Coming soon: Reports will be split up into 3 types—informational Reports, email Notices, and Labels! |
Are you not sure how to use a particular report? Or perhaps you're wondering which report would best serve your needs... Either way, we've got you covered! Here you can see what each report does, what you can use it for, and what the PDF outputs look like. Find a report by simply clicking on its category or by using the search bar below.
Popular Reports
Patrons Reports
Titles Reports
Copies ReportsReport Name | What does the report generate? |
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Information | Copy Information | List of copies with varying amounts of information (depends on chosen format) | Copy Notes | List of copies with copy notes | Copy Status | List of copies and their current status | Copy Status Details | List of copies; their current status; and patron names, barcodes, and due dates for checked out copies | Duplicate Barcodes | Get information on duplicate barcodes. We recommend eliminating duplicates as soon as possible. | Reordering Details | List of ordering information for copies that may need to be replaced or supplemented | Weeding List by Copy | List of potential copies to weed based on condition, life to date usage, last use, or publication date | Special Status | Discarded Copies | List of copies currently assigned to the Discarded Copies system patron (barcode 2) | In Processing Copies | List of copies currently assigned to the In Processing System Patron (barcode 7); Union Site copies | Lost Copies | List of copies currently assigned to the Lost Copies System Patron (barcode 1) | Special Status Copies | List of copies currently assigned to the selected System Patron (Lost, Discarded, For Library Use, On Repair, On Order, Archived, In Processing, Unknown Patron, or In Transit) | Usage | Copy Monthly Usage | Statistics showing total copy usage for each month within the last year | Copy Monthly Usage Detailed | Statistics showing total usage for each individual copy for each month in the last year | Copy Usage Details | Statistics on total usage for each copy, including total checkouts, total days used, and the last use date |
Circulation Reports
Statistics / Usage Reports (previously Statistics)
Charges / Payments Reports
Holds ReportsReport Name | What does the report generate? |
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Expired In-Stock Holds | List of copies in the holds area with expired or cancelled requests | In-Stock Holds | List of copies in the holds area of the library that have been assigned to fill a request | On-Shelf Holds | List of requested copies that are still on shelves somewhere in the library | Pending Holds | List of holds placed on copies currently checked out to other patrons |
Inventory Reports Report Name | What does the report generate? |
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Copies Inventoried | List of copies that have been inventoried on or after the specified date | Copies Not Inventoried | List of copies that have not been inventoried on or after the specified date | Inventory Statistics Summary | Statistics showing the total items inventoried, items not inventoried, and lost items inventoried on or after the specified date |
Collection Analysis Reports Report Name | What does the report generate? |
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Brief Analysis | Statistics on item counts, purchase costs, and replacement costs | Houston Super Summary | Detailed collection analysis with classifications used by the HISD | Missouri Super Summary | Detailed collection analysis using the Missouri standard call number classifications | Publication Date Summary | Title and copy statistics by publication year | Super Summary | Statistics that show the number of items in your collection and their value, the age of your items and average publication year, and usage information |
Study Programs Reports
Interlibrary Loans Reports
Special Reports (previously System)Report Name | What does the report generate? |
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Item Policies | List of all item policies in your system | Manual Checkout Sheet | Printable checkout sheet to record patron and item information | Operator Summary | List of all patrons who are considered operators | Patron Policies | List of all patron policies in your system | Patron SIF Updates (SIF registration only) | List of patron names, barcodes, RefIds, and the last time they were updated via SIF | Policy Exceptions | List of all policy exceptions in your system | Subscriptions Information | List of library subscriptions and varying amounts of information, depending on the chosen format | System Analysis | Basic overview of a system's registration, configuration, and records | Union Site Copies (Centralized Catalog only) | List of copies that are currently assigned to the Union Site | Union Site Patrons (Centralized Catalog only) | List of all patrons currently assigned to the Union Site |
Legacy Reports
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