Operations

Reports

The root page ALEX:Reports could not be found in space Alexandria.

How helpful was this page?

Tell us what we can improve.

Patrons Reports

_{Tools > Reports > Patrons}

**all reports showing "grade" will be changed to "level" in .3; column widths will be defined

The page All Reports was not found -- Please check/update the page name used in the MultiExcerpt-Include macro

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

_{Tools > Reports > Patrons > Labels}

Are you making your own library cards

Dimensions in the report names refer to how many labels will fit on each printed label page (i.e. 3x10 means there will be three columns and ten rows for a total of thirty labels on one page).

Below you will find general information on selections and options applicable to most of the Labels reports. Then there's a comprehensive list of all reports found within this subcategory. When you click on a report's name, it will expand to show its purpose, more selections and options specific to that report, and a PDF example.

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

Label dimensions, rows, and default data vary.

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

Reports

Purpose

Creates labels with patron barcodes (COMPanion Part Number V0055 or 1"x2^5/8" labels). You can attach these to student ID cards or use them for internal purposes, such as keeping track of holds. Another potential use is printing patron barcodes for each homeroom, putting them in a binder, and using the sheet for scanning whenever a particular homeroom class visits the library.

More Options

Add 'P' to Barcode: adds a 'P' to the beginning of barcode numbers why would you do this?

Example

Purpose

Creates labels with patron information (COMPanion Part Number V0036). It's possible, but not recommended to put barcodes on these labels since they are smaller than the Patron Barcode Labels. However, you can use them to affix other patron information to ID cards if needed.

Example

Purpose

Creates labels with patron mailing information (COMPanion Part Number V0055). If you need to mail something to your patrons, using this report is an easy way to generate and print labels with all of their addresses.

Example

Forms

_{Tools > Reports > Patrons > Forms}

Library Cards (2x5) Report

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)