**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

**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

**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

**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

**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

**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

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

**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

**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

**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

Examples

**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

**will be updated (fixed 1 Line formatting)

Purpose

Generates a list of patrons without a picture based on the selections you make.

Example

Purpose

Generates a list of suspended patrons and/or generates letters for notifying patrons and parents of the suspension.

Additional Option

Examples

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

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