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Image RemovedImage AddedTools > Reports > Circulation > Notices





Note

Circulation Groups have been temporarily restored but will be moving to Textbook Tracker only soon.

Tip

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

Content Block
nameComing Due Items Notice
id1668245376

Coming Due Items Notice

Generates notices for patrons letting them know that their items are due soon. Specify the due date range using the Patrons with Items Due selection.

Expand
titleMore information
Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have items due soon. Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students and/or parents directly when they have items due soon.
Selections
Coming Due Items Notice report Selections tab

Patrons with Items Due: Enter a relative date or date range.

Note

This report now includes a Title selection.

Options

Coming Due Items Notice report Options tab

Example Reports

These examples use the default options for each format.

View file
nameComing Due Items Notice Report (2 Per Page)2 per page.pdf
pageExample Reports (PDFs)Alex Documents
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2 Per Page format

View file
nameComing Due Items Notice Research (4 Per Page)4 per page.pdf
pageExample Reports (PDFs)Alex Documents
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4 Per Page format

View file
nameComing Due Items Notice Report ( Letters).pdf
pageExample Reports (PDFs)Alex Documents
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Letters format

View file
nameComing Due Items Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
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height250

Image Added

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

View file
nameComing Due Items Notice Report (Letters with Summary)mailing labels 3 across.pdf
pageExample Reports (PDFs)Alex Documents
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height250

Letters with Summary format

view-file

Mailing Labels 3 Across format



Coming Due Report (Self Mailer).pdf

Self Mailer format

Damaged Items Notice

Generates parent notice slips and/or mailing labels for patrons with damaged item fees

All patrons who have an unpaid damage charge from discarded or damage coded items will be included in this report.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid damaged item fees. These notices can be mailed or handed out in person to students or parents. Consider creating Saved Reports that automatically email these notices to staff periodically for them to distribute.

Example Reports
Content Block
name
Damaged Items Notice
pageExample Reports (PDFs)
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height250

View file
nameComing Due Items Notice Report (Email).pdf
pageExample Reports (PDFs)
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height250

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

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

View file
nameComing Due Items Notice Report (Mailing Labels 3 Across).pdf
pageExample Reports (PDFs)
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height250

Mailing Labels 3 Across format

Content Block
nameDamaged Items Notice
id1668262123
Expand
titleMore information
Selections

Damaged Items Notice report Selections tabImage Removed

Note

This report now includes a Title selection.

Options
Damaged Items Notice report Options tabImage Removed

View file
nameDamaged Items Notice Report (Letter).pdf
pageExample Reports (PDFs)
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height250

Letter format

View file
nameDamaged Items Notice Report (Mailing Labels 3 Across).pdf
pageExample Reports (PDFs)
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height250

Mailing Labels 3 Across format

id1668262123

Damaged Items Notice

Generates parent notice slips and/or mailing labels for patrons with damaged item fees

Expand
titleMore information

All patrons who have an unpaid damage charge from discarded or damage coded (DL) items will be included in this report.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid damaged item fees. These notices can be mailed or handed out in person to students or parents. Consider creating Saved Reports that automatically email these notices to staff periodically for them to distribute.

Selections

Damaged Items Notice report Selections tabImage Added

Note

This report now includes a Title selection.

Options
Damaged Items Notice report Options tabImage Added
Example Reports

View file
nameDamaged Items Notice (letter).pdf
pageExample Reports (PDFs)
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height250

Letter format

View file
nameDamaged Items Notice (mailing labels).pdf
pageExample Reports (PDFs)
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height250

Mailing Labels 3 Across format


Content Block
nameIn-Stock Hold Notice
id1668274279

In-Stock Hold Notice

Generates notices for patrons letting them know that an in-stock hold is ready for them to pick up

Expand
titleMore information

In-stock holds are generally holds that have been checked in by the previous patron and are being held separate from the general collection for the next patron.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have in-stock holds. Consider creating some saved reports that automatically send out this report:

  • Set up some saved reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a saved report that emails students or parents directly when in-stock holds are ready.
  • Set up a saved report that automatically notifies patrons as their in-stock holds become available. Do this by using a relative date with the In-Stock Hold Available selection (this day, last day, etc).
Selections

In-Stock Hold Notice report Selections tabImage Added

In-Stock Hold Expiration Date: Send out notices about in-stock holds that will be expiring soon.

In-Stock Hold Available: Send out notices based on when holds become in-stock.

