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Tools > Reports > Legacy

Are you still using Legacy reports? It's easy to check. In Reports, choose Legacy, then click on the Saved tab at the top of the screen. If you have any saved reports using those templates, it's time to recreate them in a newer format; the old ones will be removed in the future.

  • Legacy Label Reports
  • Archived Copies
  • Expired Patrons
  • Inactive Patrons
  • Library Use Copies
  • On Order Copies
  • On Repair Copies
  • Overdue Items Information
  • Overdue Items Posting List
  • Patron Credit Details
  • Patron Overdue List
  • Routes Information
  • Routes Patron List
  • Routing Slips
  • Severely Overdue Items Notice
  • Unknown Copies
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Legacy Label Reports

Are you still using Legacy label reports? In Reports, choose Patrons > Legacy or Copies > Legacy, then click on the Saved tab at the top of the screen. If you have any saved reports using those templates, it's time to recreate them in a newer format; the old ones are now obsolete. Our new custom label reports for both patrons and copies offer advanced, field-level customization so you can design labels that fits your specific needs.

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Note

As of 7.18.8, most Legacy label reports have been removed. Restored reports are not supported.

Patrons Reports

Legacy Report

Updated Report

Library Cards (Removed)

Library Cards (2x5)

Patron Barcode Labels (Removed)

Patron Barcode Labels (3x10)

Patron Mailing Labels (Removed)

Patron Mailing Labels (3x10)

Tip

New! The Patron Labels (4x20) report allows you to create smaller labels.

Copies Reports

Legacy Report

Updated Report

Notes

Copy Barcode Labels 

(Removed)

Copy Labels (3x10)


Envelope and Spine Labels 

(Restored)

Copy Labels (3x10)

Copy Labels (4x20)

Copy Labels (8x6, Tall)

As of 7.19.5, the Envelope and Spine Labels report has been restored. Note that Legacy reports are not supported.

Horizontal Spine Labels 

(Removed)

Copy Labels (5x10)


LOC Style Spine Labels 

(Removed)

Copy Labels (8x6, Tall)

Copy Labels (3x10)

Spine Labels 

(Removed)

Copy Labels (8x6, Tall)

Copy Labels (8x6, Wide)

Study Program Labels 

(Removed)

Copy Labels (4x20)

Copy Labels (8x6, Tall)

Choose the right label for your program:

  • Accelerated Reader: 8x6 (V0032)

  • Lexile: 4x20 (V0036)

  • Reading Counts: 4x20 (V0036)

  • Reading Level: 4x20 (V0036)

  • Interest Level: 4x20 (V0036)

Label Customization

Custom label reports contain loose representation of an actual label in height and width; these are not meant to be an exact—just enough to get a rough feel for how they are laid out. Each field in the template can be customized using the options on the right. Formatting options can vary based on the type of data you've chosen to display in that field. For example, a barcode image cannot be bold.

When you're finished customizing your labels, click Create Saved Report so it's ready the next time you need it. Remember to give it a descriptive title so you know exactly what the labels are formatted for.

Tip

The default font size is small, fitting on one row. However, the font used in some legacy reports may match the Large option on new label reports, which takes up two fields. Try it out and use what works best for you.

Example

In Legacy reports, you could choose a format that would automatically customize your labels. In new label reports, you get to do the customizing. Here's an example of how the new labels can be formatted to match the old Legacy formats using the same information.

Legacy FormatInformationCopy Barcode Labels (Legacy)Copy Labels (3x10)
StandardCall Number
Barcode Image
Barcode Number
Title

Standard with AuthorCall Number
Barcode Image
Barcode Number
Author

2 Line Custom TextCall Number
Custom Text
Custom Text
Barcode Image (small)
Barcode Number
Title

Smart LabelsCall Number
Title
Barcode Image
Barcode Number
Author


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Archived Copies

Generates a list of copies currently assigned to the Archived Items System Patron (barcode 6)

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These items are unavailable to patrons. You may want to archive copies that are kept in a special room and not generally available for circulation.

Selections

Archived Copies report Selections tab

Options

Archived Copies report Options tab

Example Report
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Expired Patrons

 Textbook Tracker

Generates a list of patrons with expired accounts

Note

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

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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.

Selections

Expired Patrons report Selections tab

Options

Expired Patrons report Options tab

Example Reports

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1 Line format

View file
nameExpired Patrons Report Detailed.pdf
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Detailed format

View file
nameExpired Patrons Report Detailed Patron Pictures.pdf
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Detailed format (with patron pictures)

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Inactive Patrons

 Textbook Tracker

Generates a list of patrons with the status of Inactive

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Use(s)

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

Selections

Inactive Patrons report's Selections tab

Options

Example Reports

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1 Line format

View file
nameInactive Patrons Report (Detailed).pdf
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Detailed format

View file
nameInactive Patrons Report (Detailed - Patron Pictures).pdf
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Detailed format (with patron pictures)

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Library Use Copies

Generates a list of copies currently assigned to the Library Use System Patron (barcode 3)

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These copies could be holiday books reserved for library reading events or books used in displays.

Use(s)

Run this report to make sure all of the copies you need for upcoming library book displays or reading events are assigned to Library Use.

Selections

Library Use Copies report Selections tab

Options

Library Use Copies report Options tab

Example Report
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On Order Copies

Generates a list of copies currently assigned to the On Order System Patron (barcode 5)

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These are items that have been ordered but not yet received.

Selections

On Order Copies report Selections tab

Options

On Order Copies report Options tab

Example Report
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