Reports Conversion v6 to v7

Versions Compared

Old Version 27

changes.mady.by.user Ashley

Saved on Feb 22, 2019

compared with

New Version Current

changes.mady.by.user Morgan

Saved on May 14, 2021

Key

This line was added.
This line was removed.
Formatting was changed.

Usage

Content Layer

id	105919503

Content Column

tabbed-blocks	expanderstabs
id	105919506

Content Block

not-tabbed	true
name	Guide
id	105919505

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.

Note
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.

Content Block

name	Titles
id	105919498

General

Version 6	Version 7

Titles

Item Analysis

2110 Item Analysis

Titles

Pull Pending Holds

2366 Pull Copies to fill Holds for Other Sites

On-Shelf Holds

Series List - 1 Line

2102

Title Information by Series

Study Programs - 1 Line

2111

Accelerated Reader Information

2112

Guided Reading

Counts

Information

2113

Fountas and Pinnell Information

2114 Guided

Reading Counts Information

Title List - 1 Line

2100

Title Information

2101

Title Information by

Subject (7.15.3)
2103 Titles by Publisher
2104 Titles

Award
Title Information by Category
Title Information by Language

2105

Title Information by

Category

Publisher

2106

Title Information by

Award (7.15.3)
2108

Subject
Titles with No Copies

2107

Titles with No Cover Art

(7.15.1)

Title List - 1 Line Landscape

2100

Title Information

2101

Title Information by

Subject (7.15.3)
2103 Titles by Publisher
2104 Titles

Award
Title Information by Category
Title Information by Language

2105

Title Information by

Category

Publisher

2106

Title Information by

Award (7.15.3)
2107

Subject
Titles with No

Cover Art (7.15.1)
2108

Copies
Titles with No

Copies

Cover Art

Title List - Detailed

2100

Title Information

2101

Title Information by

Subject (7.15.3)
2103 Titles by Publisher
2104 Titles

Award
Title Information by Category
Title Information by Language

2105

Title Information by

Category

Publisher

2106

Title Information by

Award (7.15.3)
2107

Subject
Titles with No

Cover Art (7.15.1)
2108

Copies
Titles with No

Copies

Cover Art

Title List - Summary

2100

Title Information

2101

Title Information by

Subject (7.15.3)
2103 Titles by Publisher
2104 Titles

Award
Title Information by Category
Title Information by Language

2105

Title Information by

Category

Publisher

2106

Title Information by

Award (7.15.3)
2107

Subject
Titles with No

Cover Art (7.15.1)
2108

Copies
Titles with No

Copies

Cover Art

Title List - Lexile Not Entered

2130

Titles with No Lexile

Scores

Score

Title List - Lexile Score

2132

Titles

Missing

with Lexile

Scores

Score

Title List - MARC Format

Not Available

Use an Export:
Export Items, Title Based

Publication Date Summary

Version 6 Version 7
Ignore Super Summary Classifications Not Available

Publication Date Summary -

Super Summary Classifications	Not Available
Standard

2122

Publication Date Summary

Publication Date Summary - Super Summary Classifications

Not Available

Title Lifetime Usage

2124 Title Lifetime Usage

Version 6	Version 7
Top Circulated Items

2120

Top Circulated

Titles

Items

Title

Year to Date Usage

2126

Title Year to Date Usage
Lifetime Usage	Title Lifetime Usage

Cards

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

Version 6	Version 7
Author Cards	Not Available
Catalog Card Set	Not Available
ISBD Author Cards	Not Available
ISBD Subject Cards	Not Available
ISBD Title Cards	Not Available
Series Cards	Not Available
Shelf List Cards	Not Available
Subject Cards	Not Available
Title Cards	Not Available

Bibliography

In Search, print a report for an item or all of the items in your results. Learn More
Version 6 Version 7
Bibliographic Format

Not AvailableBibliography -

Moved to Search > Print
Brief Bibliography	Not Available

Bibliography -

Citation Format

Not AvailableBibliography -

Moved to Search > Print

Full Details

Not AvailableBibliography -

Moved to Search > Print

MARC Records

Not AvailableBibliography - NotesNot AvailableBibliography - Short DetailsNot AvailableBibliography -

Moved to Search > Print
Notes	Moved to Search > Print
Short Details	Moved to Search > Print
Simple Bibliography	Not Available

