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| Image AddedOperations > Reports > Patrons |
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Get a brief summary of each report's purpose and see an example of what it would look like.
Information
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Purpose This report 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. 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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Purpose This report generates 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. 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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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 |
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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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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 |
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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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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 |
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name | Patron Counts 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 Credit Details |
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Purpose 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. Additional Selection Credit Balance: enter the balance range you would like to see 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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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 |
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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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Purpose
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).
Additional Option
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Format: choose between 1 Line or Detailed
Example
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name | Patron Information 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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Account
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title | Account Status Summary |
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title | Patrons with No Email |
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title | Patrons with No Picture |
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