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Alma Fulfillment Resource Guide

This guide covers all aspects of the fulfillment process. This includes maintaining all patron records, loaning materials, returning/renewing loaned materials, managing lost items dealing with fines and fees as well as course reserves.

Fulfillment Reports

Fulfillment Reports

FLVC has been steadily working on the reports needed for Fulfillment. If you don't see the report you need listed here please send in a help desk ticket detailing the information that you need. 

The following table is a list of reports and their descriptions.  Click on the Report title for information on how to run or access the report:

Title of Report Description
User Cash Transactions Formerly Cash Transaction Report cash-02 - Lists cash transactions per library
Library Loan Counts Dashboard Provides the loan count by Item Policy, Material Type, User Group, Library/Location
Report of Returned Lost and Claimed Returned Items This report is generated by an API. Click the title to learn how to opt in.
Alma Advanced Search Use this to search for all items or patrons given certain criteria. Ex: all items in a certain location.  All patrons that have expired within a certain time frame. (Click on the Advanced Search tab after clicking the link)
Create Fines and Fees Report

The Fines and Fees Report is an Excel file that includes a report of the fines and fees transactions that have been performed over the prior 7 day period.

Create Fulfillment Sets Use this to search for items due back within a certain time frame based on Loan Status.