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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 find a new report; these ones will be removed in the future. See each report's documentation for our recommendations on replacements!
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| 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 |
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As of 7.18.8, most Legacy label reports have been removed. Restored reports are not supported. |
Patrons ReportsCopies ReportsLabel CustomizationCustom 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 |
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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. |
ExampleIn 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) |
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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 | | |
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| Archived CopiesGenerates a list of copies currently assigned to the Archived Items System Patron (barcode 6) Replacement: Special Status Copies report with Archived (6) selected Expand |
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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
| Options
| Example Report View file |
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name | Archived Copies Report.pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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| 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).Recommended Replacement: Patron Information report selecting by a status of Inactive Expand |
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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. Note |
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This report will only generate results if you have enabled account expiration dates (Preferences > Patrons > Patron Rules > uncheck Disable account expiration dates). |
Use(s)Run this report regularly to see which patrons need to be renewed or removed. Selections
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| Example Reports View file |
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name | Expired Patrons Report 1 Line.pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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1 Line format | View file |
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name | Expired Patrons Report Detailed.pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Detailed format | View file |
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name | Expired Patrons Report Detailed Patron Pictures.pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Detailed format (with patron pictures) | |
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| Textbook Tracker Generates a list of patrons with the status of Inactive Expand |
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| Use(s)Run this report regularly to see which patrons need to be renewed or removed. Selections
| Options
| Example Reports View file |
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name | Inactive Patrons Report (1 Line).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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1 Line format | View file |
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name | Inactive Patrons Report (Detailed).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Detailed format | View file |
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name | Inactive Patrons Report (Detailed - Patron Pictures).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Detailed format (with patron pictures) | |
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| Library Use CopiesGenerates a list of copies currently assigned to the Library Use System Patron (barcode 3) Expand |
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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
| Options
| Example Report View file |
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name | Library Use Copies Report.pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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| On Order CopiesGenerates a list of copies currently assigned to the On Order System Patron (barcode 5) Expand |
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| These are items that have been ordered but not yet received. Selections
| Options
| Example Report View file |
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name | On Order Copies Report.pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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| On Repair CopiesGenerates a list of copies currently assigned to the On Repair System Patron (barcode 4) Expand |
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| 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. Selections
| Options
| Example Report View file |
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name | On Repair Copies Report.pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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| Textbook Tracker: Textbook Overdue Items Information Generates a list of items that are overdue along with their due dates and current fines Expand |
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| 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. Selections
Note |
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This report now includes a Title selection. |
| Options
| Example Report View file |
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name | Overdue Items Information Report (1 Line).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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1 Line format | View file |
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name | Overdue Items Information (1 Line with Charges).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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1 Line with Charges format | View file |
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name | Overdue Items Information Report (1 Line with Serial Number).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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1 Line with Serial Number format | View file |
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name | Overdue Items Information Report (Detailed).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Detailed format | View file |
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name | Overdue Items Information Report (Detailed with Cost).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Detailed with Cost format | View file |
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name | Overdue Items Information Report (Detailed with Fines).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Detailed with Fines format | View file |
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name | Overdue Items Information Report (Detailed with Contact Info).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Detailed with Contact Info format |
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| Overdue Items Posting ListGenerates a list of patrons with overdue items and fine amounts Expand |
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| 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. Selections
Note |
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This report now includes a Title selection. |
| Options
Hide Patron's Name: When checked, patron names are replaced with patron barcodes. | Example Report View file |
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name | Overdue Items Posting List Report (Simple).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Simple format | View file |
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name | Overdue Items Posting List Report (Detailed).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Detailed format |
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| Textbook Tracker Generates a list of patrons with credit and the amounts Expand |
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| 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. Selections
| Options
| Example Report View file |
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name | Patron Credit Details Report.pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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| Expand |
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| Use(s)Regularly send this report to teachers so they can remind students to return their overdue items. Get reports for particular homerooms or classes by using the Patrons from selection. Selections
| Options
| Example Report View file |
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name | Patron Overdue List Report.pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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| Generates a list of route names, responsible patrons, and route periods Expand |
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| Selections
| Options
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Example Report View file |
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name | Routes Information Report.pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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| Routes Patron ListGenerates a list of all patrons included in each route Expand |
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| If a patron is included in multiple routes, their name will appear multiple times in the list. Selections
| Options
| Example Report View file |
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name | Routes Patron List Report.pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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| Routing SlipsGenerates slips for each route listing the route name, responsible patron, route start and end dates, instructions, and patrons included in the route list Expand |
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| Use(s)Attach a slip to each routed item so patrons know who to pass the item on to next. Selections
| Options
| Example Report View file |
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name | Routing Slips Report.pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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| Severely Overdue Items NoticeGenerates notices for patrons with items that are severely overdue Expand |
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| 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 severely 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 severely overdue items.
Selections
Patrons with items more than ______ Days Overdue: Enter a minimum number of days overdue. Note |
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This report now includes a Title selection. |
| Options
| Example Reports View file |
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name | Severely Overdue Items Notice Report (2 Per Page).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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2 Per Page format | View file |
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name | Severely Overdue Items Notice Report (4 Per Page).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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4 Per Page format | View file |
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name | Severely Overdue Items Notice Report (Letters).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Letters format
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name | Severely Overdue Items Notice Report (Letters to Parents).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Letters to Parents format | View file |
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name | Severely Overdue Items Notice Report (Letters with Summary).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Letters with Summary format | View file |
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name | Severely Overdue Items Notice Report (Self Mailer).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Self Mailer format
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name | Severely Overdue Items Notice Report (Email).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Email format (PDF lists all patrons who received an email) |
Email format (example of an email sent to a patron) | View file |
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name | Severely Overdue Items Notice Report (Mailing Labels 3 Across).pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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Mailing Labels 3 Across format | |
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| Unknown CopiesGenerates a list of copies currently assigned to the Unknown Patron System Patron (barcode 8) Expand |
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| This system patron keeps track of copies that have been temporarily misplaced. Selections
| Options
| Example Report View file |
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name | Unknown Copies Report.pdf |
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page | Example Reports (PDFs) |
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space | ALIB |
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height | 250 |
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