September 25, 2023
This week we're highlighting the Loaned Items Notice. Usually notices are sent to the individual patrons–but what about utilizing them for teachers as well?
For example, Mrs. Krabappel’s class comes in once a week, and you want to automate an email to her with a download link to the Loaned Items Notice for her class. Here's how!
- Go to Operations > Reports > Circulation > Notices > Loaned Items Notice.
On the Selections tab, select Krabappel in the Patrons from Homeroom fields
(remember that Homeroom is a terminology that can be changed in Preferences, so your organization might use a different term).
On the Options tab, select 2 Per Page as the format and make any other customizations you’d like such as modifying the notice text and selecting if you want to show cover art
Click Create Saved Report
Type a name for the report and click OK. (e.g. Loaned Items Notice - Krabappel)
The report will move to the Saved tab, with additional settings.
On the Schedule tab, schedule the report and set the frequency and when you want the report to run.
On the Notification tab, select Enable Email Notification and enter the homeroom teacher's email address into the Email Notification and Download Link To field (e.g. email@example.com).
This will send a link to download the PDF straight to Mrs. Krabappel.
- If you need to send the report to multiple emails, separate them with commas.
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