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Operations

Reports

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Patrons Reports

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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

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)

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

Purpose

Creates library cards based on your customizations. This report is formatted for common business card stock or shipping labels, 2” x 3 ½”, 10 per sheet (Avery 5371).

Examples

No Pictures

Pictures


Patron Desk Reference Report

**going to be updated in .3 (cleaned up format)


Reviews - Review Analysis moving to Statistics category

Tools > Reports > Patrons > Reviews


Usage - going to be moved to Statistics

Tools > Reports > Patrons > Usage




expan



Lexile

Tools > Reports > Patrons > Lexile



** will be updated (remove Detailed format option or restructure it)


SIF

Tools > Reports > Patrons > SIF


Email

Tools > Reports > Patrons > Email