STATISTICS

Chapter 4. VIEWING PATRON STATISTICS

   

 

< PREVIOUS Chapter 4 Overview

CONTENTS INDEX

NEXT > Chapter 4 Patron Groups

---

Patron Categories

Patron Category statistics show the number of patrons that are associated with each Patron Category defined in your library’s VERSO database.

NOTE: Statistics staff can generate Patron Category statistics reports only for the library under which they logged in. Customer SuperUsers can generate Patron Category statistics reports for a single, selected library or for ALL libraries.

To request a Patron Category statistics report:

1. From the Statistics menu (see The Statistics Menu for details), select Patron Statistics - Patron Categories.
   • The Select Report screen displays.

2. For Customer SuperUsers only: Select the library for which you wish to view statistics from the Select a Library menu.
   • Select the desired library, or select [All] to view statistics for all libraries.
3. Select the desired output format for the report using the Report Format radio buttons.
   • To view the report:
     • To view the report on-screen in HTML format, select the View Report - HTML radio button.
     • To download the report for viewing in Adobe Acrobat, select the View Report - PDF radio button.
     • To download the report for viewing in Microsoft Excel, select the View Report - Excel radio button.
   • To email the report:
   • When an Email Report option is selected, the report entry screen refreshes to display the To and Subject text boxes.
     • To email the report in Adobe Acrobat format, select the Email Report - PDF radio button.
     • To email the report in Microsoft Excel format, select the Email Report - Excel radio button.
     • Enter the recipient’s email address in the To text box. If you wish to send the records to more than one person, separate multiple email addresses with semicolons. Do not include spaces between email addresses.
     • Enter the desired subject line for the email in the Subject text box.
4. Click the Run Statistics link.
   • If you selected the View Report - PDF or View Report - Excel radio button, a File Download dialog displays (see Saving Patron Statistics for details).
   • If you selected the Email Report - PDF or Email Report - Excel radio button, the message “The report result has been emailed to the following recipient(s): (email address)” displays at the top of the report entry screen.
   • If you selected the View Report - HTML radio button, the report displays in an additional browser window.
5. The Patron Categories Statistics screen provides the following information for each Patron Category:
   • "All Libraries" Report: The report is subdivided by the LibraryId for each library included in the report, with statistics shown for each library and Home Location from which items were circulated.

• "Single Library" Report: The report shows statistics for each Home Location from which items were circulated for the selected single library.

• The Patron Categories Statistics report is comprised of three fields, which provide the following information:

• Category - Lists the patron categories for which statistics are shown.
• Active – Shows the current status of the associated Patron Category, either Active or Inactive.
• Unexpired – Shows the number of patrons assigned to the associated Patron Category whose expiration date has not yet been reached.
• Expired – Shows the number of patrons assigned to the associated Patron Category whose expiration date has been exceeded.
• Totals - Lists the number of patrons assigned to the associated Patron Category.

• Subtotals are shown for each section. Grand Totals are shown at the end of the report.

6. Close the Patron Categories Statistics browser window to return to the Select Report screen.
7. Click the Close button to close the Select Report screen and return to the Staff Dashboard.

 

 

---

< PREVIOUS Chapter 4 Overview

CONTENTS INDEX

NEXT > Chapter 4 Patron Groups