Bibliography -

Standard Bibliography

Not Available

Image Added

Content Block

name	Copies
id	105927960

General

Version 6	Version 7
Catalog Format - 1 Line	Copy Information
Catalog Format - Copies	Not Available
Catalog Format - Titles	Not Available
Copy List - 1 Line	Copy Information
Copy List - 1 Line Landscape	Copy Information
Copy List - Complete	Copy Information
Copy List - Detailed	Copy Information
Copy List - Simple, with Barcodes	Copy Information
Copy List - Summary	Copy Information
Copy Status	Copy Status
Copy Status Details	Copy Status Details
Item Analysis	Brief Analysis
Reordering Details	Reordering Details
Weeding List	Weeding 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 6	Version 7
Inventoried Items	Copies Inventoried
Inventory Statistics Summary	Inventory Statistics Summary
Lost Items Inventoried	Lost Copies
Not Inventoried Items	Copies 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 6	Version 7
AR Spine Labels	Copy Labels (5x10) – Spine Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs
Barcode Labels - 2 Line Custom 3x10	Copy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels Copy Labels (8x6, Tall) -- Spine Labels, Study Programs
Barcode Laser Labels - 3x10	Copy 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, Centered	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, Left	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, Left 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, with Control Number	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
Horizontal Spine Labels - 5x10 Center	Copy 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 Left	Copy Labels (5x10) – Spine Labels
Horizontal Spine Labels - 5x10 Left (Large)	Copy Labels (5x10) – Spine Labels
Interest Level Add-on	Copy Labels (4x10) – Study Programs, Small Labels, Envelope Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs
Lexile Add-on	Copy Labels (4x10) – Study Programs, Small Labels, Envelope Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs
LOC Style Spine Labels - 10x3 Landscape	Copy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels
LOC Style Spine Labels - 8x6	Copy Labels (8x6, Tall) – Spine Labels, Study Programs
Reading Counts Add-on	Copy Labels (4x10) – Study Programs, Small Labels, Envelope Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs
Reading Counts Spine Label	Copy Labels (4x10) – Study Programs, Small Labels, Envelope Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs
Reading Level Add-on	Copy Labels (4x10) – Study Programs, Small Labels, Envelope Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs
Smart Barcode Labels - 3x10	Copy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels
Spine Only, Centered	Copy 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, Left	Copy 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 6	Version 7
Copy Usage - 1 Line	Copy Monthly Usage
Copy Usage - Detailed	Copy Monthly Usage Detailed
Item Copy Usage	Copy Usage Details
Super Summary Classifications - Ignore Super Summary Call Numbers	Not Available
Super Summary Classifications	Not Available

Collection Analysis

Version 6	Version 7
Collection Analysis - State - NY BEDS	Not Available
Collection Analysis - State - IOWA	Not Available
Super Summary, Regular	Super Summary
Super Summary, Missouri	Missouri Super Summary
Super Summary, Collapsed	Super Summary
Super Summary, Missouri Elementary	Missouri Super Summary
Super Summary, Secondary & K12	Missouri Super Summary
Super Summary, Houston	Houston Super Summary

Content Block

name	Patrons
id	105952652

General

Version 6	Version 7
Patron Counts	Patron Counts
Patron History	Moved to Patrons > Actions > Show History
Patron List - 1 Line	Patron Information Inactive Patrons Patrons with No Email Patrons with No Picture Expired Patrons
Patron List - Detailed	Patron Information Inactive Patrons Patrons with No Email Patrons with No Picture Expired Patrons
Patron Overdue List	Patron Overdue List
Patron SIF Updates	Patron SIF Updates

Forms

Version 6	Version 7
Patron Cards	Library Cards (2x5)
Patron Desk Reference	Patron Desk Reference
Rolodex Cards	Not Available

Labels

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

Status

Version 6	Version 7
Account Information - 2 Per Page	Account Introduction
Account Information - 4 Per Page	Account Introduction
Account Information - Email	Account Introduction
Account Information - Letters	Account Introduction
Patron Status	Account Status Summary
Suspended Patrons - 1 Line	Suspended Patrons
Suspended Patrons - Letters	Suspended Patrons
Suspended Patrons - Letters to Parents	Suspended Patrons
Suspended Patrons - Self Mailer	Suspended Patrons

Usage

Version 6	Version 7
Patron Monthly Usage - 1 Line	Patron Monthly Checkout Count
Patron Monthly Usage - Detailed	Monthly Checkout per Patron
Top Circulation Patrons	Top Borrowing Patrons

Lexile

Version 6	Version 7
Patron Lexile - 1 Line	Patron Lexile
Patron Lexile - Detailed	Patron Lexile
Patron Lexile - Graph	Patron Lexile Graph

Saved Lists

Version 6	Version 7
Saved Lists - Detailed	Not Available
Saved Lists - Letters	Not Available

Content Block

name	Circulation
id	105960347

General

Version 6	Version 7
Coming Due and Needed for Reservation	Needed for Reservation Notice
Due Date - Labels	Not Available
Due Date - Slips	Not Available
Loaned Items - 1 Line	Loaned Items Information
Loaned Items - 1 Line Landscape	Loaned Items Information
Loaned Items - Complete	Loaned Items Information
Loaned Items - Detailed	Loaned Items Information

Listings

Version 6	Version 7
Listings - 1 Line	Overdue Items Information
Listings - 1 Line with Charges	Overdue Items Information
Listings - Detailed	Overdue Items Information
Listings - Detailed with Contact Info	Overdue Items Information
Listings - Detailed with Cost	Overdue Items Information
Listings - Detailed with Overdue Fines	Overdue Items Information
Posting List	Overdue Items Posting List
Posting List - Detailed	Overdue Items Notice

