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
Purpose
The Account Introduction report generates informational slips for patrons with their login credentials, library use instructions, account restrictions, library policies, contact information, and other information the librarian wants to give patrons.
Use this report at the beginning of the school year to give patrons all the information they need to start using the library.
Selections
Options
Example Report
**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. 1) preferences > patrons > disable expiration date unchecked 2) expiration date needs to be in past 3) weekly maintenance utility has to run
hidden when pref is checked
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
The Patrons with No Email report 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 Report
**will be updated (fixed 1 Line formatting)
Purpose
The Patrons with No Picture report 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 Report
Purpose
The Suspended Patrons report generates a list of patrons with a status of Suspended as well as 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
Example Reports
1 Line | Letter | Letter to Parents | Self Mailer |