Options
In-Stock Hold Notice report Options tabImage Added
Example Reports

View file
nameIn-Stock Hold Notice Report (Standard).pdf
pageExample Reports (PDFs)
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height250

Standard format

View file
nameIn-Stock Hold Notice Report (4 Per Page).pdf
pageExample Reports (PDFs)
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height250

4 Per Page format

Content Block
nameIn-Stock Hold Notice
id1668274279
In-Stock Hold Notice

Generates notices for patrons letting them know that an in-stock hold is ready for them to pick up

Example Reports
Expand
titleMore information

In-stock holds are generally holds that have been checked in by the previous patron and are being held separate from the general collection for the next patron.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have in-stock holds. Consider creating some saved reports that automatically send out this report:

  • Set up some saved reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a saved report that emails students or parents directly when in-stock holds are ready.
  • Set up a saved report that automatically notifies patrons as their in-stock holds become available. Do this by using a relative date with the In-Stock Hold Available selection (this day, last day, etc).
Selections

In-Stock Hold Notice report Selections tabImage Removed

In-Stock Hold Expiration Date: Send out notices about in-stock holds that will be expiring soon.

In-Stock Hold Available: Send out notices based on when holds become in-stock.

Options
In-Stock Hold Notice report Options tabImage Removed

View file
nameIn-Stock Hold Notice Report (Standardmailing labels).pdf
pageExample Reports (PDFs)
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height250

Standard Mailing Labels 3 Across format

View file
nameIn-Stock Hold Notice Report (4 Per Page).pdf
pageExample Reports (PDFs)
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height250

4 Per Page format

View file
nameIn-Stock Hold Notice Report (Mailing Labels 3 Across).pdf
pageExample Reports (PDFs)
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height250

Mailing Labels 3 Across format

View file
nameIn-Stock Hold Notice Report (Email).pdf
pageExample Reports (PDFs)
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height250

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

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

Content Block
nameLost Items Charge Notice
id1668287387


Image Added

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




Example Reports (PDFs)
Content Block
nameLoaned Items Notice
id2110686369

Loaned Items Notice                               

 Image Added Textbook Tracker

Notices (letters or emails) to inform patrons of items they currently have checked out.

Expand
titleMore information
Use(s)

For remote checkouts through Researcher

  • Patrons place items on hold through Researcher.
  • Librarians run the hold reports, gather the items, and check them out to the patron.
  • Items get put into bags for curbside pickup.
  • Librarians run the Loaned Items Notice report, selecting by date range of checkout, and notifying patrons their items are ready for pickup.

Receipt substitute

  • Facility runs the report for patrons who checked out items today and delivers printed letters to each patron.

Textbook Tracker

  • Because textbooks don't often have due dates (return at end of term etc), this report can provide a list of textbooks the students have checked out. The list could be compared to a course schedule, to ensure the student has all the materials they need. 


Selections
Image Added



Options

Image Added

Lost Items Charge Notice

Generates notice slips for patrons with unpaid lost item charges

Example Reports
Expand
titleMore information

All patrons with an item checked in via the Lost Copies System Patron and an unpaid lost item charge will be included in this report.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid lost item charges. Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students or parents directly when they have unpaid lost item charges.
Selections

Lost Items Charge Notice report Selections tabImage Removed

Note

This report now includes a Title selection.

Options

Lost Items Charge Notice report Options tabImage Removed

View file
name

Lost

Loaned Items

Charge

Notice

Report

(

2 Per Page

cover photos).pdf

page

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height250

2 Per Page format

View file
name

Lost

Loaned Items

Charge

Notice

Report (4 Per Page

(no cover photos).pdf

pageExample Reports (PDFs)space

ALIB

height250

4 Per Page format

View file
nameLost Items Charge Notice Report (Letters).pdf
pageExample Reports (PDFs)
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height250

Letters format

View file
nameLost Items Charge Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
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height250

Letters to Parents format


With cover photos                              Without cover photos



Content Block
nameNeeded for Reservation Notice
id1668300450

Needed for Reservation Notice

Generates a list of patrons with items due in the near future that are needed for reservations

Expand
titleMore information
Use(s)

Librarians or teachers can run this report to get a list of patrons who may need a reminder to return their items on time so they can fill reservations.

Selections
Needed for Reservation Notice report Selections tabImage Added
Note

This report now includes a Title selection.