Notices

Version 6	Version 7
Circulation Letter	Overdue Items Notice
Circulation Letter to Parents	Overdue Items Notice
Circulation Letter with Summary	Overdue Items Notice
Circulation Notice - 2 Per Page	Overdue Items Notice
Circulation Notice - 4 Per Page	Overdue Items Notice
Circulation Notice - Detailed	Overdue Items Notice
Circulation Notice - Email Format	Overdue Items Notice
Circulation Notice - Self Mailer	Overdue Items Notice
Circulation Notice - Simple	Overdue Items Notice
Damaged Items Letter	Damaged Items Notice
In-Stock Hold Notice	In-Stock Hold Notice
In-Stock Hold Notice - Email	In-Stock Hold Notice
In-Stock Hold Notice - 4 Per Page	In-Stock Hold Notice
Mailing Labels - One Across	In-Stock Hold Notice
Mailing Labels - Three Across	In-Stock Hold Notice
Recall Letters	Not Available
Refund Letter - Email Format	Not Available
Refund Letters	Not Available

Charges and Payments

Version 6	Version 7
Cash Drawer	This report has moved to Circulation > Actions Menu > Cash Drawer Balance
Charges and Overdue Fines - Charges Only	Charges and Overdue Fines - Charges Only
Charges and Overdue Fines - Fines Only	Charges and Overdue Fines - Fines Only
Charges and Overdue Fines - Standard	Charges and Overdue Fines - Complete
Charges Forgiven	Forgiven Charges
Credits Accepted	Patron Credit Details
Credits Un-accepted	Not Available - This is no longer a concept in v7
Patron Payment History	Patron Payment History
Payment Summary Statistics	Not Available
Refunds and Forgiven Amounts	Refunded Payments Forgiven Charges

Holds

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

Reservations

Version 6	Version 7
Items Reservations	Not Available
Reservations - 1 Line	Reservations List
Reservations - Labels	Not Available
Reservations Items	Reserved Items List

In-Transit

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

Special Items

Version 6	Version 7
Archived Copies	Archived Copies
Discarded Copies	Discarded Copies
Library Use Copies	Library Use Copies
Lost Copies	Lost Copies
On Order Copies	On Order Copies
On Repair Copies	On Repair Copies
Reordering Details	Reordering Details
Unknown Patron Items	Unknown Copies

Subscription Renewal List

Content Block

name	Acquisitions
id	105969439

Budgets

Budgets are not available in v7.

Version 6	Version 7
Budget List - 1 Line	Not Available
Budget List - Complete	Not Available

Orders

Orders are not available in v7.

Version 6	Version 7
Claim Letter	Not Available
Order Form	Not Available
Order List - 1 Line	Not Available
Order List - Complete	Not Available
Patron

1 Line

Receipt Letter

Not Available

Patron Receipt Letter

Not Available

Complete	Not Available
Routing Slip Simple	Routing Slips
Routing


Subscription Due Dates	Not Available
Subscription History	Not Available
Subscription List

Version 6	Version 7
Usage by Copy - Copy Shelving	Copy Monthly Usage Copy Monthly Usage Detailed Copy Usage Details
Usage by Copy Library	Copy Monthly Usage Copy Monthly Usage Detailed Copy Usage Details
Usage by Copy Location	Copy Monthly Usage Copy Monthly Usage Detailed Copy Usage Details
Usage by Item - Patron Policy	Usage by Item-Patron Policy
Usage by Item Policy	Usage by Item Policy

Version 6	Version 7
Usage by Patron 2nd Location	Patron Monthly Checkout Count Monthly Checkout per Patron
Usage by Patron

Grade	Patron Monthly Checkout Count Monthly Checkout per Patron
Usage by Patron Homeroom	Patron Monthly Checkout Count Monthly Checkout per Patron
Usage by Patron Item Policy	Usage by Patron-Item Policy
Usage by Patron Policy	Usage by Patron Policy
Usage by

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Versions Compared

Key

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

General

Publication Date Summary

Version 6Version 7Ignore Super Summary ClassificationsNot Available

Usage

Cards

Bibliography

In Search, print a report for an item or all of the items in your results. Learn MoreVersion 6Version 7Bibliographic Format

General

Inventory

Labels

Usage

Collection Analysis

General

Forms

Labels

Status

Usage

Lexile

Saved Lists

General

Listings

Notices

Charges and Payments

Holds

Reservations

In-Transit

Special Items

Budgets

Orders

Routes

Subscriptions

Vendors

Items

Patrons

Items

Usage by Period

Title Usage

Patron Usage

Other

System

Barcodes

Preferences

Other

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Version 6 Version 7
Ignore Super Summary Classifications Not Available

In Search, print a report for an item or all of the items in your results. Learn More
Version 6 Version 7
Bibliographic Format