Transaction Summary

A summary report of all circulation activity over a selected date range.

The Transaction Summary provides an aggregated view of all issues, returns, renewals and fine activity over any date range you choose. Use it to report library usage to management, compare term-on-term activity, identify peak borrowing periods, or verify that a day's circulation data has been correctly captured.

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Selecting a Date Range

When you open the Transaction Summary screen, you are prompted to specify a date range before the report is generated.

Field	Description
Date from	The start date of the period to report on (inclusive). Defaults to the first day of the current month.
Date to	The end date of the period to report on (inclusive). Defaults to today's date.
Member Type	Optional. Restrict the summary to a specific Member Type (e.g. Staff, Grade 12). Leave blank to include all Member Types.
Transaction type	Optional. Filter to show only Issues, Returns, Renewals, or Fines. Leave blank to include all transaction types.

Click Generate report to produce the summary for the specified criteria.

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Use the This term and This year quick-select buttons to pre-fill the date range fields with common reporting periods, based on the term dates configured in Parameters.

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Summary Grid

The summary grid presents totals grouped by transaction type. Each row represents one type of circulation activity within the selected period.

Row	Description
Issues	Total number of items issued to members during the period.
Returns	Total number of items returned during the period.
Renewals	Total number of renewals processed during the period.
Fines posted	Total number of fine transactions generated (one per overdue return).
Total fine value	Sum of all fines posted during the period.
Fines collected	Total value of fines recorded as paid during the period.
Fines waived	Total value of fines waived during the period.

Example — Term 1 summary for all members

Date from: 22 Jan 2026 / Date to: 27 Mar 2026 / Member Type: (all)

Transaction type	Count / Value
Issues	847
Returns	802
Renewals	134
Fines posted	63
Total fine value	R189.00
Fines collected	R142.00
Fines waived	R12.00

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Drilling into Detail

Click on any row total in the summary grid to view the underlying individual transactions that make up that total.

The detail view shows:

Column	Description
Date & time	Timestamp of the individual transaction.
Member name	The member involved in the transaction.
Item barcode	Barcode of the item involved.
Title	Title of the item involved.
Transaction type	Issue, Return, Renewal, Fine posted, Fine collected, or Fine waived.
Value	Fine amount, where applicable.
Processed by	User ID of the librarian who processed the transaction.

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Click Back to summary to return to the aggregated view without losing your current date range and filter settings.

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Exporting & Printing

Both the summary and detail views can be exported or printed for record-keeping or management reporting.

Option	Description
Export to CSV	Downloads a comma-separated file of the current view (summary or detail), suitable for opening in a spreadsheet application.
Print report	Opens the browser print dialog with a print-optimised layout of the current view.

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Export the detail view at the end of each term as a permanent record of circulation activity. Store the CSV file in your school's library records folder.

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Next Steps

Task	Screen
Investigate a specific member's loan history	My Issues
Collect outstanding fine balances	Outstanding Fines
Send overdue notices for the period	Overdues