Options

Needed for Reservation Notice report Options tabImage Added


Example Report

View file
name

Lost Items Charge Notice Report (Letters with Summary)

Needed for Reservation Notice.pdf
pageExample Reports (PDFs)
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height250

Letters with Summary format

view-file
Lost Charge Notice Report (Self Mailer).pdf

Self Mailer format

Needed for Reservation Notice

Generates a list of patrons with items due in the near future that are needed for reservations

Use(s)

Librarians or teachers can run this report to get a list of patrons who may need a reminder to return their items on time so they can fill reservations.

Options

Needed for Reservation Notice report Options tabImage Removed

Example Report

Content Block
name
Overdue Items
pageExample Reports (PDFs)
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height250

View file
nameLost Items Charge Notice Report (Email).pdf
pageExample Reports (PDFs)
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height250

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

Image Removed

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

View file
nameLost Items Charge Notice Report (Mailing Labels 3 Across).pdf
pageExample Reports (PDFs)
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height250

Mailing Labels 3 Across format

Content Block
nameNeeded for Reservation Notice
id1668300450
Expand
titleMore information
Selections
Needed for Reservation Notice report Selections tabImage Removed
Note

This report now includes a Title selection.

View file
nameNeeded for Reservation Notice.pdf
pageExample Reports (PDFs)
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height250

Content Block
nameOverdue Items and Unpaid Charges Notice
id1668345529
Overdue Items and Unpaid Charges Notice

Generates notices for patrons with overdue items and/or unpaid charges

Expand
titleMore information

Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts. Overdue fines continuously accumulate until items are returned. Once the item is returned, the fine becomes a charge.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have overdue items and/or unpaid charges. Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students or parents directly when they have overdue items and/or unpaid charges.
Selections

Image Removed

Fine or Charge Balance: Enter the fine/charge range for which you want to send out notices. Note that this selection looks at individual charges rather than a patron's total balance. This means that someone with three 50¢ charges that total $1.50 won't receive a notice since each charge is under the $1.00 (if you set $1.00 as the minimum amount). Also, overdue items with fines not included in the selected amount won't be included in notices.

Note

This report now includes a Title selection.

Options

Image Removed

and Unpaid Charges Notice
id1668345529

Overdue Items or Unpaid Charges Notice

Generates notices for patrons with overdue items and/or unpaid charges

Expand
titleMore information

Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts. Overdue fines continuously accumulate until items are returned. Once the item is returned, the fine becomes a charge.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have overdue items and/or unpaid charges. Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students or parents directly when they have overdue items and/or unpaid charges.
Selections

Image Added

Fine or Charge Balance: Enter the fine/charge range for which you want to send out notices. Note that this selection looks at individual charges rather than a patron's total balance. This means that someone with three 50¢ charges that total $1.50 won't receive a notice since each charge is under the $1.00 (if you set $1.00 as the minimum amount). Also, overdue items with fines not included in the selected amount won't be included in notices.

Options

Image Added

With the Email format, you can choose whether to send the notice to only Primary Emails or all emails on selected patrons' records. This allows you to notify both patrons and parents/guardians if necessary.


Example Reports

View file
nameOverdue Items or Unpaid Charges Notice (2 per page).pdf
pageExample Reports (PDFs)
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height250

2 Per Page format

View file
nameOverdue Items or Unpaid Charges Notice (4 per page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page format

View file
nameOverdue Items or Unpaid Charges Notice (letters).pdf
pageExample Reports (PDFs)
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height250

Letters format



Image Added

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

Example Reports

View file
nameOverdue Items and Unpaid Charges Notice Report (2 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

2 Per Page format

View file
nameOverdue Items and Unpaid Charges Notice Report (4 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page format

View file
nameOverdue Items and Unpaid Charges Notice Report (Letters).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters format

View file
nameOverdue Items and Unpaid Charges Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters to Parents format

View file
nameOverdue Items and Unpaid Charges Notice Report (Letters with Summary).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters with Summary format

View file
nameOverdue Items and Unpaid Charges Notice Report (Self Mailer).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Self Mailer format

View file
nameOverdue Items and Unpaid Charges Notice Report (Email).pdf
pageExample Reports (PDFs)
spaceALIB
height250

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

Image Removed

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

View file
nameOverdue Items and Unpaid Charges Notice Report (Mailing Labels 3 Across).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Mailing Labels 3 Across format

