How do I run a report to determine which patrons expire in a specific date range?
Applies to
- WorldShare Reports
Answer
If your library doesn't have Report Designer you can download the WMS data extract Circulation Patron Full Report from the SFTP (FileX) server. You can then open this report in Excel. There is a field within it called Patron_Expiration_Date. Filter by the patron dates as needed.
Additional information
Please see additional information regarding this report at Circulation Patron Full. You can also learn more about how to exchange files with OCLC.