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nameLegacy Label Reports
id1425337385

Legacy Label Reports

Are you still using Legacy label reports? In Reports, choose Patrons > Legacy or Copies > Legacy, then click on the Saved tab at the top of the screen. If you have any saved reports using those templates, it's time to recreate them in a 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.

Expand
titleMore information
Note

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)

Tip

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.

Tip

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


Content Block
nameArchived Copies
id1001961869

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)

Expand
titleMore 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
View file
nameArchived Copies Report.pdf
pageExample Reports (PDFs)
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Content Block
nameCharges and Overdue Fines - Charges Only
id14233313961782339095

Expired Patrons

Image Removed Textbook Tracker

Charges and Overdue Fines - Charges Only

Generates a list of patrons with expired accountsunpaid charges 

Recommended Replacement: Patron Information report selecting by a status of Inactive Charges and Overdue Fines report with the Other Charges/Fees option 

Expand
titleMore 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 tabImage Added

Note

This report now includes a Title selection.

Options

Charges and Overdue Fines - Charges Only report Options tabImage Added

Example Report
View file
nameCharges and Overdue Fines - Charges Only Report.pdf
pageExample Reports (PDFs)
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Content Block
nameCharges and Overdue Fines - Complete
id1782349832
Note

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

Charges and Overdue Fines - Complete

Image Added 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 

Expand
titleMore 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 tabImage Added
Note

This report now includes a Title selection.

Options

Charges and Overdue Fines - Complete report Options tabImage Added

Example Report
View file
nameCharges and Overdue Fines - Complete Report.pdf
pageExample Reports (PDFs)
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Content Block
nameCharges and Overdue Fines - Fines Only
id1782362248

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

Expand
titleMore 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 tabImage Added
Note

This report now includes a Title selection.

Options

Charges and Overdue Fines - Fines Only report Options tabImage Added

Example Report
View file
nameCharges and Overdue Fines - Fines Only Report.pdf
pageExample Reports (PDFs)
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Content Block
nameCopy Status (Legacy)
id1367354979

Copy Status (Legacy)

Generates a list of copies and their current status (Available, Checked Out, Lost, Discarded, In Processing, Library Use, On Order, On Repair, Archived, or Unknown)

Expand
titleMore information
Use(s)

Run this report to review the status of copies under a certain title in preparation for a class that needs them.

Selections

Copy Status report Selections tabImage Added

Options

Copy Status report Options tabImage Added

Example Report
View file
nameCopy Status (Legacy).pdf
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Content Block
nameExpired Patrons
id1423331396

Expired Patrons

Image Added Textbook Tracker

Generates a list of patrons with expired accounts

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

Expand
titleMore 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.

Note

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 tabImage Added

Options

Expired Patrons report Options tabImage Added

Example Reports

View file
nameExpired Patrons Report 1 Line.pdf
pageExample Reports (PDFs)
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1 Line format

View file
nameExpired Patrons Report Detailed.pdf
pageExample Reports (PDFs)
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Detailed format

View file
nameExpired Patrons Report Detailed Patron Pictures.pdf
pageExample Reports (PDFs)
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height250

Detailed format (with patron pictures)

Content Block
nameInactive Patrons
id1423477144

Inactive Patrons

Image Added Textbook Tracker

Generates a list of patrons with the status of Inactive

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

Expand
titleMore information
Use(s)

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

Selections

Inactive Patrons report's Selections tabImage Added

Options

Image Added

Example Reports

View file
nameInactive Patrons Report (1 Line).pdf
pageExample Reports (PDFs)
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1 Line format

View file
nameInactive Patrons Report (Detailed).pdf
pageExample Reports (PDFs)
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height250

Detailed format

View file
nameInactive Patrons Report (Detailed - Patron Pictures).pdf
pageExample Reports (PDFs)
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height250

Detailed format (with patron pictures)

Content Block
nameIn-Transit from Current Site, Late in Arriving
id217754858

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

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titleMore 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 tabImage Added

Options

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

Example Reports

View file
nameIn-Transit from Current Site, Late in Arriving Report.pdf
pageExample Reports (PDFs)
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Show Expected Arrival Date unchecked

