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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
Account Status Summary
Textbook Tracker
Generates a full breakdown of the current state of selected patrons' accounts
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.
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).
This report may be removed soon. We recommend using the Patron Information report and selecting by a status of Inactive instead.
Inactive Patrons
Textbook Tracker
Generates a list of patrons with the status of Inactive
Patrons with No Email
Textbook Tracker
Generates a list of patrons without a listed email address
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