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The root page ALEX:Reports could not be found in space Alexandria.
Blog Posts
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Blog: How to add reports in the new beta–you beta be trying it!
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Jan 16, 2024
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Blog: ¿Hablas español?- Filter search results by language
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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
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
MultiExcerpt named Expired Patrons Selections was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
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 |