View file
nameIn-Transit from Current Site, Late in Arriving Report (Show Expected Arrival Date).pdf
pageExample Reports (PDFs)
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height250

Show Expected Arrival Date checked


Content Block
id217847275

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

Expand
titleMore 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 tabImage Added

Options

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

Example Reports

View file
nameIn-Transit to Current Site, Late in Arriving Report.pdf
pageExample Reports (PDFs)
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Show Expected Arrival Date unchecked

View file
nameIn-Transit to Current Site, Late in Arriving Report (Show Expected Arrival Date).pdf
pageExample Reports (PDFs)
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Show Expected Arrival Date checked


Content Block
nameLibrary Use Copies
id1423638615

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)

Expand
titleMore 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 tabImage Added

Options

Library Use Copies report Options tabImage Added

Example Report
View file
nameLibrary Use Copies Report.pdf
pageExample Reports (PDFs)
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Content Block
nameLost Items Charge Notice
id1796772919

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

Expand
titleMore 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 tabImage Added

Note

This report now includes a Title selection.

Options

Lost Items Charge Notice report Options tabImage Added

Example Reports

View file
nameLost Items Charge Notice Report (2 Per Page).pdf
pageExample Reports (PDFs)
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2 Per Page format


View file
nameLost Items Charge Notice Report (4 Per Page).pdf
pageExample Reports (PDFs)
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height250

4 Per Page format

View file
nameLost Items Charge Notice Report (Letters).pdf
pageExample Reports (PDFs)
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height250

Letters format

View file
nameLost Items Charge Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
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Letters to Parents format

View file
nameLost Items Charge Notice Report (Letters with Summary).pdf
pageExample Reports (PDFs)
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Letters with Summary format


View file
nameLost Items Charge Notice Report (Self Mailer).pdf
pageExample Reports (PDFs)
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Self Mailer format

View file
nameLost Items Charge Notice Report (Email).pdf
pageExample Reports (PDFs)
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height250

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

Image Added

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

View file
nameLost Items Charge Notice Report (Mailing Labels 3 Across).pdf
pageExample Reports (PDFs)
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height250

Mailing Labels 3 Across format

Content Block
nameOn Order Copies
id1423709981

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)

Expand
titleMore information

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

Selections

On Order Copies report Selections tabImage Added

Options

On Order Copies report Options tabImage Added

Example Report
View file
nameOn Order Copies Report.pdf
pageExample Reports (PDFs)
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Content Block
nameOn Repair Copies
id1423817469

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)

Expand
titleMore 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 tabImage Added
Options

On Repair Copies report Options tabImage Added

Example Report
View file
nameOn Repair Copies Report.pdf
pageExample Reports (PDFs)
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Content Block
nameOverdue Items Information
id1423861950
Note

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

Overdue Items Information

Image Added 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

Expand
titleMore 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.

Tip

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

Selections

Overdue Items Information report Selections tabImage Added

Note

This report now includes a Title selection.

Options

Overdue Items Information report Options tabImage Added

Example Reports

View file
nameOverdue Items Information Report (1 Line) Legacy.pdf
pageExample Reports (PDFs)
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height250

1 Line format

View file
nameOverdue Items Information (1 Line with Charges) Legacy.pdf
pageExample Reports (PDFs)
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height250

1 Line with Charges format

View file
nameOverdue Items Information Report (1 Line with Serial Number) Legacy.pdf
pageExample Reports (PDFs)
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height250

1 Line with Serial Number format

View file
nameOverdue Items Information Report (Detailed) Legacy.pdf
pageExample Reports (PDFs)
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height250

Detailed format

View file
nameOverdue Items Information Report (Detailed with Cost) Legacy.pdf
pageExample Reports (PDFs)
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height250

Detailed with Cost format

View file
nameOverdue Items Information Report (Detailed with Fines) Legacy.pdf
pageExample Reports (PDFs)
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height250

Detailed with Fines format

View file
nameOverdue Items Information Report (Detailed with Contact Info) Legacy.pdf
pageExample Reports (PDFs)
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height250

Detailed with Contact Info format



Content Block
nameOverdue Items Posting List
id1424080651

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

Example Reports
Expand
titleMore 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 tabImage Added

Note

This report now includes a Title selection.

