Content Column |
---|
tabbed-blocks | tabs |
---|
id | 1390499736 |
---|
| Content Block |
---|
name | Search by Category |
---|
id | 1390499720 |
---|
| Note |
---|
Coming soon: Reports will be split up into 3 types—informational Reports, email Notices, and Labels! |
Are you not sure how to use a particular report? Or perhaps you're wondering which report would best serve your needs... Either way, we've got you covered! Here you can see what each report does, what you can use it for, and what the PDF outputs look like. Find a report by simply clicking on its category or by using the search bar below.
Search by CategoryInventoryPeriodicalsPatrons Reports Multiexcerpt |
---|
MultiExcerptName | Patrons Reports | List of loaned and temporary items along with their due dates | On-Shelf Holds | List of requested copies that are still on shelves somewhere in the library | Overdue Items Information | List of items that are overdue | Patron Information | List of simple or detailed patron information | Title Information | List of titles with varying amounts of information depending on the format | Weeding List by Copy | List of potential copies to weed based on condition, life to date usage, last use, or publication date | Weeding List by Title | View a list of potential items to weed based on usage, publication, and more |
Anchor |
---|
| Patrons Reports |
---|
| Patrons Reports |
---|
| Patrons Reports
Operator Summary | List of all patrons who are considered operators | Patron Alert Notes | List of patron alert notes | Patron Category Notes | List of patron category notes | Patron Contact Notes | List of patron contact notes Credit DetailsList of patron credit | Patron General Notes | List of general notes | Patron Overdue ListList of patrons with overdue items, including information on the items and fine amounts | Union Site Patrons (CC only) | List of all patrons currently assigned to the Union Site | Account | Account Introduction | Informational slips for patrons with their login credentials and other important library information | Account Status Summary | List of charges, credits, loaned items, holds, and reservations for each patron | Expired Patrons | List of patrons with an expired library card | Inactive Patrons | List of patrons with the status of Inactive | Patrons with No Email | List of patrons without a listed email address | Patrons with No Picture | List of patrons without a picture | 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 | Library Cards (2x5) | Customizable library cardsLibrary Usage Summary | Statistics on how many patrons used and didn't use your library in the month/year range you specify | Patron Monthly Usage | Statistics on how many items were checked out each month | Patron Monthly Usage Detailed | Statistics on how many items were checked out each month by each patron | Top Borrowing Patrons | List of patrons who have checked out the most items | Lexile (Lexile registration only) | Patron Lexile | List of patrons and their current Lexile scores | Patron Lexile Graph | Line graphs that show each patron's Lexile scores over the years as well as the default scores | SIF (SIF registration only) | Patron SIF Updates | List of patron names, barcodes, RefIds, and the last time they were updated via SIF | Multiexcerpt | MultiExcerptNameTitles Reports Award that have won a particular awardTitle Information by Category | List of titles LanguageList of titles written in a select language | Title Information by Publisher | List of titles with the same publisher and/or titles published within a certain date range | Title Information by Study Programs | Accelerated Reader Information | List of titles with their Accelerated Reader points, reading levels, and test numbers | Fountas and Pinnell Information | List of titles with their Fountas and Pinnell reading levels | Guided Reading Information | List of titles with their Guided Reading levels | Reading Counts Information | List of titles with their Reading Counts points, reading level, and test numbers | Lexile (Lexile registration only) | Titles with Lexile Score | List of titles and their Lexile scores | Titles with No Lexile Score | List of titles that don't have an entered Lexile score | Anchor |
---|
| Copies Reports |
---|
| Copies Reports |
---|
|
Copies Reports Multiexcerpt | MultiExcerptNameCopies ReportsUnion Site Copies | confirm description | List of ordering information for copies that |
are currently assigned to the Union Site poor condition or little used copies with their publication yearpotential copies to weed based on condition, life to date |
use and dateLabels | Copy Labels (3x10) | Labels for item barcodes or envelope labels | Copy Labels (4x20) | Labels for study program identification or envelope labels | Copy Labels (5x10) | Spine labels | Copy Labels (8x6 Tall)Labels for study program identification or spine labels | Copy Labels (8x6, Tall), Variable | Labels for study program identification or spine labels (change the number of rows and font size) | Copy Labels (8x6, Wide) | Wide and short spine labels | Copy Labels (8x6, Wide), Variable | Wide and short spine labels (change the number of rows and font size)Archived Archived Items system patron (barcode 6)Discarded Copies | List of copies currently assigned to the Discarded Copies system Discarded Copies system patron (barcode 2) | In Processing Copies | List of copies currently assigned to the In |
