You probably used a quick report last time! Quick reports (templates) are used for running one-time reports and do not save selections. However, saved reports are frequently-used reports with saved selections and options that can be favorited, shared, and scheduled. If you want to save a report, select a report and click Create Saved Report at the bottom right-hand corner of the window.
Not at all. Any time you customize a report to perform a specific search, you can always click Create Saved Report to save your changes and make it easier to find in the future.
When it comes to finding reports in Alexandria most are clearly labeled, but you will want to get into the proper category (list on the left) to give you a smaller list to view. Though, to really find something quickly, we recommend using the search.
After you select Run, click the wrench icon in the upper right corner of your screen. NEW go to Operations in the sidenav, or use the message drawer from your topnav. Once your report is complete, you will see your report ready to Email (letter icon), View (info icon), or Download (PDF document icon).
Alexandria has a wide range of reports to both assist in getting the proper information to those that need it such as Overdue Lists and Notices, Patron and Item Details, Charges and Fines, Item Barcode Labels, Patron Library Cards, and other such things for the day to day running of a library.
See the Complete Reports List for more information.
Start by exporting the necessary data from your student information system (SIS) in a tab-delimited text format. This file can be imported into Alexandria Librarian to add new patron records and update any existing patron records simultaneously.
You’ll need to create a saved import. Go to the import you want and click Create Saved Import at the bottom of the window. Then you’ll need to enter a name and fill out the Settings tab with your preferences. Lastly, go to the File Source tab and select FTP or FTPS from the Protocol dropdown. Enter your FTP/FTPS server’s information.
If you don’t have your own server, COMPanion offers secure and private folders on our FTP server! If you do have your own server, make sure that it’s using up-to-date technology.
Want to check if it works? Click Test FTP Connection. From there, you can run the import whenever necessary.
 | We recommend using FTP imports for larger files like patron pictures and BestMARC imports. |
See also Patron Imports Best Practices.
Go to Operations Management from your sidenav, or by clicking on the operation (wrench) icon at the top, and click on the blue “i” icon.
When importing files from a vendor, the correct default settings will already be set, and you can simply select “Run.” If you have a custom import or specific needs when updating your titles or copies, we recommend calling Customer Support for assistance.
Learn more in our Import New Books scenario.
Usually this is not necessary. The session start date is set when you scan your first item. You’ll only want to adjust the start date if you scanned an item elsewhere or in the wrong session, to ensure all your items are counted correctly in this session. For that reason we recommend waiting to complete sessions until you are finished with your whole inventory.