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tabbed-blocks | tabs |
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id | 1390499736 |
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name | Search by Category |
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id | 1390499720 |
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| See what each report does, what you can use it for, and what the PDF looks like. Find a report by clicking on its category or using the search bar. Anchor |
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| Patrons Reports |
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| Patrons Reports |
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| Patrons Reports
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MultiExcerptName | Patrons Reports |
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| Report Name | What does the report generate? |
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Information | Operator Summary | List of all patrons who are considered operators | Patron Alert Notes | List of patron alert notes | Patron Category Notes | List of patron category notes | Patron Contact Notes | List of patron contact notes | Patron Counts | Statistics showing how many patrons belong to the groups you select for | Patron Credit Details | List of patron credit | Patron General Notes | List of general notes | Patron Information | List of simple or detailed patron information | Patron Overdue List | List of patrons with overdue items, including information on the items and fine amounts | Union Site Patrons (CC only) | List of all patrons currently assigned to the Union Site | Account | Account Introduction | Informational slips for patrons with their login credentials and other important library information | Account Status Summary | List of charges, credits, loaned items, holds, and reservations for each patron | Expired Patrons | List of patrons with an expired library card | Inactive Patrons | List of patrons with the status of Inactive | Patrons with No Email | List of patrons without a listed email address | Patrons with No Picture | List of patrons without a picture | Suspended Patrons | List of patrons with a Suspended status and/or suspension notice letters for both patrons and parents | Labels | Patron Barcode Labels (3x10) | Labels containing patron barcodes and other customizable patron information | Patron Labels (4x20) | Labels with customizable patron information | Patron Mailing Labels (3x10) | Labels with patron addresses | Forms | Library Cards (2x5) | Customizable library cards | Patron Desk Reference | Reference sheet with patron photos, barcodes, and optional contact information | Reviews | Review Analysis | Statistics on items that have been reviewed | Usage | Library Usage Summary | Statistics on how many patrons used and didn't use your library in the month/year range you specify | Patron Monthly Usage | Statistics on how many items were checked out each month | Patron Monthly Usage Detailed | Statistics on how many items were checked out each month by each patron | Top Borrowing Patrons | List of patrons who have checked out the most items | Lexile (Lexile registration only) | Patron Lexile | List of patrons and their current Lexile scores | Patron Lexile Graph | Line graphs that show each patron's Lexile scores over the years as well as the default scores | SIF (SIF registration only) | Patron SIF Updates | List of patron names, barcodes, RefIds, and the last time they were updated via SIF | Email | Send Email | Sends out a customizable email to a selection of patrons | |
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| Titles Reports |
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| Titles Reports |
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Titles Reports Multiexcerpt |
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MultiExcerptName | Titles Reports |
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| Report Name | What does the report generate? |
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Information | Title Available Copies | List showing the number of copies available at each site for each title in the selection | Title Information | List of titles with varying amounts of information depending on the format | Title Information by Award | List of titles that have won a particular award | Title Information by Category | List of titles belonging to particular categories or titles with a particular General Note | Title Information by Language | List of titles written in a select language | Title Information by Publisher | List of titles with the same publisher and/or titles published within a certain date range | Title Information by Series | List of titles in each series or titles in one particular series | Title Information by Subject | List of titles belonging to a particular subject or genre | Titles Not Shown in Researcher | List of titles that don't show up when looking for items in Researcher | Titles with No Copies | List of titles that don't have any copies | Titles with No Cover Art | List of titles that don't have cover art | Usage | Title Lifetime Usage | Statistics on total usage for each title | Title Year to Date Usage | Statistics on total year to date usage for each title | Top Circulated Titles | List of titles with the most checkouts | Study Programs | Accelerated Reader Information | List of titles with their Accelerated Reader points, reading levels, and test numbers | Fountas and Pinnell Information | List of titles with their Fountas and Pinnell reading levels | Guided Reading Information | List of titles with their Guided Reading levels | Reading Counts Information | List of titles with their Reading Counts points, reading level, and test numbers | Lexile (Lexile registration only) | Titles with Lexile Score | List of titles and their Lexile scores | Titles with No Lexile Score | List of titles that don't have an entered Lexile score | |
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| Copies Reports |
