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Moving from v6 to v7? You'll need to convert your saved reports.
Not all of the report templates in v6 have a v7 equivalent, but the lists in these tabs should give you a good idea of where to start. In many cases, multiple v6 report templates were consolidated into one v7 template that allows for various sorting and formatting options. Reports are highly customizable, so test each of the options to find the best report and format to fit your needs.
There are more reports in v7 than are listed here. See the Complete Reports List for more info.
General
Version 6 | Version 7 |
---|---|
Pull Pending Holds | Pending Holds |
Series List - 1 Line | Title Information by Series |
Study Programs - 1 Line | Accelerated Reader Information Guided Reading Information Fountas and Pinnell Information Reading Counts Information |
Title List - 1 Line | Title Information Title Information by Award Title Information by Category Title Information by Language Title Information by Publisher Title Information by Subject Titles with No Copies Titles with No Cover Art |
Title List - 1 Line Landscape | Title Information Title Information by Award Title Information by Category Title Information by Language Title Information by Publisher Title Information by Subject Titles with No Copies Titles with No Cover Art |
Title List - Detailed | Title Information Title Information by Award Title Information by Category Title Information by Language Title Information by Publisher Title Information by Subject Titles with No Copies Titles with No Cover Art |
Title List - Summary | Title Information Title Information by Award Title Information by Category Title Information by Language Title Information by Publisher Title Information by Subject Titles with No Copies Titles with No Cover Art |
Title List - Lexile Not Entered | Titles with No Lexile Score |
Title List - Lexile Score | Titles with Lexile Score |
Title List - MARC Format | Not Available |
Publication Date Summary
Version 6 | Version 7 |
---|---|
Ignore Super Summary Classifications | Not Available |
Super Summary Classifications | Not Available |
Standard | Publication Date Summary |
Usage
Version 6 | Version 7 |
---|---|
Top Circulated Items | Top Circulated Items |
Year to Date Usage | Title Year to Date Usage |
Lifetime Usage | Title Lifetime Usage |
Cards
Version 6 | Version 7 |
---|---|
Author Cards | Not Available |
Catalog Card Set | Not Available |
ISBD Author Cards | Not Available |
ISBD Subject Cards | Not Available |
ISBD Title Cards | Not Available |
Series Cards | Not Available |
Shelf List Cards | Not Available |
Subject Cards | Not Available |
Title Cards | Not Available |
Bibliography
Version 6 | Version 7 |
---|---|
Bibliographic Format | Not Available |
Brief Bibliography | Not Available |
Citation Format | Not Available |
Full Details | Not Available |
MARC Records | Not Available |
Notes | Not Available |
Short Details | Not Available |
Simple Bibliography | Not Available |
Standard Bibliography | Not Available |
General
Version 6 | Version 7 |
---|---|
Catalog Format - 1 Line | Copy Information |
Catalog Format - Copies | Not Available |
Catalog Format - Titles | Not Available |
Copy List - 1 Line | Copy Information |
Copy List - 1 Line Landscape | Copy Information |
Copy List - Complete | Copy Information |
Copy List - Detailed | Copy Information |
Copy List - Simple, with Barcodes | Copy Information |
Copy List - Summary | Copy Information |
Copy Status | Copy Status |
Copy Status Details | Copy Status Details |
Item Analysis | Brief Analysis |
Reordering Details | Reordering Details |
Weeding List | Weeding List |
Inventory
Version 6 | Version 7 |
---|---|
Inventoried Items | Copies Inventoried |
Inventory Statistics Summary | Inventory Statistics Summary |
Lost Items Inventoried | Lost Copies |
Not Inventoried Items | Copies Not Inventoried |
Labels
Version 6 | Version 7 |
---|---|
AR Spine Labels | Copy Labels (5x10) – Spine Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs |
Barcode Labels - 2 Line Custom 3x10 | Copy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels Copy Labels (8x6, Tall) -- Spine Labels, Study Programs |
Barcode Laser Labels - 3x10 | Copy Labels (3x10) – Study Programs, Small Labels, Envelope Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs |
Envelope and Spine, Center with Scannable Barcode | Copy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels |
