Doorgaan naar de website
OCLC Support

Account or overdue history - more than 3 to six accounts

Learn how to generate and print borrower history in Amlib.

Borrower history - more than 3/6 accounts

It is possible to check the number of Accounts a Borrower has had over a period of time.

It is essential to get these reports that the Overdues and Accounts has the Update History Column set to Y and that the Reports are run via the F6 Print Button via the Report Scheduler.

Borrower history - more than 3 accounts (&borh3n.qrp)

Borrower History Account Count – lists any Borrower who has had more than 3 Accounts in the Time
Period set in the Where parameters using History Date and History Type etc.

clipboard_eccb4eb592d44489833e5bc0f993fd388.png

&borh6n.qpr Borrower History Account Count – lists any Borrower who has had more than 6
Accounts in the Time Period set in the Where parameters using History Date and History Type etc.

clipboard_ee596f08cb0e70a20e58a7ebcaa59530e.png

Load/check the template type

  1. Launch the Amlib client.
  2. Go to Main > Reports > RepAddNew.
  3. The Report Files window will open.
  4. From the Report Entity drop-down, select the Report Screen (module) you would like to load a template for – for example: Borrower
  5. Highlight the Account history report (&borh3n.qrp)line and click the F2 Modify button – the Borrower Modify Report File window will open
    (To load a new report template: click the F1 New button instead).
  6. Type in a Description – for example: Account History Count
  7. Choose Type: – ensure that Borrower History is selected.
  8. You can leave Default Stats Code blank
  9. Update Entity (Y/N) = N
  10. Click the F3 Update button.
  11. Close out of the Report Files window

The template is now loaded and available for use in a Report.

clipboard_ec6307ffd91afd578bf098480096ca4d6.png

Create report

  1. Go to Main > Reports > RepBorrower.
  2. Select F1 New – the Select Report Format screen will appear.
  3. Highlight the account History report template you would like to use – Account History Count > 3 (&borh3n.qrp)
  4. Click the Select button.
  5. Type in a Description – for example: Overdue History Count > 3 Issues
  6. Ensure the Update Entity (Y/N) column is set to N.
    clipboard_e96d4a4ff776a84df50004143116bbda1.png
  7. Click F3 Save.

Where search parameters

  1. Highlight the report and select the F7 Where button – the Borrower Reports – Where screen will open.
  2. Enter the following Where search:
    1. History Type LIKE OV (or = OVERDUE) to get the Overdue History
    2. OR History Type LIKE ACC (or = ACCOUNT) to get the Account History
      (Use the Paste button to insert the parameter into the list at the bottom of the screen)
    3. Enter a start date: History Date >= enter a date in DD/MM/YYYY format – for example: 01/01/2012
    4. Enter a finish date: History Date <= enter a date in DD/MM/YYYY format – for example: 10/10/2012
      (a finish date is optional – if not inserted, the report will go up to the current date).
    5. You may want to add other restrictors – for example: Borrower No = , or Borrower Class or Type etc.

3. Click the F3 Save button when complete – this will close the Borrower Reports – Where screen and return you to the Borrower Reports screen.
clipboard_eb5b45fdaa1f98f4c89d60da4aabfb9c1.png

Order by parameters

  1. Click the F9 Order button – the Borrower Reports – Order By screen will open.
  2. Select BorBarNo from the Columns list and arrow it across into the Order By list
  3. Click the F3 Save button when complete – this will close the Borrower Reports – Order By screen and return you to the Borrower Reports screen.

Borrower reports screen

View/print report

  1. Highlight the report you wish to run and select the F8 View button.
  2. The following message will appear:
    clipboard_e8dba614aa87e70427e7026d99cbf7fe7.png
  3. If you would like the report to run using the entire database (rather than a Saved List) then select No.
  4. The report will then display:
    clipboard_ece8ed294904464e86d5a6b63b3e6b675.png
  5. Select the print button to print the report.

 

  • Heeft dit artikel u geholpen?