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Patrons Account Reports
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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
Use(s)
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.
Selections
| Options
|
Example Report
Account Status Summary
Textbook Tracker
Generates a full breakdown of the current state of selected patrons' accounts
This breakdown includes an account balance, payments, charges, credits, loaned items, lost items, overdues, holds, and reservations (similar to the Patron Details report ).
Use(s)
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.
Selections
| Options
Limit to patrons that have transactions: When checked, this limits the listed patrons to those whom have items checked out, on hold, reserved, or owe fines. If you wish to print all patrons, whether they have transactions or not, remove the check. |
Example Report
Card Expiring Notice
Textbook Tracker
Emails patrons whose library cards are expiring in the next 30 days
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.
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:
Expired Patrons
Textbook Tracker
Generates a list of patrons with expired library cards
This report will only generate results if you have enabled card expiration dates (Preferences > Patrons > Patron Rules > uncheck Disable Card Expiration Dates).
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.
Use(s)
Run this report regularly to see which patrons need to be renewed or removed.
Selections
| Options
|
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
Inactive Patrons Report (1 Line).pdf
1 Line format
Inactive Patrons Report (Detailed).pdf
Detailed format
Inactive Patrons Report (Detailed - Patron Pictures).pdf
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
Suspended Patrons Report 1 Line.pdf
1 Line format
Suspended Patrons Report Letter.pdf
Letter format
Suspended Patrons Report Letter_to_Parents.pdf
Letter to Parents format
