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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
**all reports showing "grade" will be changed to "level" in .3; column widths will be defined
Information
Additional Selections: Patrons with Last Name, Patrons in Barcode Range, Patrons with Barcodes
**will be updated in .4 (allow Sort by Site and sort by Security Group)
Librarian/Admin use only
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.
Use Case(s)
This list could be a helpful reference when making security group changes, creating email groups, or making decisions in meetings.
Example
**may have Detailed option added?
Librarian/Admin use only
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
**may have Detailed option added?
Librarian/Admin use only
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
**may have Detailed option added?
Librarian/Admin use only
Purpose
Generates a list of current patron contact notes based on the selections you make.
Example
**will be updated in .3 (Sort by = Total by + different wording in report itself); will be MOVED to Statistics category
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" |
**will be updated in .3 (adjusted alignment)
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
may add Detailed format option?
**will be updated (fixed 1 Line and Detailed formatting)
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
add option screenshot of Patrons with No Email when it's updated
Additional Selections: Patrons with Last Name, Patrons in Barcode Range, Patrons with Barcodes
**may be updated (name and format?)
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 unchecked, patrons without balances, payments, charges, credits, loaned items, lost items, overdues, holds, or reservations will be included
Example
**will be updated (fixed 1 Line and Detailed formatting)
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) |
**will be updated (fixed 1 Line formatting)
Purpose
Generates a list of patrons without a listed email address based on the selections you make.
Example
**will be updated (fixed 1 Line formatting)
Purpose
Generates a list of patrons without a picture based on the selections you make.
Example
Purpose
Generates a list of suspended patrons and/or generates letters for notifying patrons and parents of the suspension.
Additional Option
| Format | 1 Line: list of suspended patrons with their name, policy, barcode, start date, and end date |
| Letter: contains patron name, location, second location, address, start date, end date, and customizable letter text | |
| Letter to Parents: contains parent name, parent address, patron name, patron location, start date, end date, and customizable letter text | |
| Self Mailer: contains patron name, address, location, start date, end date, customizable letter text, and a folding line for an envelope |
Examples
1 Line | Letter | Letter to Parents | Self Mailer |
