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Operations

Reports

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Patrons > Account

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Patron Account Reports

Tools > Reports > Patrons > Account

**may be updated (name and format?)

Purpose

Creates a full breakdown of the current state of patrons' accounts. 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).

The page Patrons > Information was not found  -- Please check/update the page name used in the MultiExcerpt-Include macro

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Options

Sort by: choose how you would like the report to be sorted (first name, last name, barcode, patron #, policy, grade, location, 2nd location)

Limit to patrons that have transactions: if checked, only patrons with balances, payments, charges, credits, loaned items, lost items, overdues, holds, or reservations will be included

Example