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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
Information
Additional Selections: Patrons with Last Name, Patrons in Barcode Range, Patrons with Barcodes
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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. Example
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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
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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
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Purpose Generates a list of current patron contact notes based on the selections you make. Example
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Purpose Run this report if you'd like to know how many patrons belong to the selections you makegroup(s) you select. In the Options tab, you can sort the counts by policy, grade, location, and second location. Otherwise, the report will default to all "All" and show only one number. Examples
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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
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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
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Purpose Creates a list of patron information based on the selections you make. Additional Option
Examples
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Account
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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 checked, only patrons who have a balance, payments, charges, credits, loaned items, lost items, overdues, holds, or reservations will be included Example
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Purpose Creates a list of patrons with the status of inactive based on the selections you make. Additional Option
Examples
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Purpose Generates a list of patrons without a listed email address based on the selection you make. Example
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