Options

Overdue Items Posting List report Options tabImage Added

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

Example Report

View file
nameOverdue Items Posting List Report (Simple).pdf
pageExample Reports (PDFs)
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Simple format

View file
nameOverdue Items Posting List Report (Detailed)

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.

Note

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 tabImage Removed

Options

Expired Patrons report Options tabImage Removed

View file
nameExpired Patrons Report 1 Line.pdf
pageExample Reports (PDFs)
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height250

1 Line Detailed format

View file
nameExpired Patrons Report Detailed.pdf
pageExample Reports (PDFs)
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height250

Detailed format

Content Block
namePatron Credit Details
id1424223591

Patron Credit Details

Image Added Textbook Tracker

Generates a list of patrons with credit and the amounts

Recommended Replacement: Patron Financials Brief report

Detailed format (with patron pictures)

Expand
titleMore 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 tabImage Added

Options

Patron Credit Details report Options tabImage Added

Example Report

View file
name

Expired Patrons Report Detailed Patron Pictures

Patron Credit Details Report.pdf
pageExample Reports (PDFs)
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height

250
250

Content Block
namePatron Overdue List
id14234771441424299709

Inactive Patrons

Image Removed Textbook Tracker

Patron Overdue List

Generates a list of patrons with the status of Inactiveall overdue items for selected patrons

Recommended Replacement:Patron  Updated Overdue Items Information report selecting by a status of Inactive using the Detailed format

1 Line format

Expand
titleMore information
Use(s)

Run Regularly send this report regularly to see which patrons need to be renewed or removedto 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

Inactive Patrons report's Selections tabImage RemovedPatron Overdue List report's Selections tabImage Added

Options

Image RemovedPatron Overdue List report Options tabImage Added

Example
Reports
Report

View file
name

Inactive Patrons Report (1 Line)

Patron Overdue List Report.pdf
pageExample Reports (PDFs)
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height250

View file
nameInactive Patrons Report (Detailed).pdf
pageExample Reports (PDFs)
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height250

Detailed format

height250

Content Block
namePatrons with No Email
id220499027

Patrons with No Email

Image Added Textbook Tracker

Generates a list of patrons without a listed primary email address

Recommended Replacement: Patrons Missing Information report

Expand
titleMore 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 tabImage Added

Options

Patrons with No Email report Options tabImage Added

Example Report

View file
name

Inactive

Patrons

Report (Detailed - Patron Pictures)

with No Email Report.pdf
pageExample Reports (PDFs)
spaceALIB
height250

Detailed format (with patron pictures)

Content Block
id1423638615220509841

Patrons with No Picture

Image Added Textbook Tracker

Library Use Copies

Generates a list of copies currently assigned to the Library Use System Patron (barcode 3)patrons without a picture

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

Expand
titleMore 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 tabImage Added

Options

Patrons with No Picture report Options tabImage Added

Example Report

View file
namePatrons with No Picture Report.pdf
pageExample Reports (PDFs)
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height250

Content Block
id1424424405

Routes Information

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

Expand
titleMore information
Selections

Routes Information report Selections tabImage Added

Options

Routes Information report Options tabImage Added

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 tabImage Removed

Options

Library Use Copies report Options tabImage Removed

Example Report

View file
name

Library Use Copies

Routes Information Report.pdf
pageExample Reports (PDFs)
spaceALIB
height250

Content Block
id14237099811424500657

Routes Patron List

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)

all patrons included in each route 

Expand
titleMore information

These are items that have been ordered but not yet receivedIf a patron is included in multiple routes, their name will appear multiple times in the list.

Selections
On Order Copies report Selections tabImage Removed
Routes Patron List report Selections tabImage Added
Options

On Order Copies report Options tabImage RemovedRoutes Patron List report Options tabImage Added

Example Report

View file
name

On Order Copies

Routes Patron List Report.pdf
pageExample Reports (PDFs)
spaceALIB
height250

Content Block
id14238174691424549896

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

On Repair Copies

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

Expand
titleMore 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 againAttach a slip to each routed item so patrons know who to pass the item on to next.

