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| id | 1359474484 |
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| | Content Block |
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| name | All Patrons Reports |
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| id | 1359474474 |
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|  Image RemovedTools >  Image AddedOperations > Reports > Patrons
Here is a master list of all the reports found under the Patrons category! The reports are further broken down into the sub-categories shown in Reports. Click on a report's name to read about it and see a PDF example of what it looks like! At the beginning of each section, there are screenshots of what most of the Selections and Options are for the reports in that section. Patrons at Site: if you have a centralized catalog, you can choose which site(s) to run this report on **all reports showing "grade" will be changed to "level" in .3; column widths will be defined Operator Summary Patron Alert Notes Patron Category Notes Patron Contact Notes Patron Counts Patron Credit Details Patron Balance Patron General Notes Patron Information AccountAccount Status Summary Expired Patrons Patrons with No Email Patrons with No Picture Suspended Patrons LabelsPatron Barcode Labels (3x10) Patron Labels (4x20) Patron Mailing Labels (3x10) Library Cards (2x5) Patron Desk Reference UsageLibrary Usage Summary Patron Monthly Usage Patron Monthly Usage Detailed Top Borrowing Patrons LexilePatron Lexile Patron Lexile Graph Reports Workshop Notes:page break on major sort - separates each homeroom/grade/etc onto separate pages in-stock holds - been checked in and kept at front desk, collected from shelves; separated out on-shelf holds - out on shelves BOY - Copies > Information > Copy Information (see what barcodes have been used, if there's messiness in your whole collection)
- Copies > Labels > Copy Labels Reports–specifically barcodes but works for others-- number x number refers to how many labels are on the sheet (can buy label sheets and even pre-printed labels from COMPanion?) popular to choose a date range or barcode range (make sure scale is set to 100% and other printing options)
- Patrons > Labels > Patron Barcode Labels (3x10) (attach to ID cards, internal things like holds)
- Patrons > Forms > Library Cards (2x5) include pictures
- Patrons > Account > Account Introduction (Account Information Email Reports - give students their library user information --login, password, customizable text for instructions, can go out by email
Ongoing Report Needs Throughout the Year - Circulation > Holds > Pending Holds (shows holds people are currently waiting for; may want to schedule for daily/weekly emails)
- Circulation > Information > Overdue Items Information (all of the reports in this section could be useful to different people; play around and see what has the info you want; email once a week to teachers
- Circulation > Notices > COMMON: Coming Due Items Notice, but all are valuable (notify people, custom text)
- Circulation > Information > Loaned Items Information (
EOY - Collection Analysis > General? > Super Summary (recommended Format Option: Regular - Ignore Super Summary Call Numbers, most people don't follow national standard for call numbers, causes skewed report;)
- Copies > Special Status > Discarded or Lost Copies (after done inventory, get idea of books to replace, run before you remove those groups; Options Include Copies lost from inventory – maybe you wanted them out, weeded out
- All Categories > Usage (how often books checked out? Copies. Statistics–see who used what)
Terms:More Selections and Options for a particular report: - Another Selection
- More Selections
Purpose/case uses: | | Content Block |
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| name | Information |
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| id | 1359474469 |
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| Image RemovedTools > Reports > Patrons > Information All of these reports are for Librarian/Admin use only. SelectionsImage Removed Patrons with a Status of: select for patrons with a particular status Patrons with a Security Group: select for patrons belonging to a certain security group Patrons with a Policy of: select for patrons belonging to a certain policy (choose multiple policies by using the Include or Exclude options) Patrons from: select for patrons belonging to a specific Location or 2nd Location range Patrons in Grade: select for patrons belonging to a grade range Patrons added: select for patrons who were added within a certain date range (MM/DD/YYYY) Patrons with Last Name (Additional Selection): select for patrons with a specific last name Patrons in Barcode Range (Additional Selection): select for patrons who fall within a barcode range Patrons with Barcodes (Additional Selection): select for specific patron barcodes (separate by semi-colons??) OptionsImage Removed Sort by: choose how you would like the report to be sorted (first name, last name, barcode, patron #, policy, grade, location, 2nd location) Patron Name Format: choose whether to have patron full names or first names and last initials to show up on the report | Expand |
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| **will be updated in .4 (allow Sort by Site and sort by Security Group) Purpose Generates 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. This list could be a helpful reference when making security group changes, creating email groups, or making decisions in meetings. Example | View file |
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| name | Operator Summary Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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| **may have Detailed option added? Purpose Generates a list of patron alert notes based on the selections you make. Alert notes make the librarian aware of special circumstances surrounding the patron and automatically pop up in the Circulation module anytime the patron's barcode is entered. Example | View file |
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| name | Patron Alert Notes Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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| title | Patron Category Notes |
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| **may have Detailed option added? Purpose Generates a list of current patron category notes based on the selections you make. 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. Example | View file |
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| name | Patron Category Notes Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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| title | Patron Contact Notes |
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| **may have Detailed option added? Purpose Generates a list of current patron contact notes based on the selections you make. Example | View file |
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| name | Patron Contact Notes Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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| **will be updated in .3 (Sort by = Total by + different wording in report itself); will be MOVED to Statistics category Purpose Run this report if you'd like to know how many patrons belong to the group(s) you select. Another Option Total by: all, policy, grade, location, or second location ("All" is the default and results in only one count being listed. If you choose a totaling option other than "All," an option to Page Break on Major Sort appears, which ?) Examples | View file |
