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| name | Search by Category |
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| id | 1390499720 |
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| 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.
Popular Reports| Multiexcerpt |
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| MultiExcerptName | Popular Reports |
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We are cleaning up and simplifying Reports to make your life easier. And part of that includes adding new categories—like this one—that may be empty for now. Stay tuned for more updates! |
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| Patrons Reports |
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| Patrons Reports |
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Patrons Reports
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| MultiExcerptName | Patrons Reports |
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| | Report Name | What does the report generate? |
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| Information | | Patron Counts | Statistics showing how many patrons belong to the groups you select for | | Patron Information | List of simple or detailed patron information | Patron NotesList of Contact, General, Alert, and/or Category Notes for selected patrons | | Account | | Multiexcerpt |
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| MultiExcerptName | Copies Reports |
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| | Report Name | What does the report generate? |
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| 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 ordering information for copies that may need to be replaced or supplemented | | Weeding List | List of potential copies to weed based on condition, life to date usage, last use, or publication 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 | | 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 | | Lost Copies | List of copies currently assigned to the Lost Copies System Patron (barcode 1) | | Special Status Copies | List of copies currently assigned to the selected System Patron (Lost, Discarded, For Library Use, On Repair, On Order, Archived, In Processing, Unknown Patron, or In Transit) | | 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 | MultiExcerptName| Anchor |
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| Circulation Reports |
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| Circulation Reports |
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Circulation Reports| Multiexcerpt |
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Circulation Reports| Report Name | What does the report generate? |
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| 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 | Temporary Items Information | List of temporary items currently checked out to patrons| Charges and Payments | | Forgiven Charges | List of charges that have been forgiven within a certain date range | | 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 | Loaned Items Notice | Notices to inform patrons of items they currently have checked out. | | 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 | | Unpaid Charges Notice | Notices for patrons with charges, fines, and/or fees that haven't been paid yet | | Reservations | | Reservation Labels | Labels for items and equipment with reservations | Reservation Packing List | List of upcoming reservations so you can prepare them to go to their proper patron/location | Reservation Picking List | List of upcoming reservations for pulling and delivering items | | 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 | | Anchor |
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| Statistics Usage Reports |
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| Statistics Usage Reports |
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Statistics / Usage Reports (previously Statistics) | Multiexcerpt |
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| MultiExcerptName | StatisticsUsage Reports |
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| | Report Name | What does the report generate? |
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| Monthly Checkout per Patron | Statistics on how many items were checked out each month by each patron | Patron Library Usage Summary | Statistics showing how many items were checked out each month within the specified date range| Patron Monthly Checkout Count | Statistics on how many items were checked out each month | | Researcher Monthly Usage | Statistics on Researcher accessions and queries over time | | Return Statistics | Statistics on how many books have been returned each month and how close to the due date they were returned on average | | Top Borrowing Patrons | List of patrons who have checked out the most items | | 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 | | 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 | | Usage by Period | Item usage statistics over different time periods | | Anchor |
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| ChargesPayments |
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Charges / Payments Reports
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| MultiExcerptName | Charges Payments Reports |
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| Report NameWhat does the report generate? | | Charges and Overdue Fines | List of unpaid charges and/or overdue fines | | Patron Financials Brief | List of patrons and their balances | Holds Reports| Multiexcerpt |
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| MultiExcerptName | Holds Reports |
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| | Report Name | What does the report generate? |
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| 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 | | Anchor |
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| Inventory Reports |
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| Inventory Reports |
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Inventory Reports| Multiexcerpt |
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MultiExcerptNameInventory Reports| Report Name | What does the report generate? |
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| 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 | | Anchor |
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| Collection Analysis Reports |
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| Collection Analysis Reports |
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Collection Analysis Reports | Multiexcerpt |
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| MultiExcerptName | Collection Analysis Reports |
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| | Report Name | What does the report generate? |
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| Brief Analysis | Statistics on item counts, purchase costs, and replacement costs | | 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 | | Publication Date Summary | Title and copy statistics by publication year | | Super Summary | Statistics that show the number of items in your collection and their value, the age of your items and average publication year, and usage information | | Anchor |
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| Special Reports |
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| Special Reports |
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Special Reports (previously System )| Multiexcerpt |
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| MultiExcerptName | Special Reports |
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| | Report Name | What does the report generate? |
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| Command Barcodes | List of scannable Circulation command barcodes that are commonly used | | Damage Code Barcodes | List of scannable damage code barcodes | | Item Policies | List of all item policies in your system | | Manual Checkout Sheet | Printable checkout sheet to record patron and item information | | Operator Summary | List of all patrons who are considered operators | | Patron Policies | List of all patron policies in your system | Patron SIF Updates (SIF registration only)List of patron names, barcodes, RefIds, and the last time they were updated via SIF | | Policy Exceptions | List of all policy exceptions in your system | | Subscriptions Information | List of library subscriptions and varying amounts of information, depending on the chosen format | | System Analysis | Basic overview of a system's registration, configuration, and records | Union Site Copies (Centralized Catalog only) | List of copies that are currently assigned to the Union Site | Union Site Patrons (Centralized Catalog only) | List of all patrons currently assigned to the Union Site | | Unused Barcodes | List of unused barcode ranges or barcode labels | Legacy Reports | Multiexcerpt |
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| MultiExcerptName | Legacy Reports |
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| | Report Name | What does the report generate? |
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| Archived Copies | List of copies currently assigned to the Archived Items System Patron (barcode 6) | | 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 | | Expired Patrons | List of patrons with an expired account | | Inactive Patrons | List of patrons with the status of Inactive | | 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 to Current Site, Late in Arriving | List of items that are in-transit to the current site and late in arriving | | Library Use Copies | List of copies currently assigned to the Library Use System Patron (barcode 3) | | Lost Items Charge Notice | Notices for patrons with unpaid lost items charges | | 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) | Overdue Items Information (Old Format) | 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 | | Patron Credit Details | List of patron credit | | Patron Overdue List | List of patrons with overdue items, including information on the items and fine amounts | | Patrons with No Email | List of patrons without a listed primary email address | | Patrons with No Picture | List of patrons without a picture | | 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 | | Severely Overdue Items Notice | Notices for patrons with items that are severely overdue | Unknown Copies | List of copies currently assigned to the Unknown Patron System Patron (barcode 8) |
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