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Patron Account Reports
Last Updated: $action.dateFormatter.formatDateTime($content.getLastModificationDate())
Patron Account Reports
Tools > Reports > Patrons > Account
**may be updated (name and format?)
Purpose
The Account Status Summary report 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
Example Report
**will be updated (fixed 1 Line and Detailed formatting)
Purpose
The Expired Patrons report 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
Example Reports
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
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
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 |
