Found under Shared Folders → Templates → Sitka_templates → Patrons → Newly Registered/Opted-in Patrons.
Recommended Recurrence Interval: Monthly
- Enter a name that doesn’t include a specific date as this report will run every month. For example, "Monthly Count of Patron Registrations", not "January Patron Registrations".
- Add your library.
- Choose Relative Date and add 1 Month(s) ago.
Check the box for Recurring Report.
- Set the Recurrence Interval to 1 Month(s).
- Check the box beside the date and set the date to the first of the next month.
- Set the time to between 1:00am PT and 4:00am PT.
Found under Shared Folders → Templates → Sitka_templates → Patrons → Patron Count.
Recommended Recurrence Interval: None, run as needed
- Enter a name that includes a specific date as this report will show a snapshot of your patrons at the moment the report is run.
- Add your library.
- Enter a date for patron expiration. To count all patrons enter 1900-01-01 as the date. To only count unexpired patrons enter today’s date.
- Ensure the box is checked for Run as soon as possible.
