Patrons Reports

Copies Reports

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.

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 Format	Information	Copy Barcode Labels (Legacy)	Copy Labels (3x10)
Standard	Call Number Barcode Image Barcode Number Title
Standard with Author	Call Number Barcode Image Barcode Number Author
2 Line Custom Text	Call Number Custom Text Custom Text Barcode Image (small) Barcode Number Title
Smart Labels	Call Number Title Barcode Image Barcode Number Author

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.

Example Report

View file
name Archived Copies Report.pdf page Example Reports (PDFs) space ALIB height 250

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

Use(s)

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

Example Reports

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.

Example Report

View file
name Library Use Copies Report.pdf page Example Reports (PDFs) space ALIB height 250

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

Example Report

View file
name On Order Copies Report.pdf page Example Reports (PDFs) space ALIB height 250

The On Repair system patron keeps track of damaged copies being repaired that aren't available to patrons.

Use(s)

Librarians or aides can run this report to see which copies need to be repaired. Reference the list again when bookdropping repaired copies to make them available again.

Example Report

Use(s)

Librarians and teachers can run this report to get a list of students in a particular group or class who have overdue items. They can then remind their students to return their items and pay their overdue fines. Consider creating  Saved Reports  that automatically send emails to staff with this information periodically.

Example Report

Use(s)

Print this report and hang it up in the library or classrooms to remind patrons about their overdue items. Don't want other patrons knowing who has overdue items? Check the Hide Patron's Name option. Patrons with overdue items will be able to identify themselves on the list without others knowing.

Example Report

Use(s)

Run this report at the end of the year to see which patrons still have credit that needs to be cleared out, if necessary.

Example Report