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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
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
**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)
This report is only available when Preferences > Patrons > Patron Rules > Disable Card Expiration Dates is unchecked.
Purpose
The Expired Patrons report creates a list of patrons with expired library cards. A patron's card will show up as expired when 1) the set expiration date is in the past and 2) the maintenance utility for that week has run.
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) |
Purpose
The Inactive Patrons report generates 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
Report Example
**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 |