Envelope and Spine, Centered | Copy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels Copy Labels (4x20) – Study Programs, Small Labels, Envelope Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs |
Envelope and Spine, Left | Copy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels Copy Labels (4x20) – Study Programs, Small Labels, Envelope Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs |
Envelope and Spine, Left with Scannable Barcode | Copy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels Copy Labels (4x20) – Study Programs, Small Labels, Envelope Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs |
Envelope and Spine, with Control Number | Copy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels Copy Labels (4x20) – Study Programs, Small Labels, Envelope Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs |
Horizontal Spine Labels - 5x10 Center | Copy Labels (5x10) – Spine Labels |
Horizontal Spine Labels - 5x10 Center (Large) | Copy Labels (5x10) – Spine Labels |
Horizontal Spine Labels - 5x10 Center (Medium) | Copy Labels (5x10) – Spine Labels |
Horizontal Spine Labels - 5x10 Left | Copy Labels (5x10) – Spine Labels |
Horizontal Spine Labels - 5x10 Left (Large) | Copy Labels (5x10) – Spine Labels |
Interest Level Add-on | Copy Labels (4x10) – Study Programs, Small Labels, Envelope Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs |
Lexile Add-on | Copy Labels (4x10) – Study Programs, Small Labels, Envelope Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs |
LOC Style Spine Labels - 10x3 Landscape | Copy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels |
LOC Style Spine Labels - 8x6 | Copy Labels (8x6, Tall) – Spine Labels, Study Programs |
Reading Counts Add-on | Copy Labels (4x10) – Study Programs, Small Labels, Envelope Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs |
Reading Counts Spine Label | Copy Labels (4x10) – Study Programs, Small Labels, Envelope Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs |
Reading Level Add-on | Copy Labels (4x10) – Study Programs, Small Labels, Envelope Labels Copy Labels (8x6, Tall) – Spine Labels, Study Programs |
Smart Barcode Labels - 3x10 | Copy Labels (3x10) – Barcode Labels, Envelope Labels, Info Labels |
Spine Only, Centered | Copy Labels (8x6, Tall) – Spine Labels, Study Programs Copy Labels (8x6, Wide) – Spine Labels |
Spine Only, Centered (Large) | Copy Labels (8x6, Tall) – Spine Labels, Study Programs Copy Labels (8x6, Wide) – Spine Labels |
Spine Only, Left | Copy Labels (8x6, Tall) – Spine Labels, Study Programs Copy Labels (8x6, Wide) – Spine Labels |
Spine Only, Left (Large) | Copy Labels (8x6, Tall) – Spine Labels, Study Programs Copy Labels (8x6, Wide) – Spine Labels |
Legacy reports have been discontinued in favor of new label reports that offer advanced, field-level customization.
Usage
Version 6 | Version 7 |
---|---|
Copy Usage - 1 Line | Copy Monthly Usage |
Copy Usage - Detailed | Copy Monthly Usage Detailed |
Item Copy Usage | Copy Usage Details |
Super Summary Classifications - Ignore Super Summary Call Numbers | Not Available |
Super Summary Classifications | Not Available |
Collection Analysis
Version 6 | Version 7 |
---|---|
Collection Analysis - State - NY BEDS | Not Available |
Collection Analysis - State - IOWA | Not Available |
Super Summary, Regular | Super Summary |
Super Summary, Missouri | Missouri Super Summary |
Super Summary, Collapsed | Super Summary |
Super Summary, Missouri Elementary | Missouri Super Summary |
Super Summary, Secondary & K12 | Missouri Super Summary |
Super Summary, Houston | Houston Super Summary |
General
Version 6 | Version 7 |
---|---|
Patron Counts | Patron Counts |
Patron History | The Patron History report was moved to Patrons > Actions > Show History. |
Patron List - 1 Line | Patron Information Inactive Patrons Patrons with No Email Patrons with No Picture Expired Patrons |
Patron List - Detailed | Patron Information Inactive Patrons Patrons with No Email Patrons with No Picture Expired Patrons |
Patron Overdue List | Patron Overdue List |
Patron SIF Updates | Not Available |
Forms
Version 6 | Version 7 |
---|---|
Patron Cards | Library Cards (2x5) |
Patron Desk Reference | Patron Desk Reference |
Rolodex Cards | Not Available |
Labels
Version 6 | Version 7 |
---|---|
Barcode - First Name, Last Name 3x10 | Patron Barcode Labels (3x10) |