Processing system patron Processing System Patron (barcode 7); Union Site copies |
Library Use Library Use system patron (barcode 3)Lost Copies | List of copies currently assigned to the Lost Copies system patron Lost Copies System Patron (barcode 1) |
On Order On Order system patron (barcode 5)On Repair Copies | List of copies currently assigned to the On Repair system patron (barcode 4) | Unknown Copies | List of copies currently assigned to the Unknown Patron system patron (barcode 8selected System Patron (Lost, Discarded, For Library Use, On Repair, On Order, Archived, In Processing, Unknown Patron, or In Transit) | Usage | Copy Monthly Usage |
confirm descriptionconfirm descriptionStatistics showing total usage for each individual copy for each month in the last year | Copy Usage Details | Statistics on total usage for each copy, including total checkouts, total |
days (??)days used, and the last use date |
Inventory Reports Multiexcerpt |
---|
MultiExcerptName | Inventory Reports |
---|
| Report Name | What does the report generate? |
---|
Copies Inventoried | List of copies that have been inventoried on or after the date specified in the Options tab | Copies Not Inventoried | List of copies that have not been inventoried on or after the date specified in the Options tab | Inventory Statistics Summary | Statistics showing the total items inventoried, items not inventoried, and lost items inventoried on or after the date specified in the Options tab | Anchor |
---|
| Circulation Reports |
---|
| Circulation Reports |
---|
|
Collection Analysis Reports Multiexcerpt |
---|
MultiExcerptName | Collection Analysis Reports |
---|
| Report Name | What does the report generate? |
---|
General | Brief Analysis | Statistics on item counts, purchase costs, and replacement costs | Publication Date Summary | Title and copy statistics by publication year | Super Summary | Various collection, age, and usage statistics, depending on the format chosen on the Options tab | State Reports | Houston Super Summary | Detailed collection analysis with classifications used by the HISD | Missouri Super Summary | Detailed collection analysis using the Missouri standard call number classifications | Circulation Reports Multiexcerpt | MultiExcerptNameCirculation Reports and overdue along with their due dates and charge amountsOverdue Items Posting List | List of patrons with items and charge amounts that you can post for patrons to see InformationCharges and Overdue Fines - Charges Only | List of unpaid charges | Charges and Overdue Fines - Complete | List of unpaid charges and overdue fines | Charges and Overdue Fines - Fines Only | List of unpaid overdue fines | BalanceList of patrons and their balances | Patron Notices | Coming Due Items Notice | Notices for patrons letting them know that their items are due soon | Damaged Items Notice | Notices and/or mailing labels for parents of patrons with damaged item fees | In-Stock Hold Notice | Notices for patrons letting them know that an in-stock hold is ready for them to pick up | Lost Items Charge Notice | Notices for patrons with unpaid lost items charges | Needed for Reservation Notice | List of patrons with items due in the near future that are needed for reservations | Overdue Items and Unpaid Charges Notice | Notices for patrons with overdue items and/or unpaid charges | Overdue Items Notice | Notices for patrons with items that are overdue | Severely Overdue Items Notice | Notices for patrons with items that are severely overdue | Unpaid Charges Notice | Notices for patrons with charges that haven't been paid yet | Holds | Anchor |
---|
| Statistics Usage Reports |
---|
| Statistics Usage Reports |
---|
| Statistics / Usage Reports (previously Statistics) Anchor |
---|
| ChargesPayments |
---|
| ChargesPayments |
---|
| Charges / Payments Reports
Holds ReportsReport Name | What does the report generate? |
---|
Expired In-Stock Holds | List of copies in the holds area with expired or cancelled requests | In-Stock Holds | List of copies in the holds area of the library that have been assigned to fill a request | On-Shelf Holds | List of requested copies that are still on shelves somewhere in the library | Pending Holds | List of holds placed on copies currently checked out to other patrons |
Anchor |
---|
| Inventory Reports |
---|
| Inventory Reports |
---|
| Inventory Reports Report Name | What does the report generate? |
---|
Copies Inventoried | List of copies that have been inventoried on or after the specified date | Copies Not Inventoried | List of copies that have not been inventoried on or after the specified date | Inventory Statistics Summary | Statistics showing the total items inventoried, items not inventoried, and lost items inventoried on or after the specified date | Anchor |
---|
| Collection Analysis Reports |
---|
| Collection Analysis Reports |
---|
| Collection Analysis Reports Report Name | What does the report generate? |
---|
Brief Analysis | Statistics on item counts, purchase costs, and replacement costs | Houston Super Summary | Detailed collection analysis with classifications used by the HISD | Missouri Super Summary | Detailed collection analysis using the Missouri standard call number classifications | Publication Date Summary | Title and copy statistics by publication year | Super Summary | Statistics that show the number of items in your collection and their value, the age of your items and average publication year, and usage information | Anchor |
---|