Selections
On Repair Copies report Selections tabImage Removed

Routing Slips report Selections tabImage Added

Options
On Repair Copies report Options tabImage Removed
Routing Slips report Options tabImage Added
Example Report

View file
name

On Repair Copies

Routing Slips Report.pdf
pageExample Reports (PDFs)
spaceALIB
height250

Content Block
id14238619501424617072

Severely Overdue Items

Information

Image Removed Textbook Tracker: Textbook Overdue Items Information

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)

Expand
titleMore information

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

Expand
titleMore 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 a list of notices for 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.

Tip

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

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

Image Added

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

Selections

Overdue Items Information report Selections tabImage Removed

Note

This report now includes a Title selection.

Options

Overdue Items Information report Options tabImage RemovedImage Added

Example Reports

View file
nameSeverely Overdue Items Notice Report (2 Per Page).pdf
pageExample Reports (PDFs)
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height250

2 Per Page format

View file
nameSeverely Overdue Items

Information

Notice Report (

1 Line

4 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

1 Line

4 Per Page format

View file
nameSeverely Overdue Items

Information (1 Line with Charges

Notice Report (Letters).pdf
pageExample Reports (PDFs)
spaceALIB
height250

1 Line with Charges

Letters format


View file
nameSeverely Overdue Items

Information

Notice Report (

1 Line with Serial Number

Letters to Parents).pdf
pageExample Reports (PDFs)
spaceALIB
height250

1 Line with Serial Number

Letters to Parents format

View file
nameSeverely Overdue Items

Information

Notice Report (

Detailed

Letters with Summary).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Detailed

Letters with Summary format

View file
nameSeverely Overdue Items

Information

Notice Report (

Detailed with Cost

Self Mailer).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Detailed with Cost

Self Mailer format


View file
nameSeverely Overdue Items

Information

Notice Report (

Detailed with Fines

Detailed with Fines format

Email).pdf
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250

250

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

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

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nameSeverely Overdue Items

Information

Notice Report (

Detailed with Contact Info

Mailing Labels 3 Across).pdf
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Detailed with Contact Info

Mailing Labels 3 Across format

Detailed format

Content Block
id14240806511458843768

Title Information by Award

Overdue Items Posting List

Generates a list of patrons with overdue items and fine amountstitles that have won a particular award

Recommended replacement: Title Information Report

Example Report
Expand
titleMore information
Expand
titleMore information

Award names are saved under MARC field 586_a.

Tip

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

Use(s)
Print
  • Run 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.
  • 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
Selections

Overdue Items Posting List report Selections tabImage Removed

Note

This report now includes a Title selection.

Options

Overdue Items Posting List report Options tabImage Removed

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

View file
name

Overdue Items Posting List

Title Information by Award Report (

Simple

1 Line).pdf
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Simple

1 Line format

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Overdue Items Posting List

Title Information by Award Report (Detailed).pdf
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id1424223591

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Detailed report

View file
nameTitle Information by Award Report (1 Line Landscape).pdf
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1 Line Landscape format

Patron Credit Details

Image Removed Textbook Tracker

Generates a list of patrons with credit and the amounts

Example Report
Expand
titleMore 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 tabImage Removed

Options

Patron Credit Details report Options tabImage Removed

View file
name

Patron Credit Details Report

Patron Overdue List

Generates a list of all overdue items for selected patrons

Alternative: Overdue Items Information

Example Report
Expand
titleMore 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 tabImage Removed

Options

Patron Overdue List report Options tabImage Removed

Title Information by Award Report (1 Line - Cover Art).pdf
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Content Block
id1424299709

1 Line format (including cover art)

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nameTitle Information by Award Report (Detailed - Cover Art).pdf
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Detailed format (including cover art)

View file
name

Patron Overdue List Report

Title Information by Award Report (Summary).pdf
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Summary format








Content Block
id14244244051458865067
Routes

Title Information by Language

Generates a list of route names, responsible patrons, and route periodstitles written in a select language

Recommended replacement: Title Information Report

Example Report



Expand
titleMore 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.

