Patrons Account Reports

Content Layer

id	1398872981

Content Column

tabbed-blocks	expanders
id	1398873012

Content Block

not-tabbed	true
name	INDEX
id	1398872996

Patron Account Reports

_{Image RemovedImage AddedTools > Reports > Patrons > Account}

Suspended Patrons

Content Block

name	Account Introduction
id	1567386534

The

Account Introduction

^{Image Added Textbook Tracker}

Generates report generates informational slips for patrons with their login credentials, library use instructions, account restrictions, library policies, contact information, and other information the librarian wants to give patrons.

Uses

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title	More information

Use(s)

Print these slips at the beginning of the school year for each patron to give them all the information they need to start using the library.

Tip

Selections

Multiexcerpt include

SpaceWithExcerpt	ALIB
MultiExcerptName	Patron Alert Notes Selections
PageWithExcerpt	ALIB:Alex S Reports

Options

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Learn more about setting up email notices for patrons and librarians.

Selections

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Options

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Example Reports

View file

name	Account Introduction Report (4 per page).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

4 Per Page format

View file

name	Account Introduction Report (Letter).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Letter format

Example Report

View file

name	Account Introduction Report (Email list).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Email format (PDF lists all patrons who received an email)

Image Added

Email format (example of an email sent to a patron)

Note
The account expiration date will only show if you have account expiration dates enabled in your Patron Preferences.

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Content Block

name	Account Status Summary
id	1398879412

Patron Details Summary

^{Image Added Textbook Tracker}

Generates Patron Details for each selected patron (The Account Status Summary report creates a full breakdown of the current state of patrons' accounts. This includes accounts)

Note
Before 20.12, this report was Account Status Summary.

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title	More information

Patron Details includes an account balance, payments, charges, credits, loaned items, lost items, overdues, holds,

and

reservations

(similar to Patron Details quick reports, which are found in the Circulation module).

Check the Limit to patrons that have transactions box on the Options tab to limit the patrons that appear in this report to those whom have items checked out, on hold, reservation, or owe fines. If you wish to print all patrons, whether they have transactions or not, remove the check.

Uses

, and reserved items.

Use(s)

Print this report for patrons and/or their parents regularly so they can remember which items they have, what's overdue and needs to be returned, which items are lost, how much they owe the library, etc. Use the Send Patron Details Email report if you want to email the report to patrons instead.

Selections

multiexcerpt-include

Image Added

SpaceWithExcerpt

Options

ALIB

MultiExcerptName

Patron Alert Notes Selections

PageWithExcerpt

ALIB:Alex S Reports

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Limit to patrons that have transactions: When checked, this limits the listed patrons to those whom have items checked out, on hold, reserved, or owe fines. If you wish to print all patrons, whether they have transactions or not, remove the check.

Options

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Example Report

View file

name

Account Status

Patron Details Summary Report.pdf
page	Example Reports (PDFs)
space	ALIB
height	250

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Content Block

name	Card Expiring Notice
id	519569115

Account Expiring Notice

^{Image Added Textbook Tracker}

Emails patrons whose accounts are expiring in the next 30 days

Note
This report will only work if you have enabled card account expiration dates (Preferences > Patrons > Patron Rules > uncheckDisable Card Expiration Datesaccount expiration dates) and configured your Email SettingsPreferences.

Expand

title	More information

The Card Expiring Notice report emails patrons whose library cards are expiring in the next 30 days.

Tip

Patrons need a valid email address on their record to receive email notifications. Not sure who's missing an email? Run the Patrons with No Email report to get a list.

Learn more about setting up email notices for patrons and librarians.

Use(s)

Create a saved report that's scheduled to automatically run once a month so that patrons are always notified of their cards expiring.

Selections

Image Modified

Options

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Example Email

This is what the email looks like to patrons:

Image Modified

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ALIB:Alex S Reports

Content Block

name	Expired Patrons Missing Information
id	1398896821218183797

Patrons Missing Information

^{Image Added Textbook Tracker}

Generates a list of patrons without an email or picture on their record

Expand

title	More information

Use(s)

Run this report after importing patron records

Note
This report will only generate results if you have enabled card expiration dates (Preferences > Patrons > Patron Rules > uncheck Disable Card Expiration Dates).

The Expired Patrons report creates a list of patrons with expired library cards. Card expiration dates can be viewed or edited on the Personal Info tab of Patrons Management. Set the number of days patrons' cards are active using patron policies.

Uses

Run this report regularly

to see which patrons need to

be renewed or removed.

Selections

Multiexcerpt include

SpaceWithExcerpt	ALIB
MultiExcerptName	Expired Patrons Selections
PageWithExcerpt	ALIB:Alex S Reports

Options

Multiexcerpt include

SpaceWithExcerpt	ALIB
MultiExcerptName	Patron Information Options
PageWithExcerpt	ALIB:Alex S Reports

Example Reports

View file

name	Expired Patrons Report 1 Line.pdf
page	Example Reports (PDFs)
space	ALIB
height	250

1 Line format

View file

name	Expired Patrons Report Detailed.pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Detailed format

View file

name	Expired Patrons Report Detailed Patron Pictures.pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Detailed format (with patron pictures)

Content Block

name	Inactive Patrons
id	1564645600

have a primary email address manually added.

Run this report after importing patron pictures to see if any patrons were missed.

If you use any email notice reports, run this report to get a list of who's missing a primary email address. Then you can contact those patrons and add an email. Otherwise, they won't receive notices.

Selections

Image Added

Options

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Note
This report may be removed soon. We recommend using the Patron Information report and selecting by a status of Inactive instead.

The Inactive Patrons report generates a list of patrons with the status of Inactive.

Uses

Run this report regularly to see which patrons need to be renewed or removed.

Selections

Multiexcerpt include

SpaceWithExcerpt	ALIB
MultiExcerptName	Expired Patrons Selections
PageWithExcerpt	ALIB:Alex S Reports

Options

Multiexcerpt include

SpaceWithExcerpt

ALIB

MultiExcerptName

Patron Information Options

PageWithExcerpt

Example Reports

View file

name

Inactive

Patrons Missing Information Report (

1 Line

Missing Email).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

1 Line format

View file

name	Inactive Patrons Report (Detailed).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Detailed format

Patrons missing Email

View file

name

Inactive

Patrons Missing Information Report (

Detailed - Patron Pictures

Missing Picture).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Detailed format (with patron pictures)

Content Block

Patrons missing Picture

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The Patrons with No Email report generates a list of patrons without a listed email address.

Uses

Run this report after importing patron records to see which patrons need to have an email address manually added.

Selections

name	Patrons with No Email
id	1398910718

Multiexcerpt include

SpaceWithExcerpt	ALIB
MultiExcerptName	Patron Alert Notes Selections
PageWithExcerpt	ALIB:Alex S Reports

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Versions Compared

Key

Patron Account Reports

Account Introduction

Use(s)

Selections

Options

Selections

Options

Example Reports

Patron Details Summary

Use(s)

Selections

Options

Options

Example Report

Account Expiring Notice

Use(s)

Selections

Options

Example Email

Patrons Missing Information

Use(s)

Uses

Selections

Options

Example Reports

Selections

Options

Uses

Selections

Options

Example Reports

Uses

Selections

Options

Example Report

Uses

Selections

Options

Example Report

Suspended Patrons

Use(s)

Selections

Options

Options

Example Reports

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