Content Block
nameOverdue Items Notice
id1668364488

Overdue Items Notice

Image Removed Textbook Tracker

Generates notices for patrons with items that are overdue

Example Reports
Expand
titleMore information

Overdue fine amounts, which become charges when the items are checked in, are shown as well.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have overdue items. Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students or parents directly when they have overdue items.
Selections

Overdue Items Notice report Selections tabImage Removed

Options

Overdue Items Notice report Options tabImage Removed

View file
nameOverdue Items or Unpaid Charges Notice Report (2 Per Pagemailing labels).pdf
pageExample Reports (PDFs)
spaceALIB
height250

2 Per Page format

view-file

Mailing Labels 3 Across format

Content Block
nameOverdue Items Notice
id1668364488

Overdue Items Notice

 Image Added Textbook Tracker

Generates notices for patrons with items that are overdue

4 Per Page format

Image Removed

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

Overdue fine amounts, which become charges when the items are checked in, are shown as well.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have overdue items. Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students or parents directly when they have overdue items.
Selections

Overdue Items Notice report Selections tabImage Added

Options

Overdue Items Notice report Options tabImage Added

With the Email format, you can choose whether to send the notice to only Primary Emails or all emails on selected patrons' records. This allows you to notify both patrons and parents/guardians if necessary. 

Example Reports
Report (4 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

View file
nameOverdue Items Notice Report (Letters).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters format

View file
nameOverdue Items Notice Report (Email).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Email format

View file
nameOverdue Items Notice Report (Mailing Labels 3 Across(2 per page).pdf
pageExample Reports (PDFs)
spaceALIB
height250
Mailing Labels 3 Across

2 Per Page format

content-block

View file
nameOverdue Items Notice (4 per page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page format

View file
nameOverdue Items Notice (Letters with cover art).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters format


Image Added

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

View file
nameOverdue Items Notice (mailing labels).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Mailing Labels 3 Across format

Content Block
nameUnpaid Charges Notice
id1668400641

Unpaid Charges Notice

Generates notices for patrons with charges, fines, and/or fees that haven't been paid yet 

Image Added Textbook Tracker

Expand
titleMore information

Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts. Overdue fines accumulate until the item is returned.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid charges. Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students or parents directly when they have unpaid charges.
Selections
Unpaid Charges Notice report Selections tabImage Added
Options

Unpaid Charges Notice report Options tabImage Added

With the Email format, you can choose whether to send the notice to only Primary Emails or all emails on selected patrons' records. This allows you to notify both patrons and parents/guardians if necessary.

Note

Other Charges/ Fees includes lost and overdue charges, as well as things like damage/discarded fees.

Example Reports
Unpaid Charges Notice
id1668400641
Unpaid Charges Notice

Generates notices for patrons with charges that haven't been paid yet

Example Reports

Expand
titleMore information

Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid charges. Consider creating some Saved Reports that automatically send out this report:

  • Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
  • Set up a Saved Report that emails students or parents directly when they have unpaid charges.
Selections
Unpaid Charges Notice report Selections tabImage Removed

Charge Balance: Enter the charge range for which you want to send out notices. Note that this selection looks at individual charges rather than a patron's total balance. This means that someone with three 50¢ charges that total $1.50 won't receive a notice since each charge is under the $1.00 (if you set $1.00 as the minimum amount).

Note

This report now includes a Title selection.

Options

Unpaid Charges Notice report Options tabImage Removed

View file
nameUnpaid Charges Notice Report (2 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

2 Per Page format

View file
nameUnpaid Charges Notice Report (4 Per Page).pdf
pageExample Reports (PDFs)
spaceALIB
height250

4 Per Page format

View file
nameUnpaid Charges Notice Report (Letters).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters format

View file
nameUnpaid Charges Notice Report (Letters to Parents).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Letters to Parents format

View file
nameUnpaid Charges Notice Report (Letters with Summary(2 per page).pdf
pageExample Reports (PDFs)
spaceALIB
height250
Letters with Summary

2 Per Page format

View file
nameUnpaid Charges Notice Report (Self Mailer4 per page).pdf
pageExample Reports (PDFs)
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height250

Self Mailer 4 Per Page format

View file
nameUnpaid Charges Notice Report (Emailletters).pdf
pageExample Reports (PDFs)
spaceALIB
height250
Email format (PDF lists all patrons who received an email)

Letters format



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

View file
nameUnpaid Charges Notice Report (Mailing Labels 3 Across(mailing labels).pdf
pageExample Reports (PDFs)
spaceALIB
height250

Mailing Labels 3 Across format