Complete Reports List

Content Layer

id	1390499705

Content Column

id	1390499736

Content Block

name	Search by Category
id	1390499720

Note
We are cleaning up and simplifying Reports to make your life easier! Take a look at the 20.12 Release Notes, 21.1 Release Notes, 21.2 Release Notes, and 21.3 Release Notes for details. You can expect more helpful changes in the next few releases.

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.

Page Tree Search

Patrons

Titles

Copies

Circulation

Statistics / Usage

Charges / Payments

Holds

Inventory

Collection Analysis

Study Programs

Interlibrary Loans

Special

Legacy

Anchor
Popular
Popular
Popular Reports

Multiexcerpt

MultiExcerptName	Popular Reports

Note
We are cleaning up and simplifying Reports to make your life easier. And part of that includes adding new categories—like this one—that may be empty for now. Stay tuned for more updates!

Anchor
Patrons Reports
Patrons Reports
Patrons Reports

Multiexcerpt

MultiExcerptName	Patrons Reports

Report Name	What does the report generate?
Information
Patron Counts	Statistics showing how many patrons belong to the groups you select for
Patron Information	List of simple or detailed patron information
Patron Notes	List of Contact, General, Alert, and/or Category Notes for selected patrons
Account
Account 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
Patron Details Summary	Patron Details for each selected patron (a full breakdown of accounts)
Patrons Missing Information	List of patrons without an email or picture on their record
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
Forms
Library Cards (2x5)	Customizable library cards
Patron Desk Reference	Reference sheet with patron photos, barcodes, and optional contact information
Reviews
Review Analysis	Statistics on items that have been reviewed
Usage
Activity Summary	List of Activity sign-ins from a specified time period and/or activity
Email
Send Email	Sends out a customizable email to a selection of patrons
Send Patron Details Email	Sends out an individualized Details report to selected patrons

Anchor
Titles Reports
Titles Reports
Titles Reports

Multiexcerpt

MultiExcerptName	Titles Reports

Report Name	What does the report generate?
Information
Title Available Copies	List showing the number of copies available at each site for each title in the selection
Title Information	List of titles with varying amounts of information depending on the format
Title Information by AwardTerm	List of titles that have won a particular award	Title Information by Category	List 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
Title Information by Series	List of titles in each series or titles in one particular series
Title Information by Subject	List of titles belonging to a particular subject or genre
Titles Not Shown in Researcher	List of titles that don't show up when looking for items in Researcher
Titles with No Copies	List of titles that don't have any copies
Titles with No Cover Art	List of titles that don't have cover art
Usage
Title Lifetime Usage	Statistics on total usage for each title
Title Year to Date Usage	Statistics on total year to date usage for each title
Top Circulated Titles	List of titles with the most checkouts

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 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
Reordering Details	List of ordering information for copies that may need to be replaced or supplemented
Weeding List	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)
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

Anchor
Circulation Reports
Circulation Reports
Circulation Reports

Multiexcerpt

MultiExcerptName	Circulation Reports

Report Name	What does the report generate?
Information
Loaned Items Information	List of loaned and temporary items along with their due dates
Overdue Items and Unpaid Charges Information	List of both overdue items and unpaid charges along with due dates and charge amounts
Overdue Items Information	List of items that are overdue
Temporary Items Information	List of temporary items currently checked out to patrons
Charges and Payments
Forgiven Charges	List of charges that have been forgiven within a certain date range
Patron Payment History	List of past patron payments and credits from a specified time period
Refunded Payments	List of refunds, including methods, amounts, and reasons
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
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
Unpaid Charges Notice	Notices for patrons with charges, fines, and/or fees that haven't been paid yet
Reservations
Reservation Labels	Labels for items and equipment with reservations
Reservation Packing List	List of upcoming reservations so you can prepare them to go to their proper patron/location
Reservation Picking List	List of upcoming reservations for pulling and delivering items
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

Anchor
Statistics Usage Reports
Statistics Usage Reports
Statistics / Usage Reports (previously Statistics)

Multiexcerpt

MultiExcerptName	StatisticsUsage Reports

Report Name	What does the report generate?
Monthly Checkout per Patron	Statistics on how many items were checked out each month by each patron
Patron Library Usage Summary	Statistics showing how many items were checked out each month within the specified date range
Patron Monthly Checkout Count	Statistics on how many items were checked out each month
Researcher Monthly Usage	Statistics on Researcher accessions and queries over time
Return Statistics	Statistics on how many books have been returned each month and how close to the due date they were returned on average
Top Borrowing Patrons	List of patrons who have checked out the most items
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
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
Usage by Period	Item usage statistics over different time periods

Anchor
ChargesPayments
ChargesPayments
Charges / Payments Reports

Multiexcerpt

MultiExcerptName	Charges Payments Reports

Report Name	What does the report generate?
Charges and Overdue Fines	List of unpaid charges and/or overdue fines
Patron Financials Brief	List of patrons and their balances

Anchor
Holds
Holds
Holds Reports

Multiexcerpt

MultiExcerptName	Holds Reports

Report 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

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 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

Multiexcerpt

MultiExcerptName	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

Multiexcerpt

MultiExcerptName	Study Programs Reports

Report Name	What does the report generate?
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
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
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
Titles with No Lexile Score	List of titles that don't have an entered Lexile score

Anchor
Interlibrary Loans Reports
Interlibrary Loans Reports
Interlibrary Loans Reports

Multiexcerpt

MultiExcerptName	Interlibrary Loans Reports

Note
These reports are only available to those with a Centralized Catalog.

