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Operations

Reports

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Patrons Reports

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Patrons Reports

Get a brief summary of each report's purpose and see an example of what it would look like.

Information

Run this report to get a list of all patrons who are considered operators. Everyone in a security group with a level of 0 (District Administrator), 1 (Librarian Administrator), 2 (Librarian), or 3 (Staff) will be included.

Get a list of patron alert notes based on the selections you make (status, security group, policy, location, grade, date added, etc). Alert notes make the librarian aware of special circumstances surrounding the patron, and they automatically pop up in the Circulation module anytime the patron's barcode is entered.

Patron Alert Notes Report Example

Get a list of current patron category notes based on the selections you make (status, security group, policy, location, grade, date added, etc). Categorical notes could be used for special reading programs, at-risk students, special education students, gifted students, library contest students, or any other groups that you find useful.

Patron Category Notes Report Example

Get a list of current patron contact notes based on the selections you make (status, security group, policy, location, grade, date added, etc).

Patron Contact Notes Report Example

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Get a list of current patron general notes based on the selections you make (status, security group, policy, location, grade, date added, etc). General notes can include any additional comments about a patron.

Patron General Notes Report Example

Get a list of patron information (name, grade, barcode, patron #, policy, and location) based on the selections you make (status, security group, policy, location, grade, date added, etc).

Patron Information Report Example

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