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CIRCULATION REPORTS

CONTENTS

 

 


CHAPTER 1.  INTRODUCTION

Overview

The Circ Reports Menu

Reports Overview

    Submitting Report Requests

    Entering Scheduling Options

Organization of the User Guide

Optional Features

CHAPTER 2.  PATRON REPORTS

Overview

Report Parameters

Patron Listing

Patron Check-Out Listing

Overdue Items

Indefinite Items

Expired Patrons

Global Notice Generation

Overdue Notices

Item Due Notices

Fines/Fees Notices

Remove Overdue Items

Infrequent User Notices

Library Card Expiry Notices

Reserve Pickup Notices

Global Reserve Pickup Notices

CHAPTER 3.  ITEM REPORTS

Overview

Report Parameters

Bibs Without Items

Delete Bibs Without Items

Brief Bibs from Circulation

Item Exception Listing

Delete Item Exceptions

Location Holdings

Collection Value Report

Circulation Turnover

New Item Activity

New Titles

Changed Titles

Temporary Transfer Listing/Return

Item Circulation Report

New Holds Taken

Reserve Listings

Reserve Deletion

Expired Reserves Pull List

Reserves Ratio Report

Publication Date Listing

Publication Date Summary Report

In Transit Items

Temporary vs Permanent Location

Circulation Transactions Audit

Cataloging Transactions Audit

User Admin Transactions Audit

Report Transactions Audit

Unique Management Collection Agency Submission Reports

Database Activity Reports

Patrons Report

Bibliographic Records Report

Items Report

Circulation Report

Scheduling Recurring Reports

CHAPTER 4.  FINES/FEES REPORTS

Overview

Report Parameters

Fines/Fees Transaction Register

Fines/Fees Summary

Fines/Fees Cash Report by Branch

Expanded Fines/Fees Cash Report by Branch

Tyler MUNIS Accounting Export

Amounts Collected by Income Category

Fees By Fee Type

Patrons with Outstanding Fines

CHAPTER 5.  OPTIONAL REPORTS

Overview

Report Parameters

CollectionHQ Output

CHAPTER 6.  REPORT WRITER

Overview

Using the Report Writer

Creating a Custom Report

Field Definitions

Editing a Custom Report

Scheduling and Running a Custom Report

Deleting a Custom Report

CHAPTER 7.  VIEWING REPORTS

Overview

Viewing and Downloading Reports

Deleting Reports