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| Copies Reports |
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Copies Reports Multiexcerpt |
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MultiExcerptName | Copies Reports |
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| Report Name | What does the report generate? |
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Information | Copy Information | List of copies with varying amounts of information (depends on chosen format) | Copy Status | List of copies and their current status | Copy Status Details | List of copies; their current status; and patron names, barcodes, and due dates for checked out copies | Reordering Details | List of copies that need to be replaced | Union Site Copies (CC only) | List of copies that are currently assigned to the Union Site | Weeding List | List of poor condition or little used copies with their publication year, life to date use, and last use date | Labels | Copy Labels (3x10) | Labels for item barcodes or envelope labels | Copy Labels (4x20) | Labels for study program identification or envelope labels | Copy Labels (5x10) | Spine labels | Copy Labels (8x6, Tall) | Labels for study program identification or spine labels | Copy Labels (8x6, Tall), Variable | Labels for study program identification or spine labels (change the number of rows and font size) | Copy Labels (8x6, Wide) | Wide and short spine labels | Copy Labels (8x6, Wide), Variable | Wide and short spine labels (change the number of rows and font size) | Special Status | Archived Copies | List of copies currently assigned to the Archived Items System Patron (barcode 6) | Discarded Copies | List of copies currently assigned to the Discarded Copies System Patron (barcode 2) | In Processing Copies | List of copies currently assigned to the In Processing System Patron (barcode 7); Union Site copies | Library Use Copies | List of copies currently assigned to the Library Use System Patron (barcode 3) | Lost Copies | List of copies currently assigned to the Lost Copies System Patron (barcode 1) | On Order Copies | List of copies currently assigned to the On Order System Patron (barcode 5) | On Repair Copies | List of copies currently assigned to the On Repair System Patron (barcode 4) | Unknown Copies | List of copies currently assigned to the Unknown Patron System Patron (barcode 8) | Usage | Copy Monthly Usage | Statistics showing total copy usage for each month within the last year | Copy Monthly Usage Detailed | Statistics showing total usage for each individual copy for each month in the last year | Copy Usage Details | Statistics on total usage for each copy, including total checkouts, total days used, and the last use date |
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| Inventory Reports |
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| Inventory Reports |
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Inventory Reports Multiexcerpt |
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MultiExcerptName | Inventory Reports |
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| Report Name | What does the report generate? |
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Copies Inventoried | List of copies that have been inventoried on or after the specified date | Copies Not Inventoried | List of copies that have not been inventoried on or after the specified date | Inventory Statistics Summary | Statistics showing the total items inventoried, items not inventoried, and lost items inventoried on or after the specified date |
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| Collection Analysis Reports |
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| Collection Analysis Reports |
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Collection Analysis Reports Multiexcerpt |
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MultiExcerptName | Collection Analysis Reports |
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| Report Name | What does the report generate? |
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General | Brief Analysis | Statistics on item counts, purchase costs, and replacement costs | Publication Date Summary | Title and copy statistics by publication year | Super Summary | Various collection, age, and usage statistics, depending on the chosen format | State Reports | Houston Super Summary | Detailed collection analysis with classifications used by the HISD | Missouri Super Summary | Detailed collection analysis using the Missouri standard call number classifications |
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| Circulation Reports |
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| Circulation Reports |
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Circulation Reports Multiexcerpt |
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MultiExcerptName | Circulation Reports |
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| Report Name | What does the report generate? |
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Information | Loaned Items Information | List of loaned and temporary items along with their due dates | Overdue Items and Unpaid Charges Information | List of both overdue items and unpaid charges along with due dates and charge amounts | Overdue Items Information | List of items that are overdue along with their due dates and charge amounts | Overdue Items Posting List | List of patrons with overdue items and charge amounts that you can post for patrons to see | Temporary Items Information | List of temporary items currently checked out to patrons | Charges and Information | Charges and Overdue Fines - Charges Only | List of unpaid charges | Charges and Overdue Fines - Complete | List of unpaid charges and overdue fines | Charges and Overdue Fines - Fines Only | List of unpaid overdue fines | Forgiven Charges | List of charges that have been forgiven within a certain date range | Patron Balance | List of patrons and