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tabbed-blocks | tabs |
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id | 1390499736 |
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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.
Search by CategoryInventoryPeriodicalsPatrons Reports Multiexcerpt |
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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 |
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| Titles Reports |
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| Titles Reports |
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| Titles Reports Anchor |
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| Copies Reports |
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| Copies Reports |
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| Copies ReportsReport 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 or supplemented | Weeding List by Copy | List of potential copies to weed based on condition, life to date usage, last use, or publication date | Special Status | Discarded Copies | List of copies currently assigned to the Discarded Copies system patron (barcode 2) | In Processing Copies | List of copies currently assigned to the In Processing System Patron (barcode 7); Union Site copies | Lost Copies | List of copies currently assigned to the Lost Copies System Patron (barcode 1) | Special Status Copies | List of copies currently assigned to the selected System Patron (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 |
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| Circulation Reports |
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| Circulation Reports |
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| Circulation Reports Anchor |
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| Statistics Usage Reports |
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| Statistics Usage Reports |
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| Statistics / Usage Reports (previously Statistics)Patron Monthly Usage | Statistics on how many items were checked out each month within the specified date range | Patron Monthly |
Usage DetailedCheckout Count | Statistics on how many items were checked out each month |
by each patron 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 |
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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 ReportsLexileGraph for each patron showing their (Lexile registration only) | Line graphs that show each patron's Lexile scores over the years as well as the default scores | Reading Counts Information | List of titles with their Reading Counts points, reading level, and test numbers | Titles with Lexile Score | List of titles and their Lexile scores |
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| Interlibrary Loans Reports |
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| Interlibrary Loans Reports |
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| Interlibrary Loans Reports
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| Special Reports |
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| Special Reports |
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| Special Reports (previously System)SIF | Patron SIF Updates (SIF registration only) | List of patron names, barcodes, RefIds, and the last time they were updated via SIF | Policy Exceptions | List of all policy exceptions in your system | 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 |
Email | Send Email | Sends out a customizable email to a selection of patrons | | Content Block |
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name | Search by Scenario |
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id | 1390499689 |
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| 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 |
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