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Legacy Reports
Last Updated: $action.dateFormatter.formatDateTime($content.getLastModificationDate())
Tools > Reports > Legacy
Are you still using Legacy reports? It's easy to check. In Reports, choose Legacy, then click on the Saved tab at the top of the screen. If you have any saved reports using those templates, it's time to recreate them in a newer format; the old ones will be removed in the future.
- Legacy Label Reports
- Archived Copies
- Expired Patrons
- Inactive Patrons
- Library Use Copies
- On Order Copies
- On Repair Copies
- Overdue Items Information
- Overdue Items Posting List
- Patron Credit Details
- Patron Overdue List
- Routes Information
- Routes Patron List
- Routing Slips
- Severely Overdue Items Notice
- Unknown Copies
Legacy Label Reports
Are you still using Legacy label reports? In Reports, choose Patrons > Legacy or Copies > Legacy, then click on the Saved tab at the top of the screen. If you have any saved reports using those templates, it's time to recreate them in a newer format; the old ones are now obsolete. Our new custom label reports for both patrons and copies offer advanced, field-level customization so you can design labels that fits your specific needs.
As of 7.18.8, most Legacy label reports have been removed. Restored reports are not supported.
Patrons Reports
Legacy Report | Updated Report |
|---|---|
Library Cards (Removed) | |
Patron Barcode Labels (Removed) | |
Patron Mailing Labels (Removed) |
New! The Patron Labels (4x20) report allows you to create smaller labels.
Copies Reports
Legacy Report | Updated Report | Notes |
|---|---|---|
Copy Barcode Labels (Removed) | ||
Envelope and Spine Labels (Restored) | As of 7.19.5, the Envelope and Spine Labels report has been restored. Note that Legacy reports are not supported.
| |
Horizontal Spine Labels (Removed) | ||
LOC Style Spine Labels (Removed) |
| |
Spine Labels (Removed) |
| |
Study Program Labels (Removed) | Choose the right label for your program: |
Label Customization
Custom label reports contain loose representation of an actual label in height and width; these are not meant to be an exact—just enough to get a rough feel for how they are laid out. Each field in the template can be customized using the options on the right. Formatting options can vary based on the type of data you've chosen to display in that field. For example, a barcode image cannot be bold.
When you're finished customizing your labels, click Create Saved Report so it's ready the next time you need it. Remember to give it a descriptive title so you know exactly what the labels are formatted for.
The default font size is small, fitting on one row. However, the font used in some legacy reports may match the Large option on new label reports, which takes up two fields. Try it out and use what works best for you.
Example
In Legacy reports, you could choose a format that would automatically customize your labels. In new label reports, you get to do the customizing. Here's an example of how the new labels can be formatted to match the old Legacy formats using the same information.
| Legacy Format | Information | Copy Barcode Labels (Legacy) | Copy Labels (3x10) |
|---|---|---|---|
| Standard | Call Number Barcode Image Barcode Number Title | ||
| Standard with Author | Call Number Barcode Image Barcode Number Author | ||
| 2 Line Custom Text | Call Number Custom Text Custom Text Barcode Image (small) Barcode Number Title |
| |
| Smart Labels | Call Number Title Barcode Image Barcode Number Author |  |
Archived Copies
Generates a list of copies currently assigned to the Archived Items System Patron (barcode 6)
These items are unavailable to patrons. You may want to archive copies that are kept in a special room and not generally available for circulation.
Selections
| Options
|
Example Report
Archived Copies Report.pdf
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) |
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) |
Library Use Copies
Generates a list of copies currently assigned to the Library Use System Patron (barcode 3)
These copies could be holiday books reserved for library reading events or books used in displays.
Use(s)
Run this report to make sure all of the copies you need for upcoming library book displays or reading events are assigned to Library Use.
Selections
| Options
|
