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Patrons > Account
Last Updated: $action.dateFormatter.formatDateTime($content.getLastModificationDate())
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).
Selections
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??)
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
