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All Reports
Last Updated: $action.dateFormatter.formatDateTime($content.getLastModificationDate())
Search by Category
Inventory
Collection Analysis
Circulation
Statistics
Periodicals
System
Complete Reports List
Patrons Reports
| Report Name | What does the report generate? |
|---|---|
| Information | |
| Operator Summary | List of all patrons who are considered operators |
| Patron Alert Notes | List of patron alert notes |
| Patron Category Notes | List of patron category notes |
| Patron Contact Notes | List of patron contact notes |
| Patron Counts | Statistics showing how many patrons belong to the groups you select for |
| Patron Credit Details | List of patron credit |
| Patron General Notes | List of general notes |
| Patron Information | List of simple or detailed patron information |
| Patron Overdue List | List of patrons with overdue items, including information on the items and fine amounts |
| Union Site Patrons | List of all patrons currently assigned to the Union Site |
| Account | |
| Account Status Summary | List of charges, credits, loaned items, holds, and reservations for each patron |
| Expired Patrons | List of patrons with the status of Inactive |
| Patrons with No Email | List of patrons without a listed email address |
| Patrons with No Picture | List of patrons without a picture |
| Suspended Patrons | List of patrons with a Suspended status and/or suspension notice letters for both patrons and parents |
| Labels | |
| Patron Barcode Labels (3x10) | Labels containing patron barcodes and other customizable patron information |
| Patron Labels (4x20) | Labels with customizable patron information |
| Patron Mailing Labels (3x10) | Labels with patron addresses |
| Forms | |
| Customizable library cards | |
| Patron Desk Reference | Reference sheet with patron photos, barcodes, and optional contact information |
| Reviews | |
| Review Analysis | Statistics on items that have been reviewed |
| Usage | |
| Library Usage Summary | Statistics on how many patrons used and didn't use your library in the month/year range you specify |
| Patron Monthly Usage | Statistics on how many items were checked out each month |
| Patron Monthly Usage Detailed | Statistics on how many items were checked out each month by each patron |
| Top Borrowing Patrons | List of patrons who have checked out the most items |
| Lexile | |
| Patron Lexile | List of patrons and their current Lexile scores |
| Patron Lexile Graph | Graph for each patron showing their Lexile scores over the years as well as the default scores |
| SIF | |
| Patron SIF Updates | List of patron names, barcodes, RefIds, and the last time they were updated via SIF |
| Send Email | Sends out a customizable email to a selection of patrons |
Reports Workshop Notes:
page break on major sort - separates each homeroom/grade/etc onto separate pages
in-stock holds - been checked in and kept at front desk, collected from shelves; separated out
on-shelf holds - out on shelves
BOY
- Copies > Information > Copy Information (see what barcodes have been used, if there's messiness in your whole collection)
- Copies > Labels > Copy Labels Reports–specifically barcodes but works for others-- number x number refers to how many labels are on the sheet (can buy label sheets and even pre-printed labels from COMPanion?) popular to choose a date range or barcode range (make sure scale is set to 100% and other printing options)
- Patrons > Labels > Patron Barcode Labels (3x10) (attach to ID cards, internal things like holds)
- Patrons > Forms > Library Cards (2x5) include pictures
- Patrons > Account > Account Introduction (Account Information Email Reports - give students their library user information --login, password, customizable text for instructions, can go out by email
Ongoing Report Needs Throughout the Year
- Circulation > Holds > Pending Holds (shows holds people are currently waiting for; may want to schedule for daily/weekly emails)
- Circulation > Information > Overdue Items Information (all of the reports in this section could be useful to different people; play around and see what has the info you want; email once a week to teachers
- Circulation > Notices > COMMON: Coming Due Items Notice, but all are valuable (notify people, custom text)
- Circulation > Information > Loaned Items Information (
EOY
- Collection Analysis > General? > Super Summary (recommended Format Option: Regular - Ignore Super Summary Call Numbers, most people don't follow national standard for call numbers, causes skewed report;)
- Copies > Special Status > Discarded or Lost Copies (after done inventory, get idea of books to replace, run before you remove those groups; Options Include Copies lost from inventory – maybe you wanted them out, weeded out
- All Categories > Usage (how often books checked out? Copies. Statistics–see who used what)
