Time to Pay the Piper: Overdue Lists & Notices
Summary: As the school year comes to a close, please be aware of the different overdue reports you can run.

Part I: Overdue Notices
Overdue Notices are found under Circulation Reports. There are different formats to choose from, depending on how you distribute (i.e. deliver to teacher, mail, or e-mail) overdues to your patrons.

Run Overdue Notices:

• Choose Circulation Reports from the Reports menu.

• Select Overdue Notices using the Report Name drop-down menu.

• Use the Format menu to choose the desired format for the report.

• Use the Sort By menu to indicate the order you wish the patrons to appear on the report.

• Check the Include Charges, Fees, Fines box to have penalties appear on the report along with items that are overdue and have not yet been returned.

• v5.4.4 offers the Calculate Overdue Fines box allowing you to either include the amount of the overdue fine or leave it off if the book has not already been returned and a final amount charged to the patron.

• The Select By menu indicates the criteria to be used when choosing which patrons will be included in the report (i.e. Patron Homeroom). More than one criterion can be selected by changing the No Selection menu (which appears when something other than All Transactions is chosen) to a Boolean Operator in the drop-down menu.

• Report settings can be saved for later use. Click on the Quick Report button, give the report a name such as "Mrs. Jones Overdues," and click OK. Access it by selecting Quick Reports from the Reports menu and then double clicking on the report to print.

• Click on the Print button to print the overdue report. The report will print to the screen and can then be sent to the printer by going to File and selecting Print. Check the settings and click Print.

Learn more in Part II: Overdue Lists. If you have any questions or comments regarding this tip, please contact alextrainers@companioncorp.com.