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| name | Patron Counts Report Sorted_by_All.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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Totaled by "All" (default) | | View file |
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| name | Patron Counts Report Sorted_by_Policy.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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Totaled by "Policy" | | Expand |
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| title | Patron Credit Details |
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| **will be updated in .3 (adjusted alignment) Purpose Generates a list of current patron credit based on the selections you make. Patron credit is a way to accept payment greater than a fine amount and add the rest as credit to the patron's account. Another Selection Credit Balance: enter the balance range you would like to narrow down your report results to Example | View file |
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| name | Patron Credit Details Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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| title | Patron General Notes |
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| Purpose Generates a list of current patron general notes based on the selections you make. General notes can include any additional comments about a patron. Example | View file |
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| name | Patron General Notes Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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may add Detailed format option? |
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| **will be updated (fixed 1 Line and Detailed formatting) Purpose Creates a list of patron information based on the selections you make. Another Option | Format | 1 Line: single information lines that include name, grade, barcode, patron #, policy, and location | | Detailed: information sections that include name, address, barcode, status, accession, card expiration date, last use, policy, additional contact, patron #, location, second location, site, gender, grade, and Lexile (showing patron pictures is optional) | | Examples | View file |
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| name | Patron Information Report 1 Line.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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1 Line | | View file |
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| name | Patron Information Report Detailed.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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Detailed | | View file |
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| name | Patron Information Report Detailed Patron Picture.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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Detailed (with patron pictures) | | Content Block |
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| Image RemovedTools > Reports > Patrons > Account General SelectionsImage Removed Patrons with a Status of: select for patrons with a particular status Patrons with a Security Group: select for patrons belonging to a certain security group Patrons with a Policy of: select for patrons belonging to a certain policy (choose multiple policies by using the Include or Exclude options) Patrons from: select for patrons belonging to a specific Location or 2nd Location range Patrons in Grade: select for patrons belonging to a grade range Patrons added: select for patrons who were added within a certain date range (MM/DD/YYYY) Patrons with Last Name (Additional Selection): select for patrons with a specific last name Patrons in Barcode Range (Additional Selection): select for patrons who fall within a barcode range Patrons with Barcodes (Additional Selection): select for specific patron barcodes (separate by semi-colons??) General Optionsadd option screenshot of Patrons with No Email when it's updated | Anchor |
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Reports | Reports | Account Reports| Anchor |
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Account Status Summary | Account Status Summary | Account Status Summary**may be updated (name and format?) Purpose Creates a full breakdown of the current state of patrons' accounts for the selections you make. This includes an account balance, payments, charges, credits, loaned items, lost items, overdues, holds, and reservations (similar to a Patron Details quick report in the Circulation module). Additional Option Limit to patrons that have transactions: if unchecked, patrons without balances, payments, charges, credits, loaned items, lost items, overdues, holds, or reservations will be included Example | View file |
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| name | Account Status Summary Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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Back to Top | Anchor |
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Expired Patrons | Expired Patrons | Expired Patrons**will be updated (fixed 1 Line and Detailed formatting) Purpose Creates a list of patrons with the status of inactive based on the selections you make. Additional Option | Format | 1 Line: single information lines that include name, grade, barcode, patron #, policy, and location | | Detailed: information sections that include name, address, barcode, status, accession, card expiration date, last use, policy, additional contact, patron #, location, second location, site, gender, grade, and Lexile (showing patron pictures is optional) | Examples | View file |
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| name | Expired Patrons Report 1 Line.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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1 Line | | View file |
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| name | Expired Patrons Report Detailed.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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Detailed | | View file |
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| name | Expired Patrons Report Detailed Patron Pictures.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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Detailed (with patron pictures) | Back to Top | Anchor |
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Patrons with No Email | Patrons with No Email | Patrons with No Email**will be updated (fixed 1 Line formatting) Purpose Generates a list of patrons without a listed email address based on the selections you make. Example | View file |
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| name | Patrons with No Email Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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Back to Top | Anchor |
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Patrons with No Picture | Patrons with No Picture | Patrons with No Picture**will be updated (fixed 1 Line formatting) Purpose Generates a list of patrons without a picture based on the selections you make. Example | View file |
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| name | Patrons with No Picture Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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Back to Top | Anchor |
