CIRCULATION REPORTS
Chapter 2. PATRON REPORTS
Overdue Items
Purpose: Provides a list of overdue items borrowed from your library, and includes the name of the patron holding each overdue item.
Default Filename:
OVERDUE_ITEMS_(date)_(ID number).XLSX
Overdue Items Report Screen
Report Parameters:
- Enter Minimum Number of Days Overdue (text box) – determines which overdue items will be included in the report based on the minimum number of days by which they are overdue. For example, if “3” is entered, items which are overdue by two or fewer days will not be included in the report.
- Enter Maximum Number of Days Overdue (text box) – determines which overdue items will be included in the report based on the maximum number of days by which they are overdue. For example, if “3” is entered, items which are overdue by four or more days will not be included in the report.
- Sort By (drop-down menu) – determines the key by which the report will be sorted; select Patron, Title, Call Number or Patron Group.
- Detail Listing Location (drop-down menu) – determines the specific
location(s) or collection(s) for which the report will be generated; select
the desired location(s).
NOTE: The Detail Listing Location menu lists all locations (libraries, branches and collections) that have been defined for your library. Locations and collections are defined by your Library Administrator.
NOTE: You can select All locations or up to 100 individual locations. DO NOT select All and any individual location.
- Select All to generate the report for items held by all libraries and all associated branches and collections.
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Select a single location to generate the report for a selected library, branch or location, as follows:
Selecting a library will generate the report for items held by the selected library and all associated branches and collections.
Selecting a branch will generate the report for items held by the selected branch and all associated collections.
Selecting a collection will generate the report for items associated with the selected collection only.
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Select multiple locations to generate the report for all selected libraries, branches, and/or collections.
To select multiple locations, press and hold the <Ctrl> key, then click the name of each location you wish to include in the report. When all desired locations have been selected, release the <Ctrl> key.
To select several contiguous locations from the list, press and hold the <Ctrl> key, click and hold the left mouse button, then drag through the list to select the desired locations. When all desired locations have been selected, release the <Ctrl> key and mouse button.
- Include Book Cost (drop-down menu) – determines whether or not book cost will be included in the report for each overdue item. Select Yes (book costs will be included in the report) or No (book costs will not be included in the report), as desired.
- Include ILL Items only (drop-down menu) – determines whether the report will be limited to only those items obtained through interlibrary loan. Select Yes (report will be limited to ILL items only) or No (report will not be limited to ILL items only), as desired.
NOTE: If you select All and one or more individual locations, an advisory dialog displays the message “Please select specific location(s) or ‘All’. You cannot select ‘All’ and other locations at the same time.” when you submit the report request. Click OK to close the dialog, then select All OR one or more individual locations.
NOTE: If you select more than 100 individual locations, an advisory dialog displays the message “Location selection has exceeded the limit. You can select up to 100 locations.” when you submit the report request. Click OK to close the dialog, then adjust your selections to include no more than 100 locations.
To view the Overdue Items report:
NOTE: See Viewing and Downloading Reports to download and/or open the report for viewing.
The name of the report, the run date, and a summary of report parameters are shown at the top of the report. The Overdue Items report provides the following information for each entry in the list (not all fields are shown in the accompanying illustration):
NOTE: Depending in the parameters specified during report setup, some fields may not be shown or populated.
Overdue Items Report
- The Patron Barcode of the patron holding the overdue item
- The Last Name, First Name and middle Initial of the patron
- The patron Category and patron Group to which the patron is assigned
- The patron’s contact information (Phone number, MobilePhone number and Email address)
- The patron’s mailing address (Address, City, State, Zip)
- The Title, Author and Barcode of the item
- The Library location and Collection for the item
- The Call Number of the item
- The date the item was due for return (Due Date)
- The Anticipated Fine for the item
- The cost of the item (Book Cost)