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name | Search by Category |
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id | 1390499720 |
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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.
Patrons ReportsPatrons ReportsPatrons Popular Reports Multiexcerpt | MultiExcerptNamePatrons Reports | Anchor |
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| Patrons Reports |
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| Patrons Reports |
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| 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 informationPatron Mailing Labels (3x10) | Labels with patron addresses | Library Cards (2x5) | Customizable library cards | Library 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 | Anchor |
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| Titles Reports |
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| Titles Reports |
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| Titles Reports Multiexcerpt |
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MultiExcerptName | Titles Reports |
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| List of titles that have won a particular award | Title Information by Category | AwardList of titles belonging to particular categories or titles with a particular General Note |
Title Information by Language | List 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 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 |
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| Copies Reports |
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| Copies Reports |
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| Copies Reports Multiexcerpt |
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MultiExcerptName | Copies Reports |
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| Report Name | What does the report generate? |
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Information | Copy Information | List of copies with varying amounts of information (depends on chosen format) | Copy Notes | List of copies with copy notes | Copy Status | List of copies and their current status | Copy Status Details | List of copies; their current status; and patron names, barcodes, and due dates for checked out copies | Duplicate Barcodes | Get information on duplicate barcodes. We recommend eliminating duplicates as soon as possible. | Reordering Details | List of ordering information for copies that may need to be replaced |
Union Site Copies (CC only) that are currently assigned to the Union SiteWeeding List | List of poor condition or little used copies with their publication yearto 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)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) | Special Status | Archived Copies | List of copies currently assigned to the Archived Items System Patron (barcode 6) | VariableLabels for study program identification or spine labels (change the number of rows and font size) | System Patron system patron (barcode 2) | In Processing Copies | List of copies currently assigned to the In Processing System Patron (barcode 7); Union Site copies |
Library Use CopiesList of copies currently assigned to the Library Use System Patron (barcode 3) | Lost Copies | List of copies currently assigned to the Lost Copies System Patron (barcode 1) |
On Order On Order 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 8Patron (Lost, Discarded, For Library Use, On Repair, On Order, Archived, In Processing, Unknown Patron, or In Transit) | Usage | Copy Monthly Usage | Statistics showing total copy usage for each month within the last year | Copy Monthly Usage Detailed | Statistics 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 used, and the last use |
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Inventory Reports | Inventory Reports | Inventory Reports Multiexcerpt |
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MultiExcerptName | Inventory Reports |
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| Report Name | What does the report generate? |
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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 Report Name | What does the report generate? |
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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 chosen format | 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 | Anchor |
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Collection Analysis Reports | Collection Analysis Reports | Collection Analysis Reports Multiexcerpt |
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MultiExcerptName | Collection Analysis Reports |
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| Circulation Reports | | Circulation Reports |
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| Circulation Reports Multiexcerpt |
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MultiExcerptName | Circulation Reports |
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| and along with their due dates and charge amountsOverdue Items Posting ListList of patrons with overdue 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 |
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| Statistics Usage Reports |
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| Statistics Usage Reports |
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| Statistics / Usage Reports (previously Statistics) Anchor |
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| ChargesPayments |
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| ChargesPayments |
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| Charges / Payments Reports
Holds ReportsReport Name | What does the report generate? |
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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 |
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| Inventory Reports |
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| Inventory Reports |
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| Inventory Reports Report Name | What does the report generate? |
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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 |
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| Collection Analysis Reports |
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| Collection Analysis Reports |
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| Collection Analysis Reports Report Name | What does the report generate? |
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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 |
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| Study Programs Reports |
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| Study Programs Reports |
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| Study Programs Reports Anchor |
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| Interlibrary Loans Reports |
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| Interlibrary Loans Reports |
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| 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 | List of patrons at the current site with overdue items belonging to other sites | In-Transit from Current Site | List of items that are in-transit from the current site |
In-Transit from Current Site, Late in Arriving | List of items that are in-transit from the current site and late in arrivingIn-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 Statistics Statistics Reports Multiexcerpt |
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MultiExcerptName | Statistics ReportsSpecial Reports (previously System)Report Name | What does the report generate? |
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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 | Legacy Anchor |
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Periodicals Reports | Periodicals Reports | Periodicals Reports Multiexcerpt |
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MultiExcerptName | Periodicals ReportsReport Name | What does the report generate? |
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Subscriptions | Subscriptions Information | List of library subscriptions and varying amounts of information, depending on the chosen format | 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 |
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System Reports | System Reports | System Reports Multiexcerpt |
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MultiExcerptName | System Reports |
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| Report Name | What does the report generate? |
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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 |
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