their balances | Patron Payment History | List of past patron payments and credits from a specified time period | Refunded Payments | List of refunds, including methods, amounts, and reasons | Notices | Coming Due Items Notice | Notices for patrons letting them know that their items are due soon | Damaged Items Notice | Notices and/or mailing labels for parents of patrons with damaged item fees | In-Stock Hold Notice | Notices for patrons letting them know that an in-stock hold is ready for them to pick up | Lost Items Charge Notice | Notices for patrons with unpaid lost items charges | Needed for Reservation Notice | List of patrons with items due in the near future that are needed for reservations | Overdue Items and Unpaid Charges Notice | Notices for patrons with overdue items and/or unpaid charges | Overdue Items Notice | Notices for patrons with items that are overdue | Severely Overdue Items Notice | Notices for patrons with items that are severely overdue | Unpaid Charges Notice | Notices for patrons with charges that haven't been paid yet | Holds | Expired In-Stock Holds | List of copies in the holds area with expired or cancelled requests | In-Stock Holds | List of copies in the holds area of the library that have been assigned to fill a request | On-Shelf Holds | List of requested copies that are still on shelves somewhere in the library | Pending Holds | List of holds placed on copies currently checked out to other patrons | Reservations | Reservations List | List of future reservations, including the patron name, title, date range, and more | Reserved Items List | List of items that have been placed on reserve | ILL (Centralized Catalog only) | Current Site Overdue ILL Information | List of patrons at the current site with overdue items belonging to other sites | In-Transit from Current Site | List of items that are in-transit from the current site | In-Transit from Current Site, Late in Arriving | List of items that are in-transit from the current site and late in arriving | In-Transit Holds for Current Site | List of items that are on in-transit hold for the current site | In-Transit to Current Site | List of items that are in-transit to the current site | In-Transit to Current Site, Late in Arriving | List of items that are in-transit to the current site and late in arriving | Other Sites Overdue ILL Information | List of patrons at other sites with overdue items belonging to the current site |
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| Statistics Reports |
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| Statistics Reports |
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Statistics Reports Multiexcerpt |
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MultiExcerptName | Statistics Reports |
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| Report Name | What does the report generate? |
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Usage by Time Period | Usage by Period | Item usage statistics over different time periods | Patron Usage | Usage by Patron Policy | Statistics showing how much different types of patrons are using the library | Usage by Patron-Item Policy | Usage statistics on various patron and item policy combinations with patron policies listed first | Item Usage | Usage by Item Policy | Statistics showing how much items with a specific policy are used during different time periods | Usage by Item-Patron Policy | Usage statistics on various item and patron policy combinations with item policies listed first | Other Usage | Return Statistics | Statistics on how many books have been returned each month and how close to the due date they were returned on average |
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| Periodicals Reports |
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| Periodicals Reports |
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Periodicals Reports Multiexcerpt |
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MultiExcerptName | Periodicals Reports |
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| Report Name | What does the report generate? |
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Subscriptions | Subscriptions Information | List of library subscriptions and varying amounts of information, depending on the chosen format | Routes | Routes Information | List of route names, responsible patrons, and route periods | Routes Patron List | List of all patrons included in each route | Routing Slips | Slips for each route listing the route name, responsible patron, route start and end dates, instructions, and patrons included in the route list |
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| System Reports |
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| System Reports |
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System Reports Multiexcerpt |
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MultiExcerptName | System Reports |
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| Report Name | What does the report generate? |
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Barcodes | Command Barcodes | List of scannable Circulation command barcodes that are commonly used | Damage Code Barcodes | List of scannable damage code barcodes | Unused Barcodes | List of unused barcode ranges or barcode labels | Miscellaneous | Item Policies | List of all item policies in your system | Manual Checkout Sheet | Printable checkout sheet to record patron and item information | Patron Policies | List of all patron policies in your system | Policy Exceptions | List of all policy exceptions in your system | System Analysis | Basic overview of a system's registration, configuration, and records |
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name | Search by Scenario |
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id | 1390499689 |
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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)
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