The Support Center has moved!! See the new website https://support.goalexandria.com/ 
How helpful was this page?
Related Blog Posts
Blog Posts
-
How to add reports in the new beta–you beta be trying it!
created by
Jan 16, 2024
-
Remind me with reports... for notes!
created by
Oct 04, 2023
-
Loaned Items Notice for teachers
created by
Sep 21, 2023
-
Summer tip: how to print library cards
created by
Jul 12, 2023
-
End-of-year reports
created by
May 10, 2023
-
Curate your collection–Stats with Super Summary
created by
Feb 01, 2023
-
How to share your district report standards
created by
Jan 18, 2023
-
Share your top titles
created by
Jan 10, 2023
-
Cash drawer report to the rescue!
created by
Oct 04, 2022
-
¿Hablas español?- Filter search results by language
created by
Aug 16, 2022
Patron Account Reports
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
MultiExcerpt named Patron Alert Notes Selections was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
Options
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
MultiExcerpt named Expired Patrons Selections was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
Options
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) |
**will be updated (fixed 1 Line formatting)
Purpose
Generates a list of patrons without a listed email address.
Selections
MultiExcerpt named Patron Alert Notes Selections was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
Options
Options
add screenshot when Detailed format option is gone
Example
**will be updated (fixed 1 Line formatting)
Purpose
Generates a list of patrons without a picture.
Selections
MultiExcerpt named Patron Alert Notes Selections was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
Options
The page Patron Account Reports was not found -- Please check/update the page name used in the MultiExcerpt-Include macro
Example
Purpose
Generates a list of patrons with a status of Suspended and/or letters for notifying patrons and parents of the suspension. If you can't charge fines but still want to encourage patrons to return items on time, suspending them and sending out these letters may act as an incentive.
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: list of suspended patrons with their name, policy, barcode, start date, and end date
- Letter: contains patron name, location, second location, address, start date, end date, and customizable letter text
- Letter to Parents: contains parent name, parent address, patron name, patron location, start date, end date, and customizable letter text
- Self Mailer: contains patron name, address, location, start date, end date, customizable letter text, and a folding line for an envelope
Examples
1 Line | Letter | Letter to Parents | Self Mailer |
