ABOUT REPORTTOOL
ReportTool™, developed by Zen Software, Inc., is a flexible and powerful report generator. More than 850 K-12 library-related reports and 450 public, academic, and special library-related reports are preloaded into M3 and are also available on the Mandarin Web site. These preloaded reports can be run “as is” or customized. New reports can be created using virtually any field of any record. Reports can be displayed on the screen, printed, or downloaded to a file. Barcodes, spine labels, book pocket cards, multi-page forms, address labels, index cards, and letters can also be printed.
Note: In a wide area network, reports should be run at the central site only.
The following tables list the standard reports included in M3. Reports are divided into the following categories: Bibliographic & Item Lists, Bill Letters, Booking Reports, Cards & Labels, Equipment Lists & Forms, Fine Letters, Fine Lists, Fine Notices, Overdue Letters, Overdue Lists, Overdue Notices, Patron Lists, Statistical Reports, and Transactions Lists. The tables provide the report types available for each report category, along with the various selection, sorting and/or grouping criteria that are available.
Additional reports are added to the Mandarin Web site on a regular basis and are available for downloading. For detailed report information, including examples, please refer to the Standard M3 Reports booklet. If the Standard M3 Reports booklet was not included with this packet, you can request this document by calling Mandarin Order and Customer Service at (800) 426-7477.
BIBLIOGRAPHIC & ITEM LISTS
Bibliographic lists include bibliographic records. Item lists include holding records with pertinent information from the bibliographic record, such as title, author, publisher, and date of publication. Reports are available for deleted records, but not purged records.
BILL LETTERS
Bill letters list items that are overdue for a selected number of days. All bill letters allow the user to specify the number of days that items are overdue as a criteria in creating the letters; items due more than this number of days will be billed. These letters list the overdue item, with its replacement cost, and request payment. Selected bill letters allow a surcharge to be added to the cost.
BOOKING REPORTS
Booking reports list items (holdings) or equipment (overhead and slide pro- jectors, TVs, and so on) that are booked for future use.
CARDS & LABELS
Cards and labels print barcodes, spine labels, book pocket cards, multi-page forms, address labels, and index cards. Most card and label names contain a number, which signifies that the report was created to run on special stock (the number is an Avery stock number unless otherwise indicated).
EQUIPMENT LISTS & FORMS
Equipment lists and forms include equipment items and verification forms.
FINE LETTERS
Fine letters are sent to patrons who have returned items but have outstanding fines due. One fine letter is created for each patron. Generating fine letters on a consistent day and at a consistent time will ensure accuracy and eliminate repetition.
FINE LISTS
Fine lists include patrons who have outstanding fines. With the lists that include a “Range Of Days,” the user can generate lists that correspond to the Fine Letter or Fine Notices that have been generated.
FINE NOTICES
Fine notices are distributed to patrons who have returned items but have out- standing fines. One fine notice is created for each item having an outstanding fine. Notices are printed four per page and can be separated for distribution. Unlike fine letters, fine notices do not contain address information. Generating fine notices on a consistent day and at a consistent time will ensure accuracy and eliminate repetition.
OVERDUE LETTERS
Overdue letters are sent to patrons with items that have exceeded the due date. Overdue letters do not include a fine amount unless specified in the report cri- teria. Generating overdue letters on a consistent day and at a consistent time will ensure accuracy and eliminate repetition.
OVERDUE LISTS
Overdue lists include patrons who have outstanding loans. With the lists that include a “Range Of Days,” the user can generate lists that correspond to the Overdue Letters or Overdue Notices that have been generated.
OVERDUE NOTICES
Overdue notices are distributed to patrons who have outstanding loans. One overdue notice is created for each overdue item. Notices are printed four per page and can be separated for distribution. Unlike overdue letters, overdue notices do not contain address information. Generating overdue notices on a consistent day and at a consistent time will ensure accuracy and eliminate repetition.
PATRON LISTS
Patron lists provide information about patrons and are generated from the library database. The reports for school use provide grade, homeroom, and teacher information, and the reports for public library/academic use provide address information.
STATISTICAL REPORTS
Statistical reports include statistics for the following areas: circulation, fines, in-house circulation, loans (including hourly), renewals, and transactions.
TRANSACTIONS LISTS
Transactions lists include items on hold, returned via in-house circulation, loaned, renewed, and reserved.