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Suspended Patrons | Suspended Patrons | Suspended PatronsPurpose Generates a list of suspended patrons and/or generates letters for notifying patrons and parents of the suspension. Additional Option Format
1 Line: list of suspended patrons with their name, policy, barcode, start date, and end date | | Letter: contains patron name, location, second location, address, start date, end date, and customizable letter text | | Letter to Parents: contains parent name, parent address, patron name, patron location, start date, end date, and customizable letter text | | Self Mailer: contains patron name, address, location, start date, end date, customizable letter text, and a folding line for an envelope | Examples | View file |
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| name | Suspended Patrons Report 1 Line.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 150 |
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1 Line | | View file |
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| name | Suspended Patrons Report Letter.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 150 |
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Letter | | View file |
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| name | Suspended Patrons Report Letter_to_Parents.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 150 |
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Letter to Parents | | View file |
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| name | Suspended Patrons Report Self_Mailer.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 150 |
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Self Mailer | | Expand |
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| title | Account Status Summary |
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| **may be updated (name and format?) Purpose Creates a full breakdown of the current state of patrons' accounts for the selections you make. This includes an account balance, payments, charges, credits, loaned items, lost items, overdues, holds, and reservations (similar to a Patron Details quick report in the Circulation module). Additional Option Limit to patrons that have transactions: if unchecked, patrons without balances, payments, charges, credits, loaned items, lost items, overdues, holds, or reservations will be included Example | View file |
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| name | Account Status Summary Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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| **will be updated (fixed 1 Line and Detailed formatting) Purpose Creates a list of patrons with the status of inactive based on the selections you make. Additional Option | Format | 1 Line: single information lines that include name, grade, barcode, patron #, policy, and location | | Detailed: information sections that include name, address, barcode, status, accession, card expiration date, last use, policy, additional contact, patron #, location, second location, site, gender, grade, and Lexile (showing patron pictures is optional) | Examples | View file |
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| name | Expired Patrons Report 1 Line.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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1 Line | | View file |
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| name | Expired Patrons Report Detailed.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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Detailed | | View file |
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| name | Expired Patrons Report Detailed Patron Pictures.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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Detailed (with patron pictures) | | Expand |
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| title | Patrons with No Email |
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| **will be updated (fixed 1 Line formatting) Purpose Generates a list of patrons without a listed email address based on the selections you make. Example | View file |
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| name | Patrons with No Email Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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| title | Patrons with No Picture |
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| **will be updated (fixed 1 Line formatting) Purpose Generates a list of patrons without a picture based on the selections you make. Example | View file |
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| name | Patrons with No Picture Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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| Purpose Generates a list of suspended patrons and/or generates letters for notifying patrons and parents of the suspension. Additional Option Format
1 Line: list of suspended patrons with their name, policy, barcode, start date, and end date | | Letter: contains patron name, location, second location, address, start date, end date, and customizable letter text | | Letter to Parents: contains parent name, parent address, patron name, patron location, start date, end date, and customizable letter text | | Self Mailer: contains patron name, address, location, start date, end date, customizable letter text, and a folding line for an envelope | Examples | View file |
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| name | Suspended Patrons Report 1 Line.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 150 |
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1 Line | | View file |
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| name | Suspended Patrons Report Letter.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 150 |
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Letter | | View file |
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| name | Suspended Patrons Report Letter_to_Parents.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 150 |
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Letter to Parents | | View file |
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| name | Suspended Patrons Report Self_Mailer.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 150 |
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Self Mailer | | Content Block |
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| Labels - may be moved to its own category with Patron subcategory??Image RemovedTools > Reports > Patrons > Labels Are you making your own library cards | Note |
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| Dimensions in the report names refer to how many labels will fit on each printed label page (i.e. 3x10 means there will be three columns and ten rows for a total of thirty labels on one page). |
