The Support Center has moved!! See the new website https://support.goalexandria.com/ 
How helpful was this page?
Related Blog Posts
Blog Posts
-
How to add reports in the new beta–you beta be trying it!
created by
Jan 16, 2024
-
Remind me with reports... for notes!
created by
Oct 04, 2023
-
Loaned Items Notice for teachers
created by
Sep 21, 2023
-
Summer tip: how to print library cards
created by
Jul 12, 2023
-
End-of-year reports
created by
May 10, 2023
-
Curate your collection–Stats with Super Summary
created by
Feb 01, 2023
-
How to share your district report standards
created by
Jan 18, 2023
-
Share your top titles
created by
Jan 10, 2023
-
Cash drawer report to the rescue!
created by
Oct 04, 2022
-
¿Hablas español?- Filter search results by language
created by
Aug 16, 2022
Patrons Reports
Last Updated: $action.dateFormatter.formatDateTime($content.getLastModificationDate())
Patrons Reports
Here is a master list of all the reports found under the Patrons category! The reports are further broken down into the sub-categories shown in Reports. Click on a report's name to read about it and see a PDF example of what it looks like! At the beginning of each section, there are screenshots of what most of the Selections and Options are for the reports in that section. Patrons at Site: if you have a centralized catalog, you can choose which site(s) to run this report on
Information
Additional Selections: Patrons with Last Name, Patrons in Barcode Range, Patrons with Barcodes
Purpose
Generates 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.
Example
Purpose
Generates a list of patron alert notes based on the selections you make. Alert notes make the librarian aware of special circumstances surrounding the patron and automatically pop up in the Circulation module anytime the patron's barcode is entered.
Example
Purpose
Generates a list of current patron category notes based on the selections you make. 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.
Example
Purpose
Generates a list of current patron contact notes based on the selections you make.
Example
Purpose
Run this report if you'd like to know how many patrons belong to the group(s) you select.
Additional Option
The Sort by options are a little different in this report: all, policy, grade, location, and second location. "All" is the default and results in only one count being listed. If you choose a sorting option other than "All," an option to Page Break on Major Sort appears, which ?
Examples
Sorted by "All" (default) | Sorted by "Policy" |
Purpose
Generates a list of current patron credit based on the selections you make. Patron credit is a way to accept payment greater than a fine amount and add the rest as credit to the patron's account.
Additional Selection
Credit Balance: enter the balance range you would like to narrow down your report to
Example
Purpose
Generates a list of current patron general notes based on the selections you make. General notes can include any additional comments about a patron.
Example
Purpose
Creates a list of patron information based on the selections you make.
Additional Option
| Format | 1 Line: single information lines that include name, grade, barcode, patron #, policy, and location |
| Detailed: information sections that include name, address, barcode, status, accession, card expiration date, last use, policy, additional contact, patron #, location, second location, site, gender, grade, and Lexile (showing patron pictures is optional) |
Examples
1 Line | Detailed | Detailed (with patron pictures) |
Account
Purpose
Creates a full breakdown of the current state of patrons' accounts for the selections you make. This includes an account balance, payments, charges, credits, loaned items, lost items, overdues, holds, and reservations (similar to a Patron Details quick report in the Circulation module).
Additional Option
Limit to patrons that have transactions: if checked, only patrons who have a balance, payments, charges, credits, loaned items, lost items, overdues, holds, or reservations will be included
Example
Purpose
Creates a list of patrons with the status of inactive based on the selections you make.
Additional Option
| Format | 1 Line: single information lines that include name, grade, barcode, patron #, policy, and location |
| Detailed: information sections that include name, address, barcode, status, accession, card expiration date, last use, policy, additional contact, patron #, location, second location, site, gender, grade, and Lexile (showing patron pictures is optional) |
Examples
1 Line | Detailed | Detailed (with patron pictures) |
Purpose
Generates a list of patrons without a listed email address based on the selection you make.
Example
