Content Column |
---|
| 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.
Anchor |
---|
| Patrons Reports | Patrons Reports |
---|
| Patrons Reports |
---|
|
Multiexcerpt |
---|
MultiExcerptName | Patrons Reports Operator Summary | List of all patrons who are considered operators | Credit DetailsList of patron credit | Patron Information | List of simple or detailed patron information | Patron Items Out Count | See which patrons do or don't have the item specified in the Options tab | Patron Notes | List of Contact, General, Alert, and/or Category Notes for selected |
patrons Patron Overdue List | List of patrons with overdue items, including information on the items and fine amounts | Union Site Patrons (Centralized Catalog only) | List of all currently assigned to the Union SiteAccount Expiring Notice | Emails patrons whose accounts are expiring in the next 30 days | 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 account | Inactive Patrons | List of patrons with the status of Inactive | Patrons with No Email | List of patrons without a listed primary 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 cards | information gathered by Activity from Activity sign-ins from a specified time period |
(dates, patrons, reasons)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 | Patron Lexile | List of patrons and their current Lexile scores | Patron Lexile Graph (Lexile registration only) | Line graphs that show each patron's Lexile scores over the years as well as the default scores | SIF | Patron SIF Updates (SIF registration only) | List of patron names, barcodes, RefIds, and the last time they were updated via SIF | Anchor |
---|
| Copies Reports |
---|
| Copies Reports |
---|
|
Copies Reports Multiexcerpt |
---|
MultiExcerptName | Copies Reports |
---|
| Report Name | What does the report generate? |
---|
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 or supplemented |
Union Site Copies (Centralized Catalog only) | List of copies that are currently assigned to the Union Site | Weeding List by Copy | List of potential copies to weed based on condition, life to date usage, last use, or publication date |
Labels | 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 (5x10), Variable | Spine labels (change the number of rows and font size) | 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 Copies | List of copies currently assigned to the Archived Items System Patron (barcode 6) | 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 Copies | List 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 |
date Anchor |
---|
Inventory Reports | Inventory Reports | 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 specified 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 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 | 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 | 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 |
---|
| 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 ReportsLegacy Anchor |
---|
Periodicals Reports | Periodicals Reports | Periodicals Reports Multiexcerpt |
---|
MultiExcerptName | Periodicals ReportsReport Name | What does the report generate? |
---|
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 | Subscriptions Information | List of library subscriptions and varying amounts of information, depending on the chosen format | Anchor |
---|
System Reports | System Reports | System Reports Multiexcerpt |
---|
MultiExcerptName | System Reports |
---|
| Report 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 |
|
|