Creating the Homebound Patron Report
If your library has purchased the Homebound Patron Services product, you can create a Homebound Patron Report to view the items checked in from patrons whose P TYPE your library has defined as homebound. To create a Homebound Patron Report:
- Choose Create Homebound Patron Report from the Function list.
- Select parameters for the report.
- Limit by Patron
- To prepare a report on all items checked in from homebound patrons, choose Report on all homebound patrons.
- To prepare a report on items checked in from a single patron, choose Limit to one patron. Enter the patron's barcode in the text box, then choose the Search button to retrieve that patron record.
- Limit by Check-Out Date
- To limit the report to items checked out after a certain date, enter a date in the Starting date text box.
- To limit the report to items checked out before a certain date, enter a date in the Ending date text box.
- Limit by Patron Rating
- To limit the report to items with a particular rating, enter a value between 0 and 10 in the text box labelled Select items rated higher than or equal to (0-10). The system includes only items that received a rating greater than or equal to that value in the Homebound Patron report.
- Select a review file in which to store the prepared report.
- Limit by Patron
- Choose Create Report. The system does the following when preparing the report:
- Displays the number of items in the review file in the # Entries column of the review file list.
- Renames the selected review file. The review file name starts with the prefix HB LIST: to identify it as containing a Homebound Patrons report. The name also includes the name of the patron for whom the report was prepared, the date range, and the minimum evaluation rating. For example:
HB List:Radcliff, Patrick/03-23/2007 to 03/07/2008/8
- To display, sort, and print the report content, use the Create Lists function.