Operations

Reports

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Click on the report name for more information on when you would use it, what selections and options are available, and what it ends up looking like.

Information
Operator Summary	Patron Category Notes	Patron Counts	Patron General Notes
Patron Alert Notes	Patron Contact Notes	Patron Credit Details	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
Send Email

Information
Title Information	Title Information by Award	Title Information by Category	Title Information by Language
Title Information by Publisher	Title Information by Series	Title Information by Subject	Titles Not Shown in Researcher
Titles with No Copies	Titles with No Cover Art
Usage
Title Lifetime Usage	Title Year to Date Usage	Top Circulated Titles
Study Programs
Accelerated Reader Information	Fountas and Pinnell Information	Guided Reading Information	Reading Counts Information
Lexile
Titles with Lexile Score	Titles with No Lexile Score

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)