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26 September 2018

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Frequently Asked Questions
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What types of reports can I run in Alexandria?

Alexandria has a wide range of reports to both assist in getting the proper information to those that need it such as Overdue Lists and Notices, Patron and Item Details, Charges and Fines, Item Barcode Labels, Patron Library Cards, and other such things for the day to day running of a library.

See the Complete Reports List for more information.

How can I find the right report quickly?

When it comes to finding reports in Alexandria most are clearly labeled, but you will want to get into the proper category (list on the left) to give you a smaller list to view. Though, to really find something quickly, I recommend using the search feature in the upper right hand corner.

Do I have to create the report from scratch every time?

Not at all. Any time you customize a report to perform a specific search, you can always click Create Saved Report to save your changes and make it easier to find in the future.

Why isn't my report keeping the selections I used before?

You probably used a quick report last time! Quick reports are used for running one-time reports and do not save selections. However, saved reports are frequently-used reports with saved selections and options that can be favorited, shared, and scheduled. If you want to save a report, select a report and click Create Saved Report at the bottom right-hand corner of the window.

Are reports only able to be printed, or are there other delivery options?

When you run reports in Alexandria the most common process will be to print off the paper copy or save a digital copy on your desktop. However, there are additional options for delivery in the case of features like the Email Notices option and the ability to have the PDF report sent directly to the person that requires the information.

Why do I have to download a PDF before I can open and view the report information?

Because Alexandria v7 is a web-based app with no local installation on your computer, all of the reports are created and generated on a separate server and need to be downloaded to your local computer to see them in full. We strongly recommend modifying your browser settings to automatically open any downloaded files, which will save you a mouse click after you've download it.

Can I get a Report in a format that I can open in excel?

Currently, all reports in Alexandria are PDF only because the various template and layout requirements require more controlled formatting. You can, however, export information into a tab-delimited file that can then be opened in Excel and sent to whomever needs it.

How do I print and align barcodes?

See our Alignment Troubleshooting tips. Specifically, make sure your scaling is set to 100% or Actual Size in your PDF reader. Also, you'll want to make sure you're using the correct type of labels for the barcode report you're using.

How do I use the Weeding List report to see books my library got a long time ago?

Use the Copies added selection to see copies your library attained at a certain point in time (enter the date range or relative date). Note that you are selecting the date you want to see, not the date you don't want to see. For example, to get a Weeding List of books your library has had more than 5 years, you would use the date range of March 1990 (or some earlier date) to March 2016.

Which reports can help me with end of year tasks?


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titleDo you have any tips for using the Loaned Items Information report?

Get a list of loaned items (including temporary items) along with their due dates with the Loaned Items Information report

Turn on Page Break on Major Sort if you're sorting by level (grade) or location (homeroom) and using the Detailed or Complete formats. Then you won't need to run a separate report for each.

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titleHow do I stop email reports from going out during the summer?

Go to Reports > Saved. Scheduled reports will have a calendar icon Image Added to the right. Select a report you want to pause, go to the Scheduled tab, and turn off Schedule Report. You may want to keep a list of these reports so you can remember to re-schedule them when school resumes.

Also see our instructions in the End-of-year prep—Disable emails tip if you have automatic email notifications turned on in Circulation Preferences.


We hope this answers some of you basic questions about reports. If you need any assistance, check out the Reports section in our Support Center, or contact our Customer Support Team at 800-347-4942 or support@companioncorp.com.