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Operations

Reports

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Patrons Information Reports

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Tools > Reports > Patrons > Information


Patron Counts

  Textbook Tracker

Generates a list of numbers showing how many patrons fit all the selections you entered

Use(s)

Run this report to get patron totals for planning or budgeting purposes.

Selections

Patron Counts report's Selections tab

Options

Patron Counts report Options tab

Total by: Choose All to see only one total number for your selection(s). Alternatively, you can choose to total by Policy, Grade, Site, Location, or 2nd Location to break down the one total number by those categories.

Example Reports

Totaled by All (one number)

Totaled by Policy (broken into categories)




Patron Information

  Textbook Tracker

Generates a list of various amounts of information for each selected patron, depending on the chosen format

Use(s)

Run this report with the 1 Line format to get a list of all patrons in a particular grade, policy, or homeroom for activities and lessons.

Selections

Options

Example Reports

Brief format

Detailed format

Detailed format (with patron pictures)

Patron Items Out Count

Textbook Tracker (Only)

See which patrons do or don't have the item specified in the Options tab. 


Example Reports

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Patron Notes

Textbook Tracker

Generates a list of Contact, General, Alert, and/or Category Notes for selected patrons

Use(s)

Run this report to see if any notes need to be removed or added.

Selections

Patron Notes report Selections tab

Options

Patron Notes report Options tab

Note Type: Choose which kind of notes to include in the report.

Example Reports

All Notes option

General Note option