Reports

Reports libraries should run MONTHLY

• Lost & Missing Items 
• Financial Transaction Summary by Fee Reason
• Statistical Summary
• Patron Register
• Item Circulation By Collection
• Circulation by Items Assigned Branch (Includes Items loaned)
• Circulation by Items Loaning Branch (Includes Items borrowed)
• Overdue Patrons (Overdue Calling List)

Optional Circulation Reports

• Item Records Without Barcodes
• Item Status
• Item Records Without Barcodes
• Call Number List
• Claimed Items (Claim Returned/Claim Never Had)
• Inventory Exception- Incorrect Status
• Collection Disposition by Material Type
• Hourly Circulation Report
• Item Circulation Statistics (by Material Type)
• Uncirculated Items (use for Weeding)
• Inventory Exception – Incorrect Status
• Inventory Exception – Misshelved
• Inventory Shelflist

Optional Patron Reports

• Expired Patrons
• Inactive Patrons
• Patron Library Assigned Blocks
• Patrons With Messages
• Patrons Without Addresses
• Verify Patron Data
• Delinquent Patrons
• Patron Cross Borrowing
• Patron Billing Statement by Patron Barcode

Optional Hold Reports

• Held Checklist
• Unclaimed Checklist

Optional Financial Reports

• Daily Cash Drawer 
• Financial Transaction Summary by Payment Type
• Fines and Fees
• Fines and Fees Summary 

Polaris Basic Reports Documentation (Version 7.4)