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.

Example Report

This breakdown includes an account balance, payments, charges, credits, loaned items, lost items, overdues, holds, and reservations (similar to Patron Details). 

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.

Example Report

This report will only work if you have enabled account expiration dates (Preferences > Patrons > Patron Rules > uncheck Disable account expiration dates) and configured your Email Preferences.

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.

Example Email

This is what the email looks like to patrons:

This report will only generate results if you have enabled account expiration dates (Preferences > Patrons > Patron Rules > uncheck Disable account expiration dates).

Account expiration dates can be viewed or edited on the Personal tab of Patrons Management. Set the number of days patrons' accounts are active using patron policies.

Use(s)

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

Example Reports

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

Use(s)

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

Example Reports

Use(s)

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

• 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.

Example Report

Use(s)

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

Example Report

Use(s)

If you can't charge fines but still want to encourage patrons to return items on time, suspending them and sending out these letters may act as an incentive.

Example Reports