The Account Introduction report generates informational slips for patrons with their login credentials, library use instructions, account restrictions, library policies, contact information, and other information the librarian wants to give patrons.
Uses
Print these slips at the beginning of the school year for each patron to give them all the information they need to start using the library.
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Example Report
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Account Introduction Report.pdf
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Account Status Summary
id
1398879412
The Account Status Summary report creates a full breakdown of the current state of patrons' accounts. This includes an account balance, payments, charges, credits, loaned items, lost items, overdues, holds, and reservations (similar toPatron Details quick reports, which are found in the Circulation module).
Check the Limit to patrons that have transactions box on the Options tab to limit the patrons that appear in this report to those whom have items checked out, on hold, reservation, or owe fines. If you wish to print all patrons, whether they have transactions or not, remove the check.
Uses
Print this report for patrons and/or their parents regularly so they can remember which items they have, what's overdue and needs to be returned, which items are lost, how much they owe the library, etc.
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Account Status Summary Report.pdf
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Card Expiring Notice
id
519569115
Note
This report will only work if you have enabled card expiration dates (Preferences > Patrons > Patron Rules > uncheck Disable Card Expiration Dates) and configured your Email Settings.
The Card Expiring Notice report emails patrons whose library cards are expiring in the next 30 days.
Tip
Patrons need a valid email address on their record to receive email notifications. Not sure who's missing an email? Run the Patrons with No Email report to get a list.
Use(s)
Create a saved report that's scheduled to automatically run once a month so that patrons are always notified of their cards expiring.
Selections
Options
Example Email
This is what the email looks like to patrons:
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Expired Patrons
id
1398896821
Note
This report will only generate results if you have enabled card expiration dates (Preferences > Patrons > Patron Rules > uncheck Disable Card Expiration Dates).
The Expired Patrons report creates a list of patrons with expired library cards. Card expiration dates can be viewed or edited on the Personal Info tab of Patrons Management. Set the number of days patrons' cards are active using patron policies.
Uses
Run this report regularly to see which patrons need to be renewed or removed.
The Patrons with No Email report generates a list of patrons without a listed email address.
Uses
Run this report after importing patron records to see which patrons need to have an email address manually added.
If you use any email notice reports, run this report to get a list of who's missing an email address. Then you can contact those patrons and add an email. Otherwise, they won't receive notices.
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Patrons with No Email Report.pdf
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Patrons with No Picture
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1398929807
The Patrons with No Picture report generates a list of patrons without a picture.
The Suspended Patrons report generates a list of patrons with a status of Suspended as well as letters for notifying patrons and parents of the suspension.
Uses
If you can't charge fines but still want to encourage patrons to return items on time, suspending them and sending out these letters may act as an incentive.