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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
Example
**will be updated (fixed 1 Line and Detailed formatting)
Purpose
Creates a list of patrons with the status of Inactive.
Selections
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)
Format: choose whether you want the report to be simple or more detailed
- 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) |
Purpose
Generates a list of patrons with a status of Suspended and/or generates letters for notifying patrons and parents of the suspension.
The page Patrons > Account was not found -- Please check/update the page name used in the MultiExcerpt-Include macro
The page Patrons > Account was not found -- Please check/update the page name used in the MultiExcerpt-Include macro
Examples
1 Line | Letter | Letter to Parents | Self Mailer |
