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Borrower history report

Learn how to create and print the Borrower history report in Amlib.

It is possible to produce a report based on the Borrower History.

The report lists the HasRead items in the Borrower History: Activity table (these entries are created after the item has been returned).


There are two main reports templates used for this:

  • Borrower History - &BORHIST.QRP
  • Borrower History by Class - &BORHISC.QRP

Supervisor Settings

The number of history records retained on a borrower record is set in the Supervisor module:

  1. Launch the Amlib client.
  2. Go to Main > Supervisor > Installation – the Installation screen will display.
  3. Click the Circulation tab.
  4. Scroll down to the Keep the last ### history records setting.
  5. Adjust the Value column to be equal to the number of history records you wish to retain – for example: 100
  6. Click the F3 Save button to save setting changes.
  7. From the main menu, select Installation > Choose Location, select the appropriate location in the list and click on the OK button.
  8. Select the Circulation tab – and scroll down to the Keep the last ### history records setting and check the value inserted.
  9. Either insert a value for this particular location or leave blank to use the Default setting.
  10. Click the F3 Save button when complete.
  11. Repeat steps 7 – 10 for all other circulating locations.
  12. Exit the Amlib client and restart for any changes to take effect.

Borrower Settings

This setting controls if a HasRead entry is made in the Borrower History:

  1. Launch the Amlib client.
  2. Go to Main > Borrowers > BorrowerTypes – the Borrower Types screen will display:
  3. Ensure the Keep House Bound Borr History (Y/N) is set to Y for all Borrower Types.
  4. Click the F3 Save button to save any changes to the settings.

Create Report

  1. Go to Main > Reports > RepBorrower – the Borrower Reports screen will display.
  2. Click the F1 New button – the Select Report Format screen will display.
  3. Highlight the Borrower History report template you would like to use – &BORHIST.QRP (Borrower History) or &BORHISC.QRP (Borrower History by Class). You should locate these templates via Template name rather than Description, as these are multi-function templates and sometimes the Description refers to this alternate functionality (for example: Delete History & List).
  4. Click the OK button.
  5. Type in a Description – for example: Borrower History by Class
  6. Ensure the Update Entity (Y/N) column is set to N
  7. Click the F3 Save button.
  8. Select the F7 Where button to set up the selection parameters – this will bring up the Borrower Reports – Where screen.
  9. Enter the following Where search:
    1. History Type LIKE READ OR History Type = READING
      (Use the Paste button to insert the parameter into the list at the bottom of the screen)
    2. Enter a start date: History Date >= enter a date in DD/MM/YYYY format – for example: 01/01/2010
    3. Enter a finish date: History Date <= enter a date in DD/MM/YYYY format – for example:
      (a finish date is optional – if not inserted, the report will go up to the current date).
    4. You may want to add other restrictors – for example: BorClass = OR BorGroup = OR BorBarNo =
    5. Click the F3 Save button when complete
    6. Borrower History Reports
  10. Click the F9 Order button – this will bring up the Borrower Reports – Order By screen
    1. If you are using the &BORHISC.QRP template, then select BorClass from the Columns list and arrow it across into the Order By list
    2. Select and arrow BorBarcode (or BorSurname)
    3. Select and arrow Item Title
    4. Click the F3 Save button when complete

View Report

  1. Highlight the report and click the F8 View button – a prompt will display with the following message: This type of report may use a Saved File as a Source. Do you want select the file now?
  2. If you would like the report to run using the entire database (rather than a Saved List) then click the No button.
  3. The report will then display:
  4. Select the print button to print the report.