Patron loan history

Where to find it, how to export, and individual loan detail.

See every loan, hold, and saved book for a patron.

Where

Patrons → find them → History tab

What's there

  • Active loans (current)
  • Past loans (returned)
  • Active holds
  • Past holds (cancelled or fulfilled)
  • Bookmarks
  • Patron scoring history (when grade changed and why)

Filtering

  • By date range
  • By outcome (returned on time, late, lost, damaged)
  • By book (search history for a specific title)

Exporting

  • Export → CSV or PDF
  • Useful for tax purposes, audits, or transferring to another system

Loan detail

Click any loan to see:

  • The book, copies, dates
  • Renewal history
  • Any notes from staff
  • Whether the patron's scoring was affected

Statistics

At the top of the History tab:

  • Total loans (lifetime)
  • Total holds
  • Average days held
  • Late returns count
  • Lost books count
  • Current grade

Privacy

History is staff-only. Patrons see only their own portal view, not the full back-office history.

Still stuck? Email hello@tryshelfwise.comand we'll get back within one business day.