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All Reports
Last Updated: $action.dateFormatter.formatDateTime($content.getLastModificationDate())
Search by Category
Inventory
Collection Analysis
Circulation
Statistics
Periodicals
System
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 (CC only) | List of all patrons currently assigned to the Union Site |
| Account | |
| Account Introduction | Informational slips for patrons with their login credentials and other important library information |
| Account Status Summary | List of charges, credits, loaned items, holds, and reservations for each patron |
| Expired Patrons | List of patrons with an expired library card |
| Inactive 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 | |
Library Cards (2x5) | 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 (Lexile registration only) | |
| Patron Lexile | List of patrons and their current Lexile scores |
| Patron Lexile Graph | Line graphs that show each patron's Lexile scores over the years as well as the default scores |
| SIF (SIF registration only) | |
| 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 |
Titles Reports
| Report Name | What does the report generate? |
|---|---|
| Information | |
| Title Available Copies | List showing the number of copies available at each site for each title in the selection |
| Title Information | List of titles with varying amounts of information depending on the format |
| Title Information by Award | List of titles that have won a particular award |
| Title Information by Category | List of titles belonging to particular categories or titles with a particular General Note |
| Title Information by Language | List of titles written in a select language |
| Title Information by Publisher | List of titles with the same publisher and/or titles published within a certain date range |
| Title Information by Series | List of titles in each series or titles in one particular series |
| Title Information by Subject | List of titles belonging to a particular subject or genre |
| Titles Not Shown in Researcher | List of titles that don't show up when looking for items in Researcher |
| Titles with No Copies | List of titles that don't have any copies |
| Titles with No Cover Art | List of titles that don't have cover art |
| Usage | |
| Title Lifetime Usage | Statistics on total usage for each title |
| Title Year to Date Usage | Statistics on total year to date usage for each title |
| Top Circulated Titles | List of titles with the most checkouts |
| Study Programs | |
| Accelerated Reader Information | List of titles with their Accelerated Reader points, reading levels, and test numbers |
| Fountas and Pinnell Information | List of titles with their Fountas and Pinnell reading levels |
| Guided Reading Information | List of titles with their Guided Reading levels |
| Reading Counts Information | List of titles with their Reading Counts points, reading level, and test numbers |
| Lexile (Lexile registration only) | |
| Titles with Lexile Score | List of titles and their Lexile scores |
| Titles with No Lexile Score | List of titles that don't have an entered Lexile score |
Copies Reports
| Report Name | What does the report generate? |
|---|---|
| Information | |
| Copy Information | List of copies with varying amounts of information (depends on chosen format) |
| Copy Status | List of copies and their current status |
| Copy Status Details | List of copies; their current status; and patron names, barcodes, and due dates for checked out copies |
| Reordering Details | List of copies that need to be replaced |
| Union Site Copies | List of copies that are currently assigned to the Union Site |
| Weeding List | List of poor condition or little used copies with their publication year, life to date use, and last use date |
| Labels | |
| Copy Labels (3x10) | Labels for item barcodes or envelope labels |
| Copy Labels (4x20) | Labels for study program identification or envelope labels |
| Copy Labels (5x10) | Spine labels |
| Copy Labels (8x6, Tall) | Labels for study program identification or spine labels |
| Copy Labels (8x6, Tall), Variable | Labels for study program identification or spine labels (change the number of rows and font size) |
| Copy Labels (8x6, Wide) | Wide and short spine labels |
| Copy Labels (8x6, Wide), Variable | Wide and short spine labels (change the number of rows and font size) |
| Special Status | |
| Archived Copies | List of copies currently assigned to the Archived Items System Patron (barcode 6) |
| Discarded Copies | List of copies currently assigned to the Discarded Copies System Patron (barcode 2) |
| In Processing Copies | List of copies currently assigned to the In Processing System Patron (barcode 7); Union Site copies |
| Library Use Copies | List of copies currently assigned to the Library Use System Patron (barcode 3) |
| Lost Copies | List of copies currently assigned to the Lost Copies System Patron (barcode 1) |
| On Order Copies | List of copies currently assigned to the On Order System Patron (barcode 5) |
| On Repair Copies | List of copies currently assigned to the On Repair System Patron (barcode 4) |
| Unknown Copies | List of copies currently assigned to the Unknown Patron System Patron (barcode 8) |
| Usage | |
| Copy Monthly Usage | Statistics showing total copy usage for each month within the last year |
| Copy Monthly Usage Detailed | Statistics showing total usage for each individual copy for each month in the last year |
| Copy Usage Details | Statistics on total usage for each copy, including total checkouts, total days used, and the last use date |
Inventory Reports
| Report Name | What does the report generate? |
|---|---|
| Copies Inventoried | List of copies that have been inventoried on or after the specified date |
| Copies Not Inventoried | List of copies that have not been inventoried on or after the specified date |
| Inventory Statistics Summary | Statistics showing the total items inventoried, items not inventoried, and lost items inventoried on or after the specified date |
Collection Analysis Reports
| Report Name | What does the report generate? |
|---|---|
| General | |
