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.