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Inventory


Collection Analysis

Circulation

Statistics

Periodicals


System

Complete Reports List



Multiexcerpt
MultiExcerptNamePatrons Reports

Patrons Reports

Report NameFunction
Information
Operator SummaryGenerates a list of all patrons who are considered operators: 0 (District Administrator), 1 (Librarian Administrator), 2 (Librarian), and 3 (Staff).
Patron Alert Notes
Patron Category Notes
Patron Contact Notes
Patron Counts
Patron Credit Details
Patron General Notes
Patron Information
Account
Account Status Summary
Expired Patrons
Patrons with No Email
Patrons 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 Summary
Patron Monthly Usage
Patron Monthly Usage Details
Top Borrowing Patrons
Lexile
Patron Lexile
Patron Lexile Graph
SIF
Patron SIF Updates
Union Site Patrons
Email
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)