Patrons Reports

**will be updated (fixed 1 Line and Detailed formatting)

Purpose

Creates a list of patron information based on the selections you make.

Additional Option

Examples

Account

Image Removed

add option screenshot of Patrons with No Email when it's updated

Additional Selections: Patrons with Last Name, Patrons in Barcode Range, Patrons with Barcodes

Content Layer

id	1359474471

**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.

Additional Option

The Sort by options are a little different in this report: all, policy, grade, location, and second location. "All" is the default and results in only one count being listed. If you choose a sorting option other than "All," an option to Page Break on Major Sort appears, which ?

Examples

Content Column

tabbed-blocks	tabs
width	100.0%
id	1359474484

All Patrons Reports

Patrons Reports

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

Information

Image Removed

Additional Selections: Patrons with Last Name, Patrons in Barcode Range, Patrons with Barcodes

Content Block

name

id	1359474474

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title	Operator Summary

**will be updated in .4 (allow Sort by Site and sort by Security Group)

Librarian/Admin use only

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.

Use Case(s)

This list could be a helpful reference when making security group changes, creating email groups, or making decisions in meetings.

Example

View file

name	Operator Summary Report.pdf
page	Reports Examples
space	ALIB
height	250

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title	Patron Alert Notes

**may have Detailed option added?

Librarian/Admin use only

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

name	Patron Alert Notes Report.pdf
page	Reports Examples
space	ALIB
height	250

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title	Patron Category Notes

**may have Detailed option added?

Librarian/Admin use only

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

name	Patron Category Notes Report.pdf
page	Reports Examples
space	ALIB
height	250

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title	Patron Contact Notes

**may have Detailed option added?

Librarian/Admin use only

Purpose

Generates a list of current patron contact notes based on the selections you make.

Example

View file

name	Patron Contact Notes Report.pdf
page	Reports Examples
space	ALIB
height	250

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title	Patron Counts

View file

name	Patron Counts Report Sorted_by_All.pdf
page	Reports Examples
space	ALIB
height	250

Sorted by "All" (default)

View file

name	Patron Counts Report Sorted_by_Policy.pdf
page	Reports Examples
space	ALIB
height	250

Sorted by "Policy"

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title	Patron Credit Details

**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.

Additional Selection

Credit Balance: enter the balance range you would like to narrow down your report to

Example

View file

name	Patron Credit Details Report.pdf
page	Reports Examples
space	ALIB
height	250

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title	Patron General Notes

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

name	Patron General Notes Report.pdf
page	Reports Examples
space	ALIB
height	250

may add Detailed format option?

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title	Patron Information

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)

View file

name	Patron Information Report 1 Line.pdf
page	Reports Examples
space	ALIB
height	250

1 Line

View file

name	Patron Information Report Detailed.pdf
page	Reports Examples
space	ALIB
height	250

Detailed

View file

name	Patron Information Report Detailed Patron Picture.pdf
page	Reports Examples
space	ALIB
height	250

Detailed (with patron pictures)

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title	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

name	Account Status Summary Report.pdf
page	Reports Examples
space	ALIB
height	250

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title	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

Format1 Line: single information lines that include name, grade, barcode, patron #, policy, and locationDetailed: 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

name	Expired Patrons Report 1 Line.pdf
page	Reports Examples
space	ALIB
height	250

1 Line

View file

name	Expired Patrons Report Detailed.pdf
page	Reports Examples
space	ALIB
height	250

Detailed

View file

name	Expired Patrons Report Detailed Patron Pictures.pdf
page	Reports Examples
space	ALIB
height	250

Detailed (with patron pictures)

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title	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

name	Patrons with No Email Report.pdf
page	Reports Examples
space	ALIB
height	250

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title	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

name	Patrons with No Picture Report.pdf
page	Reports Examples
space	ALIB
height	250

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title	Suspended Patrons

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 dateLetter: contains patron name, location, second location, address, start date, end date, and customizable letter textLetter to Parents: contains parent name, parent address, patron name, patron location, start date, end date, and customizable letter textSelf Mailer: contains patron name, address, location, start date, end date, customizable letter text, and a folding line for an envelope

Examples

View file

name	Suspended Patrons Report 1 Line.pdf
page	Reports Examples
space	ALIB
height	250

1 Line

View file

name	Suspended Patrons Report Letter.pdf
page	Reports Examples
space	ALIB
height	250

Letter

View file

name	Suspended Patrons Report Letter_to_Parents.pdf
page	Reports Examples
space	ALIB
height	250

Letter to Parents

View file

name	Suspended Patrons Report Self_Mailer.pdf
page	Reports Examples
space	ALIB
height	250

Self Mailer

Labels - may be moved to its own category with Patron subcategory??

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title	Patron Barcode Labels (3x10)

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title	Patron Labels (4x20)

**will be changed in .4 (adding/rearranging data choices)

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title	Patron Mailing Labels (3x10)

Forms

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title	Library Cards (2x5)

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title	Patron Desk Reference

**going to be updated in .3 (cleaned up format)

Reviews - Review Analysis moving to Statistics category

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title	Review Analysis

Usage - going to be moved to Statistics

Expand

title	Library Usage Summary

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title	Patron Monthly Usage

expan

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title	Patron Monthly Usage Detailed

Expand

title	Top Borrowing Patrons

Lexile

Expand

title	Patron Lexile

** will be updated (remove Detailed format option or restructure it)

Expand

title	Patron Lexile Graph

SIF

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title	Patron SIF Updates

Email

Content Block

name	Information
id	1359474469

_{Image AddedOperations > Reports > Patrons}

Report Name	What 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 Count	See which patrons do or don't have the item specified in the Options tab
Patron Notes	List of Contact, General, Alert, and/or Category Notes for selected patrons
Account
Account Expiring Notice	Emails 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 Summary	List 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 Email	Sends out an individualized Details report to selected patrons

Content Block

name	Account
id	1359609026

Content Block

name	Labels
id	1359624377

Content Block

name	Forms
id	1359640590

Content Block

name	Reviews
id	1359655617

Content Block

name	Usage
id	1359670624

Content BlocknameLexileid1359682442

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Versions Compared

Old Version 92

New Version Current

Key

Account

Patrons Reports

Information

Labels - may be moved to its own category with Patron subcategory??

Forms

Reviews - Review Analysis moving to Statistics category

Usage - going to be moved to Statistics

Lexile

SIF

Email

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