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Operations

Reports

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Patron Email Reports

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Patron Email Reports

Tools > Reports > Patrons > Email

Send Email

 Textbook Tracker

Sends out a customizable email to a selection of patrons

We recommend sending a test email to yourself first to ensure everything is correct. Click Run to send the email.

Use(s)

Use this report to send emails to patrons about library events, book sales, dates the library will be closed, and more.

Selections
screenshot of the Send Email report's Selections tab (patrons at site, patrons with a status of, patrons in security group, patrons with a policy of, patrons from, patrons in grade, patrons added, patrons in barcode range, and patrons with barcodes)
Options
screenshot of the Send Email report's Options tab (subject, from, body text box, and insert letter content button)

Insert Letter Content: You can choose to use one of your preset letters found in Circulation Preferences.

Example Report

Send Email Report.pdf

Send Patron Details Email

 Textbook Tracker

Sends an individualized Details report to selected patrons

Use(s)

Save this report and set it up to automatically send patrons their Details each week or each month. Then patrons are consistently notified regarding loaned items, overdues, holds, reservations, charges, and more.

Selections

Send Patron Details Email report Selections tab


Options

Send Patron Details Email report Options tab