Patrons Reports

_{Tools > Reports > Patrons}

Information

_{Tools > Reports > Patrons > Information}

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)

Patron Name Format: choose whether to have patron full names or first names and last initials to show up on the report

Account Reports

_{Tools > Reports > Patrons > Account}

General 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??)

General Options

add option screenshot of Patrons with No Email when it's updated

Labels - may be moved to its own category with Patron subcategory??

_{Tools > Reports > Patrons > Labels}

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 labels to be ordered

Labels to Skip: enter how many labels you need to skip on the first page, if needed (useful for when you have a half-used sheet of labels)

Label Copies: enter how many copies of each label you need

Data: choose the data type to be displayed in each row in the label

Size: choose whether the highlighted area on the label is Small (1 Row) or Large (2 Rows)

Justification: choose whether the data will be justified in the center, to the left, or to the right for each row

Color: choose the color of the text in each row

Bold: check the box if you would like the text to be bolded in the highlighted row

Forms

_{Tools > Reports > Patrons > Forms}

Selections

Patrons with a Status of: select for patrons with a particular status

Patrons with Cards Expiring: select for patrons with library cards that are expiring within a certain date range (MM/DD/YYYY)

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 labels to be ordered

Format: choose whether or not you want patron pictures on the cards

Data: choose the data type to be displayed in each row in the label

Size: choose whether the highlighted area on the label is Small (1 Row) or Large (2 Rows)

Justification: choose whether the data will be justified in the center, to the left, or to the right for each row

Color: choose the color of the text in each row

Bold: check the box if you would like the text to be bolded in the highlighted row

Options

Reviews - Review Analysis moving to Statistics category

_{Tools > Reports > Patrons > Reviews}

Usage - going to be moved to Statistics

_{Tools > Reports > Patrons > Usage}

Lexile

_{Tools > Reports > Patrons > Lexile}

SIF

_{Tools > Reports > Patrons > SIF}

Email

_{Tools > Reports > Patrons > Email}