February 1st, 2021
It's time for Miss Honey to print more patron barcode labels. She wants to include all types of patrons in the report—elementary, middle, and high school—except for staff. But how do you do that in Alexandria? Introducing... advanced report selections!
Alexandria allows you to include or exclude specified patron policies in
Patron and Circulation
reports. This comes in handy if you want to exclude staff when printing labels or using Circulation reports. Or, you can use it to include only a few policies.Simply click on the dropdown menu for the Patrons with a Policy of selection and choose from three options:
- Any Policy: All policies will be included.
- Include: Only the policies you check will be included (OR). Patrons do not need to concurrently belong to all selected policies to be included.
- Exclude: All policies except the ones you check will be included (AND NOT).
If you select Include or Exclude, a Set button will appear to the right of the dropdown menu. Click on it to check the boxes of policies you want to include or exclude in the report, and click Set when you're done.
And there you have it! Only the patron policies you want will be included in the report.
This feature is only available on version 7. Still on version 6? Learn about switching to Alexandria 7!
Recent Posts
Blog Posts
-
Summer is here–let's keep in touch!
created by
May 16, 2022
-
End-of-year tips: Tidying up for summer
created by
May 10, 2022
-
End-of-year tips: Managing patrons
created by
May 03, 2022
-
End-of-year tips: Item clean up
created by
Apr 26, 2022
-
End-of-year tips: Disable emails
created by
Apr 20, 2022
-
End-of-year tips: Due Dates
created by
Apr 13, 2022
-
End-of-year tips: Inventory
created by
Apr 06, 2022
-
Researcher Monthly Usage report–How are your students using Alexandria?
created by
Mar 29, 2022
-
Assigning policies–the complete guide
created by
Mar 23, 2022
-
When does an overdue item become lost?
created by
Mar 15, 2022
Want more tips?
Sign up for the emails!
Add Comment