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STATISTICS

Chapter 5. CUSTOMER SUPERUSER

   

 


Patron Lookup Report

The Patron Lookup Report lets you generate a report related to lookups performed using the optional Patron Lookup Tool.

To generate the Patron Lookup Report:

  1. From the Statistics menu (see The Statistics Menu for details), select ILL Statistics – Patron Lookup Report.
    • The Patron Lookup Report screen displays.

Patron Lookup Report Setup Screen

Patron Lookup Report Setup Screen

  1. Select the desired output format for the report from the Select Format menu.

    NOTE: Microsoft Excel is currently the only available output format.

  2. Enter the starting date for the report period in the Start Date text box; enter the ending date for the report period in the End Date text box.
    • Enter the Start Date and End Date using the format “MM/DD/YYYY”, i.e., “10/21/2019.”

      NOTE: Be sure to include the slashes “/” when entering the From Date and To Date. Do not include alphabetic characters when entering the From Date and To Date.

      • You may also click the Date Entry Calendar icon Date Entry Calendar icon next to the Start Date or End Date text box to select a date using the Date Entry Calendar (see the System Basics User Guide for details).
  3. Click the Submit button.
    • A File Download dialog displays.
  4. Use the standard procedures for your browser to save the file to the desired location.