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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
|
Example Report
Library Use Copies Report.pdf
On Order Copies
Generates a list of copies currently assigned to the On Order System Patron (barcode 5)
These are items that have been ordered but not yet received.
Selections
| Options
|
Example Report
On Order Copies Report.pdf
On Repair Copies
Generates a list of copies currently assigned to the On Repair System Patron (barcode 4)
The On Repair system patron keeps track of damaged copies being repaired that aren't available to patrons.
Use(s)
Librarians or aides can run this report to see which copies need to be repaired. Reference the list again when bookdropping repaired copies to make them available again.
Selections | Options
|
Example Report
On Repair Copies Report.pdfOverdue Items Information
Textbook Tracker: Textbook Overdue Items Information
Generates a list of items that are overdue along with their due dates and current fines
Use(s)
Librarians and teachers can run this report to get a list of students in a particular group or class who have overdue items. They can then remind their students to return their items and pay their overdue fines. Consider creating Saved Reports that automatically send emails to staff with this information periodically.
Run an Overdue Items Notice report to get notice slips for individual patrons and parents.
Selections
This report now includes a Title selection. | Options
|
Example Report
1 Line format | 1 Line with Charges format | 1 Line with Serial Number format |
Detailed format | Detailed with Cost format | Detailed with Fines format |
Detailed with Contact Info format |
Overdue Items Posting List
Generates a list of patrons with overdue items and fine amounts
Use(s)
Print this report and hang it up in the library or classrooms to remind patrons about their overdue items. Don't want other patrons knowing who has overdue items? Check the Hide Patron's Name option. Patrons with overdue items will be able to identify themselves on the list without others knowing.
Selections
This report now includes a Title selection. | Options
Hide Patron's Name: When checked, patron names are replaced with patron barcodes. |
Example Report
Simple format |
Detailed format |
Patron Credit Details
Textbook Tracker
Generates a list of patrons with credit and the amounts
Use(s)
Run this report at the end of the year to see which patrons still have credit that needs to be cleared out, if necessary.
Selections
| Options
|
Example Report
Patron Overdue List
Generates a list of all overdue items for selected patrons
Alternative: Overdue Items Information
Use(s)
Regularly send this report to teachers so they can remind students to return their overdue items. Get reports for particular homerooms or classes by using the Patrons from selection.
Selections
| Options
|
Example Report
Routes Information
Generates a list of route names, responsible patrons, and route periods
Routes Patron List
Generates a list of all patrons included in each route
If a patron is included in multiple routes, their name will appear multiple times in the list.
Selections | Options
|
Example Report
Routing Slips
Generates slips for each route listing the route name, responsible patron, route start and end dates, instructions, and patrons included in the route list
Use(s)
Attach a slip to each routed item so patrons know who to pass the item on to next.
Selections
| Options |
Example Report
Severely Overdue Items Notice
Generates notices for patrons with items that are severely overdue
Overdue fine amounts, which become charges when the items are checked in, are shown as well.
Use(s)
Librarians and teachers can run this report to get notices for students in a particular group or class who have severely overdue items. Consider creating some Saved Reports that automatically send out this report:
- Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.
- Set up a Saved Report that emails students or parents directly when they have severely overdue items.
Selections
Patrons with items more than ______ Days Overdue: Enter a minimum number of days overdue. This report now includes a Title selection. | Options
|
Example Reports
2 Per Page format |
4 Per Page format | |
Letters to Parents format |
Letters with Summary format | |
Email format (PDF lists all patrons who received an email) |
Email format (example of an email sent to a patron) |
Mailing Labels 3 Across format |
Unknown Copies
Generates a list of copies currently assigned to the Unknown Patron System Patron (barcode 8)
This system patron keeps track of copies that have been temporarily misplaced.
Selections
| Options
|
