Hi Aaron, You could use a survey. The reporter has a field for the "Answer Date/Time," so you can create a recurring report based on the date range the survey was last answered.
Hope that helps! On Thu, Jul 18, 2024 at 12:57 PM DeVries, Aaron via Evergreen-general < [email protected]> wrote: > Hi everyone, > We are trying to find a better workflow for managing patron opt-ins to our > monthly newsletter. Has anyone successfully set this up with a field in > the patron record? I'm thinking maybe a stat category with a yes/no opt-in > question? My problem is that I'm not sure how we could set up a recurring > report for our communications staff that included changes to that field on > existing records, rather than just new card registration that opt-in.. Any > suggestions or ideas would be appreciated. > Thanks, > > *Aaron DeVries* > > (he/him/his) > > Manager, Digital & Support Services > > St. Thomas Public Library > > 153 Curtis Street, St. Thomas, ON N5P 3Z7 > > 519-631-6050, ext. 8016 > > stthomaspubliclibrary.ca <http://www.stthomaspubliclibrary.ca/> > > > <https://webmail.stthomas.ca/owa/UrlBlockedError.aspx> > > Donate to the Library today! > <https://app.etapestry.com/onlineforms/StThomasPublicLibraryBoard/onlinedonations.html> > > > > > *The information contained or included in this email message and any > attachment may be privileged and confidential and may contain personal > information that may be subject to the privacy provisions of the Municipal > Freedom of Information and Protection of Privacy Act and the Personal > Information Protection and Electronic Documents Act, and is intended only > for the use of the recipient(s) named above. If you have received this > email in error, please notify me immediately and delete this email and any > attachment without copying, distributing or disclosing its contents.* > _______________________________________________ > Evergreen-general mailing list > [email protected] > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general > -- [image: logo with link to Georgia Public Library Service website] <https://georgialibraries.org/> Susan Morrison, PINES Operations Analyst ------------------------------ Georgia Public Library Service 2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341 (404) 235-7142 | [email protected] https://help.georgialibraries.org | [email protected] [image: logo with link to Georgia Public Library Service Facebook page] <https://www.facebook.com/georgialibraries>[image: logo with link to Georgia Public Library Service Instagram page] <https://www.instagram.com/georgialibraries/>[image: logo with link to Georgia Public Library Service LinkedIn page] <https://www.linkedin.com/company/georgia-public-library-service/>[image: logo with link to Georgia Public Library Service Threads page] <https://www.threads.net/@georgialibraries> Join our email list <http://georgialibraries.org/subscription> for stories of Georgia libraries making an impact in our communities.
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