Barcode - Last Name, First Name 3x10 | Patron Barcode Labels (3x10) |
Mailing - One Across | Patron Barcode Labels (3x10) |
Mailing - Three Across | Patron Barcode Labels (3x10) |
Status
Version 6 | Version 7 |
---|---|
Account Information - 2 Per Page | Account Introduction |
Account Information - 4 Per Page | Account Introduction |
Account Information - Email | Account Introduction |
Account Information - Letters | Account Introduction |
Patron Status | Account Status Summary |
Suspended Patrons - 1 Line | Suspended Patrons |
Suspended Patrons - Letters | Suspended Patrons |
Suspended Patrons - Letters to Parents | Suspended Patrons |
Suspended Patrons - Self Mailer | Suspended Patrons |
Usage
Version 6 | Version 7 |
---|---|
Patron Monthly Usage - 1 Line | Patron Monthly Usage |
Patron Monthly Usage - Detailed | Patron Monthly Usage Detailed |
Top Circulation Patrons | Top Borrowing Patrons |
Lexile
Version 6 | Version 7 |
---|---|
Patron Lexile - 1 Line | Patron Lexile |
Patron Lexile - Detailed | Patron Lexile |
Patron Lexile - Graph | Patron Lexile Graph |
Saved Lists
Version 6 | Version 7 |
---|---|
Saved Lists - Detailed | Not Available |
Saved Lists - Letters | Not Available |
General
Version 6 | Version 7 |
---|---|
Coming Due and Needed for Reservation | Needed for Reservation Notice |
Due Date - Labels | Not Available |
Due Date - Slips | Not Available |
Loaned Items - 1 Line | Loaned Items Information |
Loaned Items - 1 Line Landscape | Loaned Items Information |
Loaned Items - Complete | Loaned Items Information |
Loaned Items - Detailed | Loaned Items Information |
Listings
Version 6 | Version 7 |
---|---|
Listings - 1 Line | Overdue Items Information |
Listings - 1 Line with Charges | Overdue Items Information |
Listings - Detailed | Overdue Items Information |
Listings - Detailed with Contact Info | Overdue Items Information |
Listings - Detailed with Cost | Overdue Items Information |
Listings - Detailed with Overdue Fines | Overdue Items Information |
Posting List | Overdue Items Posting List |
Posting List - Detailed | Overdue Items Notice |
Notices
Version 6 | Version 7 |
---|---|
Circulation Letter | Overdue Items Notice |
Circulation Letter to Parents | Overdue Items Notice |
Circulation Letter with Summary | Overdue Items Notice |
Circulation Notice - 2 Per Page | Overdue Items Notice |
Circulation Notice - 4 Per Page | Overdue Items Notice |
Circulation Notice - Detailed | Overdue Items Notice |
Circulation Notice - Email Format | Overdue Items Notice |
Circulation Notice - Self Mailer | Overdue Items Notice |
Circulation Notice - Simple | Overdue Items Notice |
Damaged Items Letter | Damaged Items Notice |
In-Stock Hold Notice | In-Stock Hold Notice |
In-Stock Hold Notice - Email | In-Stock Hold Notice |
In-Stock Hold Notice - 4 Per Page | In-Stock Hold Notice |
Mailing Labels - One Across | In-Stock Hold Notice |
Mailing Labels - Three Across | In-Stock Hold Notice |
Recall Letters | Not Available |
Refund Letter - Email Format | Not Available |
Refund Letters | Not Available |
Charges and Payments
Version 6 | Version 7 |
---|---|
Cash Drawer | Not Available |
Charges and Overdue Fines - Charges Only | Charges and Overdue Fines - Charges Only |
Charges and Overdue Fines - Fines Only | Charges and Overdue Fines - Fines Only |
Charges and Overdue Fines - Standard | Charges and Overdue Fines - Complete |
Charges Forgiven | Not Available |
Credits Accepted | Patron Credit Details |
Credits Un-accepted | Not Available |
Patron Payment History | Patron Payment History |
Payment Summary Statistics | Not Available |
Refunds and Forgiven Amounts | Refunded Payments Forgiven Charges |
Holds
Version 6 | Version 7 |
---|---|
In-Stock Holds | In-Stock Hold Notice |
Item Hold Queue - In-Stock Holds | In-Stock Hold Notice |
Item Hold Queue - Pending Holds | Pending Holds |
Pending Holds | Pending Holds |
Reservations
Version 6 | Version 7 |
---|---|
Items Reservations | Not Available |
Reservations - 1 Line | Reservations List |
Reservations - Labels | Not Available |
Reservations Items | Reserved Items List |
In-Transit
Version 6 | Version 7 |
---|---|
In Transit - Late in Arriving | In-Transit from Current Site, Late in Arriving In-Transit to Current Site, Late in Arriving |
In Transit - Standard | In-Transit from Current Site In-Transit to Current Site |
In Transit - Holds | In-Transit Holds for Current Site |