| Study Programs Reports |
---|
| Study Programs Reports |
---|
| Study Programs Reports Anchor |
---|
| Interlibrary Loans Reports |
---|
| Interlibrary Loans Reports |
---|
| Interlibrary Loans Reports
Reservations | Reservations List | List of future reservations, including the patron name, title, date range, and more | Reserved Items List | List of items that have been placed on reserve | ILL (Centralized Catalog only) | Current Site Overdue ILL Information from Current Site, Late in ArrivingList of items that are in-transit from the current site and late in arriving | In-Transit In-Transit to Current Site, Late in Arriving | List of items that are in-transit to the current site and late in arriving | Other Sites Overdue ILL InformationStatistics Multiexcerpt | Special Reports (previously System)MultiExcerptName | Statistics ReportsReport Name | What does the report generate? |
---|
Usage by Time Period | Usage by Period | item usage statistics over different time periods | Patron Usage | Usage by Patron Policy | statistics showing how much different types of patrons are using the library | Usage by Patron-Item Policy | usage statistics on various patron and item policy combinations with patron policies listed first | Item Usage | Usage by Item Policy | statistics showing how much items with a specific policy are used during different time periods | Usage by Item-Patron Policy | usage statistics on various item and patron policy combinations with item policies listed first | Other Usage | Return Statistics | statistics on how many books have been returned each month and how close to the due date they were returned on average | Periodicals Reports Multiexcerpt |
---|
MultiExcerptName | Periodicals Reports |
---|
| Report Name | What does the report generate? |
---|
Subscriptions | Subscriptions Information | list of library subscriptions and varying amounts of information, depending on the chosen format | System Analysis | Basic overview of a system's registration, configuration, and records | Union Site Copies (Centralized Catalog only) | List of copies that are currently assigned to the Union Site | Union Site Patrons (Centralized Catalog only) | List of all patrons currently assigned to the Union Site |
Legacy Routes | Routes Information | list of route names, responsible patrons, and route periods | Routes Patron List | list of all patrons included in each route | Routing Slips | slips for each route listing the route name, responsible patron, route start and end dates, instructions, and patrons included in the route list | System Reports Multiexcerpt |
---|
MultiExcerptName | System ReportsReport Name | What does the report generate? |
---|
Barcodes | Command Barcodes | list of scannable Circulation command barcodes that are commonly used | Damage Code Barcodes | list of scannable damage code barcodes | Unused Barcodes | list of unused barcode ranges or barcode labels | Miscellaneous | Item Policies | list of all item policies in your system | Manual Checkout Sheet | printable checkout sheet to record patron and item information | Patron Policies | list of all patron policies in your system | Policy Exceptions | list of all policy exceptions in your system | System Analysis | basic overview of a system's registration, configuration, and records | | Content Block |
---|
name | Search by Scenario |
---|
id | 1390499689 |
---|
| Reports Workshop Notes:page break on major sort - separates each homeroom/grade/etc onto separate pages in-stock holds - been checked in and kept at front desk, collected from shelves; separated out on-shelf holds - out on shelves BOY - Copies > Information > Copy Information (see what barcodes have been used, if there's messiness in your whole collection)
- Copies > Labels > Copy Labels Reports–specifically barcodes but works for others-- number x number refers to how many labels are on the sheet (can buy label sheets and even pre-printed labels from COMPanion?) popular to choose a date range or barcode range (make sure scale is set to 100% and other printing options)
- Patrons > Labels > Patron Barcode Labels (3x10) (attach to ID cards, internal things like holds)
- Patrons > Forms > Library Cards (2x5) include pictures
- Patrons > Account > Account Introduction (Account Information Email Reports - give students their library user information --login, password, customizable text for instructions, can go out by email
Ongoing Report Needs Throughout the Year - Circulation > Holds > Pending Holds (shows holds people are currently waiting for; may want to schedule for daily/weekly emails)
- Circulation > Information > Overdue Items Information (all of the reports in this section could be useful to different people; play around and see what has the info you want; email once a week to teachers
- Circulation > Notices > COMMON: Coming Due Items Notice, but all are valuable (notify people, custom text)
- Circulation > Information > Loaned Items Information (
EOY Collection Analysis > General? > Super Summary (recommended Format Option: Regular - Ignore Super Summary Call Numbers, most people don't follow national standard for call numbers, causes skewed report;)Copies > Special Status > Discarded or Lost Copies (after done inventory, get idea of books to replace, run before you remove those groups; Options Include Copies lost from inventory – maybe you wanted them out, weeded outAll Categories > Usage (how often books checked out? Copies. Statistics–see who used what |
|
|