Here is a master list of all the reports found under the Patrons category! The reports are further broken down into the sub-categories shown in Reports. Click on a report's name to read about it and see a PDF example of what it looks like! At the beginning of each section, there are screenshots of what most of the Selections and Options are for the reports in that section.
Additional Selections: Patrons with Last Name, Patrons in Barcode Range, Patrons with Barcodes
Information Reports
Purpose Generates a list of all patrons who are considered operators. Everyone in a security group with a level of 0 (District Administrator), 1 (Librarian Administrator), 2 (Librarian), or 3 (Staff) will be included. Example |
Purpose Generates a list of patron alert notes based on the selections you make. Alert notes make the librarian aware of special circumstances surrounding the patron, and they automatically pop up in the Circulation module anytime the patron's barcode is entered. Example |
Purpose Generates a list of current patron category notes based on the selections you make. Categorical notes could be used for special reading programs, at-risk students, special education students, gifted students, library contest students, or any other groups that you find useful. Example |
Purpose Generates a list of current patron contact notes based on the selections you make. Example |
Purpose Run this report if you'd like to know how many patrons belong to the groups you select for. Example (selected for all patrons in grade 3) |
Purpose Generates a list of current patron credit based on the selections you make. Patron credit is a way to accept payment greater than a fine amount and add the rest as credit to the patron's account. Additional Selection Credit Balance: enter the balance range you would like to see Example |
Purpose Generates a list of current patron general notes based on the selections you make. General notes can include any additional comments about a patron. Example |
Purpose Creates a list of patron information based on the selections you make. Additional Option
Examples
|
All reports in this section–with the exception of the Account Status Summary report–give you the option to choose between 1 Line and Detailed in the Options tab.
Purpose Creates a full breakdown of the current state of patrons' accounts for the selections you make. This includes an account balance, payments, charges, credits, loaned items, lost items, overdues, holds, and reservations (similar to a Patron Details quick report in the Circulation module). Additional Options Limit to patrons that have transactions: if checked, only patrons who have a balance, payments, charges, credits, loaned items, lost items, overdues, holds, or reservations will be included Example |
Purpose Creates a list of patrons with the status of inactive based on the selections you make. Examples
|