Special Items
Version 6 | Version 7 |
---|---|
Archived Copies | Archived Copies |
Discarded Copies | Discarded Copies |
Library Use Copies | Library Use Copies |
Lost Copies | Lost Copies |
On Order Copies | On Order Copies |
On Repair Copies | On Repair Copies |
Reordering Details | Reordering Details |
Unknown Patron Items | Unknown Copies |
Budgets
Version 6 | Version 7 |
---|---|
Budget List - 1 Line | Not Available |
Budget List - Complete | Not Available |
Orders
Version 6 | Version 7 |
---|---|
Claim Letter | Not Available |
Order Form | Not Available |
Order List - 1 Line | Not Available |
Order List - Complete | Not Available |
Patron Receipt Letter | Not Available |
Routes
Version 6 | Version 7 |
---|---|
Patron 1 Line | Not Available |
Routes List 1 Line | Routes Information |
Routes List Complete | Not Available |
Routing Slip Complete | Not Available |
Routing Slip Simple | Routing Slips |
Routing Slip Single Line | Not Available |
Subscriptions
Version 6 | Version 7 |
---|---|
Renewal List | Not Available |
Subscription Due Dates | Not Available |
Subscription History | Not Available |
Subscription List 1 Line | Subscriptions Information |
Subscription List Complete | Subscriptions Information |
Subscriptions Claim Letter | Not Available |
Subscriptions Claim Letter - Email | Not Available |
Vendors
Version 6 | Version 7 |
---|---|
Vendor List - 1 Line | Not Available |
Vendor List - Complete | Not Available |
Items
Version 6 | Version 7 |
---|---|
Awards | Not Available |
Bibliographic Term | Not Available |
Copy Location | Not Available |
Copy Shelving | Not Available |
Curriculum Term | Not Available |
Funding Source | Not Available |
Interest Term | Not Available |
Medium | Not Available |
Publisher | Not Available |
Site | Not Available |
Subject Headings | Not Available |
Subject Subdivisions | Not Available |
Patrons
Version 6 | Version 7 |
---|---|
City | Not Available |
Patron 2nd Location | Not Available |
Patron Grade | Not Available |
Patron Homeroom | Not Available |
Patron Site | Not Available |
Postal Code | Not Available |
State | Not Available |
Items
Version 6 | Version 7 |
---|---|
Corporations (Authors or Subjects) | Not Available |
Meetings (Authors or Subjects) | Not Available |
People (Authors of Subjects) | Not Available |
Titles (or Series) | Not Available |
Usage by Period
Version 6 | Version 7 |
---|---|
Usage by Period | Usage by Period |
Title Usage
Version 6 | Version 7 |
---|---|
Copy Monthly Usage Copy Monthly Usage Detailed Copy Usage Details | |
Usage by Copy Library | Copy Monthly Usage Copy Monthly Usage Detailed Copy Usage Details |
Usage by Copy Location | Copy Monthly Usage Copy Monthly Usage Detailed Copy Usage Details |
Usage by Item - Patron Policy | Usage by Item-Patron Policy |
Usage by Item Policy | Usage by Item Policy |
Patron Usage
Version 6 | Version 7 |
---|---|
Usage by Patron 2nd Location | Patron Monthly Usage Patron Monthly Usage Detailed |
Usage by Patron Grade | Patron Monthly Usage Patron Monthly Usage Detailed |
Usage by Patron Homeroom | Patron Monthly Usage Patron Monthly Usage Detailed |
Usage by Patron Item Policy | Usage by Patron-Item Policy |
Usage by Patron Policy | Usage by Patron Policy |
Usage by Patron Site | Usage by Period |
Other
Version 6 | Version 7 |
---|---|
Advanced Bookings | Not Available |
CESA #10 | Not Available |
Return Statistics | Return Statistics |
System
Version 6 | Version 7 |
---|---|
System Activity | Usage by Period |
Barcodes
Version 6 | Version 7 |
---|---|
Command Barcodes | Command Barcodes |
Command Barcodes - Detailed | Command Barcodes |
Custom Barcode Labels | Copy Labels (3x10) -- Barcode Labels, Envelope Labels, Info Labels |
Damage Code Barcodes | Damage Code Barcodes |
Manual Check Out Sheet | Manual Checkout Sheet |
Unused Barcodes - Custom Barcode Format | Unused Barcodes |
Unused Barcodes - List Format | Not Available |
Unused Barcodes - Print Ranges | Unused Barcodes |
Used Item Barcodes List | Not Available |
Used Patron Barcodes List | Not Available |
Preferences
Version 6 | Version 7 |
---|---|
Bulletin List | Not Available |
Calendar Notes | Not Available |
Item Policies | Item Policies |
Patron Policies | Patron Policies |
Policy Exceptions | Policy Exceptions |
Preference Report | Not Available |
Other
Version 6 | Version 7 |
---|---|
Operation Summary | Not Available |
System Analysis | System Analysis |