[Evergreen-reports] [External] Report for Pending Users - is this even possible?

Patrick, Irene irene.patrick at ncdcr.gov
Fri Dec 10 11:54:58 EST 2021


Hi Barb,

I was never able to find a source for that.  When I put in a ticket, our consortium staff had to run a SQL report on the server for us to pull the information, and even then it didn't include the addresses.

The best we've been able to do is go to the Pending Patrons screen, click on the right hand dropdown arrow, and select the Download Full CSV option.  That at least will export the information into an Excel file that you can keep.  But you have to be sure to display all the columns you want to include in the downloaded file.

Unfortunately, that doesn't solve the problem with multiple locations.  You'd still have to go into pending patrons for each one.

It definitely would be nice to be able to run a report for them!

Irene Patrick
Electronic Resources Librarian
State Library of North Carolina
NC Department of Natural and Cultural Resources
919.814.6788 |  irene.patrick at ncdcr.gov<mailto:irene.patrick at ncdcr.gov>

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From: Evergreen-reports <evergreen-reports-bounces at list.evergreen-ils.org> On Behalf Of Barb Mitchell via Evergreen-reports
Sent: Friday, December 10, 2021 9:44 AM
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Subject: [External] [Evergreen-reports] Report for Pending Users - is this even possible?

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Hi all! I work with 14 libraries in my system. Sometimes users submit requests online for library cards, and the library staff don't always catch them in a timely manner.  I was wondering if there was a way to create a report to pull the details of pending users at each library - currently I have to log in to each individual library to view these in the Circulations tab, being able to run a single report for all 14 libraries would be a big time-saver. I've done some digging but I haven't been very fruitful so far, it seems that since they aren't registered users yet that they probably won't show up under the User source.

Thanks for any help possible!

Barb Mitchell (she/hers)
County Coordinator
Cambria County Library System
814.536.5131 ext. 219
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