Selections

Routes Information report Selections tabImage Removed

Options

Routes Information report Options tabImage Removed

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name

Routes

Title Information by Language Report (1 Line).pdf
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id1424500657

1 Line format

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nameTitle Information by Language Report (Detailed).pdf
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Detailed format

Routes Patron List

Generates a list of all patrons included in each route 

Example Report
Expand
titleMore information

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

Selections
Routes Patron List report Selections tabImage Removed
Options

Routes Patron List report Options tabImage Removed

View file
name

Routes Patron List Report

Title Information by Language Report (1 Line Landscape).pdf
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id1424549896

150

1 Line Landscape format

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nameTitle Information by Language Report (Detailed).pdf
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Detailed format

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nameTitle Information by Language Report (Detailed - Cover Art).pdf
pageExample Reports (PDFs)
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Detailed format (including cover art)

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

Example Report
Expand
titleMore 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 tabImage Removed

Options
Routing Slips report Options tabImage Removed

View file
name

Routing Slips Report

Title Information by Language Report (Summary).pdf
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Summary format

Content Block
id14246170721459518328

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

Severely Overdue Items Notice

Generates notices for patrons with items that are severely overdue

to get a list of titles with particular publishing information for reading assignments or activities. 


Example Reports
Expand
titleMore information

Overdue fine amounts, which become charges when the items are checked in, are shown as well.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 and or 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

Image Removed

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

Note

This report now includes a Title selection.

Options

Image Removed

View file
nameTitle Information by Publisher Report (1 Line).pdf
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1 Line format

View file
nameTitle Information by Publisher Report (Detailed).pdf
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Detailed format

Example Reports

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name

Severely Overdue Items Notice Report (2 Per Page

Title Information by Publisher Report (1 Line Landscape).pdf
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250

150

1 Line Landscape

2 Per Page

format

View file
name

Severely Overdue Items Notice Report (4 Per Page

Title Information by Publisher Report (1 Line - Cover Art).pdf
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4 Per Page format

1 Line format (including cover art)

View file
name

Severely Overdue Items Notice

Title Information by Publisher Report (

Letters

Detailed - Cover Art).pdf
pageExample Reports (PDFs)
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Letters

Detailed format (including cover art)

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name

Severely Overdue Items Notice

Title Information by Publisher Report (

Letters to Parents

Summary).pdf
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Letters to Parents format

View file
nameSeverely Overdue Items Notice Report (Letters with Summary).pdf
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Letters with Summary format

View file
nameSeverely Overdue Items Notice Report (Self Mailer).pdf
pageExample Reports (PDFs)
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Self Mailer format

Summary format

Content Block
id1424675804

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)

Expand
titleMore information

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

Selections

Unknown Copies report Selections tabImage Added

Options

Unknown Copies report Selections tabImage Added

Example Report
View file
name
Severely Overdue Items Notice Report (Email)
Unknown Copies Report.pdf
pageExample Reports (PDFs)
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Email format (PDF lists all patrons who received an email)

Image Removed

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

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

Example Report
Content Block
id1541633538

Titles with No Cover Art

Generates a list of titles that don't have cover art

Expand
titleMore information
Selections

Titles with No Cover Art report Selections tabImage Added

Options
Titles with No Cover Art report Options tabImage Added
Example Reports

View file
name

Severely Overdue Items Notice Report (Mailing Labels 3 Across

Titles with No Cover Art Report (1 Line).pdf
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Mailing Labels 3 Across

1 Line format

Content Block
id1424675804

View file
nameTitles with No Cover Art Report (Detailed).pdf
pageExample Reports (PDFs)
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Detailed format

View file
nameTitles with No Cover Art Report (1 Line Landscape).pdf
pageExample Reports (PDFs)
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1 Line Landscape format

Unknown Copies

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

Expand
titleMore information
Selections

Unknown Copies report Selections tabImage Removed

Options

Unknown Copies report Selections tabImage Removed

View file
name

Unknown Copies Report

Titles with No Cover Art Report (Summary).pdf
pageExample Reports (PDFs)
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Summary format