How helpful was this page?
Related Blog Posts
Blog Posts
-
How to add reports in the new beta–you beta be trying it!
created by
Jan 16, 2024
-
Remind me with reports... for notes!
created by
Oct 04, 2023
-
Loaned Items Notice for teachers
created by
Sep 21, 2023
-
Summer tip: how to print library cards
created by
Jul 12, 2023
-
End-of-year reports
created by
May 10, 2023
-
Curate your collection–Stats with Super Summary
created by
Feb 01, 2023
-
How to share your district report standards
created by
Jan 18, 2023
-
Share your top titles
created by
Jan 10, 2023
-
Cash drawer report to the rescue!
created by
Oct 04, 2022
-
¿Hablas español?- Filter search results by language
created by
Aug 16, 2022
Tools > Reports > Patrons > Account
Account Introduction
Textbook Tracker
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
Account Status Summary
Textbook Tracker
Generates a full breakdown of the current state of selected patrons' accounts
This report will only work if you have enabled card expiration dates (Preferences > Patrons > Patron Rules > uncheck Disable Card Expiration Dates) and configured your Email Settings.
The Card Expiring Notice report emails patrons whose library cards are expiring in the next 30 days.
Patrons need a valid email address on their record to receive email notifications. Not sure who's missing an email? Run the Patrons with No Email report to get a list.
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.
Selections
Options
Example Email
This is what the email looks like to patrons:
This report will only generate results if you have enabled card expiration dates (Preferences > Patrons > Patron Rules > uncheck Disable Card Expiration Dates).
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.
Selections
MultiExcerpt named Expired Patrons Selections was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
Options
MultiExcerpt named Patron 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
Detailed format (with patron pictures)
This report may be removed soon. We recommend using the Patron Information report and selecting by a status of Inactive instead.
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.
Selections
MultiExcerpt named Expired Patrons Selections was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
Options
MultiExcerpt named Patron 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
Detailed format (with patron pictures)
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.
Selections
MultiExcerpt named Patron Alert Notes Selections was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
Options
MultiExcerpt named Operator Summary Options was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
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.
Selections
MultiExcerpt named Patron Alert Notes Selections was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
Options
MultiExcerpt named Operator Summary Options was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
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.
Selections
MultiExcerpt named Expired Patrons Selections was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
Options
MultiExcerpt named Patron Information Options was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro
Example Reports
1 Line format
Letter format
Letter to Parents format
Self Mailer format