Operations

Reports

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Coming Due Items Notice

Generates notices for patrons letting them know that their items are due soon. Specify the due date range using the Patrons with Items Due selection.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have items due soon. 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 items due soon.

Selections

Patrons with Items Due: Enter a relative date or date range.

This report now includes a Title selection.

Options

Coming Due Items Notice report Options tab

Example Reports

These examples use the default options for each format.

Coming Due Items Notice Report (2 Per Page).pdf 2 Per Page format	Coming Due Items Notice Research (4 Per Page).pdf 4 Per Page format	Coming Due Items Notice Report (Letters).pdf Letters format
Coming Due Items Notice Report (Letters to Parents).pdf Letters to Parents format	Coming Due Items Notice Report (Letters with Summary).pdf Letters with Summary format	Coming Due Items Notice Report (Self Mailer).pdf Self Mailer format
Coming Due Items Notice Report (Email).pdf Email format (PDF lists all patrons who received an email)	Email format (example of an email sent to a patron)	Coming Due Items Notice Report (Mailing Labels 3 Across).pdf Mailing Labels 3 Across format

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Damaged Items Notice

Generates parent notice slips and/or mailing labels for patrons with damaged item fees

All patrons who have an unpaid damage charge from discarded or damage coded items will be included in this report.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid damaged item fees. These notices can be mailed or handed out in person to students or parents. Consider creating Saved Reports that automatically email these notices to staff periodically for them to distribute.

Selections

Damaged Items Notice report Selections tab

This report now includes a Title selection.

Options

Example Reports

Damaged Items Notice Report (Letter).pdf

Letter format

Damaged Items Notice Report (Mailing Labels 3 Across).pdf

Mailing Labels 3 Across format

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In-Stock Hold Notice

Generates notices for patrons letting them know that an in-stock hold is ready for them to pick up

In-stock holds are generally holds that have been checked in by the previous patron and are being held separate from the general collection for the next patron.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have in-stock holds. 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 in-stock holds are ready.

Set up a saved report that automatically notifies patrons as their in-stock holds become available. Do this by using a relative date with the In-Stock Hold Available selection (this day, last day, etc).

Selections

In-Stock Hold Notice report Selections tab

In-Stock Hold Expiration Date: Send out notices about in-stock holds that will be expiring soon.

In-Stock Hold Available: Send out notices based on when holds become in-stock.

Options

Example Reports

Standard format	4 Per Page format	In-Stock Hold Notice Report (Mailing Labels 3 Across).pdf Mailing Labels 3 Across format
In-Stock Hold Notice Report (Email).pdf Email format (PDF lists all patrons who received an email)	Email format (example of an email sent to a patron)

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Lost Items Charge Notice

Generates notice slips for patrons with unpaid lost item charges

All patrons with an item checked in via the Lost Copies System Patron and an unpaid lost item charge will be included in this report.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid lost item charges. 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 unpaid lost item charges.

Selections

Lost Items Charge Notice report Selections tab

This report now includes a Title selection.

Options

Lost Items Charge Notice report Options tab

Example Reports

Lost Items Charge Notice Report (2 Per Page).pdf 2 Per Page format	Lost Items Charge Notice Report (4 Per Page).pdf 4 Per Page format	Lost Items Charge Notice Report (Letters).pdf Letters format
Lost Items Charge Notice Report (Letters to Parents).pdf Letters to Parents format	Lost Items Charge Notice Report (Letters with Summary).pdf Letters with Summary format	Lost Items Charge Notice Report (Self Mailer).pdf Self Mailer format
Lost Items Charge Notice Report (Email).pdf Email format (PDF lists all patrons who received an email)	Email format (example of an email sent to a patron)	Lost Items Charge Notice Report (Mailing Labels 3 Across).pdf Mailing Labels 3 Across format

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Needed for Reservation Notice

Generates a list of patrons with items due in the near future that are needed for reservations

Use(s)

Librarians or teachers can run this report to get a list of patrons who may need a reminder to return their items on time so they can fill reservations.

Selections

This report now includes a Title selection.

Options

Needed for Reservation Notice report Options tab

Example Report

Needed for Reservation Notice.pdf

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Overdue Items and Unpaid Charges Notice

Generates notices for patrons with overdue items and/or unpaid charges

Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts. Overdue fines continuously accumulate until items are returned. Once the item is returned, the fine becomes a charge.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have overdue items and/or unpaid charges. 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 overdue items and/or unpaid charges.

Selections

Fine or Charge Balance: Enter the fine/charge range for which you want to send out notices. Note that this selection looks at individual charges rather than a patron's total balance. This means that someone with three 50¢ charges that total $1.50 won't receive a notice since each charge is under the $1.00 (if you set $1.00 as the minimum amount). Also, overdue items with fines not included in the selected amount won't be included in notices.

