New Patrons

From Create Lists, create a query of patrons added to your library within the last three 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 to your patrons by limiting to patrons whose P Type is equal to your library.

A double-click in the Value A box will open a window listing all P Types, select yours from this list.

With your library’ P Type set, click on Append Line to add another criteria to your query –

To restrict your query to recently added patrons limit by patron records created within a certain date range.

Type: Patron

Field: Created

Condition: Between

Value A: Start date (the date three months ago)

Value B: 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 new patrons added, to work with those records you will want to Export the records to a spreadsheet.