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Image AddedOperations > Reports > Patrons

Report NameWhat does the report generate?
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 Items Out CountSee which patrons do or don't have the item specified in the Options tab
Patron NotesList of Contact, General, Alert, and/or Category Notes for selected patrons
Account
Account Expiring NoticeEmails patrons whose accounts are expiring in the next 30 days
Account Introduction Informational slips for patrons with their login credentials and other important library information
Patron Details Summary Patron Details for each selected patron (a full breakdown of accounts)
Patrons Missing Information

List of patrons without an email or picture on their record


Suspended Patrons List of patrons with a Suspended status and/or suspension notice letters for both patrons and parents
Labels
Patron Barcode Labels (3x10) Labels containing patron barcodes and other customizable patron information
Patron Labels (4x20) Labels with customizable patron information
Patron Mailing Labels (3x10) Labels with patron addresses
Forms

Library Cards (2x5)

Customizable library cards
Patron Desk Reference Reference sheet with patron photos, barcodes, and optional contact information
Reviews
Review Analysis Statistics on items that have been reviewed
Usage
Activity SummaryList of Activity sign-ins from a specified time period and/or activity
Email
Send Email Sends out a customizable email to a selection of patrons
Send Patron Details EmailSends out an individualized Details report to selected patrons

Patrons Reports

Get a brief summary of each report's purpose and see an example of what it would look like.

Information
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titleOperator Summary
What does it do? 

Run this report to get a list of all patrons who are considered operators. Everyone in a security group with a level of 0 (District Administrator), 1 (Librarian Administrator), 2 (Librarian), or 3 (Staff) will be included.

View file
nameOperator Summary Report.pdf
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titlePatron Alert Notes

Get a list of patron alert notes based on the selections you make (status, security group, policy, location, grade, date added, etc). Alert notes make the librarian aware of special circumstances surrounding the patron, and they automatically pop up in the Circulation module anytime the patron's barcode is entered.

View file
namePatron Alert Notes Report.pdf
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titlePatron Category Notes

Get a list of current patron category notes based on the selections you make (status, security group, policy, location, grade, date added, etc). Categorical notes could be used for special reading programs, at-risk students, special education students, gifted students, library contest students, or any other groups that you find useful.

View file
namePatron Category Notes Report.pdf
pageReports Examples
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titlePatron Contact Notes

Get a list of current patron contact notes based on the selections you make (status, security group, policy, location, grade, date added, etc).

View file
namePatron Contact Notes Report.pdf
pageReports Examples
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titlePatron Counts

Run this report if you'd like to know how many patrons belong to all the groups you select for (status, security group, policy, location, grade, date added, etc). For example, the report below was run to see how many third graders there are in the demo (59).

View file
namePatron Counts Report.pdf
pageReports Examples
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titlePatron Credit Details

Run this report to get a list of current patron credit based on the selections you make (status, security group, policy, location, grade, date added, credit balance, etc). Patron Credit is a way to accept payment greater than the fine amount and add the rest as credit to the patron's account. 

View file
namePatron Credit Details Report.pdf
pageReports Examples
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titlePatron General Notes

Get a list of current patron general notes based on the selections you make (status, security group, policy, location, grade, date added, etc). General notes can include any additional comments about a patron.

View file
namePatron General Notes Report.pdf
pageReports Examples
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titlePatron Information

Get a list of patron information (name, grade, barcode, patron #, policy, and location) based on the selections you make (status, security group, policy, location, grade, date added, etc).

View file
namePatron Information Report.pdf
pageReports Examples
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Account

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titleAccount Status Summary

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titleExpired Patrons

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titlePatrons with No Email

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titlePatrons with No Picture

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titleSuspended Patrons
Labels
Forms
Reviews
Usage
Lexile
SIF

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