Circulation Group Reports

The Circulation group of reports is used only by libraries that have the Circulation module. These reports provide information about the circulation of library materials to your library users, in addition to providing a means for notification and billing. This report group is closely related to the User Group Reports.

The Circulation reports accomplish the following tasks.

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Count, list, and produce statistical information about item charges, bills and holds

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List users with charges, bills and holds

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Produce notices to mail to users who have purchase requests, holds, bills, and charges

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Produce statements to mail to users who have patron credit accounts

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Remove bills and holds

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Mark holds INACTIVE that have expired on the Holds shelf or that have expiration dates that have passed

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Process items that are long overdue or are assumed to be lost

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Print circulation tables and provide cash reports for bill payments at circulation workstations

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Print a list of titles that have a certain ratio of holds to copies for the library to consider purchasing additional copies

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Modify user records to allow telephone notification software to select users for phone notices

You should not remove bills or users until you have run your daily Statistics Log report.

Report List

The following reports are in the Circulation group of reports.

Report Name	Source
Assumed Lost Report	Assumedlost
Bill Breakdown Report	Billbreakdown
Bill Tax Summary Report	Billtaxsummary
Bill Totals By Bill Reasons Report	Reasontotal
Bill Totals By Bill Type Report	Typetotal
BLUEcloud Commerce Reconciliation Report	Bccreconcile
Cash Report Per Workstation Report	Cash
Circulation by Zip Code Report	Zipcodecirc
Circulation Mailer Report	Mlrcirc
Clean Holds Shelf Report	Cleanholdshelf
Count Bills Report	Billcnt
Count Charges Report	Chargecnt
Count Holds Report	Holdcnt
Count Transits Report	Transitcnt
Create Charge Notices In Batch Report	Chargentc
Create Circulation Notices In Batch Report	Ntccirc
Current Bills Report	Billstat
Current Charges Statistics Report	Chargestat
Current Holds Statistics Report	Holdstat
Edit Due Dates Globally Report	Globaldatedue
Expire Available Holds Report	Expshlfholds
Expire Holds Report	Expireholds
Final Bill Notice Report	Finalbill
Generalized Bill Notices Report	Bill
Hold Overdue Notices Report	Hoverdue
Hold Pickup Notices Report	Pickup
Link Order Holds Report	Linkorderholds
List Bills Report	Billlist
List Bills, Items Report	Billitemlist
List Charges Report	Chargelist
List Charges By Homeroom/Zip Report	Homeroomchg
List Holds Report	Holdlist
List Inventory Report	Inventoryrpt
List Items with Bills Report	Billitem
List Items with Charges Report	Chargeitem
List Items with Holds Report	Holditem
List Onshelf Items with Holds Report — Overview	Pullonshelfhld
List Purchase Alerts Report	Purchalert
List Purchase Alerts with Demand Management Report	Holdtocopies
List Transits Report	Transitlist
List Users with Billed Items Report	Billitemuser
List Users with Bills, Charges Report	Billchargeuser
List Users with Bills Report	Billuser
List Users with Charges Report	Chargeuser
List Users with Holds Report	Holduser
New Overdue Notices Report	Noverdue
Notice for Cancelled Holds Report	Holdcancelntc
Notify Users Wanting Text Messages Report	Loccsmessage
Notify User via Phone Report	Notifyviaphone
Overdue Notice Report	Overdue
Prepare Notices Report	Prepnotices
Print Circulation Table Report	Prtcirctab
Process Long Overdue Items Report	Longoverdue
Purge Inactive Holds Report	Purgeholds
Recall Notice On Charged Items Report	Recallntc
Recall Title Hold Notices Report	Return
Remove Bills Report	Rembill
Remove Paid Bills Report	Delpaidbill
Test Print of Notice Mailer Report	Mlrtest
User Credit Transaction Activity Report	Acctstatement