The Account Introduction report generates informational slips for patrons with their login credentials, library use instructions, account restrictions, library policies, contact information, and other information the librarian wants to give patrons.

Uses

Print these slips at the beginning of the school year for each patron to give them all the information they need to start using the library.

Example Report

The Account Status Summary report creates a full breakdown of the current state of patrons' accounts. This includes an account balance, payments, charges, credits, loaned items, lost items, overdues, holds, and reservations (similar to Patron Details quick reports, which are found in the Circulation module). 

Check the Limit to patrons that have transactions box on the Options tab to limit the patrons that appear in this report to those whom have items checked out, on hold, reservation, or owe fines. If you wish to print all patrons, whether they have transactions or not, remove the check.

Uses

Print this report for patrons and/or their parents regularly so they can remember which items they have, what's overdue and needs to be returned, which items are lost, how much they owe the library, etc.

Example Report

Account Status Summary Report.pdf

The Card Expiring Notice report emails patrons whose library cards are expiring in the next 30 days.

Use(s)

Create a saved report that's scheduled to automatically run once a month so that patrons are always notified of their cards expiring.

Example Email

This is what the email looks like to patrons:

The Expired Patrons report creates a list of patrons with expired library cards. Card expiration dates can be viewed or edited on the Personal Info tab of Patrons Management. Set the number of days patrons' cards are active using patron policies.

Uses

Run this report regularly to see which patrons need to be renewed or removed.

Example Reports

The Inactive Patrons report generates a list of patrons with the status of Inactive. 

Uses

Run this report regularly to see which patrons need to be renewed or removed.

Example Reports

The Patrons with No Email report generates a list of patrons without a listed email address.

Uses

• Run this report after importing patron records to see which patrons need to have an email address manually added.

• If you use any email notice reports, run this report to get a list of who's missing an email address. Then you can contact those patrons and add an email. Otherwise, they won't receive notices.

Example Report

The Patrons with No Picture report generates a list of patrons without a picture.

Uses

Run this report after importing patron pictures to see if any patrons were missed.

Example Report

The Suspended Patrons report generates a list of patrons with a status of Suspended as well as letters for notifying patrons and parents of the suspension. 

Uses

If you can't charge fines but still want to encourage patrons to return items on time, suspending them and sending out these letters may act as an incentive.

Example Reports