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Operations

Reports

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Patrons Usage Reports

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Activity Summary

Generates a list of information gathered by Activity from a specified time period (dates, patron names, and activity reasons)

Use(s)

Librarians can run this report to show administrators and boards how the library is being used. This can help inform event and budgeting decisions.

Selections

Activity Summary report Selections tab

Patrons with Activity in: Enter a date range or relative date in which Activity was recorded. Defaults to the last 30 days.

Patrons with an Activity Reason of: Enter a specific Activity Reason (Visit, Event, Classroom Project, or Book Club).

Options

Activity Summary report Options tab

Example Report

Activity Summary Report (Detailed).pdf

Detailed format, sorted by Last Name

Library Usage Summary


Generates statistics on how many patrons used and didn't use your library in the date range you specify

Data is split up by each month in a year.

Use(s)

Use this report to justify library costs and inform other budgeting decisions.

Selections

Library Usage Summary report Selections tab

Options

Example Report

Library Usage Summary Report.pdf

Patron Monthly Usage


Generates statistics showing how many items were checked out each month within the specified date range

Use(s)
  • Use this report to justify library costs and inform other budgeting decisions.
  • Compare monthly usage between various patron policies, grades, or classes by using different Sort by options. This information may be useful for group participation initiatives or identifying groups that need more encouragement to use the library.
Selections

Patron Monthly Usage report Selections tab

Options

Patron Monthly Usage report Options tab

If you only enter a Starting in date, the Ending in date defaults to January 1st thirty years from the current date. If you only enter an Ending in date, the Starting in date defaults to January 1st, 1904. If you don't enter any date, the Starting in date is set for one year in the past.

Example Reports

Sorted by Site (default)

Sorted by Grade


Patron Monthly Usage Detailed


Generates statistics showing monthly usage for each individual patron within the specified date range

Patrons with no usage within the specified date range will not show up.

Use(s)

Use this report to keep track of individual data for participation initiatives.

Selections

Patron Monthly Usage Detailed report Selections tab

Options

Patron Monthly Usage Detailed report Options tab

If you only enter a Starting in date, the Ending in date defaults to January 1st thirty years from the current date. If you only enter an Ending in date, the Starting in date defaults to January 1st, 1904. If you don't enter any date, the Starting in date is set for one year in the past.

Example Report

Top Borrowing Patrons


Generates a list of patrons who have checked out the most items

Use(s)

Use this report to keep track of data for reading incentive programs or competitions.

Selections

Top Borrowing Patrons report Selections tab

Options

Top Borrowing Patrons report Options tab

Example Report