Generate a report of library cards about to expire.

From Create Lists create a query of patrons whose library cards will expire within the next four months.

Find an empty Review File and click on the search Records button. The Query box will open. Set the Record Type to Patron, since those are the types of records you are requesting.

Leave Range set as it is (to search the broadest set of records possible) and start to build your query.

Limit your search to patrons whose P Type is your library. With your library set, click on Append Line to add another criteria to your query –

The way to restrict to expiring library cards is to limit by patron records with a Card Expires field whose date range is between the current date and a date sometime in the near future.

Type: Patron

Field: Card Expires

Condition: Between

Value A: Current date

Value B: End date

This is as much query as you will need to gather the information you want. Give the query a Name and click on Search to submit your query.

The report will run and retrieve the records that meet your search criteria. This will give you a total number of new patrons added, to work with those records you will want to Export the records to a spreadsheet.