Run the Patron Data report to extract data

The Patron Data report lets you extract information about your patrons in XML format.

Note: The file does not include any data about deleted patrons.

After you have extracted the patron information, you can import files in XML format into a number of applications. For instance, if you import the file into a spreadsheet program, you can delete any fields you do not want, and then sort and filter the remaining data to create custom lists and reports.

To export patron information:

  1. Select Reports > Patron Reports.
  2. Under Statistics, click Patron Data.Extract Patron Data report.
  3. In the first drop-down, select the option that defines the patron data you want to extract.
  4. In the from and to fields, define the range of information you want to extract.
    • To include all patrons, leave both fields blank.
    • To include all patrons up to and including the name or number in the to field, leave the from field blank and enter a name or number in the to field.
    • To include a patron name or number and all those after it, enter a name or number in the from field and leave the to field blank.
    • To extract data for one patron, enter the same name or number in both fields.
  5. Click Extract.
  6. When Report Manager opens, click View to download the XML file. Make sure to save or download the file; opening it in the browser may take an extended period of time.

For each patron, the file contains the following information:

  • Patron Barcode Number
  • District ID
  • Status
  • Last Name
  • First Name
  • Middle Name
  • Nickname
  • Gender
  • Graduation Year
  • Grade Level
  • Birth Date
  • Card Expiration date
  • Patron Type
  • User Defined 1
  • User Defined 2
  • User Defined 3
  • User Defined 4
  • User Defined 5
  • Homeroom
  • Access Level
  • User Name
  • Password Configured (Yes/No)
  • Acceptable Use Policy Filed (Yes/No)
  • Currently Teaching (Yes/No, Textbook Manager only)
  • Email 1
  • Email 2
  • Primary Address
  • Primary City
  • Primary State/Province
  • Primary Postal Code
  • Primary Phone 1
  • Primary Phone 2
  • Secondary Address
  • Secondary City
  • Secondary State/Province
  • Secondary Postal Code
  • Secondary Phone 1
  • Secondary Phone 2
  • Resource Items Out (Resource Manager only)
  • Resource Items Overdue (Resource Manager only)
  • Library Copies Out (Library Manager only)
  • Library Copies Overdue (Library Manager only)
  • Library Fine Amount (Library Manager only)
  • Library Refund Amount (Library Manager only)
  • Library Holds (Library Manager only)
  • Media Bookings (districts with Media Manager only)
  • Media Copies Out (districts with Media Manager only)
  • Media Copies Overdue (districts with Media Manager only)
  • Other [patron] Fine Amounts (Library Manager or Textbook Manager only)
  • Textbook Copies Out (Textbook Manager only)
  • Textbook Copies Overdue (Textbook Manager only)
  • Textbook Fine Amount (Textbook Manager only)
  • Textbook Refund Amount (Textbook Manager only)