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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

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.

Operator Summary Report Example

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titlePatron Alert Notes

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

Patron Alert Notes Report Example

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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.

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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).

Patron Contact Notes Report Example

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titlePatron Counts


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titlePatron Credit Details


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titlePatron General Notes

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titlePatron Information