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Complete Reports List
Last Updated: $action.dateFormatter.formatDateTime($content.getLastModificationDate())
We are cleaning up and simplifying Reports to make your life easier! Take a look at the 20.12 Release Notes, 21.1 Release Notes, 21.2 Release Notes, 21.3 Release Notes, and 21.7 Release Notes for details. You can expect more helpful changes in the next few releases.
20230315 notice: In the future, you'll find label reports in their own dedicated module called Labels, and notice reports in their own module called Notices.
Are you not sure how to use a particular report? Or perhaps you're wondering which report would best serve your needs... Either way, we've got you covered! Here you can see what each report does, what you can use it for, and what the PDF outputs look like. Find a report by simply clicking on its category or by using the search bar below.
Popular Reports
| Report Name | What does the report generate? |
|---|---|
| Notices for patrons letting them know that their items are due soon | |
| List of copies that have not been inventoried on or after the specified date | |
| List of copies with varying amounts of information (depends on chosen format) | |
| List of loaned and temporary items along with their due dates | |
| List of requested copies that are still on shelves somewhere in the library | |
| List of items that are overdue | |
| Notices for patrons with items that are overdue | |
| List of simple or detailed patron information | |
| List of titles with varying amounts of information depending on the format | |
| List of potential copies to weed based on condition, life to date usage, last use, or publication date | |
| View a list of potential items to weed based on usage, publication, and more |
Patrons Reports
| Report Name | What does the report generate? |
|---|---|
| Information | |
| Patron Counts | Statistics showing how many patrons belong to the groups you select for |
| Patron Information | List of simple or detailed patron information |
| Patron Items Out Count | See which patrons do or don't have the item specified in the Options tab |
| Patron Notes | List of Contact, General, Alert, and/or Category Notes for selected patrons |
| Account | |
| Account Expiring Notice | Emails patrons whose accounts are expiring in the next 30 days |
| Account Introduction | Informational slips for patrons with their login credentials and other important library information |
| Patron Details Summary | Patron Details for each selected patron (a full breakdown of accounts) |
| Patrons Missing Information | List of patrons without an email or picture on their record |
| Suspended Patrons | List of patrons with a Suspended status and/or suspension notice letters for both patrons and parents |
| Labels | |
| Patron Barcode Labels (3x10) | Labels containing patron barcodes and other customizable patron information |
| Patron Labels (4x20) | Labels with customizable patron information |
| Patron Mailing Labels (3x10) | Labels with patron addresses |
| Forms | |
| Customizable library cards | |
| Patron Desk Reference | Reference sheet with patron photos, barcodes, and optional contact information |
| Reviews | |
| Review Analysis | Statistics on items that have been reviewed |
| Usage | |
| Activity Summary | List of Activity sign-ins from a specified time period and/or activity |
| Send Email | Sends out a customizable email to a selection of patrons |
| Send Patron Details Email | Sends out an individualized Details report to selected patrons |
