, view the your authority controlled terms in Authority Control.

Items

Version 6Version 7
AwardsNot Available
Bibliographic TermNot Available
Copy LocationNot Available
Copy ShelvingNot Available
Curriculum TermNot Available
Funding SourceNot Available
Interest TermNot Available
MediumNot Available
PublisherNot Available
SiteNot Available
Subject HeadingsNot Available
Subject SubdivisionsNot Available


Patrons

Version 6Version 7
CityNot Available
Patron 2nd LocationNot Available
Patron GradeNot Available
Patron HomeroomNot Available
Patron SiteNot Available
Postal CodeNot Available
StateNot Available


Items

Usage by Period

Version 6Version 7
Usage by PeriodUsage by Period


Title Usage

Version 6Version 7

Usage by Copy - Copy Shelving

Copy Monthly Usage
Copy Monthly Usage Detailed
Copy Usage Details
Usage by Copy LibraryCopy Monthly Usage
Copy Monthly Usage Detailed
Copy Usage Details
Usage by Copy LocationCopy Monthly Usage
Copy Monthly Usage Detailed
Copy Usage Details
Usage by Item - Patron PolicyUsage by Item-Patron Policy
Usage by Item PolicyUsage by Item Policy




Patron Usage

Version 6Version 7
Usage by Patron 2nd LocationPatron Monthly Checkout Count
Monthly Checkout per Patron
Usage by Patron GradePatron Monthly Checkout Count
Monthly Checkout per Patron
Usage by Patron HomeroomPatron Monthly Checkout Count
Monthly Checkout per Patron
Usage by Patron Item PolicyUsage by Patron-Item Policy
Usage by Patron PolicyUsage by Patron Policy
Usage by Patron SiteUsage by Period




Other

Version 6Version 7
Advanced BookingsNot Available
CESA #10Not Available
Return StatisticsReturn Statistics



System

Version 6Version 7
System ActivityNot Available

Barcodes

Version 6Version 7
Command BarcodesCommand Barcodes
Command Barcodes - DetailedCommand Barcodes
Custom Barcode LabelsCopy Labels (3x10) -- Barcode Labels, Envelope Labels, Info Labels
Damage Code BarcodesDamage Code Barcodes
Manual Check Out SheetManual Checkout Sheet
Unused Barcodes - Custom Barcode FormatUnused Barcodes
Unused Barcodes - List FormatNot Available
Unused Barcodes - Print RangesUnused Barcodes
Used Item Barcodes ListNot Available
Used Patron Barcodes ListNot Available


Preferences

Version 6Version 7
Bulletin ListNot Available
Calendar NotesNot Available
Item PoliciesItem Policies
Patron PoliciesPatron Policies
Policy ExceptionsPolicy Exceptions
Preference ReportNot Available


Other

Version 6Version 7
Operation SummaryNot Available
System AnalysisSystem Analysis