The Support Center has moved!! See the new website https://support.goalexandria.com/ 
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
Patrons Account Reports
Last Updated: $action.dateFormatter.formatDateTime($content.getLastModificationDate())
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 Patron Details).
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
Account Expiring Notice
Textbook Tracker
Emails patrons whose accounts are expiring in the next 30 days
This report will only work if you have enabled account expiration dates (Preferences > Patrons > Patron Rules > uncheck Disable account expiration dates) and configured your Email Preferences.
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 accounts
This report will only generate results if you have enabled account expiration dates (Preferences > Patrons > Patron Rules > uncheck Disable account expiration dates).
Account expiration dates can be viewed or edited on the Personal tab of Patrons Management. Set the number of days patrons' accounts 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.
Inactive Patrons
Textbook Tracker
Generates a list of patrons with the status of Inactive
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) |
Patrons with No Email
Textbook Tracker
Generates a list of patrons without a listed primary email address
Use(s)
- Run this report after importing patron records to see which patrons need to have a primary email address manually added.
- If you use any email notice reports, run this report to get a list of who's missing a primary email address. Then you can contact those patrons and add an email. Otherwise, they won't receive notices.
Selections
| Options
|
Example Report
Patrons with No Picture
Textbook Tracker
Generates a list of patrons without a picture
Use(s)
Run this report after importing patron pictures to see if any patrons were missed.
Selections
| Options
|
Example Report
Suspended Patrons
Textbook Tracker
Generates a list of patrons with a status of Suspended or letters for notifying patrons and parents of the suspension
Use(s)
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
| Options
|
Example Reports
1 Line format |
Letter format |
Letter to Parents format |
Self Mailer format |
