The Support Center has moved!! See the new website https://support.goalexandria.com/  


Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Patrons Reports

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

Information
Expand
titleOperator Summary

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
nameOperator Summary Report.pdf
pageReports Examples
spaceALIB
height250

Expand
titlePatron Alert Notes

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
namePatron Alert Notes Report.pdf
pageReports Examples
spaceALIB
height250

Expand
titlePatron Category Notes

Purpose

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.

Example

View file
namePatron Category Notes Report.pdf
pageReports Examples
spaceALIB
height250

Expand
titlePatron Contact Notes

Purpose

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

Example

View file
namePatron Contact Notes Report.pdf
pageReports Examples
spaceALIB
height250

Expand
titlePatron Counts

Purpose

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)..

Example (selected for all patrons in grade 3)

View file
namePatron Counts Report.pdf
pageReports Examples
spaceALIB
height250

Expand
titlePatron Credit Details

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
namePatron Credit Details Report.pdf
pageReports Examples
spaceALIB
height250

Expand
titlePatron General Notes

Purpose

Generates 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.

Example

View file
namePatron General Notes Report.pdf
pageReports Examples
spaceALIB
height250

Expand
titlePatron Information

Purpose

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

Additional Option

Format1 Line: single information lines that include name, grade, barcode, patron #, policy, and location
Detailed: information sections that include name, address, barcode, 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)

ExampleExamples

View file
namePatron Information Report 1 Line.pdf
pageReports Examples
spaceALIB
height250

1 Line

View file
namePatron Information Report Detailed.pdf
pageReports Examples
spaceALIB
height250

Detailed

View file
namePatron Information Report Detailed Patron Picture.pdf
pageReports Examples
spaceALIB
height250

Detailed (with patron pictures)

Account
Expand
titleAccount Status Summary


Expand
titleExpired Patrons


Expand
titlePatrons with No Email


Expand
titlePatrons with No Picture


Expand
titleSuspended Patrons


Labels
Forms
Reviews
Usage
Lexile
SIF
Email