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Operations

Reports

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Circulation Information Reports

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Circulation Information Reports

Tools > Reports > Circulation > Information

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

Uses

Librarians and teachers can run this report to get a list of students in a particular group or class who have loaned items out. They can then remind their students to return their items when they're due. Consider creating Saved Reports that automatically send emails to staff with this information periodically.

Run a Coming Due Items Notice report to get notice slips for individual patrons and parents that let them know library items are due soon.

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)

This report now includes a Title selection.

Options

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Example Reports

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.

Uses

Librarians and teachers can run this report to get a list of students in a particular group or class who have overdue items and unpaid charges. They can then remind their students to return their items and pay their charges. Consider creating Saved Reports that automatically send emails to staff with this information periodically.

Run an Overdue Items and Unpaid Charges Notice report to get notice slips for individual patrons and parents.

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

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Example Reports

Detailed with Cost format

Detailed with Fines format

Detailed with Contact Info format

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

Uses

Librarians and teachers can run this report to get a list of students in a particular group or class who have overdue items. They can then remind their students to return their items and pay their overdue fines. Consider creating Saved Reports that automatically send emails to staff with this information periodically.

Run an Overdue Items Notice report to get notice slips for individual patrons and parents.

Selections

This report now includes a Title selection.

Options

Example Reports

1 Line format

1 Line with Charges format

1 Line with Serial Number format

Detailed format

Detailed with Cost format

Detailed with Fines format

Detailed with Contact Info format



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

Uses

Print this report and hang it up in the library or classrooms to remind patrons about their overdue items. Don't want other patrons knowing who has overdue items? Check the Hide Patron's Name checkbox to replace patron names with patron barcodes. Patrons with overdue items will be able to identify themselves on the list without others knowing.

Selections

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Options

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

Example Reports

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

1 Line format

Detailed format