Generate a Patron Statistics – Historical report

A Patron Statistics – Historical report provides information for several purposes:

Collect circulation data for district reports.
Monitor the circulation habits of each patron type.
Measure the impact of reading programs on circulation.
Discover the circulation statistics of a particular patron type.

Example: If you group by Grade Level and then by Homeroom, view a report that shows the circulation statistics for each homeroom grouped within the grade levels.

Note: Your district may limit the time and days when certain reports and tasks are performed. If you cannot run this report, talk to your Destiny Administrator.

In order for this report to appear in Reports > Patron Reports, at least one of the following permissions is needed:

Generate library collection reports
Generate resource reports
Generate textbook collection reports

Generate the report

Select Reports > Patron Reports.
Under Statistics, click Patron Statistics - Historical.
A district user with the Manage Patrons for the District permission can select a site from the list in the For field.
Next to For patron activity, click the calendar icon or enter the date range wanted. Do one of the following:
- Leave both fields blank to include all circulations since you installed Destiny.
- Leave the From field blank and enter a date in the to field to include all circulations before and on the date in the to field.
- Enter a date in the From field and leave the to field blank to include circulations on that date and all those after it.
- Enter the same date in both fields, and limit the report to circulations on that one date.
If you have Library Manager, Resource Manager, or Textbook Manager, select the type from the Circulations of drop-down.
Notes:
The options you see are dependent on your permissions.
District media centers can only retrieve circulations of media materials.
From the Show drop-down, select how to display this report. Select Summary Only for statistical data. Select Details from the drop-down to produce a more detailed report listing all patrons and their total number of circulations during the report’s date range.
- A summary includes a list of each grouping, the number of patrons in that group, and its circulation totals.
- A details report adds each patron's name, barcode number, and number of circulations.
Select how to group the information. Choose Patron Type, Patron Status, Grade Level, Homeroom, or one of the User Defined fields.
You can select up to four levels of grouping. Within the lowest grouping on a details report, the patrons are listed in name order. Patrons that do not have information in a Group by field are listed under Other.
To include only certain Patron Types or Statuses, deselect the checkboxes for the patrons to exclude.
To generate the report, click Run Report.
Note: This report does not include deleted patrons.

Calculate the statistics

The circulation count includes all of a patron's checkouts and renewals, both local and off-site. For libraries and district media centers, any in-district interlibrary circulations are also included.

Destiny includes only statistics for those patrons that are currently in the database. When patrons are deleted, their circulation statistics are also deleted. When patrons are transferred to another school in the district, their statistics are also transferred.

Note: If you converted from Circulation Plus, the number of circulations can include those since you installed Circulation Plus.