Library-at-home report

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Generate a report of library-at-home customer details in the Wise staff client.

The Library-at-home report displays the current data and settings for each library-at-home customer. This report also provides a recommendation list of potential materials to lend to each customer. Materials from the list can be gathered, checked out to the customer, and then delivered to the customer's home. For more information, see Library-at-home service. This report can only be run for one library-at-home delivery person (carrier) at a time, so it must be run for each individual delivery person.

Generating a Library-at-home report

To create a Library-at-home report:

Go to Customers > Overviews > Library-at-home report. A selection window appears.

Select preferences for the overview. Fields marked with an asterisk (*) are required.

Field	Description
Carrier*	Select a library-at-home carrier. This is the staff person or volunteer responsible for pulling and/or delivering the materials.
Customer's card number if applicable	Enter the customer's card number to look up a specific customer.
Print selections	Select Yes to print: Materials checked out Unpaid fees Hold requests Wish list Recommendations

Field

Description

Carrier*

Select a library-at-home carrier. This is the staff person or volunteer responsible for pulling and/or delivering the materials.

Customer's card number if applicable

Enter the customer's card number to look up a specific customer.

Print selections

Select Yes to print:

Materials checked out
Unpaid fees
Hold requests
Wish list
Recommendations

Click Print. The report is generated in your web browser.

The Library-at-home report provides the following details:

Customer information:
- Library card number
- Actor ID
- Name
- Telephone
- Email
- Membership
Carrier name
Number of materials
Material type
Hold requests
Recommendations
Wish list/profile titles