This report now includes a Title selection.

Options

Example Reports

Overdue Items and Unpaid Charges Notice Report (2 Per Page).pdf 2 Per Page format	Overdue Items and Unpaid Charges Notice Report (4 Per Page).pdf 4 Per Page format	Overdue Items and Unpaid Charges Notice Report (Letters).pdf Letters format
Overdue Items and Unpaid Charges Notice Report (Letters to Parents).pdf Letters to Parents format	Overdue Items and Unpaid Charges Notice Report (Letters with Summary).pdf Letters with Summary format	Overdue Items and Unpaid Charges Notice Report (Self Mailer).pdf Self Mailer format
Overdue Items and Unpaid Charges Notice Report (Email).pdf Email format (PDF lists all patrons who received an email)	Email format (example of an email sent to a patron)	Overdue Items and Unpaid Charges Notice Report (Mailing Labels 3 Across).pdf Mailing Labels 3 Across format

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Overdue Items Notice

^{Textbook Tracker}

Generates notices for patrons with items that are 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 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 overdue items.

Selections

Overdue Items Notice report Selections tab

This report now includes a Title selection.

Options

Overdue Items Notice report Options tab

Example Reports

Overdue Items Notice Report (2 Per Page).pdf 2 Per Page format	Overdue Items Notice Report (4 Per Page).pdf 4 Per Page format	Overdue Items Notice Report (Letters).pdf Letters format
Overdue Items Notice Report (Letters to Parents).pdf Letters to Parents format	Overdue Items Notice Report (Letters with Summary).pdf Letters with Summary format	Overdue Items Notice Report (Self Mailer).pdf Self Mailer format
Overdue Items Notice Report (Email).pdf Email format	Overdue Items Notice Report (Mailing Labels 3 Across).pdf Mailing Labels 3 Across format

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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

Severely Overdue Items Notice Report (2 Per Page).pdf 2 Per Page format	Severely Overdue Items Notice Report (4 Per Page).pdf 4 Per Page format	Severely Overdue Items Notice Report (Letters).pdf Letters format
Severely Overdue Items Notice Report (Letters to Parents).pdf Letters to Parents format	Severely Overdue Items Notice Report (Letters with Summary).pdf Letters with Summary format	Severely Overdue Items Notice Report (Self Mailer).pdf Self Mailer format
Severely Overdue Items Notice Report (Email).pdf Email format (PDF lists all patrons who received an email)	Email format (example of an email sent to a patron)	Severely Overdue Items Notice Report (Mailing Labels 3 Across).pdf Mailing Labels 3 Across format

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Unpaid Charges Notice

Generates notices for patrons with charges that haven't been paid yet

Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid charges. 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 unpaid charges.

Selections

Charge Balance: Enter the charge range for which you want to send out notices. Note that this selection looks at individual charges rather than a patron's total balance. This means that someone with three 50¢ charges that total $1.50 won't receive a notice since each charge is under the $1.00 (if you set $1.00 as the minimum amount).

This report now includes a Title selection.

Options

Unpaid Charges Notice report Options tab

Example Reports

Unpaid Charges Notice Report (2 Per Page).pdf 2 Per Page format	Unpaid Charges Notice Report (4 Per Page).pdf 4 Per Page format	Unpaid Charges Notice Report (Letters).pdf Letters format
Unpaid Charges Notice Report (Letters to Parents).pdf Letters to Parents format	Unpaid Charges Notice Report (Letters with Summary).pdf Letters with Summary format	Unpaid Charges Notice Report (Self Mailer).pdf Self Mailer format
Unpaid Charges Notice Report (Email).pdf Email format (PDF lists all patrons who received an email)	Email format (example of an email sent to a patron)	Unpaid Charges Notice Report (Mailing Labels 3 Across).pdf Mailing Labels 3 Across format

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Related Blog Posts

Blog Posts

Circulation Notices Reports

Coming Due Items Notice

Use(s)

Selections

Options

Example Reports

Damaged Items Notice

Use(s)

Selections

Options

Example Reports

In-Stock Hold Notice

Use(s)

Selections

Options

Example Reports

Lost Items Charge Notice

Use(s)

Selections

Options

Example Reports

Needed for Reservation Notice

Use(s)

Selections

Options

Example Report

Overdue Items and Unpaid Charges Notice

Use(s)

Selections

Options

Example Reports

Overdue Items Notice

Use(s)

Selections

Options

Example Reports

Severely Overdue Items Notice

Use(s)

Selections

Options

Example Reports

Unpaid Charges Notice

Use(s)

Selections

Options

Example Reports

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