Occupant Audit Reports

Audit reports that are connected with occupant transactions can be produced from the Audit-Occupant menu. They are helpful in keeping your occupant records in order. Since all three reports are quite similar to one another, they have been documented together.

The occupant audit reports are summarized below, and selected examples are shown.

• Occupants Added. The Occupants Added report lists occupants that were added to the Circulation database within a given date range, along with credit status and other information.

• Occupants Changed. The Occupants Changed report lists occupants whose information was modified within a given date range, including e-mail address and phone number. The field that was modified is listed, along with the new and old data for this field.

  
• Occupants Deleted. The Occupants Deleted report has the same format as the Occupants Added report, but lists occupant records that were deleted within a certain date range.

All Occupant Audit reports can be run for specific create users. This allows you to exclude reporting of records that were changed by mass processes.

Example—Occupants Added Report

Example—Occupants Changed Report