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Operations

Reports

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Circulation Information Reports

Last Updated: $action.dateFormatter.formatDateTime($content.getLastModificationDate())

Circulation Information Reports

Tools > Reports > Circulation > Information

The Loaned Items Information report generates a list of loaned and temporary items along with their due dates.

Uses

Run this report using the 1 Line Counts Only format to get a list of only patron names and how many items they have checked out.

Selections

screenshot of the Loaned Items Information Selections tab (patrons with a status of, patrons with items borrowed, patrons with items due, patrons with a policy of, copies with a policy of, patrons from, patrons in grade, circulation group code, patrons with last name, patrons in barcode range, and patrons with barcodes)

Options

MultiExcerpt named Loaned Items Information Options was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro

Example Reports
Purpose

The Overdue Items and Unpaid Charges Information report generates a list of both overdue items and unpaid charges along with due dates and charge amounts. Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts. Overdue fines continuously accumulate until items are returned. Once the item is returned, the fine becomes a charge.

Take a look at the report examples below to see how much information is included in each format!

Selections

screenshot of the Overdue Items and Unpaid Charges Information report's Selections tab (patrons with items a certain number of days overdue, patrons with a status of, fine or charge balance range, transaction date range, patrons with a policy of, patrons from, patrons in grade, circulation group code, patrons with last name, patrons in barcode range, and patrons with barcodes)

Options

MultiExcerpt named Overdue Items and Unpaid Charges Information Options was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro

Example Report

Detailed with Cost

Detailed with Fines

Detailed with Contact Info

Purpose

The Overdue Items Information report generates a list of items that are overdue along with their due dates and charge amounts.

Take a look at the report examples below to see how much information is included in each format!

Selections

MultiExcerpt named Overdue Items Information Selections was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro

Options

MultiExcerpt named Overdue Items and Unpaid Charges Information Options was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro

Example Report

1 Line

1 Line with Charges

1 Line with Serial Number

Detailed

Detailed with Cost

Detailed with Fines

Detailed with Contact Info



Purpose

The Overdue Items Posting List report generates a list of patrons with overdue items and charge amounts.

Selections

MultiExcerpt named Overdue Items Information Selections was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro

Options

screenshot of the Overdue Items Posting List report's Options tab (sort by, format, and hide patron's name checkbox)

Example Reports
Purpose

The Temporary Items Information report generates a list of temporary items currently checked out to patrons.

Selections

Options

MultiExcerpt named Loaned Items Information Options was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro

Example Reports