Patron Information Detail
Learn more about the Patron Information Detail report in WorldShare Reports in Power BI.
Overview
The Patron Information Detail Report lists detailed information that includes many data fields in the patron record. You can use this report for data cleanup (e.g. finding patrons with missing borrower category or home branch), projects, and troubleshooting.
Report details
- Dataset: Patron Information
- Data refresh rate: This report's data is updated nightly. It will be updated by 6 a.m. at your institution's data center time. The data will be "as of" the end of the previous day.
- Data history start date: Snapshot (current data only)
- Default date range: N/A
- Report type: Interactive
Report interface
Filters
- Patron Expired Flag
- Patron Registration Date
- Patron Expiration Date
- Patron Last Modified Date
- Patron Last Activity Date
- Patron Membership Expiration Date
- Patron Borrower Category
- Patron Home Branch Name
- Patron Custom Category 1
- Patron Custom Category 2
- Patron Custom Category 3
- Patron Custom Category 4
Columns
The Patron Information Detail report contains the following columns. Click on a column name for more information.
- Patron Email Address
- Patron Email Address Type
- Patron Home Branch Name
- Patron User ID At Source
- Patron Source System
- Patron Created Date
- Patron Registration Date
- Patron Last Modified Date
- Patron Last Activity Date
- Patron Last Modified User
- Patron Expiration Date
- Patron Suspended Until Date
- Patron Membership Start Date
- Patron Membership Expiration Date
- Patron Membership Policy Name
- Patron Membership Status
- Patron Expired Flag
- Patron Verified Flag
- Patron Blocked Flag
- Patron Custom Category 1
- Patron Custom Category 2
- Patron Custom Category 3
- Patron Custom Category 4
- Patron ILL Approved Flag
- Patron ILL Blocked Flag
- Patron ILL Identifier
- Patron ILL Patron Type
- Patron ILL Pickup Location
- Patron Public Notes
- Patron Staff Notes
You can click a column name to change the column sort.
- Click once to sort the column in ascending order.
- Click twice to sort the column in descending order.
- Click three times to restore the column to its original order.