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Click on the report name for more information on when you would use it, what selections and options are available, and what it ends up looking like.

  • Inventory
  • Collection Analysis
  • Circulation


  • Statistics
  • Periodicals
  • System

Patrons Reports

Information
Operator SummaryPatron Category NotesPatron CountsPatron General Notes
Patron Alert NotesPatron Contact NotesPatron Credit DetailsPatron Information
Account
Account Status SummaryExpired PatronsPatrons with no EmailPatrons with No Picture
Suspended Patrons
Labels
Patron Barcode Labels (3x10)Patron Labels (4x20)Patron Mailing Labels (3x10)
Forms
Library Cards (2x5)Patron Desk Reference
Reviews
Review Analysis
Usage
Library Usage SummaryPatron Monthly UsagePatron Monthly Usage DetailedTop Borrowing Patrons
Lexile
Patron LexilePatron Lexile Graph
SIF
Patron SIF Updates
Email
Send Email

Anchor
Titles Reports
Titles Reports
Titles Reports

Information
Title InformationTitle Information by AwardTitle Information by CategoryTitle Information by Language
Title Information by PublisherTitle Information by SeriesTitle Information by SubjectTitles Not Shown in Researcher
Titles with No CopiesTitles with No Cover Art
Usage
Title Lifetime UsageTitle Year to Date UsageTop Circulated Titles
Study Programs
Accelerated Reader InformationFountas and Pinnell InformationGuided Reading InformationReading Counts Information
Lexile
Titles with Lexile ScoreTitles with No Lexile Score
Send Email
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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 out
  • All Categories > Usage (how often books checked out? Copies. Statistics–see who used what)

Patrons Reports

Report NameWhat does it do?
Information
Operator SummaryGenerates a list of all patrons who are considered operators
Patron Alert NotesPatron Category NotesPatron Contact NotesPatron CountsPatron Credit DetailsPatron General NotesPatron Information
Account
Account Status SummaryExpired PatronsPatrons with No EmailPatrons with No PictureSuspended Patrons
Labels
Patrons Barcode Labels (3x10)Patron Labels (4x20)Patron Mailing Labels (3x10)

Forms

Library Cards (2x5)Patron Desk Reference
Reviews
Review Analysis
Usage
Library Usage SummaryPatron Monthly UsagePatron Monthly Usage DetailedTop Borrowing Patrons
Lexile
Patron LexilePatron Lexile Graph
SIF
Patron SIF Updates
Email