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

[Barb Mitchell]

That's excellent information Jessica, thank you!
________________________________
From: Jessica Woolford <jwoolford at biblio.org>
Sent: Friday, December 10, 2021 11:52 AM
To: Barb Mitchell <mitchellb at cclsys.org>; Evergreen Community Reports Email List <evergreen-reports at list.evergreen-ils.org>
Subject: Re: [Evergreen-reports] Report for Pending Users - is this even possible?

Hi Barb,

We haven't built any reports for pending patrons, but the correct source for them would be User Stage (in that big list under non-core sources).

There is also an action trigger that you can enable that will notify staff if there are pending patrons for review. We have set that up for several libraries. If that sounds interesting to you, you can check with your sys admin and see if it's something they could set up for you.

Hope that helps!

Jessica

On Fri, Dec 10, 2021 at 11:47 AM Barb Mitchell via Evergreen-reports <evergreen-reports at list.evergreen-ils.org<mailto:evergreen-reports at list.evergreen-ils.org>> wrote:
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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--
Jessica Woolford
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
203-577-4070 ext. 105
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