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
Tools > Reports > Patrons
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
Operator Summary
Patron Alert Notes
Patron Category Notes
Patron Contact Notes
Patron Counts
Patron Credit Details
Patron Balance
Patron General Notes
Patron Information
Account
Account Status Summary
Expired Patrons
Patrons with No Email
Patrons with No Picture
Suspended Patrons
Labels
Patron Barcode Labels (3x10)
Patron Labels (4x20)
Patron Mailing Labels (3x10)
Forms
Library Cards (2x5)
Patron Desk Reference
Reviews
Review Analysis
Usage
Library Usage Summary
Patron Monthly Usage
Patron Monthly Usage Detailed
Top Borrowing Patrons
Lexile
Patron Lexile
Patron Lexile Graph
SIF
Patron SIF Updates
Information
Tools > Reports > Patrons > Information
All of these reports are for Librarian/Admin use only.
Selections and Options
Patrons with a Status of: select for patrons with a particular status
Patrons with a Security Group: select for patrons belonging to a certain security group
Patrons with a Policy of: select for patrons belonging to a certain policy (choose multiple policies by using the Include or Exclude options)
Patrons from: select for patrons belonging to a specific Location or 2nd Location range
Patrons in Grade: select for patrons belonging to a grade range
Patrons added: select for patrons who were added within a certain date range (MM/DD/YYYY)
Patrons with Last Name (Additional Selection): select for patrons with a specific last name
Patrons in Barcode Range (Additional Selection): select for patrons who fall within a barcode range
Patrons with Barcodes (Additional Selection): select for specific patron barcodes (separate by semi-colons??)
Sort by: choose how you would like the report to be sorted (first name, last name, barcode, patron #, policy, grade, location, 2nd location)
Patron Name Format: choose whether to have patron full names or first names and last initials to show up on the report
Reports
Account
Tools > Reports > Patrons > Account
add option screenshot of Patrons with No Email when it's updated
Labels - may be moved to its own category with Patron subcategory??
Tools > Reports > Patrons > Labels
Forms
Tools > Reports > Patrons > Forms
Reviews - Review Analysis moving to Statistics category
Tools > Reports > Patrons > Reviews
Usage - going to be moved to Statistics
Tools > Reports > Patrons > Usage
Lexile
Tools > Reports > Patrons > Lexile
SIF
Tools > Reports > Patrons > SIF
Tools > Reports > Patrons > Email