Below you will find general information on selections and options applicable to most of the Labels reports. Then there's a comprehensive list of all reports found within this subcategory. When you click on a report's name, it will expand to show its purpose, more selections and options specific to that report, and a PDF example. SelectionsImage Removed Patrons with a Status of: select for patrons with a particular status Patrons with a Security Group: select for patrons belonging to a certain security group Patrons with a Policy of: select for patrons belonging to a certain policy (choose multiple policies by using the Include or Exclude options) Patrons from: select for patrons belonging to a specific Location or 2nd Location range Patrons in Grade: select for patrons belonging to a grade range Patrons added: select for patrons who were added within a certain date range (MM/DD/YYYY) Patrons with Last Name (Additional Selection): select for patrons with a specific last name Patrons in Barcode Range (Additional Selection): select for patrons who fall within a barcode range Patrons with Barcodes (Additional Selection): select for specific patron barcodes (separate by semi-colons??) OptionsImage Removed | Note |
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| Label dimensions, rows, and default data vary. |
Sort by: choose how you would like the labels to be ordered Labels to Skip: enter how many labels you need to skip on the first page, if needed (useful for when you have a half-used sheet of labels) Label Copies: enter how many copies of each label you need Data: choose the data type to be displayed in each row in the label Size: choose whether the highlighted area on the label is Small (1 Row) or Large (2 Rows) Justification: choose whether the data will be justified in the center, to the left, or to the right for each row Color: choose the color of the text in each row Bold: check the box if you would like the text to be bolded in the highlighted row | Expand |
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| title | Patron Barcode Labels (3x10) |
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| Purpose Creates labels with patron barcodes (COMPanion Part Number V0055 or 1"x25/8" labels). You can attach these to student ID cards or use them for internal purposes, such as keeping track of holds. Another potential use is printing patron barcodes for each homeroom, putting them in a binder, and using the sheet for scanning whenever a particular homeroom class visits the library. More Options Add 'P' to Barcode: adds a 'P' to the beginning of barcode numbers why would you do this? Example | View file |
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| name | Patron Barcode Labels (3x10) Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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| title | Patron Labels (4x20) |
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| Purpose Creates labels with patron information (COMPanion Part Number V0036). It's possible, but not recommended to put barcodes on these labels since they are smaller than the Patron Barcode Labels. However, you can use them to affix other patron information to ID cards if needed. Example | View file |
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| name | Patron Labels (4x20) Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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| title | Patron Mailing Labels (3x10) |
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| Purpose Creates labels with patron mailing information (COMPanion Part Number V0055). If you need to mail something to your patrons, using this report is an easy way to generate and print labels with all of their addresses. Example | View file |
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| name | Patron Mailing Labels (3x10) Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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| Image RemovedTools > Reports > Patrons > Forms Library Cards (2x5) ReportSelectionsImage Removed Patrons with a Status of: select for patrons with a particular status Patrons with Cards Expiring: select for patrons with library cards that are expiring within a certain date range (MM/DD/YYYY) Patrons with a Security Group: select for patrons belonging to a certain security group Patrons with a Policy of: select for patrons belonging to a certain policy (choose multiple policies by using the Include or Exclude options) Patrons from: select for patrons belonging to a specific Location or 2nd Location range Patrons in Grade: select for patrons belonging to a grade range Patrons added: select for patrons who were added within a certain date range (MM/DD/YYYY) Patrons with Last Name (Additional Selection): select for patrons with a specific last name Patrons in Barcode Range (Additional Selection): select for patrons who fall within a barcode range Patrons with Barcodes (Additional Selection): select for specific patron barcodes (separate by semi-colons??) OptionsImage Removed Sort by: choose how you would like the labels to be ordered Format: choose whether or not you want patron pictures on the cards Data: choose the data type to be displayed in each row in the label Size: choose whether the highlighted area on the label is Small (1 Row) or Large (2 Rows) Justification: choose whether the data will be justified in the center, to the left, or to the right for each row Color: choose the color of the text in each row Bold: check the box if you would like the text to be bolded in the highlighted row Options PurposeCreates library cards based on your customizations. This report is formatted for common business card stock or shipping labels, 2” x 3 ½”, 10 per sheet (Avery 5371). Examples| View file |
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| name | Library Cards (2x5) Report.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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No Pictures | | View file |
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| name | Library Cards (2x5) Report Patron Pictures.pdf |
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| page | Reports Examples |
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| space | ALIB |
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| height | 250 |
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Pictures | Patron Desk Reference Report| Expand |
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| title | Patron Desk Reference |
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| | **going to be updated in .3 (cleaned up format) |
| Content Block |
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| Reviews - Review Analysis moving to Statistics categoryImage RemovedTools > Reports > Patrons > Reviews | Expand |
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| Usage - going to be moved to StatisticsImage RemovedTools > Reports > Patrons > Usage | Expand |
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| title | Library Usage Summary |
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| | Expand |
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| title | Patron Monthly Usage |
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| | expan |
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| title | Patron Monthly Usage Detailed |
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| | Expand |
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| title | Top Borrowing Patrons |
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| Image RemovedTools > Reports > Patrons > Lexile | Expand |
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| ** will be updated (remove Detailed format option or restructure it) |
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| Image RemovedTools > Reports > Patrons > SIF | Expand |
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| Image RemovedTools > Reports > Patrons > Email |
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