| Brief Analysis | Statistics on item counts, purchase costs, and replacement costs |
| Publication Date Summary | Title and copy statistics by publication year |
| Super Summary | Various collection, age, and usage statistics, depending on the format chosen on the Options tab |
| State Reports | |
| Houston Super Summary | Detailed collection analysis with classifications used by the HISD |
| Missouri Super Summary | Detailed collection analysis using the Missouri standard call number classifications |
Circulation Reports
| Report Name | What does the report generate? |
|---|---|
| Information | |
| Loaned Items Information | List of loaned and temporary items along with their due dates |
| Overdue Items and Unpaid Charges Information | List of both overdue items and unpaid charges along with due dates and charge amounts |
| Overdue Items Information | List of items that are overdue along with their due dates and charge amounts |
| Overdue Items Posting List | List of patrons with overdue items and charge amounts that you can post for patrons to see |
| Temporary Items Information | List of temporary items currently checked out to patrons |
| Charges and Information | |
| Charges and Overdue Fines - Charges Only | List of unpaid charges |
| Charges and Overdue Fines - Complete | List of unpaid charges and overdue fines |
| Charges and Overdue Fines - Fines Only | List of unpaid overdue fines |
| Forgiven Charges | List of charges that have been forgiven within a certain date range |
| Patron Balance | List of patrons and their balances |
| Patron Payment History | List of past patron payments and credits from a specified time period |
| Refunded Payments | List of refunds, including methods, amounts, and reasons |
| Notices | |
| Coming Due Items Notice | Notices for patrons letting them know that their items are due soon |
| Damaged Items Notice | Notices and/or mailing labels for parents of patrons with damaged item fees |
| In-Stock Hold Notice | Notices for patrons letting them know that an in-stock hold is ready for them to pick up |
| Lost Items Charge Notice | Notices for patrons with unpaid lost items charges |
| Needed for Reservation Notice | List of patrons with items due in the near future that are needed for reservations |
| Overdue Items and Unpaid Charges Notice | Notices for patrons with overdue items and/or unpaid charges |
| Overdue Items Notice | Notices for patrons with items that are overdue |
| Severely Overdue Items Notice | Notices for patrons with items that are severely overdue |
| Unpaid Charges Notice | Notices for patrons with charges that haven't been paid yet |
| Holds | |
| Expired In-Stock Holds | List of copies in the holds area with expired or cancelled requests |
| In-Stock Holds | List of copies in the holds area of the library that have been assigned to fill a request |
| On-Shelf Holds | List of requested copies that are still on shelves somewhere in the library |
| Pending Holds | List of holds placed on copies currently checked out to other patrons |
| Reservations | |
| Reservations List | List of future reservations, including the patron name, title, date range, and more |
| Reserved Items List | List of items that have been placed on reserve |
| ILL (Centralized Catalog only) | |
| Current Site Overdue ILL Information | List of patrons at the current site with overdue items belonging to other sites |
| In-Transit from Current Site | List of items that are in-transit from the current site |
| In-Transit from Current Site, Late in Arriving | List of items that are in-transit from the current site and late in arriving |
| In-Transit Holds for Current Site | List of items that are on in-transit hold for the current site |
| In-Transit to Current Site | List of items that are in-transit to the current site |
| In-Transit to Current Site, Late in Arriving | List of items that are in-transit to the current site and late in arriving |
| Other Sites Overdue ILL Information | List of patrons at other sites with overdue items belonging to the current site |
Statistics Reports
| Report Name | What does the report generate? |
|---|---|
| Usage by Time Period | |
| Usage by Period | item usage statistics over different time periods |
| Patron Usage | |
| Usage by Patron Policy | statistics showing how much different types of patrons are using the library |
| Usage by Patron-Item Policy | usage statistics on various patron and item policy combinations with patron policies listed first |
| Item Usage | |
| Usage by Item Policy | statistics showing how much items with a specific policy are used during different time periods |
| Usage by Item-Patron Policy | usage statistics on various item and patron policy combinations with item policies listed first |
| Other Usage | |
| Return Statistics | statistics on how many books have been returned each month and how close to the due date they were returned on average |
Periodicals Reports
| Report Name | What does the report generate? |
|---|---|
| Subscriptions | |
| Subscriptions Information | list of library subscriptions and varying amounts of information, depending on the chosen format |
| Routes | |
| Routes Information | list of route names, responsible patrons, and route periods |
| Routes Patron List | list of all patrons included in each route |
| Routing Slips | slips for each route listing the route name, responsible patron, route start and end dates, instructions, and patrons included in the route list |
System Reports
| Report Name | What does the report generate? |
|---|---|
| Barcodes | |
| Command Barcodes | list of scannable Circulation command barcodes that are commonly used |
| Damage Code Barcodes | list of scannable damage code barcodes |
| Unused Barcodes | list of unused barcode ranges or barcode labels |
| Miscellaneous | |
| Item Policies | list of all item policies in your system |
| Manual Checkout Sheet | printable checkout sheet to record patron and item information |
| Patron Policies | list of all patron policies in your system |
| Policy Exceptions | list of all policy exceptions in your system |
| System Analysis | basic overview of a system's registration, configuration, and records |
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)