Report Name	What does the report generate?
Interlibrary Loans - Overdue at Current Site	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 Holds for Current Site	List of items that are on in-transit hold for the current site
In-Transit to Current Site	List of items that are in-transit to the current site
Interlibrary Loans - Overdue at Other Sites	List of patrons at other sites with overdue items belonging to the current site

Anchor
Special Reports
Special Reports
Special Reports (previously System)

Multiexcerpt

MultiExcerptName	Special Reports

Report Name	What does the report generate?
Command Barcodes	List of scannable Circulation command barcodes that are commonly used
Damage Code Barcodes	List of scannable damage code barcodes
Item Policies	List of all item policies in your system
Manual Checkout Sheet	Printable checkout sheet to record patron and item information
Operator Summary	List of all patrons who are considered operators
Patron Policies	List of all patron policies in your system
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
Unused Barcodes	List of unused barcode ranges or barcode labels

Anchor
Legacy
Legacy
Legacy Reports

Multiexcerpt

MultiExcerptName	Legacy Reports

Report Name	What does the report generate?
Archived Copies	List of copies currently assigned to the Archived Items System Patron (barcode 6)
Charges 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
Expired Patrons	List of patrons with an expired account
Inactive Patrons	List of patrons with the status of Inactive
In-Transit from Current Site, Late in Arriving	List of items that are in-transit from the current site and late in arriving
In-Transit to Current Site, Late in Arriving	List of items that are in-transit to the current site and late in arriving
Library Use Copies	List of copies currently assigned to the Library Use System Patron (barcode 3)
Lost Items Charge Notice	Notices for patrons with unpaid lost items charges
On Order Copies	List of copies currently assigned to the On Order System Patron (barcode 5)
On Repair Copies	List of copies currently assigned to the On Repair System Patron (barcode 4)
Overdue Items Information (Old Format)	List of items that are overdue along with their due dates and charge amounts
Overdue Items Posting List	List of patrons with overdue items and charge amounts that you can post for patrons to see
Patron Credit Details	List of patron credit
Patron Overdue List	List of patrons with overdue items, including information on the items and fine amounts
Patrons with No Email	List of patrons without a listed primary email address
Patrons with No Picture	List of patrons without a picture
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
Severely Overdue Items Notice	Notices for patrons with items that are severely overdue
Unknown Copies	List of copies currently assigned to the Unknown Patron System Patron (barcode 8)

Space shortcuts

Page tree

Versions Compared

Key

AnchorPopularPopularPopular Reports

AnchorPatrons ReportsPatrons ReportsPatrons Reports

AnchorTitles ReportsTitles ReportsTitles Reports

AnchorCopies ReportsCopies ReportsCopies Reports

AnchorCirculation ReportsCirculation ReportsCirculation Reports

AnchorStatistics Usage ReportsStatistics Usage ReportsStatistics / Usage Reports (previously Statistics)

AnchorChargesPaymentsChargesPaymentsCharges / Payments Reports

AnchorHoldsHoldsHolds Reports

AnchorInventory ReportsInventory ReportsInventory Reports

AnchorCollection Analysis ReportsCollection Analysis ReportsCollection Analysis Reports

AnchorStudy Programs ReportsStudy Programs ReportsStudy Programs Reports

AnchorInterlibrary Loans ReportsInterlibrary Loans ReportsInterlibrary Loans Reports

AnchorSpecial ReportsSpecial ReportsSpecial Reports (previously System)

AnchorLegacyLegacyLegacy Reports

© 2023 COMPanion® Corporation | All Rights Reserved | Terms of Service & Privacy Policy

Anchor
Popular
Popular
Popular Reports

Anchor
Patrons Reports
Patrons Reports
Patrons Reports

Anchor
Titles Reports
Titles Reports
Titles Reports

Anchor
Copies Reports
Copies Reports
Copies Reports

Anchor
Circulation Reports
Circulation Reports
Circulation Reports

Anchor
Statistics Usage Reports
Statistics Usage Reports
Statistics / Usage Reports (previously Statistics)

Anchor
ChargesPayments
ChargesPayments
Charges / Payments Reports

Anchor
Holds
Holds
Holds Reports

Anchor
Inventory Reports
Inventory Reports
Inventory Reports

Anchor
Collection Analysis Reports
Collection Analysis Reports
Collection Analysis Reports

Anchor
Study Programs Reports
Study Programs Reports
Study Programs Reports

Anchor
Interlibrary Loans Reports
Interlibrary Loans Reports
Interlibrary Loans Reports

Anchor
Special Reports
Special Reports
Special Reports (previously System)

Anchor
Legacy
Legacy
Legacy Reports