How Can I Locate a Patron Report?

Answer

Patron File Reports

Once a patron file is loaded successfully, Alma generates several reports that can be viewed by library staff. To see these reports:

  1. From the main Alma screen, choose Admin from the left menu, then click on Manage a Job from the menu that appears.
     
  2. The Monitor Jobs screen should appear with three tabs at the top: Scheduled, Running, and History.

    Click on the History Tab.

     
  3. From the completed jobs listed, look for a job called Users SYNCHRONIZE using profile XXXX... [Note: If you use the Job Category filter and choose Users, it will narrow down the list.]

     
  4. Once you've found the process, click on it to review the summary report.

    Information about the number of records processed, created, changed, and rejected are listed.

     
  5. If you want to review the records that were rejected, find the Rejected Users section listed near the bottom and click on the arrow to the right.

     
  6. An xml file will be listed. To view a list of these records, click on the ellipse to the right and choose Preview Records.

    The detailed list will appear with the User ID Number and the reason why each record did not load.

 

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  • Last Updated Aug 19, 2021
  • Views 52
  • Answered By Melissa Sykes

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