Run date specific report on Patron activity (not last activity)
I would like to submit the idea that Polaris offers the ability to run a report based on patron activity dates, and not their LAST activity date.
Currently, we can only run a report using "Last Activity". This is not helpful if trying to determine how many patrons were active in a given period because if they have had activity after the specified period, they would no longer be counted in the report.
There is a canned report under System > statistical summary, but it only looks at borrows, and would not count ILS card activity such as from a digital resource login or PAC sign in.
This would be useful as it would allow us to get historic data of active customers.
Cody Vanderslot
shared this idea
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David Kranz
commented
Our consortium needs to be able to associate where circulation transactions took place that are associated with charges in patron accounts, in addition to knowing who owns a material and where the patron is registered. Patrons can use any of our member libraries, and the policies of the checkout location apply to certain charges like overdue fines while charges related to lost or damaged materials are associated with the owning location. Currently July 2025) we cannot include in an item List transaction report an identifier for the location where the circulation activity took place. When patrons pay online, the lack of the ability to include the circ location information in a report of payments made hampers our ability to get the correct amount of money to the correct library.