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 find a new report; these ones will be removed in the future. See each report's documentation for our recommendations on replacements!
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If you have any saved reports using these 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 ReportsCopies ReportsLabel CustomizationCustom 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. |
ExampleIn 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) |
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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 | | |
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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 |
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Charges and Overdue Fines - Charges Only Generates a list of unpaid charges Recommended Replacement: Charges and Overdue Fines report with the Other Charges/Fees option
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 a list of students in a particular group or class who have unpaid charges. They can then remind their students to pay those charges. Consider creating Saved Reports that automatically send emails to staff with this information periodically. SelectionsThis report now includes a Title selection. |
| Options | Example Report |
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The Textbook Tracker version of this report is staying! It can be found under the Charges / Payments category. |
Charges and Overdue Fines - Complete
Textbook Tracker: Textbook Charges and Overdue Fines - Complete
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 a list of students in a particular group or class who have unpaid charges and overdue fines. They can then remind their students to pay those charges and fines. Consider creating Saved Reports that automatically send emails to staff with this information periodically. SelectionsThis report now includes a Title selection. |
| Options | Example Report |
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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 a list of students in a particular group or class who have overdue fines. They can then remind their students to pay those fines. Consider creating Saved Reports that automatically send emails to staff with this information periodically. SelectionsThis report now includes a Title selection. |
| Options | Example Report |
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Copy Status (Legacy)Generates a list of copies and their current status (Available, Checked Out, Lost, Discarded, In Processing, Library Use, On Order, On Repair, Archived, or Unknown)
Use(s)Run this report to review the status of copies under a certain title in preparation for a class that needs them. Selections | Options | Example Report |
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Textbook Tracker
Generates a list of patrons with expired accounts Recommended Replacement: Patron Information report selecting by a status of Inactive
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. When a patron's account expires, their status will be changed to Inactive during Alexandria maintenance. This report will only generate results if you have enabled account expiration dates (Preferences > Patrons > Patron Rules > uncheck Disable account expiration dates). |
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) | |
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Textbook Tracker
Generates a list of patrons with the status of Inactive Recommended Replacement: Patron Information report selecting by a 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) | |
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In-Transit from Current Site, Late in Arriving Generates a list of items that are in-transit from the current site and late in arriving
An item is considered late in arriving when it’s in transit longer than what’s specified in Circulation Preferences > Circulation Settings > Average In Transit Period. Selections | Options | Example Reports Show Expected Arrival Date unchecked | Show Expected Arrival Date checked |
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In-Transit to Current Site, Late in Arriving Generates a list of items that are in-transit to the current site and late in arriving
An item is considered late in arriving when it’s in transit longer than what’s specified in Circulation Preferences > Circulation Settings > Average In Transit Period. Selections | Options | Example Reports Show Expected Arrival Date unchecked | Show Expected Arrival Date checked |
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Library Use Copies Generates a list of copies currently assigned to the Library Use System Patron (barcode 3) Recommended Replacement: Special Status Copies report selecting by a status of For Library Use (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 |
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Lost Items Charge Notice Generates notice slips for patrons with unpaid lost item charges Recommended Replacement: Unpaid Charges Notice report with either the All Charges, Fees, and Fines or Lost Fees Only options
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.
SelectionsThis report now includes a Title selection. |
| Options | Example Reports 2 Per Page format
| 4 Per Page format | Letters format | Letters to Parents format | Letters with Summary format
| Self Mailer 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 | |
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These are items that have been ordered but not yet received. Selections | Options | Example Report |
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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 |
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Overdue Items Information
Textbook Tracker: Textbook Overdue Items Information (Legacy)
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. SelectionsThis report now includes a Title selection. |
| Options | Example Reports 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 |
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Overdue Items Posting List Generates a list of patrons with overdue items and fine amounts Recommended Replacement: Updated Overdue Items Information report using the Posting format
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. SelectionsThis report now includes a Title selection. |
| OptionsHide Patron's Name: When checked, patron names are replaced with patron barcodes. | Example Report Simple format | Detailed format |
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Textbook Tracker
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 |
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Patron Overdue ListGenerates a list of all overdue items for selected patrons Recommended Replacement: Updated Overdue Items Information report using the Detailed format
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 |
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Textbook Tracker
Use(s)- Run this report after importing patron records to see which patrons need to have a primary email address manually added.
- If you use any email notice reports, run this report to get a list of who's missing a primary email address. Then you can contact those patrons and add an email. Otherwise, they won't receive notices.
Selections | Options | Example Report |
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Textbook Tracker
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Routes InformationGenerates a list of route names, responsible patrons, and route periods
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Example Report |
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Routes Patron ListGenerates 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 |
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Routing SlipsGenerates 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 |
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Severely Overdue Items Notice Generates notices for patrons with items that are severely overdue Recommended Replacement: Overdue Items Notice report selected by a certain number of days overdue (Patrons with items ______ Days 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.
SelectionsPatrons 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 format
| Letters to Parents format | Letters with Summary format | Self Mailer 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 | |
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Title Information by AwardGenerates a list of titles that have won a particular award Recommended replacement: Title Information Report
Award names are saved under MARC field 586_a. Manage your MARC award terms in Tools > Authority Control > Titles. |
Use(s)- Run this report when a librarian, teacher, or student needs a list of titles with a particular award for reading assignments or activities. Note that this information can also be found through Researcher by using the Awards filter in the Search interface.
- Run this report and select by a particular award to see which titles are listed as having that award. Then you can determine which titles need to have the award added or removed.
Example Reports1 Line format | Detailed report | 1 Line Landscape format |
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1 Line format (including cover art) | Detailed format (including cover art) | Summary format |
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Title Information by LanguageGenerates a list of titles written in a select language Recommended replacement: Title Information Report
Use(s)Librarians or teachers can run this report to get a list of titles in another language while planning lessons and assignments for multilingual students or students learning another language.
1 Line format | Detailed format | 1 Line Landscape format | Detailed format | Detailed format (including cover art) | Summary format | |
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Title Information by PublisherGenerates a list of titles with the same publisher and/or titles published within a certain range of years Recommended replacement: Title Information Report
Publisher information is saved in the 260_b MARC field, and publishing year information is saved in the 260_c MARC field. Use(s)Librarians or teachers can run this report to get a list of titles with particular publishing information for reading assignments or activities.
Example Reports 1 Line format | Detailed format | 1 Line Landscape format | 1 Line format (including cover art) | Detailed format (including cover art) | Summary format | |
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Unknown Copies Generates a list of copies currently assigned to the Unknown Patron System Patron (barcode 8) Recommended Replacement: Special Status Copies report selecting by a status of Unknown Patron (8)
This system patron keeps track of copies that have been temporarily misplaced. Selections | Options | Example Report |
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Titles with No Cover Art Generates a list of titles that don't have cover art Selections | Options | Example Reports 1 Line format | Detailed format | 1 Line Landscape format | Summary format |
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