Operations

Reports

The root page ALEX:Reports could not be found in space Alexandria.

How helpful was this page?

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

Email

Reports Workshop Notes:

page break on major sort - separates each homeroom/grade/etc onto separate pages

in-stock holds - been checked in and kept at front desk, collected from shelves; separated out

on-shelf holds - out on shelves

BOY

Copies > Information > Copy Information (see what barcodes have been used, if there's messiness in your whole collection)
Copies > Labels > Copy Labels Reports–specifically barcodes but works for others-- number x number refers to how many labels are on the sheet (can buy label sheets and even pre-printed labels from COMPanion?) popular to choose a date range or barcode range (make sure scale is set to 100% and other printing options)
Patrons > Labels > Patron Barcode Labels (3x10) (attach to ID cards, internal things like holds)
Patrons > Forms > Library Cards (2x5) include pictures
Patrons > Account > Account Introduction (Account Information Email Reports - give students their library user information --login, password, customizable text for instructions, can go out by email

Ongoing Report Needs Throughout the Year

Circulation > Holds > Pending Holds (shows holds people are currently waiting for; may want to schedule for daily/weekly emails)
Circulation > Information > Overdue Items Information (all of the reports in this section could be useful to different people; play around and see what has the info you want; email once a week to teachers
Circulation > Notices > COMMON: Coming Due Items Notice, but all are valuable (notify people, custom text)
Circulation > Information > Loaned Items Information (

EOY

Collection Analysis > General? > Super Summary (recommended Format Option: Regular - Ignore Super Summary Call Numbers, most people don't follow national standard for call numbers, causes skewed report;)
Copies > Special Status > Discarded or Lost Copies (after done inventory, get idea of books to replace, run before you remove those groups; Options Include Copies lost from inventory – maybe you wanted them out, weeded out
All Categories > Usage (how often books checked out? Copies. Statistics–see who used what)

Terms:

More Selections and Options for a particular report:

Another Selection
More Selections

Purpose/case uses:

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

**will be updated in .4 (allow Sort by Site and sort by Security Group)

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. 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?

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?

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?

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.

Another Option

Total by: all, policy, grade, location, or second location ("All" is the default and results in only one count being listed. If you choose a totaling option other than "All," an option to Page Break on Major Sort appears, which ?)

Examples

Totaled by "All" (default)

Totaled 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.

Another Selection

Credit Balance: enter the balance range you would like to narrow down your report results 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.

Another 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

_{Tools > Reports > Patrons > Account}