Overview
This script produces a printable list of all instruments/equipment currently on loan/hire. It includes the following information:
Student Full Name
Instrumental Teacher Last Name
Form
Item
Item ID (Ref No.)
Date Borrowed
Phone Number
Notes
This script is found at Common Tasks > End of year procedures > Print list of outstanding instruments.
The Process
The script opens on the Loans & Hire file on a Find screen.
The pre-set search finds records where the Category is "Instrument" and the Status is "Current". You can change that if required.
Note: Prior to version 9.282, this default search did not find records with the new "Overdue" Status, so if your version is older than that, you are advised to change the search:
Remove "Current" form the Status field
Enter "=" in the Date Returned field
Other Resources
If you remove or change the entry in the Category field before performing this Find, you can find resources other than instruments.
Select Perform Find and the script will generate the list.
You can select the Sort button to change the sort order of the records.
Double-click a field name to include it in the sort order. If you have multiple fields in your sort list, you can change the order by grabbing the tiny double arrows at the left-hand end of the name and dragging them up or down the list.
Double-click a field name in the Sort Order box to remove it.
Note: The field labelled "Item" on the report, which generally shows which instrument it is, is called "Category 2" in the sort list.
To print or save as PDF, select the Print icon.
You also have the option to Save as Excel.
Close the window to return to the Common Tasks screen.