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See what each report does, what you can use it for, and what the PDF looks like. Find a report by clicking on its category or using the search bar.
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 (CC only) | 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 chosen format |
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)