Insignia Library system

Reports

The Insignia Library System has more than 100 predefined reports in the following categories plus the ability to produce fully customized reports:

1. 
   Patrons
   
2. 
   Catalog
   
3. 
   Circulation
   
4. 
   Textbook
   
5. 
   Miscellaneous
   
6. 
   Media Manager
   
7. 
   User Defined
   
8. 
   Report Designer
   

Each report has multiple criteria, allowing staff to create reports based on the information they are interested in. Most reports with relevant information can also be applied to a patron or item subset you have previously saved.

Patron Reports

There are 14 Patron Reports as listed below:

Birthdays: lists patrons and their birthdays. Select a date range, homeroom, or subset.

Circulation Types: lists patron circulation types and their circulation restrictions.

Fine History: lists fine details for patrons. Select a single patron, homeroom, patron group, status, or subset. You may limit the report to a fine activity date range. You may choose to include lost items with overdue amounts, or not.

Homeroom List: lists homerooms with teachers.

Items checked out (single patron): lists title, call number, checkout date, due date, barcode number, and status of items checked out to a single patron. You may also choose to print overdue amounts only.

List of Expired/Inactive Patrons: lists patrons who have expired or inactive memberships. You may limit the report to a specific homeroom or by subset.

Patron Circulation Statistics: lists patron circulation statistics. You may limit the report by date range, times overdue, times renewed and subset. You may also group this report by: Homeroom, Patron Circ Type and Patron Group.

Patron Groups: lists patron groups, level of permission, and number of patrons assigned.

Patron List: lists patrons. You may limit the report to a specific patron group or subset.

Patron Mailing Labels: prints standard mailing labels for sending notes to patrons. You may limit the report by patron group, patron last name, postal/zip code, and subset. You may also choose to print one specific patron from a list.

Patron Transaction Status: lists the transaction status for a specific patron. Lists Items Checked out, Overdue List, Lost Items, Damaged Items, Fine History, Items on Reserve, Booked Items, and Checked out assets. Patrons with Books Checked out and no Deposit: lists patrons who have books checked out with no deposit. Patrons with Fines: lists patrons with fines. Includes amount owed. Prints separate sheets for each homeroom. You may limit the report by patron group, homeroom, fine amount, and subset.

Patrons with no Books checked out but no Refund Amount: lists patrons with no books out and no Refunds.