From Create Lists create a query of patrons whose library cards have expire within the last few 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 expired library cards is to limit by patron records with a Card Expires field that has already passed.
Type: Patron
Field: Card Expires
Condition: Less than
Value A: Current Date
You could also limit this to a particular date range by using Between as the Condition and having Value A be a date in the past and Value B the current 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 patrons’ accounts that have expired, to work with those records you will want to Export the records to a spreadsheet